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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$8.8 Million 0.06% of portfolio
201,161
Q2 2025 New
$0
$8.7 Million 0.06% of portfolio
25,616
Q2 2025 Added 4.63%
$0
$8.67 Million 0.06% of portfolio
209,753
Q2 2025 Added 2.26%
$0
$8.57 Million 0.06% of portfolio
12,920
Q2 2025 Added 10.95%
$0
$8.54 Million 0.06% of portfolio
294,847
Q2 2025 Reduced 18.03%
$0
$8.48 Million 0.06% of portfolio
141,265
Q2 2025 Added 0.27%
$0
$8.33 Million 0.06% of portfolio
133,231
Q2 2025 Added 2.04%
$0
$8.3 Million 0.06% of portfolio
120,074
Q2 2025 Added 18.96%
$0
$7.48 Million 0.05% of portfolio
161,712
Q2 2025 Added 2,187.62%
$0
$7.45 Million 0.05% of portfolio
104,202
Q2 2025 New
$0
$7.35 Million 0.05% of portfolio
25,702
Q2 2025 Added 0.79%
$0
$7.29 Million 0.05% of portfolio
82,255
Q2 2025 Added 0.88%
$0
$7.16 Million 0.05% of portfolio
114,333
Q2 2025 Reduced 12.03%
$0
$7.11 Million 0.05% of portfolio
75,182
Q2 2025 Added 100.97%
$0
$7.11 Million 0.05% of portfolio
87,064
Q2 2025 Added 80.37%
$0
$7.05 Million 0.05% of portfolio
16,008
Q2 2025 Added 11.26%
$0
$6.98 Million 0.05% of portfolio
25,017
Q2 2025 Reduced 4.82%
$0
$6.97 Million 0.05% of portfolio
144,423
Q2 2025 Added 1.83%
$0
$6.88 Million 0.05% of portfolio
248,503
Q2 2025 Added 75.13%
$0
$6.15 Million 0.04% of portfolio
98,490
Q2 2025 Reduced 88.52%
$0
$6.28 Million 0.04% of portfolio
123,311
Q2 2025 Added 14.45%
$0
$6.16 Million 0.04% of portfolio
96,389
Q2 2025 Reduced 13.18%
$0
$5.85 Million 0.04% of portfolio
191,011
Q2 2025 Reduced 0.18%
$0
$5.72 Million 0.04% of portfolio
60,904
Q2 2025 Reduced 1.44%
$0
$5.65 Million 0.04% of portfolio
101,395
Q2 2025 Reduced 4.61%
$0
$5.63 Million 0.04% of portfolio
55,878
Q2 2025 Added 309.33%
$0
$5.58 Million 0.04% of portfolio
219,609
Q2 2025 Added 33.07%
$0
$5.55 Million 0.04% of portfolio
22,346
Q2 2025 Reduced 2.54%
$0
$5.42 Million 0.04% of portfolio
262,060
Q2 2025 Reduced 2.84%
$0
$5.21 Million 0.04% of portfolio
266,738
Q2 2025 Reduced 4.89%
$0
$5.14 Million 0.04% of portfolio
37,901
Q2 2025 Added 0.76%
$0
$5.08 Million 0.03% of portfolio
55,796
Q2 2025 Added 1.01%
$0
$5.01 Million 0.03% of portfolio
67,977
Q2 2025 Reduced 14.22%
$0
$4.99 Million 0.03% of portfolio
28,808
Q2 2025 Added 72.1%
$0
$4.93 Million 0.03% of portfolio
37,317
Q2 2025 Reduced 2.96%
$0
$4.88 Million 0.03% of portfolio
164,283
Q2 2025 Reduced 21.81%
$0
$4.76 Million 0.03% of portfolio
242,104
Q2 2025 Reduced 1.77%
$0
$4.7 Million 0.03% of portfolio
57,165
Q2 2025 Added 11.75%
$0
$4.64 Million 0.03% of portfolio
13,223
Q2 2025 Reduced 6.41%
$0
$4.63 Million 0.03% of portfolio
111,809
Q2 2025 Added 73.79%
$0
$4.63 Million 0.03% of portfolio
35,977
Q2 2025 Reduced 3.91%
$0
$4.49 Million 0.03% of portfolio
15,736
Q2 2025 Reduced 1.25%
$0
$4.35 Million 0.03% of portfolio
171,835
Q2 2025 Added 28.33%
$0
$4.27 Million 0.03% of portfolio
57,011
Q2 2025 Reduced 2.48%
$0
$4.24 Million 0.03% of portfolio
45,276
Q4 2024 Reduced 13.59%
$0
$4.22 Million 0.03% of portfolio
35,649
Q2 2025 Reduced 0.91%
$0
$4.05 Million 0.03% of portfolio
22,177
Q2 2025 Added 18.64%
$0
$4.01 Million 0.03% of portfolio
38,230
Q2 2025 Added 0.21%
$0
$4 Million 0.03% of portfolio
119,014
Q2 2025 Reduced 4.85%

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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