StockDriftsStockDriftsTop 50 Ep Wealth Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VUG | VANGUARD INDEX FDS | 7.68% | 23.33M | $2.01B | +6.49%(+1.42M) | $51.50(+73.18%) | 2026-06-30 | |
| VTV | VANGUARD INDEX FDS | 7.48% | 8.98M | $1.96B | +6.66%(+560.45K) | $178.37(+27.55%) | 2026-06-30 | |
| BIV | VANGUARD BD INDEX FDS | 3.57% | 12.18M | $934.1M | +18.93%(+1.94M) | $76.91(-1.78%) | 2026-06-30 | |
| AAPL | APPLE INC | 3.47% | 3.14M | $907.7M | +36.61%(+840.68K) | $164.31(+85.86%) | 2026-06-30 | |
| VOE | VANGUARD INDEX FDS | 3.39% | 4.49M | $887.0M | +8.42%(+348.65K) | $168.05(+24.97%) | 2026-06-30 | |
| VIGI | VANGUARD WHITEHALL FDS | 2.94% | 8.25M | $770.7M | +14.00%(+1.01M) | $83.05(+19.73%) | 2026-06-30 | |
| IGSB | ISHARES TR | 2.75% | 13.71M | $718.6M | +16.98%(+1.99M) | $51.98(+0.35%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 2.35% | 3.07M | $614.4M | +16.86%(+443.07K) | $125.22(+80.53%) | 2026-06-30 | |
| VOT | VANGUARD INDEX FDS | 2.05% | 1.75M | $536.9M | +13.00%(+201.60K) | $244.41(+28.62%) | 2026-06-30 | |
| DFIV | DIMENSIONAL ETF TRUST | 1.9% | 9.20M | $496.9M | +27.29%(+1.97M) | $44.71(+29.93%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +16.54% | +58.28% | +9.67% | +58.64% |
| Top 20 Holdings Unweighted | +16.54% | +58.30% | +9.77% | +59.36% |
Ep Wealth Advisors LLC reports $26.17B in US-listed equity holdings across 1,713 positions in its most recent 13F filing. Its largest disclosed positions are VUG (7.7%), VTV (7.5%) and BIV (3.6%). The top 20 holdings account for 51.3% of reported assets. Its disclosed equity book has returned +58.28% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Ep Wealth Advisors LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1540569). View Ep Wealth Advisors LLC’s 13F filings on SEC