Ep Wealth Advisors, LLC Portfolio Holdings

Ep Wealth Advisors, LLC

  • $14.6 Billion
  • Q2 2025

Ep Wealth Advisors, LLC has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $14.6 Billion distributed in 1422 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Growth ETF with a value of $1.52B, Vanguard Bd Index Fd Inc Inter with a value of $470M, Apple Inc. with a value of $438M, Vanguard Whitehall Fds Intl Di with a value of $435M, and Ishares Trust Ishares 1 5 Year with a value of $409M.

Examining the 13F form we can see an increase of $2.62B in the current position value, from $12B to 14.6B.

Ep Wealth Advisors, LLC is based out at Torrance, CA

Below you can find more details about Ep Wealth Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $14.6 Billion
ETFs: $8.85 Billion
Technology: $1.87 Billion
Financial Services: $844 Million
Consumer Cyclical: $562 Million
Industrials: $543 Million
Healthcare: $527 Million
Communication Services: $489 Million
Consumer Defensive: $317 Million
Other: $526 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$1.52 Billion 10.42% of portfolio
3,463,113
Q2 2025 Added 3.8%
$0
$470 Million 3.22% of portfolio
6,071,963
Q2 2025 Added 12.56%
$3.7T
$438 Million 3.01% of portfolio
2,136,596
Q2 2025 Added 5.94%
$0
$435 Million 2.98% of portfolio
4,821,980
Q2 2025 Added 12.19%
$0
$409 Million 2.81% of portfolio
7,752,802
Q2 2025 Added 35.71%
$3.73T
$396 Million 2.72% of portfolio
796,992
Q2 2025 Added 11.38%
$0
$395 Million 2.71% of portfolio
2,234,873
Q2 2025 Reduced 6.22%
$0
$350 Million 2.4% of portfolio
1,229,552
Q2 2025 Added 15.8%
$442B
$294 Million 2.02% of portfolio
1,860,996
Q2 2025 Added 28.06%
$0
$294 Million 2.02% of portfolio
5,938,667
Q2 2025 Added 9.72%
$0
$275 Million 1.89% of portfolio
1,674,933
Q2 2025 Added 10.52%
$0
$274 Million 1.88% of portfolio
443,374
Q2 2025 Added 9.07%
$2.34T
$260 Million 1.78% of portfolio
1,183,402
Q2 2025 Added 9.01%
$146B
$248 Million 1.7% of portfolio
898,247
Q2 2025 Added 2.13%
$0
$235 Million 1.61% of portfolio
2,370,636
Q2 2025 Added 1.05%
$896B
$219 Million 1.5% of portfolio
754,053
Q2 2025 Added 7.02%
$1.44T
$192 Million 1.31% of portfolio
1,086,726
Q2 2025 Added 3.95%
$0
$178 Million 1.22% of portfolio
642,042
Q2 2025 Added 6.7%
$0
$176 Million 1.21% of portfolio
3,270,120
Q2 2025 Added 8.42%
$0
$175 Million 1.2% of portfolio
308,707
Q2 2025 Added 67.1%
$0
$153 Million 1.05% of portfolio
3,561,564
Q2 2025 Added 18.44%
$427B
$145 Million 0.99% of portfolio
146,017
Q2 2025 Added 4.57%
$1.69T
$133 Million 0.91% of portfolio
180,668
Q2 2025 Reduced 3.82%
$0
$133 Million 0.91% of portfolio
5,783,492
Q2 2025 Added 0.68%
$0
$111 Million 0.76% of portfolio
178,759
Q2 2025 Added 104.28%
$637B
$111 Million 0.76% of portfolio
228,074
Q2 2025 Added 11.56%
$467B
$100 Million 0.69% of portfolio
932,093
Q2 2025 Added 3.42%
$562B
$99.4 Million 0.68% of portfolio
279,884
Q2 2025 Added 13.77%
$232B
$89.7 Million 0.62% of portfolio
614,197
Q2 2025 Added 4.28%
$467B
$88.6 Million 0.61% of portfolio
580,128
Q2 2025 Added 3.12%
$0
$88.4 Million 0.61% of portfolio
1,863,913
Q2 2025 Added 48.66%
$0
$88.3 Million 0.61% of portfolio
844,683
Q2 2025 Reduced 11.0%
$278B
$79.2 Million 0.54% of portfolio
1,141,007
Q2 2025 Reduced 3.33%
$147B
$77.5 Million 0.53% of portfolio
195,798
Q2 2025 Added 0.48%
$0
$76.8 Million 0.53% of portfolio
3,142,472
Q2 2025 Added 976.06%
$0
$76.5 Million 0.53% of portfolio
180,225
Q2 2025 Added 0.96%
$0
$74.9 Million 0.51% of portfolio
853,504
Q2 2025 Added 6.41%
$0
$74.8 Million 0.51% of portfolio
679,544
Q2 2025 Added 487.92%
$0
$74.2 Million 0.51% of portfolio
134,517
Q2 2025 Added 31.38%
$0
$73.1 Million 0.5% of portfolio
373,966
Q2 2025 Added 795.77%
$140B
$67.9 Million 0.47% of portfolio
977,659
Q2 2025 Reduced 3.83%
$227B
$67.2 Million 0.46% of portfolio
229,893
Q2 2025 Added 2.54%
$0
$66.6 Million 0.46% of portfolio
1,195,011
Q2 2025 Reduced 6.24%
$145B
$66.1 Million 0.45% of portfolio
283,666
Q2 2025 Added 4.79%
$179B
$64.5 Million 0.44% of portfolio
122,276
Q2 2025 Added 11.42%
$0
$63.2 Million 0.43% of portfolio
207,993
Q2 2025 Added 6.5%
$91.5B
$62.9 Million 0.43% of portfolio
284,631
Q2 2025 Added 1.03%
$54.7B
$62.1 Million 0.43% of portfolio
308,540
Q2 2025 Reduced 0.48%
$0
$60.8 Million 0.42% of portfolio
313,086
Q2 2025 Added 0.05%

Summary

  • Portfolio
  • No. of Stocks 1,422
  • Current Value $14.6 Billion
  • Prior Value $12 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 204 stocks
  • Additional Purchases 691 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 478 stocks
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