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EP Wealth Advisors, LLCETFConcentrated long-term

CIK: 0001540569 | TORRANCE, CA

Q1 2026 vs Q2 2026 ComparisonProfile

Filing History

QuarterForm TypeHoldingsValueFiledSEC
Q2 2026
13F-HR1714$26.2B2026-08-12SEC ↗
Q1 2026
13F-HR1497$20.3B2026-05-14SEC ↗
Q4 2025
13F-HR1537$19.2B2026-02-18SEC ↗
Q2 2025
13F-HR1422$15.2B2025-08-14SEC ↗
Q1 2025
13F-HR1283$12.5B2025-05-15SEC ↗
Q4 2024
13F-HR1234$12.3B2025-02-14SEC ↗
Q3 2024
13F-HR1181$11.6B2024-11-15SEC ↗
Q2 2024
13F-HR859$9.4B2024-08-19SEC ↗
Q1 2024
13F-HR833$8.6B2024-05-14SEC ↗
Q4 2023
13F-HR814$7.8B2024-02-28SEC ↗
Q3 2023
13F-HR752$6.4B2023-11-24SEC ↗
Q2 2023
13F-HR687$6.9B2023-08-14SEC ↗
Q1 2023
13F-HR658$5.8B2023-06-05SEC ↗
Q4 2022
13F-HR621$5.5B2023-06-12SEC ↗
Q3 2022
13F-HR342$298.9M2022-12-02SEC ↗
Q2 2022
13F-HR636$217.7M2022-08-11SEC ↗
Q1 2022
13F-HR637$181.9M2022-05-20SEC ↗
Q4 2021
13F-HR545$175.3M2022-02-17SEC ↗
Q3 2021Amended
13F-HR/A528$6.7M2021-11-16SEC ↗
Q2 2021
13F-HR535$112.8M2021-08-24SEC ↗
Q1 2021
13F-HR492$97.0M2021-05-17SEC ↗
Q4 2020
13F-HR456$75.0M2021-02-18SEC ↗
Q3 2020
13F-HR353$62.5M2020-11-17SEC ↗
Q2 2020
13F-HR369$58.6M2020-08-14SEC ↗
Q1 2020
13F-HR364$49.9M2020-05-18SEC ↗
Q4 2019
13F-HR414$55.3M2020-02-14SEC ↗
Q3 2019
13F-HR359$50.5M2019-11-18SEC ↗
Q2 2019
13F-HR308$51.3M2019-08-27SEC ↗
Q1 2019
13F-HR244$39.6M2019-05-20SEC ↗
Q4 2018
13F-HR261$49.9M2019-02-19SEC ↗
Q3 2018
13F-HR283$39.8M2018-11-15SEC ↗
Q2 2018
13F-HR191$34.0M2018-08-14SEC ↗
Q1 2018
13F-HR203$29.8M2018-05-15SEC ↗
Q4 2017
13F-HR199$29.1M2018-02-15SEC ↗
Q3 2017
13F-HR178$15.0M2017-11-15SEC ↗
Q2 2017
13F-HR179$13.9M2017-08-17SEC ↗
Q1 2017
13F-HR160$14.4M2017-05-15SEC ↗
Q4 2016
13F-HR141$1.3M2017-02-15SEC ↗
Q3 2016
13F-HR137$11.5M2016-11-15SEC ↗
Q2 2016
13F-HR129$16.0M2016-08-15SEC ↗
Q1 2016
13F-HR138$21.4M2016-05-16SEC ↗
Q4 2015
13F-HR145$26.2M2016-02-16SEC ↗
Q3 2015
13F-HR142$21.3M2015-11-17SEC ↗
Q2 2015
13F-HR123$533.6M2015-08-14SEC ↗
Q1 2015
13F-HR131$531.8M2015-05-15SEC ↗
Q4 2014
13F-HR136$13.8M2015-02-17SEC ↗
Q3 2014
13F-HR117$12.6M2014-11-12SEC ↗
Q2 2014
13F-HR112$11.2M2014-07-25SEC ↗
Q1 2014
13F-HR114$10.0M2014-05-15SEC ↗
Q4 2013
13F-HR125$9.6M2014-02-14SEC ↗
Q3 2013
13F-HR105$8.9M2013-11-14SEC ↗
Q2 2013
13F-HR81$8.2M2013-08-14SEC ↗