EP Wealth Advisors, LLC

CIK

1540569

Location

TORRANCE, CA

Portfolio Value

Mid $6,959,931,144

Diversification

Diversified

Filing Date

Global Rank

#529 / 8,622 ▲ 4 · as of Mar 2026

Top Industry

Semiconductors 12.8%

3Y Alpha vs SPY

+0.1%

Period ended 4 months ago

Filed May 14, 2026 · 3mo

24 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+75.5%

SPY

+67.9%

Annualised alpha

+1.8%

Max drawdown

−18.2%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 12 quarters. Past performance does not predict future results.

Portfolio Concentration

966 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	12.9%	$901,070,826	192
Healthcare	9.1%	$631,485,678	114
Consumer Cyclical	8.9%	$621,143,012	83
Industrials	7.9%	$550,955,807	133
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	2.7%	$184,778,059	44
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	$73,187,169
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	ExxonMobil Holdings 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
XIFR	XPLR Infrastructure, LP	−15,915	285,249	$3,029,344
JNJ	Johnson & Johnson	−15,817	611,615	$149,503,170
NVO	Novo Nordisk A S	−14,245	23,003	$845,360
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

966 positions · $6,959,931,144 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 966 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%	8.37%
NVDA	Nvidia Corp Technology	Added	2,627,656	+221,990	$458,263,206	+2.1%	6.58%
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	ExxonMobil Holdings 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%	1.39%
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	$73,187,169	+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	$56,201,446	−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%	0.50%
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%