EP Wealth Advisors, LLC
Top Portfolio Positions
959 positions ·
$6,845,897,919 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
2,296,297 | $582,777,215 | 8.51% | |
| NVDA |
Nvidia Corp
Technology
|
2,627,656 | $458,263,206 | 6.69% | |
| MSFT |
Microsoft Corp
Technology
|
831,319 | $307,729,354 | 4.50% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
1,046,211 | $300,848,435 | 4.39% | |
| SPY |
Spdr S&P 500 ETF Trust
|
445,988 | $290,043,835 | 4.24% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
1,326,047 | $276,175,808 | 4.03% | |
| AVGO |
Broadcom Inc.
Technology
|
811,673 | $251,220,910 | 3.67% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
657,750 | $193,483,740 | 2.83% | |
| XOM |
Exxon Mobil Corp
Energy
|
976,115 | $165,607,670 | 2.42% | |
| JNJ |
Johnson & Johnson
Healthcare
|
611,615 | $149,503,170 | 2.18% |
Portfolio Trend
Holdings in IFN
Shares Held
Position Value (USD)
6 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $634,055 | 56,012 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $809,397 | 59,037 | Shares | Sole | 2026-02-18 | |
| 2025-06-30 | $1,047,043 | 63,342 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $999,124 | 63,356 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,007,228 | 63,951 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,263,898 | 66,451 | Shares | Sole | 2024-11-15 | |
| No 13F history on record for this holder in this stock. | ||||||