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
$1.47T
$57 Million 0.39% of portfolio
321,259
Q2 2025 Added 26.64%
$0
$56 Million 0.38% of portfolio
1,903,813
Q2 2025 Reduced 6.14%
$719B
$56 Million 0.38% of portfolio
71,787
Q2 2025 Added 3.82%
$0
$55.1 Million 0.38% of portfolio
966,448
Q2 2025 Added 12.28%
$133B
$54.7 Million 0.38% of portfolio
237,554
Q2 2025 Added 3.84%
$0
$50.5 Million 0.35% of portfolio
664,509
Q2 2025 Added 10.94%
$0
$51.1 Million 0.35% of portfolio
602,459
Q2 2025 Added 6.66%
$0
$50.7 Million 0.35% of portfolio
568,174
Q2 2025 Added 3.02%
$199B
$50.7 Million 0.35% of portfolio
383,709
Q2 2025 Added 6.05%
$0
$46.6 Million 0.32% of portfolio
1,299,720
Q2 2025 Reduced 11.54%
$70.5B
$42.5 Million 0.29% of portfolio
272,385
Q2 2025 Added 5.12%
$0
$42.3 Million 0.29% of portfolio
460,935
Q2 2025 Reduced 19.19%
$0
$42.1 Million 0.29% of portfolio
193,559
Q2 2025 Added 9.46%
$147B
$40.1 Million 0.28% of portfolio
1,124,696
Q2 2025 Added 2.62%
$0
$40 Million 0.27% of portfolio
630,080
Q2 2025 Added 24.65%
$0
$39.9 Million 0.27% of portfolio
1,153,664
Q2 2025 Reduced 2.21%
$0
$38.7 Million 0.27% of portfolio
790,174
Q2 2025 Added 1.45%
$0
$36.8 Million 0.25% of portfolio
337,113
Q2 2025 Added 75.47%
$0
$36.8 Million 0.25% of portfolio
292,149
Q2 2025 Added 0.91%
$164B
$35.2 Million 0.24% of portfolio
285,371
Q2 2025 Added 6.13%
$251B
$34.9 Million 0.24% of portfolio
246,086
Q2 2025 Added 32.7%
$0
$34.2 Million 0.23% of portfolio
1,527,981
Q2 2025 Added 5.21%
$90.5B
$33.8 Million 0.23% of portfolio
147,524
Q2 2025 Added 11.27%
$93.6B
$33.4 Million 0.23% of portfolio
470,539
Q2 2025 Added 7.41%
$100B
$33.3 Million 0.23% of portfolio
362,559
Q2 2025 Added 4.54%
$1.16T
$32.7 Million 0.22% of portfolio
102,944
Q2 2025 Added 12.06%
$433B
$32.6 Million 0.22% of portfolio
89,019
Q2 2025 Added 8.34%
$0
$32.5 Million 0.22% of portfolio
745,542
Q2 2025 Reduced 1.28%
$0
$32.5 Million 0.22% of portfolio
143,056
Q2 2025 Reduced 0.7%
$6.77B
$32.3 Million 0.22% of portfolio
358,563
Q2 2025 Added 1,459.65%
$0
$31 Million 0.21% of portfolio
130,793
Q2 2025 Added 11.41%
$40.5B
$30.8 Million 0.21% of portfolio
92,715
Q2 2025 Added 2.43%
$0
$30.1 Million 0.21% of portfolio
485,256
Q2 2025 Added 56.67%
$0
$29.2 Million 0.2% of portfolio
160,228
Q2 2025 Added 13.2%
$246B
$29.7 Million 0.2% of portfolio
108,802
Q2 2025 Added 0.95%
$78.1B
$29.5 Million 0.2% of portfolio
192,007
Q2 2025 Added 6.0%
$0
$29.5 Million 0.2% of portfolio
80,507
Q2 2025 Reduced 0.53%
$562B
$29 Million 0.2% of portfolio
51,578
Q2 2025 Added 163.49%
$830B
$28.3 Million 0.19% of portfolio
129,618
Q2 2025 Added 10.53%
$0
$27.6 Million 0.19% of portfolio
198,690
Q2 2025 Reduced 37.19%
$60.8B
$27.3 Million 0.19% of portfolio
203,092
Q2 2025 Added 5.18%
$0
$27.2 Million 0.19% of portfolio
876,069
Q2 2025 Added 1.79%
$30.8B
$26.6 Million 0.18% of portfolio
162,262
Q2 2025 Added 0.38%
$0
$26 Million 0.18% of portfolio
531,882
Q2 2025 Added 0.26%
$376B
$25.8 Million 0.18% of portfolio
161,915
Q2 2025 Added 50.58%
$0
$24.7 Million 0.17% of portfolio
459,637
Q2 2025 Added 105.92%
$59.3B
$25.4 Million 0.17% of portfolio
124,048
Q2 2025 Added 3.19%
$331B
$25.2 Million 0.17% of portfolio
80,846
Q2 2025 Reduced 2.76%
$536B
$25.1 Million 0.17% of portfolio
18,715
Q2 2025 Added 11.07%

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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