Universe · entity
EP Wealth Advisors, LLC
Institutional manager (13F) · CIK 1540569
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $14.2B
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | VANGUARD INDEX FDS | $1.7B | 8,418,734 |
| 2 | VANGUARD INDEX FDS | $1.6B | 3,651,263 |
| 3 | VANGUARD BD INDEX FDS | $790M | 10,240,765 |
| 4 | VANGUARD INDEX FDS | $763M | 4,140,038 |
| 5 | VANGUARD WHITEHALL FDS | $640M | 7,239,592 |
| 6 | ISHARES TR | $616M | 11,720,729 |
| 7 | APPLE INC | $583M | 2,296,297 |
| 8 | NVIDIA CORPORATION | $458M | 2,627,656 |
| 9 | VANGUARD INTL EQUITY INDEX F | $415M | 7,672,486 |
| 10 | VANGUARD INDEX FDS | $399M | 1,551,126 |
| 11 | DIMENSIONAL ETF TRUST | $381M | 7,226,755 |
| 12 | ISHARES TR | $317M | 3,190,653 |
| 13 | MICROSOFT CORP | $308M | 831,319 |
| 14 | ALPHABET INC | $301M | 1,046,211 |
| 15 | VANGUARD INDEX FDS | $290M | 485,913 |
| 16 | STATE STR SPDR S&P 500 ETF T | $290M | 445,988 |
| 17 | AMAZON COM INC | $276M | 1,326,047 |
| 18 | DIMENSIONAL ETF TRUST | $269M | 4,301,015 |
| 19 | BROADCOM INC | $251M | 811,673 |
| 20 | ISHARES TR | $250M | 382,980 |
| 21 | VANGUARD INDEX FDS | $244M | 807,814 |
| 22 | SELECT SECTOR SPDR TR | $228M | 1,714,371 |
| 23 | JPMORGAN CHASE & CO | $193M | 657,750 |
| 24 | BLACKROCK ETF TRUST | $187M | 5,174,560 |
| 25 | EXXON MOBIL CORP | $166M | 976,115 |
| 26 | ISHARES TR | $160M | 6,993,963 |
| 27 | JOHNSON & JOHNSON | $150M | 611,615 |
| 28 | COSTCO WHOLESALE CORPORATION | $148M | 148,308 |
| 29 | META PLATFORMS INC | $129M | 225,005 |
| 30 | BERKSHIRE HATHAWAY INC DEL | $109M | 227,644 |
| 31 | J P MORGAN EXCHANGE TRADED F | $105M | 2,219,401 |
| 32 | DIMENSIONAL ETF TRUST | $100M | 2,793,707 |
| 33 | ALPHABET INC | $99M | 343,987 |
| 34 | VISA INC | $97M | 321,164 |
| 35 | ISHARES TR | $90M | 847,619 |
| 36 | VANGUARD INDEX FDS | $85M | 265,766 |
| 37 | SCHWAB STRATEGIC TR | $82M | 3,184,837 |
| 38 | INVESCO QQQ TR | $81M | 140,627 |
| 39 | CISCO SYS INC | $81M | 1,041,483 |
| 40 | SELECT SECTOR SPDR TR | $78M | 1,271,555 |
| 41 | BONDBLOXX ETF TRUST | $77M | 1,530,325 |
| 42 | MCDONALDS CORP | $75M | 241,857 |
| 43 | ELI LILLY & CO | $74M | 80,730 |
| 44 | ISHARES TR | $74M | 173,688 |
| 45 | VANGUARD BD INDEX FDS | $74M | 1,004,275 |
| 46 | HONEYWELL INTL INC | $73M | 323,794 |
| 47 | DIMENSIONAL ETF TRUST | $71M | 1,832,034 |
| 48 | STRYKER CORPORATION | $71M | 216,387 |
| 49 | STATE STR SPDR S&P MIDCAP 40 | $69M | 111,747 |
| 50 | PEPSICO INC | $68M | 438,065 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.