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 Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$14.1 Million 0.1% of portfolio
293,408
Q2 2025 Reduced 4.3%
$0
$2.95 Million 0.02% of portfolio
93,327
Q2 2025 Reduced 8.38%
$0
$1.05 Million 0.01% of portfolio
63,342
Q2 2025 Reduced 0.02%
$0
$991,000 0.01% of portfolio
45,304
Q3 2023 New
$0
$867,000 0.01% of portfolio
79,470
Q2 2025 Reduced 5.6%
$0
$635,000 0.0% of portfolio
33,474
Q2 2025 Added 29.86%
$0
$604,000 0.0% of portfolio
69,090
Q2 2025 New
$0
$464,000 0.0% of portfolio
18,337
Q2 2025 Reduced 5.17%
$0
$456,000 0.0% of portfolio
29,485
Q2 2025 New
$0
$378,000 0.0% of portfolio
40,922
Q2 2025 Reduced 1.31%
$0
$349,000 0.0% of portfolio
19,148
Q2 2025 Reduced 39.25%
$0
$305,000 0.0% of portfolio
27,382
Q2 2025 Added 134.68%
$0
$299,000 0.0% of portfolio
28,500
Q2 2025 Reduced 2.85%
$0
$248,000 0.0% of portfolio
20,325
Q2 2025 Added 2.26%
$0
$225,000 0.0% of portfolio
14,021
Q2 2025 New
$0
$203,000 0.0% of portfolio
15,505
Q2 2025 Reduced 1.72%
$0
$181,000 0.0% of portfolio
16,487
Q2 2025 Reduced 19.64%
$0
$152,000 0.0% of portfolio
10,479
Q2 2025 Reduced 4.55%
$0
$146,000 0.0% of portfolio
14,166
Q2 2025 Reduced 6.67%
$0
$137,000 0.0% of portfolio
13,400
Q2 2025 Reduced 27.96%
$0
$110,000 0.0% of portfolio
10,102
Q2 2025 Reduced 3.14%
$0
$101,000 0.0% of portfolio
18,860
Q2 2025 Reduced 21.09%
$23.2M
$42,000 0.0% of portfolio
13,000
Q2 2025 Reduced 7.14%
$46.2M
$35,000 0.0% of portfolio
28,000
Q2 2024 New
$32.2M
$32,000 0.0% of portfolio
41,167
Q3 2024 New
$0
$31,000 0.0% of portfolio
11,750
Q2 2025 Reduced 25.4%
$39.6M
$9,000 0.0% of portfolio
10,000
Q4 2023 New

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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