EP Wealth Advisors, LLC

EP Wealth Advisors, LLC reported 1,497 holdings worth US$20.3B as of Mar 31, 2026 (Form 13F)

As of Mar 31, 2026 · Filed May 14, 2026

EP Wealth Advisors, LLC reported 1,497 holdings worth US$20.3B as of Mar 31, 2026. Filed May 14, 2026 (Form 13F).

Holdings
1,497
Value as reported
US$20.3B

Source

View original at SEC

Related

  • EP Wealth Advisors, LLC
  • Form 13F · EP Wealth Advisors, LLC · Aug 12, 2026