SEC Form 13F

EP Wealth Advisors, LLC 13F Holdings

Report period2026-06-30
Publicly available2026-08-13
Reported value$26,169,320,775
Positions1,713

Largest disclosed positions

IssuerTickerClassReported valueReported amount
VANGUARD INDEX FDSVUGGROWTH ETF$2,009,660,86123,330,170
VANGUARD INDEX FDSVTVVALUE ETF$1,956,833,1188,979,182
VANGUARD BD INDEX FDSBIVINTERMED TERM$934,119,22012,178,869
APPLE INCAAPLCOM$907,715,9483,136,978
VANGUARD INDEX FDSVOEMCAP VL IDXVIP$886,964,9864,488,689
VANGUARD WHITEHALL FDSVIGIINTL DVD ETF$770,669,6168,253,048
ISHARES TRIGSBISHS 1-5YR INVS$718,558,37413,710,330
NVIDIA CORPORATIONNVDACOM$614,421,5553,070,726
VANGUARD INDEX FDSVOTMCAP GR IDXVIP$536,860,4101,752,727
DIMENSIONAL ETF TRUSTDFIVINTERNATNAL VAL$496,931,1659,199,022

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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