EP Wealth Advisors, LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 14, 2026), EP Wealth Advisors, LLC reported 1,496 stock positions worth $20.3 billion. Its top holding was Vanguard Mrngstr Val ETF-Aui (VTV) at 8.1% of the portfolio, followed by Vanguard Mrngstar GR ETF-Sui (VUG, 7.8%) and Vanguard Intermediate-Term B (BIV, 3.9%). Compared with Q4 2025, it opened 142 new positions, sold out of 123, added to 586 and reduced 728. The biggest buy was a new position in iShares Large Cap Val Act (BLCV) and the biggest sale an exit from Advisor Managed Portfolios.
- Most Recent 13F
- Q2 2026
- Location
- TORRANCE, CA
- CIK
- 0001540569
- Portfolio Value
- $20.3B (Q1 2026)
- SEC Filing
- 0001398344-26-009125 ↗ filed May 14, 2026
Holdings Value
Holdings 1,496 stocks · $20.3B
| VTV Vanguard Mrngstr Val ETF-Aui | 8.12% | 8,418,734 | $1.7B | Add +6.3% |
| VUG Vanguard Mrngstar GR ETF-Sui | 7.84% | 3,651,263 | $1.6B | Add +5.4% |
| BIV Vanguard Intermediate-Term B | 3.89% | 10,240,765 | $790.4M | Add +18.6% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 3.75% | 4,140,038 | $762.9M | Add +6.0% |
| VIGI Vanguard Int Div App Indx FD | 3.15% | 7,239,592 | $640.4M | Add +10.8% |
| IGSB iShares 1-5Y Inv Grade Corp. | 3.03% | 11,720,729 | $616.0M | Add +11.4% |
| AAPL Apple Inc. | 2.87% | 2,296,297 | $582.8M | Add +0.2% |
| NVDA Nvidia Corp. | 2.25% | 2,627,656 | $458.3M | Add +9.2% |
| VWO Vanguard Ftse Emerging Marke | 2.04% | 7,672,486 | $414.7M | Add +6.8% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 1.96% | 1,551,126 | $399.2M | Add +10.4% |
| DFIV Dimensional International Va | 1.88% | 7,226,755 | $381.4M | Add +18.5% |
| AGG iShares Core U.S. Aggregate | 1.56% | 3,190,653 | $316.7M | Add +14.8% |
| MSFT Microsoft Corp. | 1.51% | 831,319 | $307.7M | Add +1.9% |
| GOOGL Alphabet Inc. Class A | 1.48% | 1,046,211 | $300.8M | Reduce -1.0% |
| VOO Vanguard S&P 500 ETF | 1.43% | 485,913 | $290.4M | Add +37.4% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.43% | 445,988 | $290.0M | Reduce -4.5% |
| AMZN Amazon.com Inc. | 1.36% | 1,326,047 | $276.2M | Add +9.0% |
| DFAT Dimensional US Target Value | 1.32% | 4,301,015 | $268.6M | Add +2.8% |
| AVGO Broadcom Inc. | 1.24% | 811,673 | $251.2M | Reduce -5.2% |
| IVV iShares Core S&P 500 ETF | 1.23% | 382,980 | $250.2M | Add +92.8% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 1.20% | 807,814 | $244.2M | Add +4.1% |
| XLK SS Technology Select Sector | 1.12% | 1,714,371 | $227.8M | Add +5.4% |
| JPM JPMorgan Chase & Co. | 0.95% | 657,750 | $193.5M | Add +1.7% |
| BLCV iShares Large Cap Val Act | 0.92% | 5,174,560 | $186.9M | New |
| XOM Exxon Mobil Corp. | 0.81% | 976,115 | $165.6M | Reduce -2.9% |
| GOVT iShares US Treasury Bond ETF | 0.79% | 6,993,963 | $160.2M | Add +6.4% |
| JNJ Johnson & Johnson | 0.73% | 611,615 | $149.5M | Reduce -2.5% |
| COST Costco Wholesale Corp. | 0.73% | 148,308 | $147.8M | Reduce -1.0% |
| META Meta Platforms Inc. Class A | 0.63% | 225,005 | $128.7M | Add +8.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.54% | 227,644 | $109.1M | Reduce -4.2% |
| JSCP JPMorgan Short Duration Core | 0.52% | 2,219,401 | $105.0M | Add +3.8% |
| DFLV Dim US Large Cap Value ETF | 0.49% | 2,793,707 | $99.8M | Reduce -10.7% |
| GOOG Alphabet Inc. Class C | 0.49% | 343,987 | $98.7M | Reduce -3.1% |
| V Visa Inc. Class A | 0.48% | 321,164 | $97.1M | Add +12.2% |
| MUB iShares National Muni Bond E | 0.44% | 847,619 | $90.0M | Add +8.0% |
| VTI VG Morningstar TS MKT ETF-US | 0.42% | 265,766 | $85.3M | Add +2.8% |
| SCHX Schwab US Large-Cap ETF | 0.40% | 3,184,837 | $81.7M | Reduce -1.0% |
| QQQ Invesco QQQ Trust Series 1 | 0.40% | 140,627 | $81.2M | Add +8.3% |
| CSCO Cisco Systems Inc. | 0.40% | 1,041,483 | $80.8M | Reduce -1.2% |
| XLE SS Energy Select Sector | 0.38% | 1,271,555 | $77.9M | Add +9.8% |
| TAXX BBLX Irm Tax-Aware S Dur ETF | 0.38% | 1,530,325 | $77.4M | Add +12.9% |
| MCD McDonald's Corp. | 0.37% | 241,857 | $75.2M | Add +1.3% |
| LLY Eli Lilly & Co. | 0.36% | 80,730 | $74.3M | Add +7.2% |
| IWF iShares Russell 1000 Growth | 0.36% | 173,688 | $74.1M | Reduce -1.3% |
| BND Vanguard Total Bond Market | 0.36% | 1,004,275 | $74.0M | Add +32.5% |
| HON Honeywell International Inc. | 0.36% | 323,794 | $73.2M | Add +5.6% |
| DFAI Dimensional International Co. | 0.35% | 1,832,034 | $71.4M | Reduce -3.9% |
| SYK Stryker Corp. | 0.35% | 216,387 | $71.1M | Add +5.1% |
| MDY State Street SPDR S&P Midcap | 0.34% | 111,747 | $68.9M | Add +234.5% |
| PEP Pepsico Inc. | 0.33% | 438,065 | $68.0M | Add +0.4% |
| CMF iShares California Muni Bond | 0.33% | 1,180,899 | $67.1M | Add +0.8% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.32% | 1,299,844 | $64.8M | Add +44.4% |
| IWD iShares Russell 1000 Value E | 0.32% | 303,087 | $64.8M | Reduce -1.7% |
| UNP Union Pacific Corp. | 0.32% | 264,316 | $64.1M | Add +1.6% |
| BLK BlackRock Inc. | 0.31% | 64,906 | $62.4M | Add +1.1% |
| NEE Nextera Energy Inc. | 0.29% | 644,609 | $59.9M | Reduce -19.5% |
| ESGD iShares Trust iShares ESG Aw | 0.29% | 619,047 | $59.2M | Reduce -0.3% |
| WM Waste Management Inc. | 0.28% | 249,020 | $57.2M | Add +1.3% |
| ABBV Abbvie Inc. | 0.28% | 261,651 | $56.9M | Add +1.9% |
| SPGI S&P Global Inc. | 0.28% | 132,133 | $56.2M | Add +2.5% |
| VEA Vanguard Ftse Developed ETF | 0.27% | 868,550 | $55.7M | Reduce -6.2% |
| VLO Valero Energy Corp. | 0.27% | 224,571 | $55.5M | Reduce -0.7% |
| DFAC Dimensional US Core Equity 2 | 0.26% | 1,368,036 | $53.2M | Reduce -0.5% |
| AVDV Avantis Intl S/C Value ETF | 0.26% | 532,125 | $53.1M | Add +1936.1% |
| JAAA Janus Henderson Aaa Clo ETF | 0.26% | 1,046,748 | $52.7M | Add +75.7% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.26% | 325,477 | $52.0M | Add +6.3% |
| AMD Advanced Micro Devices | 0.25% | 252,335 | $51.3M | Add +1.8% |
| DFSV Dimensional US Small Cap Val | 0.24% | 1,420,298 | $49.8M | Reduce -7.7% |
| HCA HCA Healthcare Inc. | 0.24% | 103,117 | $48.8M | Reduce -1.3% |
| WELL Welltower Inc. | 0.24% | 245,187 | $48.5M | Add +14.3% |
| DFAS Dimensional US Small Cap ETF | 0.24% | 677,210 | $48.2M | Add +118.9% |
| NFLX Netflix Inc. | 0.23% | 483,588 | $46.5M | Add +16.1% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.23% | 585,773 | $46.4M | Reduce -31.1% |
| JMBS Janus Henderson Mortg Backed | 0.23% | 1,025,837 | $46.3M | New |
| XLP SS Consumer Staples Sel Sect | 0.22% | 557,389 | $45.7M | Add +8.9% |
| XEL Xcel Energy Inc. | 0.22% | 565,921 | $45.0M | Add +3.0% |
| TSLA Tesla Inc. | 0.22% | 120,485 | $44.8M | Add +6.2% |
| XLB SS Materials Select Sector | 0.22% | 876,480 | $43.8M | Reduce -3.7% |
| KEYS Keysight Technologies Inc. | 0.21% | 153,701 | $43.4M | Reduce -4.5% |
| XLY SS Consumer Disc Select Sect | 0.21% | 396,710 | $43.2M | Add +5.9% |
| ALL Allstate Corp. | 0.21% | 203,744 | $42.2M | Reduce -34.6% |
| PZA Invesco National Amt-Free Mu | 0.20% | 1,807,607 | $41.5M | Add +12.8% |
| SCHW Schwab (charles) Corp. | 0.20% | 434,575 | $40.8M | Add +42.0% |
| DFAU Dimensional US Core Equity M | 0.20% | 904,653 | $40.8M | Reduce -3.2% |
| IJR iShares Core S&P Small-Cap E | 0.20% | 323,464 | $40.2M | Reduce -2.6% |
| RTX RTX Corp. | 0.19% | 203,673 | $39.3M | Reduce -4.9% |
| MA Mastercard Inc. Class A | 0.19% | 77,759 | $38.9M | Add +20.9% |
| PAVE Global X US Infrastructure | 0.19% | 743,935 | $37.8M | Reduce -0.6% |
| ZTS Zoetis Inc. | 0.18% | 314,530 | $37.2M | Add +11.9% |
| SO The Southern Co. | 0.18% | 385,144 | $37.2M | Reduce -1.5% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.18% | 403,001 | $36.9M | Reduce -22.6% |
| EFV iShares MSCI Eafe Value ETF | 0.18% | 492,654 | $36.6M | Reduce -3.8% |
| ORLY O'reilly Automotive Inc. | 0.17% | 380,619 | $35.1M | Add +4.7% |
| VXF Vanguard Extended Market ETF | 0.17% | 168,307 | $34.6M | Add +239.6% |
| ROK Rockwell Automation Inc. | 0.17% | 94,525 | $33.9M | Reduce -1.6% |
| VIG Vanguard Dividend Apprec ETF | 0.17% | 156,551 | $33.7M | Reduce -3.2% |
| QQQM Invesco Nasdaq 100 ETF | 0.17% | 141,222 | $33.6M | Reduce -0.9% |
| CVX Chevron Corp. | 0.16% | 161,443 | $33.4M | Reduce -0.8% |
| VGT Vanguard Info Tech ETF | 0.16% | 46,833 | $32.7M | Add +215.4% |
| PANW Palo Alto Networks Inc. | 0.16% | 199,494 | $32.0M | Add +11.4% |
Portfolio Sells Q4 2025 → Q1 2026
| ADVISOR MANAGED PORTFOLIOS | Sold out | 0.00% | −0.99 |
| AVGO Broadcom Inc. | Reduce -5.2% | 1.24% | −0.30 |
| GOOGL Alphabet Inc. Class A | Reduce -1.0% | 1.48% | −0.24 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -4.5% | 1.43% | −0.23 |
| AMT American Tower Corp. | Reduce -71.7% | 0.07% | −0.19 |
| ALL Allstate Corp. | Reduce -34.6% | 0.21% | −0.13 |
| VCSH Vanguard S/T Corp. Bond ETF | Reduce -31.1% | 0.23% | −0.12 |
| GOOG Alphabet Inc. Class C | Reduce -3.1% | 0.49% | −0.09 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -4.2% | 0.54% | −0.08 |
| ORCL Oracle Corp. | Reduce -13.8% | 0.11% | −0.07 |
| IWF iShares Russell 1000 Growth | Reduce -1.3% | 0.36% | −0.07 |
| NKE Nike Inc. Class B | Reduce -21.0% | 0.11% | −0.07 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Reduce -22.6% | 0.18% | −0.07 |
| DFLV Dim US Large Cap Value ETF | Reduce -10.7% | 0.49% | −0.07 |
| CRM Salesforce Inc. | Reduce -1.2% | 0.11% | −0.06 |
| VTIP Vanguard Short-Term Tips | Reduce -38.4% | 0.08% | −0.06 |
| SCHX Schwab US Large-Cap ETF | Reduce -1.0% | 0.40% | −0.05 |
| NEE Nextera Energy Inc. | Reduce -19.5% | 0.29% | −0.04 |
| QCOM Qualcomm Inc. | Reduce -17.5% | 0.05% | −0.04 |
| SPEM State Street SP PTF Em ETF | Reduce -57.1% | 0.02% | −0.04 |
| SPTS SS SPDR P St Term TSY ETF | Reduce -58.7% | 0.02% | −0.04 |
| MCK McKesson Corp. | Reduce -31.3% | 0.07% | −0.03 |
| BNDX Vanguard Total Intl Bond ETF | Reduce -32.6% | 0.06% | −0.03 |
| UNH Unitedhealth Group Inc. | Reduce -38.3% | 0.03% | −0.03 |
| WFC Wells Fargo & Co. | Reduce -2.9% | 0.11% | −0.03 |
| CMCSA Comcast Corp. Class A | Reduce -65.5% | 0.01% | −0.03 |
| ROK Rockwell Automation Inc. | Reduce -1.6% | 0.17% | −0.03 |
| VEA Vanguard Ftse Developed ETF | Reduce -6.2% | 0.27% | −0.03 |
| DFAU Dimensional US Core Equity M | Reduce -3.2% | 0.20% | −0.03 |
| IJH iShares Core S&P Midcap ETF | Reduce -13.2% | 0.14% | −0.03 |
| DFAI Dimensional International Co. | Reduce -3.9% | 0.35% | −0.03 |
| KKR KKR & Co. Inc. | Reduce -9.8% | 0.04% | −0.03 |
| FLRN SS SPDR BB Ig Float RT ETF | Reduce -81.7% | 0.01% | −0.02 |
| CSCO Cisco Systems Inc. | Reduce -1.2% | 0.40% | −0.02 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -12.5% | 0.12% | −0.02 |
| QQQM Invesco Nasdaq 100 ETF | Reduce -0.9% | 0.17% | −0.02 |
| DFAC Dimensional US Core Equity 2 | Reduce -0.5% | 0.26% | −0.02 |
| IBM Intl Business Machines Corp. | Reduce -4.4% | 0.06% | −0.02 |
| APH Amphenol Corp. Class A | Reduce -0.4% | 0.15% | −0.02 |
| ABT Abbott Laboratories | Reduce -0.8% | 0.07% | −0.02 |
| SCHG Schwab US Large-Cap Growth | Reduce -0.8% | 0.10% | −0.02 |
| VIG Vanguard Dividend Apprec ETF | Reduce -3.2% | 0.17% | −0.02 |
| XLF SS Financial Select Sector | Reduce -3.4% | 0.09% | −0.02 |
| IWD iShares Russell 1000 Value E | Reduce -1.7% | 0.32% | −0.02 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -8.2% | 0.14% | −0.02 |
| DFSV Dimensional US Small Cap Val | Reduce -7.7% | 0.24% | −0.02 |
| TMO Thermo Fisher Scientific Inc. | Reduce -4.1% | 0.06% | −0.02 |
| EFG iShares MSCI Eafe Growth ETF | Reduce -7.9% | 0.09% | −0.02 |
| ESGD iShares Trust iShares ESG Aw | Reduce -0.3% | 0.29% | −0.02 |
| DHR Danaher Corp. | Reduce -10.2% | 0.04% | −0.02 |
Portfolio Buys Q4 2025 → Q1 2026
| BLCV iShares Large Cap Val Act | New | 0.92% | +0.92 |
| IVV iShares Core S&P 500 ETF | Add +92.8% | 1.23% | +0.52 |
| BIV Vanguard Intermediate-Term B | Add +18.6% | 3.89% | +0.39 |
| DFIV Dimensional International Va | Add +18.5% | 1.88% | +0.29 |
| VOO Vanguard S&P 500 ETF | Add +37.4% | 1.43% | +0.27 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +6.3% | 8.12% | +0.27 |
| AVDV Avantis Intl S/C Value ETF | Add +1936.1% | 0.26% | +0.25 |
| MDY State Street SPDR S&P Midcap | Add +234.5% | 0.34% | +0.23 |
| JMBS Janus Henderson Mortg Backed | New | 0.23% | +0.23 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | Add +6.0% | 3.75% | +0.15 |
| DFSU Dimensional US Sus CORE1 ETF | New | 0.14% | +0.14 |
| IGSB iShares 1-5Y Inv Grade Corp. | Add +11.4% | 3.03% | +0.14 |
| AVUS Avantis U.S. Equity ETF | Add +7655.5% | 0.14% | +0.13 |
| DFAS Dimensional US Small Cap ETF | Add +118.9% | 0.24% | +0.12 |
| EDV Vanguard Extended Dur Treas | New | 0.12% | +0.12 |
| VXF Vanguard Extended Market ETF | Add +239.6% | 0.17% | +0.12 |
| AGG iShares Core U.S. Aggregate | Add +14.8% | 1.56% | +0.11 |
| XLE SS Energy Select Sector | Add +9.8% | 0.38% | +0.11 |
| JAAA Janus Henderson Aaa Clo ETF | Add +75.7% | 0.26% | +0.10 |
| VGT Vanguard Info Tech ETF | Add +215.4% | 0.16% | +0.10 |
| PRAY Fis Trust - Fis Christian St | New | 0.09% | +0.09 |
| DFSI Dimensional Int Sus COR1 ETF | Add +7363.6% | 0.09% | +0.09 |
| PLD Prologis Inc. | Add +363.2% | 0.11% | +0.08 |
| VTEB Vanguard Tax-Exempt Bond ETF | Add +44.4% | 0.32% | +0.08 |
| VMBS Vanguard Mortgage-Backed Sec | Add +1241.4% | 0.09% | +0.08 |
| IXUS iShares Core Intl Stock ETF | Add +568.8% | 0.09% | +0.08 |
| SMH Vaneck Semiconductor ETF | Add +139.5% | 0.13% | +0.08 |
| BND Vanguard Total Bond Market | Add +32.5% | 0.36% | +0.07 |
| DFCF Dimensional Core Fixed Inc. | Add +5514.2% | 0.07% | +0.07 |
| CGMU Cap Group Municipal Income | New | 0.07% | +0.07 |
| ISTB iShares Core 1-5 Year Usd Bo | New | 0.06% | +0.06 |
| DFSE Dimensional Em Sus CORE1 ETF | Add +2730.1% | 0.06% | +0.06 |
| ARB Altshares Merger Arbitrage | New | 0.06% | +0.06 |
| TBIL F/M US Treasury 3 Month Bill | Add +2904.6% | 0.05% | +0.05 |
| CVLC Calvert US L-C CR Resp Index | New | 0.05% | +0.05 |
| HON Honeywell International Inc. | Add +5.6% | 0.36% | +0.05 |
| CLIP Global X 1-3 Month T-Bill | New | 0.05% | +0.05 |
| CVIE Cal Intl Responsible Index | Add +373.6% | 0.06% | +0.05 |
| AVDE Avantis International Equity | Add +751.2% | 0.05% | +0.05 |
| VIGI Vanguard Int Div App Indx FD | Add +10.8% | 3.15% | +0.04 |
| VCIT Vanguard Int-Term Corporate | Add +205.5% | 0.07% | +0.04 |
| XLV SS Health Care Select Sector | Add +65.0% | 0.13% | +0.04 |
| SCHW Schwab (charles) Corp. | Add +42.0% | 0.20% | +0.04 |
| CASY Casey's General Stores Inc. | Add +1320.0% | 0.04% | +0.04 |
| CVMC Calvert US Mcap Core Resp | New | 0.03% | +0.03 |
| SCHC Schwab Intl Small-Cap Equity | Add +648.5% | 0.04% | +0.03 |
| VWO Vanguard Ftse Emerging Marke | Add +6.8% | 2.04% | +0.03 |
| WELL Welltower Inc. | Add +14.3% | 0.24% | +0.03 |
| HYMB SS SPDR N Ice HY Muni ETF | New | 0.03% | +0.03 |
| IGIB iShares 5-10Y Inv Grade Corp. | Add +323.0% | 0.04% | +0.03 |
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 |