EP Wealth Advisors, LLC

Q2 2026 13F-HR Holdings

Location
Torrance, CA
Holdings as of
6/30/2026
Date filed
8/11/2026
Form type
13F-HR
Num holdings
1,713
Total value ($000)
$26,169,321
Net value change ($000)
+5,828,671 (28.7%)
New positions
410
Sold out positions
195
Turnover %
2.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/14/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
VUG 414,826 26.0%
AAPL 324,939 55.8%
VTV 305,077 18.5%
IEMG 246,687 1499.9%
NVDA 156,159 34.1%
BIV 143,737 18.2%
VOT 137,678 34.5%
VIGI 130,256 20.3%
VBK 128,858 52.8%
VOE 124,039 16.3%
Top Reduces (Value $000, Stocks/ETFs)
XOM -165,608 -100.0%
HON -73,187 -100.0%
VWO -42,756 -10.3%
NKE -20,875 -94.2%
SPGI -17,713 -31.5%
PEP -17,680 -26.0%
SKYW -12,629 -100.0%
ADBE -12,192 -79.5%
INTU -12,053 -77.9%
XLE -11,692 -15.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type