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
$5.08 Million 0.03% of portfolio
55,796
Q2 2025 Added 1.01%
$94.5B
$5.06 Million 0.03% of portfolio
55,275
Q2 2025 Reduced 5.37%
$69.1B
$5.01 Million 0.03% of portfolio
153,502
Q2 2025 Reduced 1.58%
$0
$5.01 Million 0.03% of portfolio
67,977
Q2 2025 Reduced 14.22%
$0
$4.99 Million 0.03% of portfolio
28,808
Q2 2025 Added 72.1%
$0
$4.93 Million 0.03% of portfolio
37,317
Q2 2025 Reduced 2.96%
$0
$4.88 Million 0.03% of portfolio
164,283
Q2 2025 Reduced 21.81%
$26.2B
$4.87 Million 0.03% of portfolio
64,325
Q2 2025 Reduced 81.99%
$102B
$4.87 Million 0.03% of portfolio
10,930
Q2 2025 Added 100.59%
$164B
$4.79 Million 0.03% of portfolio
38,900
Q2 2025 Added 45.01%
$0
$4.76 Million 0.03% of portfolio
242,104
Q2 2025 Reduced 1.77%
$0
$4.7 Million 0.03% of portfolio
57,165
Q2 2025 Added 11.75%
$117B
$4.65 Million 0.03% of portfolio
16,060
Q2 2025 Added 5.45%
$0
$4.64 Million 0.03% of portfolio
13,223
Q2 2025 Reduced 6.41%
$90.5B
$4.63 Million 0.03% of portfolio
15,885
Q2 2025 Added 5.82%
$0
$4.63 Million 0.03% of portfolio
111,809
Q2 2025 Added 73.79%
$120B
$4.62 Million 0.03% of portfolio
51,500
Q2 2025 Added 0.45%
$62B
$4.57 Million 0.03% of portfolio
155,337
Q2 2025 Added 5.56%
$0
$4.49 Million 0.03% of portfolio
15,736
Q2 2025 Reduced 1.25%
$81.3B
$4.49 Million 0.03% of portfolio
33,663
Q2 2025 Added 31.18%
$31.8B
$4.46 Million 0.03% of portfolio
25,735
Q2 2025 Added 1.58%
$119B
$4.39 Million 0.03% of portfolio
74,903
Q2 2025 Added 0.93%
$0
$4.35 Million 0.03% of portfolio
171,835
Q2 2025 Added 28.33%
$0
$4.27 Million 0.03% of portfolio
57,011
Q2 2025 Reduced 2.48%
$0
$4.24 Million 0.03% of portfolio
45,276
Q4 2024 Reduced 13.59%
$0
$4.22 Million 0.03% of portfolio
35,649
Q2 2025 Reduced 0.91%
$70.3B
$4.13 Million 0.03% of portfolio
34,511
Q2 2025 Added 2.36%
$70.1B
$4.12 Million 0.03% of portfolio
45,310
Q2 2025 Added 1.8%
$101B
$4.1 Million 0.03% of portfolio
88,549
Q2 2025 Added 62.99%
$0
$4.05 Million 0.03% of portfolio
22,177
Q2 2025 Added 18.64%
$88.1B
$4.05 Million 0.03% of portfolio
26,607
Q2 2025 Added 7.23%
$5.27B
$3.78 Million 0.03% of portfolio
282,084
Q2 2025 Added 0.0%
$0
$4.01 Million 0.03% of portfolio
38,230
Q2 2025 Added 0.21%
$0
$4 Million 0.03% of portfolio
119,014
Q2 2025 Reduced 4.85%
$190B
$3.93 Million 0.03% of portfolio
3,825
Q2 2025 Added 4.48%
$0
$3.91 Million 0.03% of portfolio
57,064
Q2 2025 Reduced 0.66%
$94B
$3.9 Million 0.03% of portfolio
33,081
Q2 2025 Added 14.08%
$323B
$3.89 Million 0.03% of portfolio
28,535
Q2 2025 Added 19.95%
$0
$3.87 Million 0.03% of portfolio
48,270
Q2 2025 Added 39.75%
$130B
$3.81 Million 0.03% of portfolio
25,464
Q2 2025 Added 10.34%
$149B
$3.78 Million 0.03% of portfolio
35,146
Q2 2025 Reduced 1.28%
$6.66B
$3.76 Million 0.03% of portfolio
71,307
Q2 2025 Added 4.07%
$0
$3.71 Million 0.03% of portfolio
36,606
Q2 2025 Reduced 0.29%
$171B
$3.6 Million 0.02% of portfolio
39,425
Q2 2025 Added 2.87%
$0
$3.58 Million 0.02% of portfolio
35,936
Q2 2025 Reduced 10.44%
$0
$3.56 Million 0.02% of portfolio
38,756
Q2 2025 Added 1.45%
$61.8B
$3.51 Million 0.02% of portfolio
34,803
Q2 2025 Added 13.49%
$17.5B
$3.5 Million 0.02% of portfolio
10,661
Q2 2025 Added 1.61%
$0
$3.48 Million 0.02% of portfolio
35,020
Q2 2025 Reduced 38.88%

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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