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
$116B
$13.9 Million 0.1% of portfolio
45,586
Q2 2025 Added 9.42%
$125B
$13.8 Million 0.09% of portfolio
103,973
Q2 2025 Added 1,526.36%
$230B
$13.7 Million 0.09% of portfolio
46,361
Q2 2025 Added 17.47%
$0
$13.3 Million 0.09% of portfolio
99,601
Q2 2025 Added 18.21%
$0
$13.1 Million 0.09% of portfolio
495,271
Q2 2025 Added 161.92%
$0
$12.9 Million 0.09% of portfolio
583,857
Q2 2025 Added 5.58%
$78.3B
$12.4 Million 0.09% of portfolio
46,174
Q2 2025 Added 233.53%
$193B
$12.2 Million 0.08% of portfolio
30,129
Q2 2025 Added 71.56%
$0
$12.2 Million 0.08% of portfolio
288,112
Q2 2025 Added 17.67%
$0
$12.2 Million 0.08% of portfolio
414,724
Q2 2025 Reduced 24.8%
$44.1B
$12.1 Million 0.08% of portfolio
66,802
Q2 2025 Added 643.57%
$151B
$12 Million 0.08% of portfolio
43,097
Q2 2025 Added 8.22%
$0
$11.8 Million 0.08% of portfolio
469,430
Q2 2025 Added 25.97%
$146B
$11.5 Million 0.08% of portfolio
62,557
Q2 2025 Reduced 7.56%
$89.7B
$11.2 Million 0.08% of portfolio
22,476
Q2 2025 Reduced 1.31%
$0
$11.2 Million 0.08% of portfolio
483,104
Q2 2025 Reduced 9.55%
$0
$9.57 Million 0.07% of portfolio
35,981
Q2 2025 Added 13.13%
$143B
$10.9 Million 0.07% of portfolio
30,544
Q2 2025 Reduced 0.09%
$20.8B
$10.5 Million 0.07% of portfolio
47,046
Q2 2025 Reduced 8.65%
$0
$10.4 Million 0.07% of portfolio
253,329
Q2 2025 Reduced 0.19%
$142B
$10.3 Million 0.07% of portfolio
51,973
Q2 2025 Added 89.05%
$0
$10.1 Million 0.07% of portfolio
306,241
Q2 2025 Added 371.43%
$0
$10.1 Million 0.07% of portfolio
67,087
Q2 2025 Added 328.81%
$0
$9.91 Million 0.07% of portfolio
51,415
Q2 2025 Added 1.19%
$65.3B
$9.88 Million 0.07% of portfolio
35,015
Q2 2025 Added 134.97%
$0
$9.87 Million 0.07% of portfolio
62,532
Q2 2025 Reduced 12.59%
$73.4B
$9.86 Million 0.07% of portfolio
39,999
Q2 2025 Added 871.79%
$0
$9.67 Million 0.07% of portfolio
53,219
Q2 2025 Added 97.97%
$0
$9.52 Million 0.07% of portfolio
378,089
Q2 2025 Added 92.04%
$0
$9.5 Million 0.07% of portfolio
391,528
Q2 2025 Added 214.53%
$246B
$9.48 Million 0.07% of portfolio
29,732
Q2 2025 Added 4.71%
$260B
$9.33 Million 0.06% of portfolio
51,253
Q2 2025 Added 8.8%
$268B
$9.33 Million 0.06% of portfolio
13,184
Q2 2025 Added 95.12%
$70.1B
$9.31 Million 0.06% of portfolio
6,124
Q2 2025 Reduced 2.86%
$0
$9.18 Million 0.06% of portfolio
100,748
Q2 2025 Reduced 2.92%
$0
$9.04 Million 0.06% of portfolio
46,333
Q2 2025 Added 3.35%
$0
$8.8 Million 0.06% of portfolio
201,161
Q2 2025 New
$51.3B
$8.79 Million 0.06% of portfolio
8,454
Q2 2025 Reduced 0.6%
$0
$8.7 Million 0.06% of portfolio
25,616
Q2 2025 Added 4.63%
$0
$8.67 Million 0.06% of portfolio
209,753
Q2 2025 Added 2.26%
$177B
$8.07 Million 0.06% of portfolio
41,477
Q2 2025 Added 10.79%
$0
$8.57 Million 0.06% of portfolio
12,920
Q2 2025 Added 10.95%
$0
$8.54 Million 0.06% of portfolio
294,847
Q2 2025 Reduced 18.03%
$185B
$8.53 Million 0.06% of portfolio
197,106
Q2 2025 Added 42.8%
$0
$8.48 Million 0.06% of portfolio
141,265
Q2 2025 Added 0.27%
$123B
$8.37 Million 0.06% of portfolio
18,077
Q2 2025 Added 1.03%
$292B
$8.36 Million 0.06% of portfolio
118,163
Q2 2025 Added 7.11%
$0
$8.33 Million 0.06% of portfolio
133,231
Q2 2025 Added 2.04%
$218B
$8.3 Million 0.06% of portfolio
1,434
Q2 2025 Added 0.63%

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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