EP Wealth Advisors, LLC

13F filer · CIK 0001540569

Reported Aug 12, 2026

Net buyer this quarter

13F portfolio value$26.2BU.S. long equity reported on 13F

Positions1,038213 new · 187 closed

Net flow last quarter+$1.42BBuys minus sells

Top 10 positions weight16.2%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 12, 20261,038 positions
AAPLApple Inc.	$908M	3.47%	0.02%	+36.6%	Q3 2013
NVDANvidia Corp	$614M	2.35%	0.01%	+16.9%	Q3 2018
VOTVan Kampen Municipal Opportunity Trust II	$537M	2.05%	Not reported	+13.0%	Q1 2018
GOOGLAlphabet Inc.	$387M	1.48%	0.01%	+3.5%	Q1 2019
SPYSPDR S&P 500 ETF Trust	$361M	1.38%	Not reported	+8.3%	Q3 2013
MSFTMicrosoft Corp	$350M	1.34%	0.01%	+13.0%	Q3 2013
AMZNAmazon Com Inc	$341M	1.30%	0.01%	+7.9%	Q3 2013
AVGOBroadcom Inc.	$334M	1.28%	0.02%	+8.8%	Q2 2016
JPMJPMorgan Chase & Co	$237M	0.91%	0.03%	+10.1%	Q3 2013
JNJJohnson & Johnson	$180M	0.69%	0.03%	+15.9%	Q3 2013
AMDAdvanced Micro Devices Inc	$159M	0.61%	0.02%	+8.6%	Q4 2019
METAMeta Platforms, Inc.	$148M	0.57%	Not reported	+16.9%	Q3 2013
COSTCostco Wholesale Corp	$146M	0.56%	0.04%	+5.1%	Q3 2013
GOOGAlphabet Inc.	$141M	0.54%	Not reported	+16.1%	Q1 2019
QQQInvesco QQQ Trust, Series 1	$131M	0.50%	Not reported	+26.0%	Q1 2019
BRK.BBerkshire Hathaway Inc	$128M	0.49%	Not reported	+12.4%	Q3 2013
VVisa Inc.	$123M	0.47%	0.02%	+12.1%	Q3 2013
CSCOCisco Systems, Inc.	$122M	0.46%	0.03%	-0.7%	Q3 2013
LLYELI LILLY & Co	$115M	0.44%	0.01%	+19.1%	Q3 2015
MUMicron Technology Inc	$106M	0.40%	0.01%	+76.9%	Q1 2018
MDYSPDR S&P Midcap 400 ETF Trust	$84M	0.32%	Not reported	+6.9%	Q2 2019
PANWPalo Alto Networks Inc	$81.1M	0.31%	0.03%	+19.2%	Q4 2022
UNPUnion Pacific Corp	$79.8M	0.30%	0.05%	+11.0%	Q3 2014
SYKStryker Corp	$76.6M	0.29%	0.06%	+12.4%	Q3 2013
MCDMcdonalds Corp	$76.4M	0.29%	0.04%	+16.9%	Q4 2013
ABBVAbbVie Inc.	$74.8M	0.29%	0.02%	+13.6%	Q2 2017
BLKBlackRock, Inc.	$74.6M	0.29%	0.05%	+19.6%	Q4 2014
SNOWSnowflake Inc.	$69.1M	0.26%	0.08%	+483.2%	Q1 2023
ORCLOracle Corp	$68.4M	0.26%	0.02%	+203.2%	Q3 2013
NEENextera Energy Inc	$64.7M	0.25%	0.04%	+14.3%	Q3 2013
WELLWelltower Inc.	$62.3M	0.24%	0.04%	+11.9%	Q3 2018
PLDPrologis, Inc.	$60.7M	0.23%	0.05%	+171.2%	Q1 2018
WMWaste Management Inc	$60.4M	0.23%	0.07%	+8.8%	Q2 2020
VLOValero Energy Corp	$59.8M	0.23%	0.08%	+2.3%	Q3 2018
TSLATesla, Inc.	$55.4M	0.21%	0.00%	+9.2%	Q3 2015
APHAmphenol Corp	$55.3M	0.21%	0.03%	+29.1%	Q1 2023
TJXTJX Companies Inc	$53.8M	0.21%	0.03%	+9.2%	Q4 2016
DELLDell Technologies Inc.	$51.6M	0.20%	0.02%	+947.0%	Q1 2019
KEYSKeysight Technologies, Inc.	$51M	0.20%	0.09%	-5.1%	Q4 2020
PEPPepsico Inc	$50.3M	0.19%	0.03%	-15.1%	Q3 2013
MAMastercard Inc	$49.5M	0.19%	0.01%	+23.9%	Q4 2015
XELXcel Energy Inc	$49.3M	0.19%	0.10%	+8.4%	Q2 2019
AMATApplied Materials Inc	$48M	0.18%	0.01%	+13.0%	Q3 2019
ROKRockwell Automation, Inc	$48M	0.18%	0.09%	+2.5%	Q3 2018
SMHMarket Vectors ETF Trust	$47.9M	0.18%	Not reported	+6.8%	Q4 2022
SOSouthern Co	$47M	0.18%	0.04%	+27.5%	Q3 2018
ALLAllstate Corp	$46.6M	0.18%	0.08%	-4.0%	Q3 2013
SCHWSchwab Charles Corp	$44.6M	0.17%	0.03%	+11.2%	Q4 2015
HCAHCA Healthcare, Inc.	$43.3M	0.17%	0.05%	+7.7%	Q3 2020
FNDFSchwab Strategic Trust	$43.3M	0.17%	Not reported	+627.8%	Q1 2021

Q1 2026Reported May 14, 20261,010 positions
AAPLApple Inc.	$583M	2.87%	0.02%	+0.2%	Q3 2013
NVDANvidia Corp	$458M	2.25%	0.01%	+9.2%	Q3 2018
VOTVan Kampen Municipal Opportunity Trust II	$399M	1.96%	Not reported	+10.4%	Q1 2018
MSFTMicrosoft Corp	$308M	1.51%	0.01%	+1.9%	Q3 2013
GOOGLAlphabet Inc.	$301M	1.48%	0.01%	-1.0%	Q1 2019
SPYSPDR S&P 500 ETF Trust	$290M	1.43%	Not reported	-4.5%	Q3 2013
AMZNAmazon Com Inc	$276M	1.36%	0.01%	+9.0%	Q3 2013
AVGOBroadcom Inc.	$251M	1.24%	0.02%	-5.2%	Q2 2016
JPMJPMorgan Chase & Co	$193M	0.95%	0.02%	+1.7%	Q3 2013
XOMExxonMobil Holdings Corp	$166M	0.81%	0.02%	-2.9%	Q3 2013
JNJJohnson & Johnson	$150M	0.73%	0.03%	-2.5%	Q3 2013
COSTCostco Wholesale Corp	$148M	0.73%	0.03%	-1.0%	Q3 2013
METAMeta Platforms, Inc.	$129M	0.63%	Not reported	+8.5%	Q3 2013
BRK.BBerkshire Hathaway Inc	$109M	0.54%	Not reported	-4.2%	Q3 2013
GOOGAlphabet Inc.	$98.7M	0.49%	Not reported	-3.1%	Q1 2019
VVisa Inc.	$97.1M	0.48%	0.02%	+12.2%	Q3 2013
QQQInvesco QQQ Trust, Series 1	$81.2M	0.40%	Not reported	+8.4%	Q1 2019
CSCOCisco Systems, Inc.	$80.8M	0.40%	0.03%	-1.2%	Q3 2013
MCDMcdonalds Corp	$75.2M	0.37%	0.03%	+1.3%	Q4 2013
LLYELI LILLY & Co	$74.3M	0.37%	0.01%	+7.2%	Q3 2015
HONHoneywell International Inc	$73.2M	0.36%	0.05%	+5.6%	Q3 2014
SYKStryker Corp	$71.1M	0.35%	0.06%	+5.1%	Q3 2013
MDYSPDR S&P Midcap 400 ETF Trust	$68.9M	0.34%	Not reported	+234.5%	Q2 2019
PEPPepsico Inc	$68M	0.33%	0.03%	+0.4%	Q3 2013
UNPUnion Pacific Corp	$64.1M	0.32%	0.04%	+1.6%	Q3 2014
BLKBlackRock, Inc.	$62.4M	0.31%	0.04%	+1.1%	Q4 2014
NEENextera Energy Inc	$59.9M	0.29%	0.03%	-19.5%	Q3 2013
WMWaste Management Inc	$57.2M	0.28%	0.06%	+1.3%	Q2 2020
ABBVAbbVie Inc.	$56.9M	0.28%	0.01%	+1.9%	Q2 2017
SPGIS&P Global Inc.	$56.2M	0.28%	0.04%	+2.5%	Q1 2017
VLOValero Energy Corp	$55.5M	0.27%	0.08%	-0.7%	Q3 2018
TJXTJX Companies Inc	$52M	0.26%	0.03%	+6.3%	Q4 2016
AMDAdvanced Micro Devices Inc	$51.3M	0.25%	0.02%	+1.8%	Q4 2019
HCAHCA Healthcare, Inc.	$48.8M	0.24%	0.05%	-1.3%	Q3 2020
WELLWelltower Inc.	$48.5M	0.24%	0.03%	+14.3%	Q3 2018
NFLXNetflix Inc	$46.5M	0.23%	0.01%	+16.2%	Q3 2017
XELXcel Energy Inc	$45M	0.22%	0.09%	+3.0%	Q2 2019
TSLATesla, Inc.	$44.8M	0.22%	0.00%	+6.2%	Q3 2015
KEYSKeysight Technologies, Inc.	$43.4M	0.21%	0.09%	-4.5%	Q4 2020
ALLAllstate Corp	$42.2M	0.21%	0.08%	-34.6%	Q3 2013
SCHWSchwab Charles Corp	$40.8M	0.20%	0.02%	+42.0%	Q4 2015
RTXRTX Corp	$39.3M	0.19%	0.02%	-4.9%	Q1 2022
MAMastercard Inc	$38.9M	0.19%	0.01%	+20.9%	Q4 2015
ZTSZoetis Inc.	$37.2M	0.18%	0.07%	+11.9%	Q3 2018
SOSouthern Co	$37.2M	0.18%	0.03%	-1.5%	Q3 2018
ORLYO Reilly Automotive Inc	$35.1M	0.17%	0.05%	+4.7%	Q4 2022
ROKRockwell Automation, Inc	$33.9M	0.17%	0.08%	-1.6%	Q3 2018
CVXChevron Corp	$33.4M	0.16%	0.01%	-0.8%	Q3 2013
PANWPalo Alto Networks Inc	$32M	0.16%	0.02%	+11.4%	Q4 2022
APHAmphenol Corp	$30.7M	0.15%	0.02%	-0.4%	Q1 2023

Q4 2025Reported Feb 18, 20261,024 positions
AAPLApple Inc.	$623M	3.24%	0.02%	+7.2%	Q3 2013
NVDANvidia Corp	$449M	2.33%	0.01%	+29.3%	Q3 2018
MSFTMicrosoft Corp	$395M	2.05%	0.01%	+2.4%	Q3 2013
VOTVan Kampen Municipal Opportunity Trust II	$392M	2.04%	Not reported	+14.3%	Q1 2018
GOOGLAlphabet Inc.	$331M	1.72%	0.01%	-2.7%	Q1 2019
SPYSPDR S&P 500 ETF Trust	$318M	1.65%	Not reported	+5.3%	Q3 2013
AVGOBroadcom Inc.	$296M	1.54%	0.02%	-4.7%	Q2 2016
AMZNAmazon Com Inc	$281M	1.46%	0.01%	+2.8%	Q3 2013
JPMJPMorgan Chase & Co	$208M	1.08%	0.02%	-14.3%	Q3 2013
METAMeta Platforms, Inc.	$137M	0.71%	Not reported	+14.7%	Q3 2013
JNJJohnson & Johnson	$130M	0.67%	0.03%	+8.2%	Q3 2013
COSTCostco Wholesale Corp	$129M	0.67%	0.03%	+2.6%	Q3 2013
XOMExxonMobil Holdings Corp	$121M	0.63%	0.02%	+7.9%	Q3 2013
BRK.BBerkshire Hathaway Inc	$119M	0.62%	Not reported	+4.2%	Q3 2013
GOOGAlphabet Inc.	$111M	0.58%	Not reported	+10.5%	Q1 2019
VVisa Inc.	$100M	0.52%	0.02%	+2.2%	Q3 2013
CSCOCisco Systems, Inc.	$81.2M	0.42%	0.03%	-7.7%	Q3 2013
LLYELI LILLY & Co	$80.9M	0.42%	0.01%	+4.9%	Q3 2015
QQQInvesco QQQ Trust, Series 1	$79.7M	0.41%	Not reported	-3.5%	Q1 2019
MCDMcdonalds Corp	$73M	0.38%	0.03%	+3.9%	Q4 2013
SYKStryker Corp	$72.4M	0.38%	0.05%	+5.2%	Q3 2013
BLKBlackRock, Inc.	$68.7M	0.36%	0.04%	+2.8%	Q4 2014
SPGIS&P Global Inc.	$67.4M	0.35%	0.04%	+5.5%	Q1 2017
ALLAllstate Corp	$64.8M	0.34%	0.12%	+0.9%	Q3 2013
NEENextera Energy Inc	$64.3M	0.33%	0.04%	-18.1%	Q3 2013
PEPPepsico Inc	$62.6M	0.33%	0.03%	+13.8%	Q3 2013
UNPUnion Pacific Corp	$60.2M	0.31%	0.04%	+9.5%	Q3 2014
HONHoneywell International Inc	$59.8M	0.31%	0.05%	+8.1%	Q3 2014
ABBVAbbVie Inc.	$58.7M	0.30%	0.01%	+101.5%	Q2 2017
WMWaste Management Inc	$54M	0.28%	0.06%	+66.7%	Q2 2020
AMDAdvanced Micro Devices Inc	$53.1M	0.28%	0.02%	+0.8%	Q4 2019
TSLATesla, Inc.	$51M	0.27%	0.00%	+10.2%	Q3 2015
AMTAmerican Tower Corp	$50.2M	0.26%	0.06%	+0.5%	Q3 2013
HCAHCA Healthcare, Inc.	$48.8M	0.25%	0.05%	+0.8%	Q3 2020
TJXTJX Companies Inc	$47M	0.24%	0.03%	+7.3%	Q4 2016
XELXcel Energy Inc	$40.6M	0.21%	0.09%	+58.0%	Q2 2019
WELLWelltower Inc.	$39.8M	0.21%	0.03%	+11.8%	Q3 2018
RTXRTX Corp	$39.3M	0.20%	0.02%	-65.1%	Q1 2022
NFLXNetflix Inc	$39M	0.20%	0.01%	+122.5%	Q3 2017
ROKRockwell Automation, Inc	$37.4M	0.19%	0.09%	+3.6%	Q3 2018
VLOValero Energy Corp	$36.8M	0.19%	0.07%	+11.4%	Q3 2018
MAMastercard Inc	$36.7M	0.19%	0.01%	+24.7%	Q4 2015
ZTSZoetis Inc.	$35.4M	0.18%	0.07%	+3.2%	Q3 2018
ORCLOracle Corp	$34.8M	0.18%	0.01%	+37.8%	Q3 2013
SOSouthern Co	$34.1M	0.18%	0.04%	+7.8%	Q3 2018
NKENIKE, Inc.	$33.8M	0.18%	0.03%	+12.9%	Q2 2018
ORLYO Reilly Automotive Inc	$33.2M	0.17%	0.04%	+1.4%	Q4 2022
APHAmphenol Corp	$33M	0.17%	0.02%	-3.0%	Q1 2023
PANWPalo Alto Networks Inc	$33M	0.17%	0.03%	+44.3%	Q4 2022
KEYSKeysight Technologies, Inc.	$32.7M	0.17%	0.09%	-0.8%	Q4 2020

Q2 2025Reported Aug 14, 2025919 positions
AAPLApple Inc.	$438M	2.88%	0.01%	+5.9%	Q3 2013
MSFTMicrosoft Corp	$396M	2.61%	0.01%	+11.4%	Q3 2013
VOTVan Kampen Municipal Opportunity Trust II	$350M	2.30%	Not reported	+15.8%	Q1 2018
NVDANvidia Corp	$294M	1.93%	0.01%	+28.1%	Q3 2018
SPYSPDR S&P 500 ETF Trust	$274M	1.80%	Not reported	+9.1%	Q3 2013
AMZNAmazon Com Inc	$260M	1.71%	0.01%	+9.0%	Q3 2013
AVGOBroadcom Inc.	$248M	1.63%	0.02%	+2.1%	Q2 2016
JPMJPMorgan Chase & Co	$219M	1.44%	0.03%	+7.0%	Q3 2013
GOOGLAlphabet Inc.	$192M	1.26%	0.01%	+4.0%	Q1 2019
COSTCostco Wholesale Corp	$145M	0.95%	0.03%	+4.6%	Q3 2013
METAMeta Platforms, Inc.	$133M	0.88%	Not reported	-3.8%	Q3 2013
BRK.BBerkshire Hathaway Inc	$111M	0.73%	Not reported	+11.6%	Q3 2013
XOMExxonMobil Holdings Corp	$100M	0.66%	0.02%	+3.4%	Q3 2013
VVisa Inc.	$99.4M	0.65%	0.01%	+13.8%	Q3 2013
RTXRTX Corp	$89.7M	0.59%	0.05%	+4.3%	Q1 2022
JNJJohnson & Johnson	$88.6M	0.58%	0.02%	+3.1%	Q3 2013
CSCOCisco Systems, Inc.	$79.2M	0.52%	0.03%	-3.3%	Q3 2013
SYKStryker Corp	$77.5M	0.51%	0.05%	+0.5%	Q3 2013
QQQInvesco QQQ Trust, Series 1	$74.2M	0.49%	Not reported	+31.4%	Q1 2019
NEENextera Energy Inc	$67.9M	0.45%	0.05%	-3.8%	Q3 2013
MCDMcdonalds Corp	$67.2M	0.44%	0.03%	+2.5%	Q4 2013
HONHoneywell International Inc	$66.1M	0.43%	0.09%	+4.8%	Q3 2014
BLKBlackRock, Inc.	$65.5M	0.43%	0.04%	+2.3%	Q4 2014
SPGIS&P Global Inc.	$64.5M	0.42%	0.04%	+11.4%	Q1 2017
AMTAmerican Tower Corp	$62.9M	0.41%	0.06%	+1.0%	Q3 2013
ALLAllstate Corp	$62.1M	0.41%	0.12%	-0.5%	Q3 2013
GOOGAlphabet Inc.	$57M	0.37%	Not reported	+26.6%	Q1 2019
LLYELI LILLY & Co	$56M	0.37%	0.01%	+3.8%	Q3 2015
UNPUnion Pacific Corp	$54.7M	0.36%	0.04%	+3.8%	Q3 2014
PEPPepsico Inc	$50.7M	0.33%	0.03%	+6.1%	Q3 2013
ZTSZoetis Inc.	$42.5M	0.28%	0.06%	+5.1%	Q3 2018
CMCSAComcast Corp	$40.1M	0.26%	0.03%	+2.6%	Q4 2013
HCAHCA Healthcare, Inc.	$39.7M	0.26%	0.04%	-1.1%	Q3 2020
TJXTJX Companies Inc	$35.2M	0.23%	0.03%	+6.1%	Q4 2016
AMDAdvanced Micro Devices Inc	$34.9M	0.23%	0.02%	+32.7%	Q4 2019
WMWaste Management Inc	$33.8M	0.22%	0.04%	+11.3%	Q2 2020
NKENIKE, Inc.	$33.4M	0.22%	0.03%	+7.4%	Q2 2018
SOSouthern Co	$33.3M	0.22%	0.03%	+4.5%	Q3 2018
TSLATesla, Inc.	$32.7M	0.21%	0.00%	+12.1%	Q3 2015
HDHome Depot, Inc.	$32.6M	0.21%	0.01%	+8.3%	Q3 2014
ORLYO Reilly Automotive Inc	$32.3M	0.21%	0.04%	+4.0%	Q4 2022
ROKRockwell Automation, Inc	$30.8M	0.20%	0.08%	+2.4%	Q3 2018
CRMSalesforce, Inc.	$29.7M	0.19%	0.01%	+1.0%	Q3 2018
WELLWelltower Inc.	$29.5M	0.19%	0.03%	+6.0%	Q3 2018
MAMastercard Inc	$29M	0.19%	0.00%	+163.5%	Q4 2015
ORCLOracle Corp	$28.3M	0.19%	0.00%	+10.5%	Q3 2013
VLOValero Energy Corp	$27.3M	0.18%	0.06%	+5.2%	Q3 2018
KEYSKeysight Technologies, Inc.	$26.6M	0.17%	0.09%	+0.4%	Q4 2020
PGPROCTER & GAMBLE Co	$25.8M	0.17%	0.01%	+50.6%	Q3 2013
PANWPalo Alto Networks Inc	$25.4M	0.17%	0.02%	+3.2%	Q4 2022

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