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
$17B
$1.21 Million 0.01% of portfolio
18,802
Q2 2025 Added 6.56%
$53.7B
$1.21 Million 0.01% of portfolio
4,817
Q2 2025 Added 67.96%
$96.1B
$1.21 Million 0.01% of portfolio
2,760
Q2 2025 Added 4.27%
$58B
$1.2 Million 0.01% of portfolio
3,676
Q2 2025 Added 16.4%
$2.46B
$1.2 Million 0.01% of portfolio
45,750
Q2 2025 New
$34.6B
$1.18 Million 0.01% of portfolio
11,784
Q2 2025 Added 20.86%
$0
$1.18 Million 0.01% of portfolio
16,246
Q2 2025 Added 19.14%
$60.9B
$1.18 Million 0.01% of portfolio
2,242
Q2 2025 Added 117.04%
$51.1B
$1.17 Million 0.01% of portfolio
34,695
Q2 2025 Added 17.54%
$37.5B
$1.17 Million 0.01% of portfolio
9,903
Q2 2025 Added 4.82%
$75.2B
$1.16 Million 0.01% of portfolio
4,358
Q2 2025 Added 8.38%
$0
$1.16 Million 0.01% of portfolio
12,501
Q2 2025 Reduced 55.44%
$0
$1.14 Million 0.01% of portfolio
11,357
Q2 2025 Added 6.92%
$0
$1.13 Million 0.01% of portfolio
10,337
Q2 2025 Added 4.71%
$0
$1.12 Million 0.01% of portfolio
11,964
Q2 2025 Added 37.39%
$0
$1.12 Million 0.01% of portfolio
15,760
Q2 2025 Added 24.56%
$0
$1.1 Million 0.01% of portfolio
4,646
Q2 2025 Reduced 8.29%
$81.8B
$1.1 Million 0.01% of portfolio
2,611
Q2 2025 Added 37.35%
$98.8B
$1.1 Million 0.01% of portfolio
24,205
Q2 2025 Reduced 1.88%
$26.5B
$1.08 Million 0.01% of portfolio
31,955
Q2 2025 Added 240.27%
$54B
$1.08 Million 0.01% of portfolio
59,537
Q2 2025 Added 13.87%
$26.6B
$1.08 Million 0.01% of portfolio
9,717
Q2 2025 Added 6.89%
$62.9B
$1.07 Million 0.01% of portfolio
8,327
Q2 2025 Added 1.49%
$77.8B
$1.07 Million 0.01% of portfolio
14,426
Q2 2025 Added 29.79%
$39.3B
$1.07 Million 0.01% of portfolio
3,707
Q2 2025 Added 63.66%
$19.4B
$1.06 Million 0.01% of portfolio
41,933
Q2 2025 Added 22.64%
$11B
$1.06 Million 0.01% of portfolio
3,570
Q2 2025 New
$3.4B
$1.06 Million 0.01% of portfolio
129,809
Q2 2025 Added 6.34%
$12.6B
$1.06 Million 0.01% of portfolio
27,181
Q2 2025 Reduced 0.98%
$51.8B
$1.05 Million 0.01% of portfolio
3,591
Q2 2025 Added 17.55%
$0
$1.05 Million 0.01% of portfolio
36,772
Q2 2025 Reduced 5.45%
$7.88B
$1.05 Million 0.01% of portfolio
14,634
Q2 2025 Added 108.02%
$22.9B
$1.05 Million 0.01% of portfolio
10,906
Q2 2025 Added 317.69%
$0
$1.05 Million 0.01% of portfolio
63,342
Q2 2025 Reduced 0.02%
$0
$1.04 Million 0.01% of portfolio
21,960
Q2 2025 New
$17.7B
$1.04 Million 0.01% of portfolio
15,494
Q2 2025 Reduced 6.84%
$14.6B
$1.04 Million 0.01% of portfolio
7,633
Q2 2025 New
$14.4B
$1.02 Million 0.01% of portfolio
4,178
Q2 2025 Added 1.75%
$20.1B
$1.02 Million 0.01% of portfolio
14,216
Q2 2025 Added 4.75%
$0
$1.01 Million 0.01% of portfolio
19,755
Q2 2025 Added 85.67%
$15.4B
$1.01 Million 0.01% of portfolio
10,046
Q2 2025 Added 4.56%
$34.6B
$1.01 Million 0.01% of portfolio
9,698
Q2 2025 Added 44.9%
$0
$1.01 Million 0.01% of portfolio
9,805
Q2 2025 Added 73.88%
$0
$1.01 Million 0.01% of portfolio
7,914
Q2 2025 Added 6.87%
$0
$999,000 0.01% of portfolio
18,362
Q2 2025 Added 336.26%
$0
$991,000 0.01% of portfolio
45,304
Q3 2023 New
$42.9B
$987,000 0.01% of portfolio
23,500
Q2 2025 Added 12.96%
$29.3B
$977,000 0.01% of portfolio
39,945
Q2 2025 Added 10.61%
$8.15B
$965,000 0.01% of portfolio
12,937
Q2 2025 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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