Ep Wealth Advisors, LLC - Q12026 Holdings

Ep Wealth Advisors, LLC holds 1495 stocks with a total portfolio value of $ 20.34B as of Q12026. In Q12026, Ep Wealth Advisors, LLC added 143 new positions, increased stakes in 587 stocks, reduced 725 holdings, and fully exited 123 positions. The largest holding is Vanguard Index Fds (VTV), representing 8.12% of the total portfolio.