EP Wealth Advisors, LLC - Portfolio overview

EP Wealth Advisors, LLC has 1731 reported holdings in this dataset, with the latest filing dated 2026-05-14.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. VTV - VANGUARD INDEX FDS, 8.08%
2. VUG - VANGUARD INDEX FDS, 7.81%
3. BIV - VANGUARD BD INDEX FDS, 3.87%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

Explore securities or join Upside Invest to compare portfolios.