EP Wealth Advisors, LLC
Annual return '25
+16.3%
SPY '25
+17.7%
Alpha
-1.4ptsvs SPY
Invested
$40.7B
Holdings
1,494
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 98%. 2 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$VTV
VANGUARD INDEX FDS
Q1 2026: Sold 93.6% (52.8k → 3.4k shares)
8.1%
02
$VUG
VANGUARD INDEX FDS
Q1 2026: Exited (was 17.2k shares)
7.9%
03
$BIV
VANGUARD BD INDEX FDS
Q1 2026: Exited (was 45.1k shares)
3.9%
04
$VOE
VANGUARD INDEX FDS
Q1 2026: Exited (was 12.9k shares)
3.8%
05
$VIGI
VANGUARD WHITEHALL FDS
Q1 2026: Exited (was 15.0k shares)
3.2%
06
$IGSB
ISHARES TR
Q1 2026: Exited (was 246.7k shares)
3.0%
07
$AAPL
APPLE INC
Q1 2026: Increased +57.1% (21.6k → 33.9k shares)
2.9%
08
$NVDA
NVIDIA CORPORATION
Q1 2026: Increased +11.9% (16.5k → 18.5k shares)
2.3%
09
$VWO
VANGUARD INTL EQUITY INDEX F
Q1 2026: Exited (was 15.8k shares)
2.0%
10
$VOT
VANGUARD INDEX FDS
Q1 2026: Sold 67.3% (2.6k → 860 shares)
2.0%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 04:25 UTC.