Holdings
EP Wealth Advisors, LLC
As of Jun 30, 2026, EP Wealth Advisors, LLC reported 864 positions worth US$8.32B. Largest: Apple Inc, Nvidia Corporation and Alphabet Inc (google) Class C. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Apple Inc | 3.14M | US$908M | +841K | Jun 30, 2026 |
| Nvidia Corporation | 3.07M | US$614M | +443K | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 1.48M | US$528M | +88,153 | Jun 30, 2026 |
| Microsoft Corp. | 939K | US$350M | +108K | Jun 30, 2026 |
| Amazon.com, Inc. | 1.43M | US$341M | +105K | Jun 30, 2026 |
| Broadcom Inc. | 883K | US$334M | +71,642 | Jun 30, 2026 |
| Jp Morgan Chase & Co. | 724K | US$237M | +66,424 | Jun 30, 2026 |
| Johnson & Johnson | 709K | US$180M | +97,152 | Jun 30, 2026 |
| Berkshire Hathaway Inc. | 320K | US$160M | +49,196 | Jun 30, 2026 |
| Advanced Micro Devices Inc | 274K | US$159M | +21,739 | Jun 30, 2026 |