EP Wealth Advisors, LLC ETF holdings
Torrance, CA
Reported $17.6B in 737 ETFs in its Form 13F for June 30, 2026.
ETF value
$17.6B
ETFs held
737
Change from prior quarter
+28.2%
With price moves
ETFs as a share of its 13F
67.3%
of $26.2B
Top 10 of 737 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| VUG | Vanguard Morningstar Growth ETF | $2.0B | 23,330,170 | +19,678,907 shares |
| VTV | Vanguard Morningstar Value ETF | $2.0B | 8,979,182 | +560,448 shares |
| BIV | Vanguard Intermediate-Term Bond ETF | $934.1M | 12,178,869 | +1,938,104 shares |
| VOE | Vanguard Morningstar Mid-Cap Value ETF | $887.0M | 4,488,689 | +348,651 shares |
| VIGI | Vanguard International Dividend Appreciation ETF | $770.7M | 8,253,048 | +1,013,456 shares |
| IGSB | iShares 1-5 Year Investment Grade Corporate Bond ETF | $718.6M | 13,710,330 | +1,989,601 shares |
| VOT | Vanguard Morningstar Mid-Cap Growth ETF | $536.9M | 1,752,727 | +201,601 shares |
| DFIV | Dimensional International Value ETF | $496.9M | 9,199,022 | +1,972,267 shares |
| AGG | iShares Core U.S. Aggregate Bond ETF | $391.0M | 3,949,910 | +759,257 shares |
| VBK | Vanguard Morningstar Small-Cap Growth ETF | $373.0M | 1,020,017 | +212,203 shares |
727 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001540569. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does EP Wealth Advisors, LLC own?
EP Wealth Advisors, LLC reported 737 ETF positions worth $17.6B in its Form 13F for June 30, 2026. The largest was VUG, at $2.0B.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.