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
$3.47 Million 0.02% of portfolio
22,998
Q2 2025 Added 0.59%
$48.2B
$3.45 Million 0.02% of portfolio
44,076
Q2 2025 Added 46.56%
$0
$3.44 Million 0.02% of portfolio
148,248
Q2 2025 Reduced 7.67%
$0
$3.44 Million 0.02% of portfolio
12,756
Q2 2025 Added 4.87%
$106B
$3.42 Million 0.02% of portfolio
32,498
Q2 2025 Added 6.58%
$0
$3.4 Million 0.02% of portfolio
65,234
Q2 2025 Added 4.94%
$0
$3.37 Million 0.02% of portfolio
76,810
Q2 2025 New
$393M
$3.37 Million 0.02% of portfolio
240,044
Q2 2025 Reduced 13.24%
$25.3B
$3.3 Million 0.02% of portfolio
20,949
Q2 2025 Added 48.81%
$0
$3.29 Million 0.02% of portfolio
138,146
Q2 2025 Added 25.94%
$123B
$3.29 Million 0.02% of portfolio
47,637
Q2 2025 Added 1.58%
$0
$3.28 Million 0.02% of portfolio
43,166
Q1 2025 Reduced 1.59%
$0
$3.24 Million 0.02% of portfolio
39,791
Q2 2025 Reduced 1.19%
$148B
$3.24 Million 0.02% of portfolio
29,256
Q2 2025 Added 6.06%
$0
$3.24 Million 0.02% of portfolio
13,140
Q2 2025 Added 654.74%
$0
$3.23 Million 0.02% of portfolio
33,881
Q2 2025 Added 23.33%
$93.3B
$3.2 Million 0.02% of portfolio
9,674
Q2 2025 Reduced 0.51%
$37.2B
$3.15 Million 0.02% of portfolio
54,763
Q2 2025 Added 14.02%
$125B
$3.15 Million 0.02% of portfolio
36,163
Q2 2025 Added 5.85%
$144B
$3.13 Million 0.02% of portfolio
6,151
Q2 2025 Added 11.78%
$0
$3.1 Million 0.02% of portfolio
23,326
Q2 2025 Added 4.96%
$52.1B
$3.1 Million 0.02% of portfolio
42,318
Q2 2025 Added 137.7%
$0
$2.83 Million 0.02% of portfolio
32,925
Q2 2025 Reduced 87.52%
$5.13B
$3.05 Million 0.02% of portfolio
83,650
Q2 2025 Reduced 0.11%
$19.8B
$3.02 Million 0.02% of portfolio
91,992
Q2 2025 Added 10.22%
$98.4B
$2.98 Million 0.02% of portfolio
16,225
Q2 2025 Added 128.84%
$17.2B
$2.27 Million 0.02% of portfolio
23,186
Q2 2025 Reduced 4.56%
$0
$2.95 Million 0.02% of portfolio
93,327
Q2 2025 Reduced 8.38%
$0
$2.87 Million 0.02% of portfolio
95,094
Q2 2025 Added 1.29%
$300B
$2.87 Million 0.02% of portfolio
12,027
Q2 2025 Added 4.92%
$0
$2.85 Million 0.02% of portfolio
14,436
Q2 2025 Added 146.47%
$0
$2.83 Million 0.02% of portfolio
25,019
Q2 2025 Reduced 1.8%
$0
$2.83 Million 0.02% of portfolio
29,600
Q4 2024 Added 0.3%
$54.3B
$2.82 Million 0.02% of portfolio
16,376
Q2 2025 Reduced 0.38%
$0
$2.82 Million 0.02% of portfolio
14,940
Q2 2025 Reduced 4.91%
$0
$2.81 Million 0.02% of portfolio
29,980
Q2 2025 Added 187.16%
$0
$2.81 Million 0.02% of portfolio
93,164
Q2 2025 Reduced 0.45%
$17.9B
$2.79 Million 0.02% of portfolio
36,198
Q2 2025 Added 2.27%
$59.5B
$2.77 Million 0.02% of portfolio
12,207
Q2 2025 Added 35.54%
$0
$2.71 Million 0.02% of portfolio
20,063
Q2 2025 Reduced 26.51%
$43.7B
$2.67 Million 0.02% of portfolio
20,679
Q2 2025 Reduced 0.06%
$0
$2.65 Million 0.02% of portfolio
34,340
Q2 2025 Reduced 5.07%
$95.5B
$2.64 Million 0.02% of portfolio
7,690
Q2 2025 Added 1.98%
$0
$2.63 Million 0.02% of portfolio
33,141
Q2 2025 Added 22.08%
$0
$2.61 Million 0.02% of portfolio
54,923
Q2 2025 Added 2.95%
$0
$2.59 Million 0.02% of portfolio
92,257
Q2 2025 Added 149.86%
$86.1B
$2.57 Million 0.02% of portfolio
12,072
Q2 2025 Added 303.61%
$63.2B
$2.56 Million 0.02% of portfolio
43,980
Q2 2025 Added 6.35%
$48.1B
$2.55 Million 0.02% of portfolio
35,529
Q2 2025 Added 179.95%

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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