EP Wealth Advisors, LLC
Follow13F filer, CIK 1540569, TORRANCE, CA
EP Wealth Advisors, LLC reported $20,340,649,835 across 1,496 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-14. Its ten largest share positions make up 38.89% of the portfolio.
Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001398344-26-009125
- Period
- 2026-03-31
- Reported value
- $20.3B
- Holdings
- 1,496
- Top 10 weight
- 38.89%
- New
- 145
- Sold out
- 125
Largest buys vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| BLCVnew | +5,174,560 | $187M |
| BIVadded | +1,604,973 | $124M |
| IVVadded | +184,359 | $120M |
| VTVadded | +502,824 | $98.7M |
| VUGadded | +187,033 | $81.7M |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Largest sells vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| ADVISOR MANAGED PORTFOLIOSexited | -4,090,871 | -$191M |
| AMTreduced | -205,158 | -$35.4M |
| ALLreduced | -107,620 | -$22.3M |
| VCSHreduced | -264,252 | -$20.9M |
| NEEreduced | -156,355 | -$14.5M |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Back to all 1,496 share positions
Sold out in Q1 2026
Positions in the previous quarter's report that this quarter's report no longer lists.
| Security | Shares before | Value before | Type |
|---|---|---|---|
| ADVISOR MANAGED PORTFOLIOSADVISOR MANAGED PORTFOLIOS | 4,090,871 | $191M | shares |
| AZNASTRAZENECA PLC-SPONS ADR | 29,217 | $2.69M | shares |
| TEAMATLASSIAN CORPORATION | 8,263 | $1.34M | shares |
| PKWINVESCO EXCHANGE TRADED FD T | 6,000 | $806K | shares |
| ABALLIANCEBERNSTEIN HLDG L P | 17,205 | $662K | shares |
| FLVAMERICAN CENTY ETF TR | 7,100 | $538K | shares |
| CFLTCONFLUENT INC-CLASS A | 16,973 | $513K | shares |
| INDIVIOR PLCINDIVIOR PLC | 13,419 | $481K | shares |
| HDBHDFC BANK LTD | 12,618 | $461K | shares |
| KRYSKRYSTAL BIOTECH INC | 1,846 | $455K | shares |
| SNVSYNOVUS FINANCIAL CORP | 7,827 | $392K | shares |
| PINSPINTEREST INC | 14,609 | $378K | shares |
| ROCKGIBRALTAR INDS INC | 7,629 | $377K | shares |
| NICENICE LTD | 3,317 | $375K | shares |
| ARKWARK ETF TR | 2,529 | $374K | shares |
| WORWORTHINGTON ENTERPRISES INC | 6,975 | $360K | shares |
| EPAMEPAM SYS INC | 1,729 | $354K | shares |
| RELXRELX PLC | 8,603 | $348K | shares |
| RBLXROBLOX CORP | 4,288 | $347K | shares |
| JAMFJAMF HOLDING CORP | 25,888 | $337K | shares |
| DKNGDRAFTKINGS INC NEW | 9,677 | $333K | shares |
| CPRTCOPART INC | 8,506 | $333K | shares |
| BLSHBULLISH | 8,500 | $322K | shares |
| EQTEQT CORP | 5,859 | $314K | shares |
| VGUSVANGUARD INSTL INDEX FD | 4,111 | $310K | shares |
| LUVSOUTHWEST AIRLS CO | 7,222 | $298K | shares |
| DFIPDIMENSIONAL ETF TRUST | 7,086 | $294K | shares |
| ITGARTNER INC | 1,167 | $294K | shares |
| LPLALPL FINL HLDGS INC | 813 | $290K | shares |
| YELPYELP INC | 9,506 | $289K | shares |
| ENSGENSIGN GROUP INC | 1,647 | $287K | shares |
| KEYKEYCORP | 13,820 | $285K | shares |
| DBXDROPBOX INC | 10,252 | $285K | shares |
| MEDPMEDPACE HLDGS INC | 500 | $281K | shares |
| EHCENCOMPASS HEALTH CORP | 2,627 | $279K | shares |
| SOXLDIREXION SHARES ETF TRUST | 6,551 | $275K | shares |
| AWIARMSTRONG WORLD INDS INC NEW | 1,412 | $270K | shares |
| JEFJEFFERIES FINANCIAL GROUP IN | 4,339 | $269K | shares |
| KFRCKFORCE INC | 8,692 | $269K | shares |
| MKTXMARKETAXESS HLDGS INC | 1,468 | $266K | shares |
| BMNRBITMINE IMMERSION TECHS INC | 9,735 | $264K | shares |
| ARKQARK ETF TR | 2,290 | $263K | shares |
| CIVICIVITAS RESOURCES INC | 9,672 | $262K | shares |
| NWGNATWEST GROUP PLC | 14,917 | $261K | shares |
| AHRAMERICAN HEALTHCARE REIT INC | 5,455 | $257K | shares |
| FMDEFIDELITY COVINGTON TRUST | 7,014 | $255K | shares |
| FFOXFUNDX INVT TR | 9,334 | $255K | shares |
| SOFISOFI TECHNOLOGIES INC | 9,707 | $254K | shares |
| MMACYS INC | 11,466 | $253K | shares |
| BLKBBLACKBAUD INC | 3,973 | $252K | shares |
| OLMAOLEMA PHARMACEUTICALS INC | 10,009 | $250K | shares |
| DBDEUTSCHE BK AG | 6,399 | $247K | shares |
| VCTRVICTORY CAP HLDGS INC DEL | 3,895 | $246K | shares |
| TRPTC ENERGY CORP | 4,445 | $245K | shares |
| PCTYPAYLOCITY HLDG CORP | 1,587 | $242K | shares |
| ALRMALARM COM HLDGS INC | 4,720 | $241K | shares |
| CNPCENTERPOINT ENERGY INC | 6,272 | $240K | shares |
| RSRELIANCE INC | 831 | $240K | shares |
| BMRNBIOMARIN PHARMACEUTICAL INC | 4,038 | $240K | shares |
| FDSFACTSET RESH SYS INC | 824 | $239K | shares |
| WSWORTHINGTON STL INC | 6,858 | $237K | shares |
| IYRISHARES TR | 2,522 | $237K | shares |
| LECOLINCOLN ELEC HLDGS INC | 982 | $235K | shares |
| PHYLPGIM ETF TR | 6,570 | $233K | shares |
| ATKRATKORE INC | 3,664 | $232K | shares |
| DLBDOLBY LABORATORIES INC | 3,596 | $231K | shares |
| GNTXGENTEX CORP | 9,914 | $231K | shares |
| WKCWORLD KINECT CORPORATION | 9,815 | $230K | shares |
| PAYCPAYCOM SOFTWARE INC | 1,419 | $226K | shares |
| EXASEXACT SCIENCES CORP | 2,221 | $226K | shares |
| NEUNEWMARKET CORP | 325 | $223K | shares |
| VLTOVERALTO CORP | 2,237 | $223K | shares |
| FSLRFIRST SOLAR INC | 854 | $223K | shares |
| REYNREYNOLDS CONSUMER PRODS INC | 9,726 | $223K | shares |
| OKLOOKLO INC | 3,103 | $223K | shares |
| EXPEAGLE MATLS INC | 1,077 | $223K | shares |
| TBBKBANCORP INC DEL | 3,292 | $222K | shares |
| DOCSDOXIMITY INC | 5,015 | $222K | shares |
| SWKSSKYWORKS SOLUTIONS INC | 3,497 | $222K | shares |
| SMPSTANDARD MTR PRODS INC | 5,996 | $221K | shares |
| PLUSEPLUS INC | 2,490 | $218K | shares |
| GDDYGODADDY INC | 1,754 | $218K | shares |
| TIGOMILLICOM INTL CELLULAR S A | 3,921 | $217K | shares |
| HUBGHUB GROUP INC | 5,100 | $217K | shares |
| MBSFVALUED ADVISERS TR | 8,401 | $215K | shares |
| SFSTIFEL FINL CORP | 1,717 | $215K | shares |
| RYNRAYONIER INC | 9,908 | $215K | shares |
| IYFISHARES TR | 1,653 | $213K | shares |
| SRPTSAREPTA THERAPEUTICS INC | 9,883 | $213K | shares |
| FERGFERGUSON ENTERPRISES INC | 954 | $212K | shares |
| ROLROLLINS INC | 3,529 | $212K | shares |
| LAZLAZARD INC | 4,355 | $211K | shares |
| SCHKSCHWAB STRATEGIC TR | 6,440 | $211K | shares |
| TMDXTRANSMEDICS GROUP INC | 1,728 | $210K | shares |
| SPSCSPS COMM INC | 2,356 | $210K | shares |
| CCEPCOCA-COLA EUROPACIFIC PARTNE | 2,231 | $202K | shares |
| XMLVINVESCO EXCH TRADED FD TR II | 3,232 | $202K | shares |
| ANAUTONATION INC | 973 | $201K | shares |
| FQALFIDELITY COVINGTON TRUST | 2,649 | $200K | shares |
| DNOWDNOW INC | 14,928 | $198K | shares |
| INFYINFOSYS LTD | 11,016 | $196K | shares |
| MBCMASTERBRAND INC | 17,593 | $194K | shares |
| PDPAGERDUTY INC | 14,579 | $191K | shares |
| PDTHANCOCK JOHN PREM DIVID FD | 15,001 | $191K | shares |
| ABEVAMBEV SA | 76,828 | $190K | shares |
| UMHUMH PPTYS INC | 10,644 | $169K | shares |
| FLOFLOWERS FOODS INC | 14,733 | $160K | shares |
| AOMRANGEL OAK MORTGAGE REIT INC | 17,921 | $154K | shares |
| YMAXTIDAL TRUST II | 15,323 | $153K | shares |
| BITBLACKROCK MULTI SECTOR INC T | 11,138 | $145K | shares |
| VODVODAFONE GROUP PLC | 10,504 | $139K | shares |
| WENWENDYS CO | 16,256 | $135K | shares |
| WUWESTERN UN CO | 14,539 | $135K | shares |
| VIVTELEFONICA BRASIL SA | 11,401 | $135K | shares |
| PFLTPENNANTPARK FLOATING RATE CA | 14,461 | $134K | shares |
| SPTSPROUT SOCIAL INC | 10,139 | $114K | shares |
| ERASERASCA INC | 30,000 | $112K | shares |
| KROKRONOS WORLDWIDE INC | 24,840 | $110K | shares |
| SEVNSEVEN HILLS REALTY TRUST | 10,954 | $97.5K | shares |
| NOKNOKIA CORP | 14,396 | $93.1K | shares |
| ALITALIGHT INC | 46,343 | $90.4K | shares |
| NIONIO INC | 13,222 | $67.4K | shares |
| STKLSUNOPTA INC | 16,789 | $63.8K | shares |
| RIGTRANSOCEAN LTD | 10,400 | $43K | shares |
| ASPIRE BIOPHARMA HLDGS INC …ASPIRE BIOPHARMA HLDGS INC COM | 62,685 | $8.27K | shares |
How Q1 2026 was built
Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).
| Filing | Role | Amendment | Filed | Accepted | Ingested |
|---|---|---|---|---|---|
| 13F-HR 0001398344-26-009125 | base | 2026-05-14 | acceptance time not in the bulk data set |