Institutional manager
EP Wealth Advisors, LLC
Holds positions in 432 of the S&P 500, worth $6.29bn as reported for the quarter ended 31-mar-2026.
Positions held432of 488 index companies covered
Reported value$6.29bnS&P 500 positions only
Top ten weight47%how concentrated the book is
Filing entities1single filer
Largest positions
The 60 biggest by reported value, of 432 held. The rest are smaller than every one of these.
Apple Inc.AAPL2.3m$583mInformation TechnologyNvidiaNVDA2.6m$458mInformation TechnologyAlphabet Inc. (Class A)GOOGL1.4m$400mCommunication ServicesMicrosoftMSFT831,319$308mInformation TechnologyAmazonAMZN1.3m$276mConsumer DiscretionaryBroadcomAVGO811,673$251mInformation TechnologyJPMorgan ChaseJPM657,750$193mFinancialsExxonMobilXOM976,115$166mEnergyJohnson & JohnsonJNJ611,615$150mHealth CareCostcoCOST148,308$148mConsumer StaplesBerkshire HathawayBRK.B227,673$130mFinancialsMeta PlatformsMETA225,005$129mCommunication ServicesVisa Inc.V321,164$97mFinancialsCiscoCSCO1.0m$81mInformation TechnologyMcDonald'sMCD241,857$75mConsumer DiscretionaryLilly (Eli)LLY80,730$74mHealth CareHoneywell TechnologiesHON323,794$73mIndustrialsStryker CorporationSYK216,387$71mHealth CarePepsiCoPEP438,065$68mConsumer StaplesUnion Pacific CorporationUNP264,316$64mIndustrialsBlackRockBLK64,906$62mFinancialsNextEra EnergyNEE644,609$60mUtilitiesWaste ManagementWM249,020$57mIndustrialsAbbVieABBV261,651$57mHealth CareS&P GlobalSPGI132,133$56mFinancialsValero EnergyVLO224,571$55mEnergyTJX CompaniesTJX325,477$52mConsumer DiscretionaryAdvanced Micro DevicesAMD252,335$51mInformation TechnologyHCA HealthcareHCA103,117$49mHealth CareWelltowerWELL245,187$48mReal EstateNetflixNFLX483,588$46mCommunication ServicesXcel EnergyXEL565,921$45mUtilitiesTesla, Inc.TSLA120,485$45mConsumer DiscretionaryKeysight TechnologiesKEYS153,701$43mInformation TechnologyAllstateALL203,744$42mFinancialsCharles Schwab CorporationSCHW434,575$41mFinancialsRTX CorporationRTX203,673$39mIndustrialsMastercardMA77,759$39mFinancialsZoetisZTS314,530$37mHealth CareSouthern CompanySO385,144$37mUtilitiesO'Reilly AutomotiveORLY380,619$35mConsumer DiscretionaryRockwell AutomationROK94,525$34mIndustrialsChevron CorporationCVX161,443$33mEnergyPalo Alto NetworksPANW199,494$32mInformation TechnologyAmphenolAPH243,114$31mInformation TechnologyColgate-PalmoliveCL358,491$31mConsumer StaplesWalmartWMT243,657$30mConsumer StaplesHome Depot (The)HD88,427$29mConsumer DiscretionaryMerck & Co.MRK194,446$23mHealth CareAutomatic Data ProcessingADP114,345$23mIndustrialsOracle CorporationORCL153,974$23mInformation TechnologyBank of AmericaBAC462,260$23mFinancialsWells FargoWFC280,609$22mFinancialsNike, Inc.NKE419,528$22mConsumer DiscretionaryPrologisPLD165,306$22mReal EstateSalesforceCRM116,293$22mInformation TechnologyProcter & GamblePG150,191$22mConsumer StaplesConstellation BrandsSTZ141,666$21mConsumer StaplesApplied MaterialsAMAT58,736$20mInformation TechnologyBroadridge Financial SolutionsBR111,921$18mIndustrials
What this page is not
Positions in the companies this site covers, from 13F filings, which report US listed, long, US custodied holdings. A manager's real book is larger than this in every case: anything outside the index, outside US custody, held through derivatives, or below its reporting obligation is not here.