EP Wealth Advisors, LLC

EP Wealth Advisors, LLC reported 1,714 holdings worth US$26.2B as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Aug 12, 2026

EP Wealth Advisors, LLC reported 1,714 holdings worth US$26.2B as of Jun 30, 2026. Largest: Apple Inc, Nvidia Corporation and Alphabet Inc (google) Class C. Filed Aug 12, 2026 (Form 13F).

Holdings
1,714
Value as reported
US$26.2B

The filing in full

CompanySharesValue as reported% of portfolio
Apple Inc3.14MUS$908M3.5%
Nvidia Corporation3.07MUS$614M2.3%
Alphabet Inc (google) Class C1.48MUS$528M2.0%
Microsoft Corp.939KUS$350M1.3%
Amazon.com, Inc.1.43MUS$341M1.3%
Broadcom Inc.883KUS$334M1.3%
Jp Morgan Chase & Co.724KUS$237M0.91%
Johnson & Johnson709KUS$180M0.69%
Berkshire Hathaway Inc.320KUS$160M0.61%
Advanced Micro Devices Inc274KUS$159M0.61%
Meta Platforms, Inc.263KUS$148M0.57%
Costco Wholesale Corporation156KUS$146M0.56%
Visa Inc.360KUS$123M0.47%
Cisco Systems, Inc.1.03MUS$122M0.46%
Eli Lilly And Company96,123US$115M0.44%
Micron Technology, Inc.91,513US$106M0.40%
Palo Alto Networks, Inc.238KUS$81.1M0.31%
Union Pacific Corporation293KUS$79.8M0.30%
Stryker Corporation243KUS$76.6M0.29%
Mcdonald's Corporation283KUS$76.4M0.29%
Abbvie Inc.297KUS$74.8M0.29%
Blackrock, Inc.77,619US$74.6M0.29%
Snowflake Inc.272KUS$69.1M0.26%
Oracle Corporation467KUS$68.4M0.26%
Nextera Energy, Inc.737KUS$64.7M0.25%
Welltower Inc.274KUS$62.3M0.24%
Prologis, Inc.448KUS$60.7M0.23%
Waste Management, Inc.271KUS$60.4M0.23%
Valero Energy Corporation230KUS$59.8M0.23%
Tesla, Inc.132KUS$55.4M0.21%
Amphenol Corporation314KUS$55.3M0.21%
Tjx Companies, Inc. (the)355KUS$53.8M0.21%
Dell Technologies Inc.120KUS$51.6M0.20%
Keysight Technologies Inc.146KUS$51M0.20%
Pepsico, Inc.372KUS$50.3M0.19%
Mastercard Incorporated96,354US$49.5M0.19%
Xcel Energy Inc.613KUS$49.3M0.19%
Applied Materials, Inc.66,386US$48M0.18%
Rockwell Automation, Inc.96,877US$48M0.18%
Southern Company (the)491KUS$47M0.18%
Allstate Corporation (the)196KUS$46.6M0.18%
Charles Schwab Corporation (the)483KUS$44.6M0.17%
Hca Healthcare, Inc.111KUS$43.3M0.17%
Rtx Corporation214KUS$40.6M0.16%
Netflix, Inc.567KUS$40.5M0.15%
Colgate-palmolive Company428KUS$39.2M0.15%
S&p Global Inc.94,505US$38.5M0.15%
Home Depot, Inc. (the)109KUS$38.4M0.15%
Walmart Inc.338KUS$38.3M0.15%
Caterpillar, Inc.34,715US$37M0.14%
O'reilly Automotive, Inc.397KUS$36.6M0.14%
Merck & Company, Inc.282KUS$36.3M0.14%
Automatic Data Processing, Inc.152KUS$34.1M0.13%
Procter & Gamble Company (the)217KUS$31.8M0.12%
Vistra Corp.189KUS$30M0.11%
Chevron Corporation172KUS$28.6M0.11%
Bank Of America Corporation497KUS$28.3M0.11%
Zoetis Inc.393KUS$28.2M0.11%
Newmont Corporation273KUS$25.5M0.10%
Amgen Inc.70,291US$25.5M0.10%
Asml Holding Nv12,011US$23.9M0.09%
Lam Research Corporation54,320US$23.5M0.09%
Vertiv Holdings, Llc68,995US$23.1M0.09%
Kla Corporation74,937US$22.6M0.09%
Analog Devices, Inc.56,875US$22.6M0.09%
Constellation Brands, Inc.160KUS$22.2M0.08%
Taiwan Semiconductor Manufacturing Co., Ltd.45,941US$21.9M0.08%
Marvell Technology, Inc.71,092US$21.2M0.08%
Salesforce, Inc.134KUS$20.9M0.08%
Broadridge Financial Solutions, Inc.152KUS$20.9M0.08%
United Rentals, Inc.18,278US$20.7M0.08%
Wells Fargo & Company246KUS$20.3M0.08%
Intel Corporation139KUS$19.4M0.07%
Lockheed Martin Corporation36,580US$18.6M0.07%
Ge Vernova Inc.14,743US$17.3M0.07%
Republic Services, Inc.81,132US$17.3M0.07%
Ge Aerospace45,321US$16.9M0.06%
International Business Machines Corporation55,800US$15.7M0.06%
Lowe's Companies, Inc.68,909US$15.2M0.06%
Crowdstrike Holdings, Inc.19,753US$15.1M0.06%
Goldman Sachs Group, Inc. (the)14,765US$14.9M0.06%
Ametek, Inc.60,673US$14.7M0.06%
Qualcomm Incorporated79,162US$14.6M0.06%
Gilead Sciences, Inc.113KUS$14.3M0.05%
Mckesson Corporation18,168US$13.7M0.05%
Ecolab Inc.46,202US$12.9M0.05%
Cummins Inc.17,817US$12.7M0.05%
The Travelers Companies, Inc.38,042US$12.6M0.05%
Coca-cola Company (the)144KUS$11.7M0.04%
Northrop Grumman Corporation22,630US$11.5M0.04%
Parker-hannifin Corporation11,562US$11.3M0.04%
Sandisk Corporation4,891US$11.1M0.04%
Morgan Stanley53,093US$11.1M0.04%
Texas Instruments Incorporated36,177US$10.8M0.04%
Unitedhealth Group Incorporated24,815US$10.3M0.04%
Western Digital Corporation15,962US$10.2M0.04%
American Express Company29,873US$10.1M0.04%
Quanta Services, Inc.13,155US$9.47M0.04%
Citigroup, Inc.67,481US$9.44M0.04%
Enterprise Products Partners L.p.256KUS$9.39M0.04%

Every holding of EP Wealth Advisors, LLC

Source

View original at SEC

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