EP Wealth Advisors, LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 18, 2026), EP Wealth Advisors, LLC reported 1,476 stock positions worth $19.2 billion. Its top holding was Vanguard Mrngstar GR ETF-Sui (VUG) at 8.8% of the portfolio, followed by Vanguard Mrngstr Val ETF-Aui (VTV, 7.9%) and Vngrd Mrngstr MD-Cap Val ETF (VOE, 3.6%).
- Most Recent 13F
- Q2 2026
- Location
- TORRANCE, CA
- CIK
- 0001540569
- Portfolio Value
- $19.2B (Q4 2025)
- SEC Filing
- 0001398344-26-003327 ↗ filed Feb 18, 2026
Holdings Value
Holdings 1,476 stocks · $19.2B
| VUG Vanguard Mrngstar GR ETF-Sui | 8.78% | 3,464,230 | $1.7B | — |
| VTV Vanguard Mrngstr Val ETF-Aui | 7.86% | 7,915,910 | $1.5B | — |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 3.60% | 3,906,096 | $692.8M | — |
| BIV Vanguard Intermediate-Term B | 3.49% | 8,635,792 | $672.6M | — |
| AAPL Apple Inc. | 3.24% | 2,291,304 | $622.9M | — |
| VIGI Vanguard Int Div App Indx FD | 3.10% | 6,533,152 | $597.5M | — |
| IGSB iShares 1-5Y Inv Grade Corp. | 2.89% | 10,517,099 | $556.1M | — |
| NVDA Nvidia Corp. | 2.33% | 2,405,666 | $448.7M | — |
| MSFT Microsoft Corp. | 2.05% | 816,222 | $394.7M | — |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 2.04% | 1,405,344 | $392.3M | — |
| VWO Vanguard Ftse Emerging Marke | 2.01% | 7,186,168 | $386.3M | — |
| GOOGL Alphabet Inc. Class A | 1.72% | 1,056,915 | $330.8M | — |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.65% | 466,906 | $318.4M | — |
| DFIV Dimensional International Va | 1.58% | 6,098,853 | $304.3M | — |
| AVGO Broadcom Inc. | 1.54% | 856,403 | $296.4M | — |
| AMZN Amazon.com Inc. | 1.46% | 1,217,007 | $280.9M | — |
| AGG iShares Core U.S. Aggregate | 1.44% | 2,780,493 | $277.7M | — |
| DFAT Dimensional US Target Value | 1.29% | 4,183,471 | $249.1M | — |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 1.22% | 776,329 | $234.5M | — |
| XLK SS Technology Select Sector | 1.22% | 1,627,052 | $234.2M | — |
| VOO Vanguard S&P 500 ETF | 1.15% | 353,724 | $221.8M | — |
| JPM JPMorgan Chase & Co. | 1.08% | 646,590 | $208.3M | — |
| ADVISOR MANAGED PORTFOLIOS | 0.99% | 4,090,871 | $191.3M | — |
| GOVT iShares US Treasury Bond ETF | 0.79% | 6,570,523 | $151.3M | — |
| META Meta Platforms Inc. Class A | 0.71% | 207,297 | $136.8M | — |
| IVV iShares Core S&P 500 ETF | 0.71% | 198,621 | $136.0M | — |
| JNJ Johnson & Johnson | 0.67% | 627,432 | $129.8M | — |
| COST Costco Wholesale Corp. | 0.67% | 149,784 | $129.2M | — |
| XOM Exxon Mobil Corp. | 0.63% | 1,005,274 | $121.0M | — |
| BRK.B Berkshire Hathaway Inc. Class B | 0.62% | 237,648 | $119.5M | — |
| GOOG Alphabet Inc. Class C | 0.58% | 355,111 | $111.4M | — |
| DFLV Dim US Large Cap Value ETF | 0.56% | 3,126,872 | $107.0M | — |
| JSCP JPMorgan Short Duration Core | 0.53% | 2,138,160 | $101.7M | — |
| V Visa Inc. Class A | 0.52% | 286,135 | $100.4M | — |
| VTI VG Morningstar TS MKT ETF-US | 0.45% | 258,572 | $86.7M | — |
| SCHX Schwab US Large-Cap ETF | 0.45% | 3,216,726 | $86.6M | — |
| MUB iShares National Muni Bond E | 0.44% | 784,953 | $84.1M | — |
| IWF iShares Russell 1000 Growth | 0.43% | 176,020 | $83.3M | — |
| CSCO Cisco Systems Inc. | 0.42% | 1,053,769 | $81.2M | — |
| LLY Eli Lilly & Co. | 0.42% | 75,278 | $80.9M | — |
| QQQ Invesco QQQ Trust Series 1 | 0.41% | 129,784 | $79.7M | — |
| MCD McDonald's Corp. | 0.38% | 238,832 | $73.0M | — |
| DFAI Dimensional International Co. | 0.38% | 1,905,347 | $72.6M | — |
| SYK Stryker Corp. | 0.38% | 205,954 | $72.4M | — |
| TAXX BBLX Irm Tax-Aware S Dur ETF | 0.36% | 1,355,710 | $68.8M | — |
| BLK BlackRock Inc. | 0.36% | 64,217 | $68.7M | — |
| VCSH Vanguard S/T Corp. Bond ETF | 0.35% | 850,025 | $67.8M | — |
| SPGI S&P Global Inc. | 0.35% | 128,951 | $67.4M | — |
| CMF iShares California Muni Bond | 0.35% | 1,170,981 | $67.3M | — |
| IWD iShares Russell 1000 Value E | 0.34% | 308,352 | $64.9M | — |
| ALL Allstate Corp. | 0.34% | 311,364 | $64.8M | — |
| NEE Nextera Energy Inc. | 0.33% | 800,964 | $64.3M | — |
| PEP Pepsico Inc. | 0.33% | 436,470 | $62.6M | — |
| UNP Union Pacific Corp. | 0.31% | 260,100 | $60.2M | — |
| HON Honeywell International Inc. | 0.31% | 306,642 | $59.8M | — |
| ESGD iShares Trust iShares ESG Aw | 0.31% | 620,901 | $59.0M | — |
| ABBV Abbvie Inc. | 0.30% | 256,734 | $58.7M | — |
| VEA Vanguard Ftse Developed ETF | 0.30% | 925,697 | $57.8M | — |
| BND Vanguard Total Bond Market | 0.29% | 758,193 | $56.2M | — |
| DFAC Dimensional US Core Equity 2 | 0.28% | 1,375,525 | $54.5M | — |
| WM Waste Management Inc. | 0.28% | 245,949 | $54.0M | — |
| AMD Advanced Micro Devices | 0.28% | 247,976 | $53.1M | — |
| XLE SS Energy Select Sector | 0.27% | 1,157,946 | $51.8M | — |
| TSLA Tesla Inc. | 0.27% | 113,451 | $51.0M | — |
| DFSV Dimensional US Small Cap Val | 0.26% | 1,538,016 | $50.6M | — |
| AMT American Tower Corp. | 0.26% | 286,111 | $50.2M | — |
| HCA HCA Healthcare Inc. | 0.25% | 104,455 | $48.8M | — |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.25% | 520,940 | $47.6M | — |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.24% | 306,069 | $47.0M | — |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.24% | 900,006 | $45.3M | — |
| XLY SS Consumer Disc Select Sect | 0.23% | 374,498 | $44.7M | — |
| DFAU Dimensional US Core Equity M | 0.23% | 934,455 | $43.7M | — |
| XLB SS Materials Select Sector | 0.21% | 910,166 | $41.3M | — |
| XEL Xcel Energy Inc. | 0.21% | 549,253 | $40.6M | — |
| IJR iShares Core S&P Small-Cap E | 0.21% | 332,064 | $39.9M | — |
| WELL Welltower Inc. | 0.21% | 214,614 | $39.8M | — |
| XLP SS Consumer Staples Sel Sect | 0.21% | 511,697 | $39.7M | — |
| RTX RTX Corp. | 0.20% | 214,251 | $39.3M | — |
| NFLX Netflix Inc. | 0.20% | 416,347 | $39.0M | — |
| ROK Rockwell Automation Inc. | 0.19% | 96,054 | $37.4M | — |
| PZA Invesco National Amt-Free Mu | 0.19% | 1,602,126 | $37.2M | — |
| VLO Valero Energy Corp. | 0.19% | 226,213 | $36.8M | — |
| MA Mastercard Inc. Class A | 0.19% | 64,326 | $36.7M | — |
| EFV iShares MSCI Eafe Value ETF | 0.19% | 512,232 | $36.6M | — |
| QQQM Invesco Nasdaq 100 ETF | 0.19% | 142,501 | $36.0M | — |
| PAVE Global X US Infrastructure | 0.19% | 748,464 | $35.8M | — |
| VIG Vanguard Dividend Apprec ETF | 0.18% | 161,756 | $35.6M | — |
| ZTS Zoetis Inc. | 0.18% | 281,074 | $35.4M | — |
| ORCL Oracle Corp. | 0.18% | 178,560 | $34.8M | — |
| SO The Southern Co. | 0.18% | 390,880 | $34.1M | — |
| NKE Nike Inc. Class B | 0.18% | 531,094 | $33.8M | — |
| ORLY O'reilly Automotive Inc. | 0.17% | 363,663 | $33.2M | — |
| APH Amphenol Corp. Class A | 0.17% | 244,194 | $33.0M | — |
| PANW Palo Alto Networks Inc. | 0.17% | 179,052 | $33.0M | — |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 0.17% | 79,860 | $33.0M | — |
| KEYS Keysight Technologies Inc. | 0.17% | 160,988 | $32.7M | — |
| IJH iShares Core S&P Midcap ETF | 0.17% | 484,377 | $32.0M | — |
| CRM Salesforce Inc. | 0.16% | 117,707 | $31.2M | — |
| SCHW Schwab (charles) Corp. | 0.16% | 306,047 | $30.6M | — |
| JAAA Janus Henderson Aaa Clo ETF | 0.16% | 595,764 | $30.1M | — |
Portfolio Sells Q4 2025
No earlier filing to compare with.
Portfolio Buys Q4 2025
No earlier filing to compare with.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 1,712 | $26.2B | VUG, VTV, BIV, AAPL, VOE |
| Q1 2026 | 1,496 | $20.3B | VTV, VUG, BIV, VOE, VIGI |
| Q4 2025 | 1,476 | $19.2B | VUG, VTV, VOE, BIV, AAPL |
| Q2 2025 | 1,421 | $15.2B | VUG, BIV, AAPL, VIGI, IGSB |
| Q1 2025 | 1,280 | $12.5B | VUG, AAPL, BIV, VTV, VIGI |
| Q4 2024 | 1,232 | $12.3B | VUG, AAPL, VTV, BIV, VIGI |
| Q3 2024 | 1,180 | $11.6B | VUG, AAPL, VTV, MSFT, VIGI |
| Q2 2024 | 858 | $9.4B | VUG, VTV, AAPL, MSFT, VIGI |
| Q1 2024 | 832 | $8.6B | VUG, VTV, AAPL, MSFT, SPY |