Institutional manager
EP Wealth Advisors, LLC
Holds positions in 416 of the S&P 500, worth $7.21bn as reported for the quarter ended 31-mar-2026.
Positions held416of 488 index companies covered
Reported value$7.21bnS&P 500 positions only
Top ten weight52%how concentrated the book is
Filing entities1single filer
Largest positions
The 60 biggest by reported value, of 416 held. The rest are smaller than every one of these.
State Street CorporationSTT8.3m$937mFinancialsApple 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$97mFinancialsInvescoIVZ156,882$82mFinancialsCiscoCSCO1.0m$81mInformation TechnologyMcDonald'sMCD241,857$75mConsumer DiscretionaryLilly (Eli)LLY80,730$74mHealth CareStryker 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 DiscretionaryGoldman SachsGS509,267$35mFinancialsRockwell 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 Staples
What this page is not
Positions in S&P 500 constituents only, 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.