EP Wealth Advisors, LLC

CIK

1540569

Location

TORRANCE, CA

Portfolio Value

Mid $6,956,253,000

Diversification

Diversified

Filing Date

Global Rank

#394 / 8,232 ▲ 34

Top Industry

Semiconductors 12.8%

3Y Alpha vs SPY

-2.1%

Period ended 2 months ago

Filed May 14, 2026 · 30d

24 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+67.5%

SPY

+76.5%

Annualised alpha

-2.1%

Max drawdown

−18.3%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

963 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

8.4%

−0.4 pts

Top 5

27.9%

−1.9 pts

Top 10

42.8%

−1.9 pts

HHI

253

Diversified−20

Portfolio Trend

24 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	31.7%	$2,203,777,023	146
Financial Services	13.0%	$901,070,828	192
Healthcare	9.1%	$631,220,975	113
Consumer Cyclical	8.9%	$621,143,012	83
Industrials	7.9%	$550,571,708	132
Communication Services	7.4%	$513,451,693	32
Unclassified	7.1%	$496,543,719	19
Consumer Defensive	5.3%	$369,863,187	46
Energy	4.6%	$318,187,384	52
Utilities	2.6%	$181,748,715	43
Real Estate	1.6%	$110,298,847	52
Basic Materials	0.8%	$58,375,909	53

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
NVDA	Nvidia Corp	+221,990	2,627,656	$458,263,206
PLD	Prologis, Inc.	+129,620	165,306	$21,850,147
SCHW	Schwab Charles Corp	+128,528	434,575	$40,841,358
AMZN	Amazon Com Inc	+109,040	1,326,047	$276,175,808
MDY	Spdr S&P Midcap 400 ETF Trust	+78,341	111,747	$68,921,079
BAC	Bank Of America Corp /De/	+77,020	462,260	$22,535,175
NFLX	Netflix Inc	+67,241	483,588	$46,496,986
CL	Colgate Palmolive Co	+47,022	358,491	$30,554,187
ANGX	Angel Studios, Inc.	+45,622	60,517	$184,576
TMC	TMC the metals Co Inc.	+38,459	49,709	$232,141
V	Visa Inc.	+35,029	321,164	$97,068,607
TENB	Tenable Holdings, Inc.	+34,954	44,431	$751,772
ZTS	Zoetis Inc.	+33,456	314,530	$37,180,591
WELL	Welltower Inc.	+30,573	245,187	$48,475,921
ICUI	Icu Medical Inc/De	+28,078	32,524	$4,200,474
ICE	Intercontinental Exchange, Inc.	+25,816	36,415	$5,727,351
WMT	Walmart Inc.	+21,424	243,657	$30,281,691
PANW	Palo Alto Networks Inc	+20,442	199,494	$31,982,878
NVS	Novartis AG	+20,134	37,111	$5,668,705
F	Ford Motor Co	+19,456	113,978	$1,315,306
TJX	Tjx Companies Inc /De/	+19,408	325,477	$51,978,676
RSG	Republic Services, Inc.	+17,948	58,711	$12,858,883
META	Meta Platforms, Inc.	+17,708	225,005	$128,732,110
HON	Honeywell International Inc	+17,152	323,794	$73,187,157
ORLY	O Reilly Automotive Inc	+16,956	380,619	$35,134,939
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
AMT	American Tower Corp /Ma/	−205,158	80,953	$13,970,868
CMCSA	Comcast Corp	−174,348	91,683	$2,632,218
NEE	Nextera Energy Inc	−156,355	644,609	$59,871,283
VTRS	Viatris Inc	−116,582	15,806	$213,539
NKE	NIKE, Inc.	−111,566	419,528	$22,159,468
ALL	Allstate Corp	−107,620	203,744	$42,244,280
ET	Energy Transfer LP	−58,922	80,963	$1,562,585
ACHR	Archer Aviation Inc.	−47,167	25,903	$133,918
AVGO	Broadcom Inc.	−44,730	811,673	$251,220,910
XOM	Exxon Mobil Corp	−29,159	976,115	$165,607,670
MTG	Mgic Investment Corp	−27,999	24,448	$641,760
ORCL	Oracle Corp	−24,586	153,974	$22,651,115
EPD	Enterprise Products Partners L.P.	−24,234	199,373	$7,544,274
PAYX	Paychex Inc	−23,266	13,084	$1,205,298
PFE	Pfizer Inc	−21,616	237,118	$6,658,273
ETOR	eToro Group Ltd.	−20,921	20,200	$606,606
SPY	Spdr S&P 500 ETF Trust	−20,918	445,988	$290,043,835
FAX	Abrdn Asia-Pacific Income Fund, Inc.	−20,434	544,068	$7,845,460
MRVL	Marvell Technology, Inc.	−19,493	34,483	$3,415,541
GBCI	Glacier Bancorp, Inc.	−17,400	13,133	$586,651
QCOM	Qualcomm Inc/De	−17,128	80,576	$10,376,577
KHC	Kraft Heinz Co	−16,905	13,584	$305,504
JNJ	Johnson & Johnson	−15,817	611,615	$149,503,170
NVO	Novo Nordisk A S	−14,245	23,003	$845,360
UNH	Unitedhealth Group Inc	−14,060	22,659	$6,131,298
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
VVR	Invesco Senior Income Trust	1,912,308	$6,157,631
AZN	Astrazeneca PLC	14,560	$2,871,523
LOGI	Logitech International S.A.	27,651	$2,519,559
ACGL	Arch Capital Group Ltd.	12,346	$1,185,092
TCBS	Texas Community Bancshares, Inc.	52,677	$922,374
AVB	Avalonbay Communities Inc	4,428	$723,313
PNFP	Pinnacle Financial Partners, Inc.	6,993	$602,377
POWL	Powell Industries Inc	1,083	$585,989
PARR	Par Pacific Holdings, Inc.	7,589	$475,374
DOW	Dow Inc.	11,195	$466,271
PEGA	Pegasystems Inc	10,417	$443,347
SM	SM Energy Co	13,825	$431,063
FTAI	FTAI Aviation Ltd.	1,665	$407,925
KOP	Koppers Holdings Inc.	10,240	$396,083
BNTX	BioNTech SE	4,334	$385,205
RNG	RingCentral, Inc.	9,991	$371,565
TLN	Talen Energy Corp	1,130	$360,729
INDV	Indivior Pharmaceuticals, Inc.	11,633	$354,573
LNT	Alliant Energy Corp	4,679	$335,765
ALC	Alcon Inc	4,454	$335,608
ADM	Archer-Daniels-Midland Co	4,571	$332,265
DTM	DT Midstream, Inc.	2,435	$327,921
AUGO	Aura Minerals Inc.	3,970	$323,952
LITE	Lumentum Holdings Inc.	456	$320,458
SGHC	Super Group (SGHC) Ltd	29,667	$320,403
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
TEAM	Atlassian Corp	8,263	$1,339,762
AB	Alliancebernstein Holding L.P.	17,205	$662,048
HDB	Hdfc Bank Ltd	12,618	$461,061
KRYS	Krystal Biotech, Inc.	1,846	$455,112
PINS	Pinterest, Inc.	14,609	$378,227
ROCK	Gibraltar Industries, Inc.	7,629	$377,177
NICE	NICE Ltd.	3,317	$374,953
WOR	Worthington Enterprises, Inc.	6,975	$359,700
EPAM	EPAM Systems, Inc.	1,729	$354,237
RELX	Relx PLC	8,603	$347,733
RBLX	Roblox Corp	4,288	$347,456
DKNG	DraftKings Inc.	9,677	$333,469
CPRT	Copart Inc	8,506	$333,009
BLSH	Bullish	8,500	$321,895
EQT	EQT Corp	5,859	$314,042
LUV	Southwest Airlines Co	7,222	$298,485
IT	Gartner Inc	1,167	$294,410
LPLA	LPL Financial Holdings Inc.	813	$290,379
YELP	Yelp Inc	9,506	$288,887
ENSG	Ensign Group, Inc	1,647	$286,907
KEY	Keycorp /New/	13,820	$285,244
DBX	Dropbox, Inc.	10,252	$285,005
MEDP	Medpace Holdings, Inc.	500	$280,825
EHC	Encompass Health Corp	2,627	$278,829
AWI	Armstrong World Industries Inc	1,412	$269,833
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

963 positions · $6,956,253,000 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 963 positions by value · page 1 of 20

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Added	2,296,297	+4,993	$582,777,215	−6.4%	8.38%
NVDA	Nvidia Corp Technology	Added	2,627,656	+221,990	$458,263,206	+2.1%	6.59%
MSFT	Microsoft Corp Technology	Added	831,319	+15,097	$307,729,354	−22.0%	4.42%
GOOGL	Alphabet Inc. Communication Services	Reduced	1,046,211	-10,704	$300,848,435	−9.1%	4.32%
SPY	Spdr S&P 500 ETF Trust	Reduced	445,988	-20,918	$290,043,835	−8.9%	4.17%
AMZN	Amazon Com Inc Consumer Cyclical	Added	1,326,047	+109,040	$276,175,808	−1.7%	3.97%
AVGO	Broadcom Inc. Technology	Reduced	811,673	-44,730	$251,220,910	−15.2%	3.61%
JPM	Jpmorgan Chase & Co Financial Services	Added	657,750	+11,160	$193,483,740	−7.1%	2.78%
XOM	Exxon Mobil Corp Energy	Reduced	976,115	-29,159	$165,607,670	+36.9%	2.38%
JNJ	Johnson & Johnson Healthcare	Reduced	611,615	-15,817	$149,503,170	+15.1%	2.15%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	148,308	-1,476	$147,778,540	+14.4%	2.12%
META	Meta Platforms, Inc. Communication Services	Added	225,005	+17,708	$128,732,110	−5.9%	1.85%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	227,644	-10,004	$109,087,004	−8.7%	1.57%
V	Visa Inc. Financial Services	Added	321,164	+35,029	$97,068,607	−3.3%	1.40%
QQQ	Invesco Qqq Trust, Series 1	Added	140,627	+10,843	$81,167,091	+1.8%	1.17%
CSCO	Cisco Systems, Inc. Technology	Reduced	1,041,483	-12,286	$80,808,665	−0.4%	1.16%
MCD	Mcdonalds Corp Consumer Cyclical	Added	241,857	+3,025	$75,166,737	+3.0%	1.08%
LLY	ELI LILLY & Co Healthcare	Added	80,730	+5,452	$74,253,032	−8.2%	1.07%
HON	Honeywell International Inc Industrials	Added	323,794	+17,152	$73,187,157	+22.3%	1.05%
SYK	Stryker Corp Healthcare	Added	216,387	+10,433	$71,102,604	−1.8%	1.02%
MDY	Spdr S&P Midcap 400 ETF Trust	Added	111,747	+78,341	$68,921,079	+242.0%	0.99%
PEP	Pepsico Inc Consumer Defensive	Added	438,065	+1,595	$68,027,113	+8.6%	0.98%
UNP	Union Pacific Corp Industrials	Added	264,316	+4,216	$64,128,347	+6.6%	0.92%
BLK	BlackRock, Inc. Financial Services	Added	64,906	+689	$62,420,749	−9.2%	0.90%
NEE	Nextera Energy Inc Utilities	Reduced	644,609	-156,355	$59,871,283	−6.9%	0.86%
WM	Waste Management Inc Industrials	Added	249,020	+3,071	$57,222,305	+5.9%	0.82%
ABBV	AbbVie Inc. Healthcare	Added	261,651	+4,917	$56,906,475	−3.0%	0.82%
SPGI	S&P Global Inc. Financial Services	Added	132,133	+3,182	$56,201,450	−16.6%	0.81%
VLO	Valero Energy Corp/Tx Energy	Reduced	224,571	-1,642	$55,487,002	+50.7%	0.80%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Added	325,477	+19,408	$51,978,676	+10.6%	0.75%
AMD	Advanced Micro Devices Inc Technology	Added	252,335	+4,359	$51,332,509	−3.3%	0.74%
HCA	HCA Healthcare, Inc. Healthcare	Reduced	103,117	-1,338	$48,799,089	+0.1%	0.70%
WELL	Welltower Inc. Real Estate	Added	245,187	+30,573	$48,475,921	+21.7%	0.70%
NFLX	Netflix Inc Communication Services	Added	483,588	+67,241	$46,496,986	+19.1%	0.67%
XEL	Xcel Energy Inc Utilities	Added	565,921	+16,668	$44,956,764	+10.8%	0.65%
TSLA	Tesla, Inc. Consumer Cyclical	Added	120,485	+7,034	$44,790,298	−12.2%	0.64%
KEYS	Keysight Technologies, Inc. Technology	Reduced	153,701	-7,287	$43,400,551	+32.7%	0.62%
ALL	Allstate Corp Financial Services	Reduced	203,744	-107,620	$42,244,280	−34.8%	0.61%
SCHW	Schwab Charles Corp Financial Services	Added	434,575	+128,528	$40,841,358	+33.6%	0.59%
RTX	RTX Corp Industrials	Reduced	203,673	-10,578	$39,288,521	−0.0%	0.56%
MA	Mastercard Inc Financial Services	Added	77,759	+13,433	$38,853,061	+5.8%	0.56%
ZTS	Zoetis Inc. Healthcare	Added	314,530	+33,456	$37,180,591	+5.1%	0.53%
SO	Southern Co Utilities	Reduced	385,144	-5,736	$37,174,098	+9.1%	0.53%
ORLY	O Reilly Automotive Inc Consumer Cyclical	Added	380,619	+16,956	$35,134,939	+5.9%	0.51%
ROK	Rockwell Automation, Inc Industrials	Reduced	94,525	-1,529	$33,923,132	−9.2%	0.49%
CVX	Chevron Corp Energy	Reduced	161,443	-1,266	$33,402,556	+34.7%	0.48%
PANW	Palo Alto Networks Inc Technology	Added	199,494	+20,442	$31,982,878	−3.0%	0.46%
APH	Amphenol Corp /De/ Technology	Reduced	243,114	-1,080	$30,717,453	−6.9%	0.44%
CL	Colgate Palmolive Co Consumer Defensive	Added	358,491	+47,022	$30,554,187	+24.1%	0.44%
WMT	Walmart Inc. Consumer Defensive	Added	243,657	+21,424	$30,281,691	+22.3%	0.44%