SEC 13F Intelligence

Ep Wealth Advisors, LLC / GOOGL

Ep Wealth Advisors, LLC’s Alphabet Inc Position

Does Ep Wealth Advisors, LLC own Alphabet Inc (GOOGL)? Yes — 1.05M shares worth $301M (+1.48% of its 13F portfolio) as of Q1 2026, down from 1.06M shares the prior filed quarter.

Position Value
$301M
Q1 2026
Shares
1.05M
% of Portfolio
+1.48%
Quarters Held
26
currently held

Position History GOOGL

Reported value by quarter
Q1 ’19: $26MQ1 ’19Q2 ’19: $25MQ3 ’19: $28MQ4 ’19: $31MQ1 ’20: $28MQ1 ’20Q2 ’20: $34MQ3 ’20: $35MQ4 ’20: $44MQ1 ’21: $55MQ1 ’21Q2 ’21: $66MQ3 ’21: $73MQ4 ’21: $80MQ1 ’22: $80MQ1 ’22Q2 ’22: $67MQ4 ’22: $67MQ2 ’23: $101MQ3 ’23: $109MQ3 ’23Q4 ’23: $117MQ1 ’24: $128MQ2 ’24: $158MQ3 ’24: $172MQ3 ’24Q4 ’24: $193MQ1 ’25: $162MQ2 ’25: $192MQ4 ’25: $331MQ4 ’25Q1 ’26: $301Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 20261.05M$301M+1.48%
Q4 20251.06M$331M+1.72%
Q2 20251.09M$192M+1.26%
Q1 20251.05M$162M+1.29%
Q4 20241.02M$193M+1.58%
Q3 20241.04M$172M+1.48%
Q2 2024869.2K$158M+1.68%
Q1 2024845.7K$128M+1.49%
Q4 2023835.3K$117M+1.49%
Q3 2023835.9K$109M+1.70%
Q2 20235.0K$101M+1.45%
Q4 2022696.6K$67M+1.51%
Q2 202230.8K$67M+1.51%
Q1 202228.8K$80M+1.76%
Q4 202127.8K$80M+1.90%
Q3 202127.3K$73M+2.00%
Q2 202127.1K$66M+1.83%
Q1 202126.5K$55M+1.74%
Q4 202025.3K$44M+1.56%
Q3 202024.2K$35M+1.53%
Q2 202024.1K$34M+1.46%
Q1 202023.9K$28M+1.36%
Q4 201923.5K$31M+1.30%
Q3 201923.0K$28M+1.39%
Q2 201922.7K$25M+1.54%
Q1 201922.1K$26M+2.50%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Ep Wealth Advisors, LLC’s full portfolio or all institutional holders of GOOGL.