EP Wealth Advisors, LLC
Top Portfolio Positions
966 positions ·
$6,959,830,907 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
2,296,297 | $582,777,215 | 8.37% | |
| NVDA |
Nvidia Corp
Technology
|
2,627,656 | $458,263,206 | 6.58% | |
| MSFT |
Microsoft Corp
Technology
|
831,319 | $307,729,354 | 4.42% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
1,046,211 | $300,848,435 | 4.32% | |
| SPY |
Spdr S&P 500 ETF Trust
|
445,988 | $290,043,835 | 4.17% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
1,326,047 | $276,175,808 | 3.97% | |
| AVGO |
Broadcom Inc.
Technology
|
811,673 | $251,220,910 | 3.61% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
657,750 | $193,483,740 | 2.78% | |
| XOM |
Exxon Mobil Corp
Energy
|
976,115 | $165,607,670 | 2.38% | |
| JNJ |
Johnson & Johnson
Healthcare
|
611,615 | $149,503,170 | 2.15% |
Portfolio Trend
24 quarters · across all stocks
Holdings in UVE
Shares Held
Position Value (USD)
6 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $503,210 | 14,731 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $495,068 | 14,647 | Shares | Sole | 2026-02-18 | |
| 2025-06-30 | $408,601 | 14,735 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $355,547 | 15,002 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $256,700 | 12,189 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $241,167 | 10,883 | Shares | Sole | 2024-11-15 | |
| No 13F history on record for this holder in this stock. | ||||||