EP WEALTH ADVISORS, LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | NVDA | 2.63M | $458.26M |
 | AAPL | 2.30M | $582.78M |
 | AMZN | 1.33M | $276.18M |
 | GOOGL | 1.05M | $300.85M |
 | CSCO | 1.04M | $80.81M |
 | XOM | 976K | $165.61M |
 | MSFT | 831K | $307.73M |
 | AVGO | 812K | $251.22M |
 | JPM | 658K | $193.48M |
 | NEE | 645K | $59.87M |
 | JNJ | 612K | $149.50M |
 | XEL | 566K | $44.96M |
 | NFLX | 484K | $46.50M |
 | BAC | 462K | $22.54M |
 | PEP | 438K | $68.03M |
 | SCHW | 435K | $40.84M |
 | NKE | 420K | $22.16M |
 | SO | 385K | $37.17M |
 | ORLY | 381K | $35.13M |
 | CL | 358K | $30.55M |
NVIDIA Corporation
NVDA
Shares Held
2.63M
Value
$458.26M
Apple Inc.
AAPL
Shares Held
2.30M
Value
$582.78M
Amazon.com, Inc.
AMZN
Shares Held
1.33M
Value
$276.18M
Alphabet Inc.
GOOGL
Shares Held
1.05M
Value
$300.85M
Cisco Systems, Inc.
CSCO
Shares Held
1.04M
Value
$80.81M
Exxon Mobil Corporation
XOM
Shares Held
976K
Value
$165.61M
Microsoft Corporation
MSFT
Shares Held
831K
Value
$307.73M
Broadcom Inc.
AVGO
Shares Held
812K
Value
$251.22M
JPMorgan Chase & Co.
JPM
Shares Held
658K
Value
$193.48M
NextEra Energy, Inc.
NEE
Shares Held
645K
Value
$59.87M
Johnson & Johnson
JNJ
Shares Held
612K
Value
$149.50M
Xcel Energy Inc.
XEL
Shares Held
566K
Value
$44.96M
Netflix, Inc.
NFLX
Shares Held
484K
Value
$46.50M
Bank of America Corporation
BAC
Shares Held
462K
Value
$22.54M
PepsiCo, Inc.
PEP
Shares Held
438K
Value
$68.03M
The Charles Schwab Corporation
SCHW
Shares Held
435K
Value
$40.84M
NIKE, Inc.
NKE
Shares Held
420K
Value
$22.16M
The Southern Company
SO
Shares Held
385K
Value
$37.17M
O'Reilly Automotive, Inc.
ORLY
Shares Held
381K
Value
$35.13M
Colgate-Palmolive Company
CL
Shares Held
358K
Value
$30.55M