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
$8.3 Million 0.06% of portfolio
120,074
Q2 2025 Added 18.96%
$124B
$7.64 Million 0.05% of portfolio
24,787
Q2 2025 Added 5.34%
$93.1B
$7.56 Million 0.05% of portfolio
14,847
Q2 2025 Added 5.21%
$0
$7.48 Million 0.05% of portfolio
161,712
Q2 2025 Added 2,187.62%
$228B
$7.46 Million 0.05% of portfolio
19,208
Q2 2025 Added 10.91%
$98.9B
$7.46 Million 0.05% of portfolio
10,676
Q2 2025 Added 174.87%
$0
$7.45 Million 0.05% of portfolio
104,202
Q2 2025 New
$161B
$7.35 Million 0.05% of portfolio
13,528
Q2 2025 Added 0.59%
$0
$7.35 Million 0.05% of portfolio
25,702
Q2 2025 Added 0.79%
$0
$7.29 Million 0.05% of portfolio
82,255
Q2 2025 Added 0.88%
$0
$7.16 Million 0.05% of portfolio
114,333
Q2 2025 Reduced 12.03%
$0
$7.11 Million 0.05% of portfolio
75,182
Q2 2025 Added 100.97%
$0
$7.11 Million 0.05% of portfolio
87,064
Q2 2025 Added 80.37%
$98B
$7.06 Million 0.05% of portfolio
102,392
Q2 2025 Reduced 4.02%
$0
$7.05 Million 0.05% of portfolio
16,008
Q2 2025 Added 11.26%
$0
$7.01 Million 0.05% of portfolio
80,316
Q2 2025 Reduced 3.5%
$0
$6.97 Million 0.05% of portfolio
144,423
Q2 2025 Added 1.83%
$0
$6.88 Million 0.05% of portfolio
248,503
Q2 2025 Added 75.13%
$136B
$6.87 Million 0.05% of portfolio
7,666
Q2 2025 Added 2.58%
$210B
$6.72 Million 0.05% of portfolio
232,239
Q2 2025 Added 20.92%
$140B
$6.7 Million 0.05% of portfolio
276,553
Q2 2025 Reduced 1.0%
$308B
$6.66 Million 0.05% of portfolio
25,879
Q2 2025 Added 8.76%
$0
$6.15 Million 0.04% of portfolio
98,490
Q2 2025 Reduced 88.52%
$41.8B
$6.36 Million 0.04% of portfolio
20,430
Q2 2025 New
$0
$6.28 Million 0.04% of portfolio
123,311
Q2 2025 Added 14.45%
$1.34T
$6.26 Million 0.04% of portfolio
27,623
Q2 2025 Added 27.26%
$265B
$6.25 Million 0.04% of portfolio
44,360
Q2 2025 Added 33.32%
$69.5B
$6.2 Million 0.04% of portfolio
199,970
Q2 2025 Added 9.03%
$40.3B
$6.19 Million 0.04% of portfolio
3,388
Q2 2025 Reduced 1.71%
$0
$6.16 Million 0.04% of portfolio
96,389
Q2 2025 Reduced 13.18%
$73.3B
$6.03 Million 0.04% of portfolio
133,254
Q2 2025 Added 28.97%
$187B
$5.87 Million 0.04% of portfolio
62,893
Q2 2025 Added 2.25%
$0
$5.85 Million 0.04% of portfolio
191,011
Q2 2025 Reduced 0.18%
$0
$5.72 Million 0.04% of portfolio
60,904
Q2 2025 Reduced 1.44%
$0
$5.65 Million 0.04% of portfolio
101,395
Q2 2025 Reduced 4.61%
$0
$5.63 Million 0.04% of portfolio
55,878
Q2 2025 Added 309.33%
$0
$5.58 Million 0.04% of portfolio
219,609
Q2 2025 Added 33.07%
$90.9B
$5.56 Million 0.04% of portfolio
33,446
Q2 2025 Added 61.22%
$0
$5.55 Million 0.04% of portfolio
22,346
Q2 2025 Reduced 2.54%
$48.8B
$5.47 Million 0.04% of portfolio
37,625
Q2 2025 Reduced 1.67%
$0
$5.42 Million 0.04% of portfolio
262,060
Q2 2025 Reduced 2.84%
$186B
$5.41 Million 0.04% of portfolio
6,872
Q2 2025 Reduced 15.28%
$191B
$5.4 Million 0.04% of portfolio
63,424
Q2 2025 Added 5.55%
$131B
$5.3 Million 0.04% of portfolio
25,285
Q2 2025 Added 25.11%
$0
$5.21 Million 0.04% of portfolio
266,738
Q2 2025 Reduced 4.89%
$0
$5.14 Million 0.04% of portfolio
37,901
Q2 2025 Added 0.76%
$55.7B
$5.12 Million 0.04% of portfolio
13,533
Q2 2025 Added 48.94%
$25B
$5.12 Million 0.04% of portfolio
27,923
Q2 2025 Reduced 0.09%
$79.5B
$4.25 Million 0.03% of portfolio
33,929
Q2 2025 Added 118.66%

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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