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
$3.91 Million 0.03% of portfolio
57,064
Q2 2025 Reduced 0.66%
$0
$3.87 Million 0.03% of portfolio
48,270
Q2 2025 Added 39.75%
$0
$3.71 Million 0.03% of portfolio
36,606
Q2 2025 Reduced 0.29%
$0
$3.58 Million 0.02% of portfolio
35,936
Q2 2025 Reduced 10.44%
$0
$3.56 Million 0.02% of portfolio
38,756
Q2 2025 Added 1.45%
$0
$3.48 Million 0.02% of portfolio
35,020
Q2 2025 Reduced 38.88%
$0
$3.47 Million 0.02% of portfolio
22,998
Q2 2025 Added 0.59%
$0
$3.44 Million 0.02% of portfolio
148,248
Q2 2025 Reduced 7.67%
$0
$3.44 Million 0.02% of portfolio
12,756
Q2 2025 Added 4.87%
$0
$3.4 Million 0.02% of portfolio
65,234
Q2 2025 Added 4.94%
$0
$3.37 Million 0.02% of portfolio
76,810
Q2 2025 New
$0
$3.29 Million 0.02% of portfolio
138,146
Q2 2025 Added 25.94%
$0
$3.28 Million 0.02% of portfolio
43,166
Q1 2025 Reduced 1.59%
$0
$3.24 Million 0.02% of portfolio
39,791
Q2 2025 Reduced 1.19%
$0
$3.24 Million 0.02% of portfolio
13,140
Q2 2025 Added 654.74%
$0
$3.23 Million 0.02% of portfolio
33,881
Q2 2025 Added 23.33%
$0
$2.83 Million 0.02% of portfolio
32,925
Q2 2025 Reduced 87.52%
$18B
$3.02 Million 0.02% of portfolio
91,992
Q2 2025 Added 10.22%
$0
$2.87 Million 0.02% of portfolio
95,094
Q2 2025 Added 1.29%
$0
$2.85 Million 0.02% of portfolio
14,436
Q2 2025 Added 146.47%
$0
$2.83 Million 0.02% of portfolio
25,019
Q2 2025 Reduced 1.8%
$0
$2.83 Million 0.02% of portfolio
29,600
Q4 2024 Added 0.3%
$0
$2.82 Million 0.02% of portfolio
14,940
Q2 2025 Reduced 4.91%
$0
$2.81 Million 0.02% of portfolio
29,980
Q2 2025 Added 187.16%
$0
$2.81 Million 0.02% of portfolio
93,164
Q2 2025 Reduced 0.45%
$0
$2.71 Million 0.02% of portfolio
20,063
Q2 2025 Reduced 26.51%
$0
$2.65 Million 0.02% of portfolio
34,340
Q2 2025 Reduced 5.07%
$0
$2.63 Million 0.02% of portfolio
33,141
Q2 2025 Added 22.08%
$0
$2.61 Million 0.02% of portfolio
54,923
Q2 2025 Added 2.95%
$0
$2.59 Million 0.02% of portfolio
92,257
Q2 2025 Added 149.86%
$0
$2.54 Million 0.02% of portfolio
23,361
Q2 2025 Reduced 36.57%
$0
$2.51 Million 0.02% of portfolio
48,010
Q2 2025 Added 11.59%
$0
$2.51 Million 0.02% of portfolio
21,073
Q2 2025 Added 691.03%
$0
$2.51 Million 0.02% of portfolio
49,508
Q2 2025 Reduced 2.18%
$0
$2.48 Million 0.02% of portfolio
34,181
Q2 2025 Added 145.61%
$0
$2.45 Million 0.02% of portfolio
57,271
Q2 2025 Added 68.33%
$0
$2.44 Million 0.02% of portfolio
57,582
Q2 2025 Reduced 15.63%
$0
$2.43 Million 0.02% of portfolio
32,802
Q2 2025 Reduced 1.57%
$0
$2.42 Million 0.02% of portfolio
46,561
Q2 2025 Added 20.48%
$0
$2.39 Million 0.02% of portfolio
6,602
Q2 2025 Added 136.89%
$0
$2.39 Million 0.02% of portfolio
26,799
Q2 2025 Added 3.72%
$0
$2.38 Million 0.02% of portfolio
56,813
Q2 2025 Added 5.91%
$0
$2.35 Million 0.02% of portfolio
37,149
Q2 2025 Added 239.85%
$0
$2.29 Million 0.02% of portfolio
51,872
Q2 2025 Reduced 0.88%
$0
$2.27 Million 0.02% of portfolio
56,750
Q2 2025 Added 44.7%
$0
$2.26 Million 0.02% of portfolio
27,039
Q2 2025 Added 329.67%
$0
$2.25 Million 0.02% of portfolio
45,461
Q2 2025 Added 367.61%
$0
$2.24 Million 0.02% of portfolio
33,442
Q2 2025 Reduced 42.76%
$0
$2.21 Million 0.02% of portfolio
58,282
Q2 2025 Reduced 1.35%

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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