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Portfolio (Quarterly) Guide ↗

EP Wealth Advisors, LLC

· CIK 0001540569
13F Portfolio $26.2B AUM 1,714 positions Filed Aug 12, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 413 New 861 Added 350 Reduced 196 Exited
Page 2 of 86  ·  1,713 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 XLK SELECT SECTOR SPDR TR 1,697,667.0 $323.4M 1.24% -17K -1.0% $190.52 -3.8%
22 IVV ISHARES TR 384,493.0 $287.9M 1.10% $748.89 +2.7%
23 IEMG ISHARES INC 3,176,408.0 $263.1M 1.01% +2.9M +1247.0% $82.84 -1.5%
24 JPM JPMorgan Chase & Co Financial Services 724,174.0 $237.0M 0.91% +66K +10.1% $327.33 +7.4%
25 BLCV BLACKROCK ETF TRUST 5,033,084.0 $207.9M 0.80% -141K -2.7% $41.31 -4.2%
26 JNJ Johnson & Johnson Healthcare 708,767.0 $180.0M 0.69% +97K +15.9% $253.97 +6.4%
27 GOVT ISHARES TR 7,063,645.0 $160.9M 0.61% +70K +1.0% $22.78 -1.4%
28 AMD Advanced Micro Devices Inc Technology 274,074.0 $159.2M 0.61% +22K +8.6% $580.91 -18.5%
29 META META PLATFORMS INC Communication Services 262,961.0 $148.1M 0.57% +38K +16.9% $563.29 -2.4%
30 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 155,825.0 $145.8M 0.56% +8K +5.1% $935.47 +1.3%
31 GOOG ALPHABET INC 399,284.0 $141.1M 0.54% +55K +16.1% $353.33
32 QQQ INVESCO QQQ TR Financial Services 177,229.0 $130.5M 0.50% +37K +26.0% $736.40 -3.1%
33 BERKSHIRE HATHAWAY INC DEL 255,949.0 $128.1M 0.49% +28K +12.4% $500.39
34 V VISA INC Financial Services 359,913.0 $123.5M 0.47% +39K +12.1% $343.09 +8.1%
35 CSCO CISCO SYS INC Technology 1,034,410.0 $121.5M 0.46% -7K -0.7% $117.46 -5.5%
36 LLY ELI LILLY & CO Healthcare 96,123.0 $115.3M 0.44% +15K +19.1% $1199.42 +4.6%
37 VTI VANGUARD INDEX FDS 298,954.0 $110.6M 0.42% +33K +12.5% $370.04 +2.2%
38 DFLV DIMENSIONAL ETF TRUST 2,732,777.0 $108.1M 0.41% -61K -2.2% $39.54 +6.2%
39 MU Micron Technology Inc Technology 91,513.0 $105.6M 0.40% +40K +76.9% $1154.29 -16.2%
40 J P MORGAN EXCHANGE TRADED F 2,173,607.0 $102.5M 0.39% -46K -2.1% $47.15
Page 2 of 86  ·  1,713 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 39.6%
Financial Services 17.8%
Healthcare 8.5%
Consumer Cyclical 8.0%
Industrials 7.3%
Communication Services 7.0%
Consumer Defensive 4.5%
Utilities 2.9%
Real Estate 1.8%
Energy 1.7%