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
$1.53 Million 0.01% of portfolio
13,094
Q2 2025 Reduced 1.33%
$67B
$1.53 Million 0.01% of portfolio
2,992
Q2 2025 Added 2.78%
$0
$1.53 Million 0.01% of portfolio
22,845
Q3 2024 New
$0
$1.53 Million 0.01% of portfolio
70,770
Q2 2025 Reduced 7.33%
$0
$1.52 Million 0.01% of portfolio
20,046
Q2 2025 Added 49.79%
$275B
$1.52 Million 0.01% of portfolio
12,550
Q2 2025 Added 10.49%
$0
$1.52 Million 0.01% of portfolio
30,173
Q2 2025 Added 10.79%
$0
$1.52 Million 0.01% of portfolio
47,471
Q2 2025 Added 0.21%
$3.05B
$1.51 Million 0.01% of portfolio
3,742
Q2 2025 Added 4.35%
$22.5B
$1.51 Million 0.01% of portfolio
23,767
Q2 2025 Added 11.63%
$0
$1.51 Million 0.01% of portfolio
35,377
Q2 2025 Reduced 7.26%
$23B
$1.5 Million 0.01% of portfolio
18,115
Q2 2025 Added 162.61%
$41.1B
$1.47 Million 0.01% of portfolio
19,409
Q2 2025 Reduced 5.4%
$0
$1.47 Million 0.01% of portfolio
10,922
Q2 2025 Added 0.97%
$16.1B
$1.46 Million 0.01% of portfolio
26,053
Q2 2025 Added 496.04%
$27B
$1.44 Million 0.01% of portfolio
11,394
Q2 2025 Added 2.69%
$0
$1.43 Million 0.01% of portfolio
17,005
Q2 2025 New
$0
$1.43 Million 0.01% of portfolio
28,520
Q2 2025 Added 0.07%
$41.4B
$1.42 Million 0.01% of portfolio
13,806
Q2 2025 Added 106.24%
$139B
$1.42 Million 0.01% of portfolio
19,274
Q2 2025 Added 95.14%
$74.3B
$1.41 Million 0.01% of portfolio
13,382
Q2 2025 Added 9.74%
$0
$1.4 Million 0.01% of portfolio
17,766
Q4 2024 New
$0
$1.4 Million 0.01% of portfolio
17,774
Q2 2025 Added 63.45%
$63.7B
$1.4 Million 0.01% of portfolio
11,721
Q2 2025 Added 13.01%
$45.6B
$1.4 Million 0.01% of portfolio
5,813
Q2 2025 Added 44.96%
$72.3B
$1.39 Million 0.01% of portfolio
22,129
Q2 2025 Added 14.31%
$39.1B
$1.38 Million 0.01% of portfolio
20,120
Q2 2025 Added 4.52%
$47.2B
$1.38 Million 0.01% of portfolio
8,632
Q2 2025 Added 0.63%
$0
$1.38 Million 0.01% of portfolio
67,227
Q2 2025 Added 0.89%
$16.4B
$1.38 Million 0.01% of portfolio
4,465
Q2 2025 New
$0
$1.38 Million 0.01% of portfolio
27,167
Q2 2025 Added 29.95%
$0
$1.38 Million 0.01% of portfolio
10,701
Q2 2025 Reduced 5.15%
$97.3B
$1.37 Million 0.01% of portfolio
4,443
Q2 2025 Added 17.01%
$55.9B
$1.36 Million 0.01% of portfolio
13,108
Q2 2025 Added 10.8%
$0
$1.35 Million 0.01% of portfolio
10,181
Q2 2025 Added 1.08%
$0
$1.35 Million 0.01% of portfolio
10,008
Q2 2025 Reduced 1.56%
$12.3B
$1.33 Million 0.01% of portfolio
148,412
Q2 2025 Reduced 6.23%
$54.8B
$1.31 Million 0.01% of portfolio
2,317
Q2 2025 Added 25.38%
$95B
$1.31 Million 0.01% of portfolio
2,618
Q2 2025 Added 111.64%
$39.8B
$1.31 Million 0.01% of portfolio
12,206
Q2 2025 Added 10.08%
$36.8B
$1.3 Million 0.01% of portfolio
4,256
Q2 2025 Added 0.64%
$0
$1.3 Million 0.01% of portfolio
12,203
Q2 2025 Reduced 39.04%
$46.8B
$1.29 Million 0.01% of portfolio
2,230
Q2 2025 Reduced 0.22%
$45.8B
$1.29 Million 0.01% of portfolio
6,882
Q2 2025 Added 1.21%
$50.8B
$1.28 Million 0.01% of portfolio
17,191
Q2 2025 Reduced 16.84%
$25.3B
$1.24 Million 0.01% of portfolio
52,884
Q2 2025 Added 5.78%
$36.1B
$1.24 Million 0.01% of portfolio
47,521
Q2 2025 Added 3.06%
$52.4B
$1.24 Million 0.01% of portfolio
9,683
Q2 2025 Added 75.42%
$35.7B
$1.22 Million 0.01% of portfolio
11,043
Q2 2025 Added 130.93%

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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