Institutional Fund
Ep Wealth Advisors, LLC
Torrance, CACIK 15405694 filings on record
Portfolio Value
$20.34B
Q1 2026
Holdings
1,496
Reported positions
New Buys
145
Opened this quarter
QoQ Change
+5.7%
from $19.25B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vanguard Index Fds8.1%
- Vanguard Index Fds7.8%
- Vanguard Bd Index Fds3.9%
- Vanguard Index Fds3.8%
- Vanguard Whitehall Fds3.1%
- Ishares Tr3.0%
- Other70.2%
Portfolio Holdings
1,496 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 8.42M | $1.65B | 8.1% | +502.8K | Added |
| 2 | Vanguard Index Fds | 3.65M | $1.59B | 7.8% | +187.0K | Added |
| 3 | Vanguard Bd Index Fds | 10.24M | $790.38M | 3.9% | +1.60M | Added |
| 4 | Vanguard Index Fds | 4.14M | $762.93M | 3.8% | +233.9K | Added |
| 5 | Vanguard Whitehall Fds | 7.24M | $640.41M | 3.1% | +706.4K | Added |
| 6 | Ishares Tr | 11.72M | $616.04M | 3.0% | +1.20M | Added |
| 7 | Apple Inc | 2.30M | $582.78M | 2.9% | +5.0K | Added |
| 8 | Nvidia Corporation | 2.63M | $458.26M | 2.3% | +222.0K | Added |
| 9 | Vanguard Intl Equity Index F | 7.67M | $414.70M | 2.0% | +486.3K | Added |
| 10 | Vanguard Index Fds | 1.55M | $399.18M | 2.0% | +145.8K | Added |
1,486 more holdings on Premium
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