EP Wealth Advisors
Wealth adviser our classification, preliminaryGenerated from SEC records
Investment manager in Torrance, filing as EP Wealth Advisors, LLC. Its 13F lists 1,714 positions; crypto ETFs make up 0.05% of the reported value.
- Legal name (SEC)
- EP Wealth Advisors, LLC
- SEC filer ID (CIK)
- 1540569
Sources: SEC EDGAR (company record and the Q2 2026 13F). No Wikidata entry.
Crypto ETF holdings
Only US spot crypto ETFs from this 13F, not the whole portfolio.
13F filings for the quarter ended Jun 30, 2026 · next update after Nov 14, 2026 · What is a 13F?
Crypto ETF value$13.0MJun 30, 2026
Funds held7BTC · ETH
Change in shares, q/q+$5.6M+0.15M · +68% · ≈ at Jun 30 prices
Holding sinceQ4 253 quarters in a row
Value across crypto ETFs by quarter
US$, at each quarter-end price; it moves with the coin, shares tell the buying.
Positions on Jun 30, 2026
7 funds · “largest holder” = biggest position among all 13F filers in that fund
| Fund | Asset | Value | Of its crypto ETFs | Of the fund's 13F value | Change in shares, q/q |
|---|---|---|---|---|---|
| IBIT | Bitcoin | $5.6M | 43.1% | 0.0% | +71K +72% |
| FBTC | Bitcoin | $4.5M | 34.6% | 0.3% | +37K +72% |
| GBTC | Bitcoin | $900K | 6.9% | 0.1% | +8K +71% |
| ETHV | Ethereum | $800K | 6.2% | 12.8% | new |
| ETHA | Ethereum | $600K | 4.6% | 0.1% | −3K −6% |
| BITB | Bitcoin | $300K | 2.3% | 0.1% | +3K +43% |
| BTC | Bitcoin | $300K | 2.3% | 0.0% | +2K +23% |
Timeline
- Q1 24First crypto ETF position on record: $2.0M, GBTC, IBIT, FBTC.
- Q1 25Entered BITB, BTC.
- Q3 25Exited GBTC, IBIT, FBTC, BITB, BTC.
- Q4 25Entered GBTC, IBIT, FBTC, BITB, BTC, ETHA.
- Q2 26Entered ETHV. Holds 7 funds worth $13.0M.
This page shows only crypto ETFs from this manager's 13F, not its whole portfolio. Open this 13F filing on sec.gov