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
$2.54 Million 0.02% of portfolio
23,361
Q2 2025 Reduced 36.57%
$0
$2.51 Million 0.02% of portfolio
48,010
Q2 2025 Added 11.59%
$0
$2.51 Million 0.02% of portfolio
21,073
Q2 2025 Added 691.03%
$0
$2.51 Million 0.02% of portfolio
49,508
Q2 2025 Reduced 2.18%
$29.5B
$2.49 Million 0.02% of portfolio
1,274
Q2 2025 Added 2.74%
$28.9B
$2.49 Million 0.02% of portfolio
11,425
Q2 2025 Added 3.87%
$0
$2.48 Million 0.02% of portfolio
34,181
Q2 2025 Added 145.61%
$759M
$2.71 Million 0.02% of portfolio
300,009
Q2 2025 Reduced 1.53%
$0
$2.45 Million 0.02% of portfolio
57,271
Q2 2025 Added 68.33%
$0
$2.44 Million 0.02% of portfolio
57,582
Q2 2025 Reduced 15.63%
$0
$2.43 Million 0.02% of portfolio
32,802
Q2 2025 Reduced 1.57%
$0
$2.42 Million 0.02% of portfolio
46,561
Q2 2025 Added 20.48%
$77B
$2.42 Million 0.02% of portfolio
6,774
Q2 2025 Added 4.86%
$0
$2.39 Million 0.02% of portfolio
6,602
Q2 2025 Added 136.89%
$0
$2.39 Million 0.02% of portfolio
26,799
Q2 2025 Added 3.72%
$0
$2.38 Million 0.02% of portfolio
56,813
Q2 2025 Added 5.91%
$0
$2.35 Million 0.02% of portfolio
37,149
Q2 2025 Added 239.85%
$42.4B
$2.34 Million 0.02% of portfolio
15,792
Q2 2025 Added 11.81%
$0
$2.29 Million 0.02% of portfolio
51,872
Q2 2025 Reduced 0.88%
$0
$2.27 Million 0.02% of portfolio
56,750
Q2 2025 Added 44.7%
$0
$2.26 Million 0.02% of portfolio
27,039
Q2 2025 Added 329.67%
$0
$2.25 Million 0.02% of portfolio
45,461
Q2 2025 Added 367.61%
$0
$2.24 Million 0.02% of portfolio
33,442
Q2 2025 Reduced 42.76%
$8.78B
$2.24 Million 0.02% of portfolio
80,361
Q2 2025 Added 76.69%
$24B
$2.24 Million 0.02% of portfolio
27,934
Q2 2025 Reduced 89.21%
$128B
$2.23 Million 0.02% of portfolio
9,362
Q2 2025 Added 6.79%
$104B
$2.22 Million 0.02% of portfolio
6,868
Q2 2025 Reduced 6.55%
$0
$2.21 Million 0.02% of portfolio
58,282
Q2 2025 Reduced 1.35%
$0
$2.19 Million 0.02% of portfolio
18,871
Q2 2025 Added 25.11%
$0
$2.19 Million 0.02% of portfolio
25,608
Q3 2024 New
$32.8B
$2.19 Million 0.02% of portfolio
26,809
Q2 2025 Added 41.23%
$319B
$2.17 Million 0.01% of portfolio
2,706
Q2 2025 Added 16.94%
$42.4B
$2.16 Million 0.01% of portfolio
17,028
Q2 2025 Added 2.51%
$251B
$2.16 Million 0.01% of portfolio
30,876
Q2 2025 Reduced 0.54%
$85B
$2.09 Million 0.01% of portfolio
31,044
Q2 2025 Added 6.78%
$0
$2.08 Million 0.01% of portfolio
33,839
Q2 2025 Reduced 3.88%
$65.5B
$2.06 Million 0.01% of portfolio
7,718
Q2 2025 Added 0.06%
$19.6B
$2.06 Million 0.01% of portfolio
28,100
Q2 2025 Reduced 15.44%
$6.36B
$2.06 Million 0.01% of portfolio
17,859
Q2 2025 New
$63.4B
$2.06 Million 0.01% of portfolio
8,039
Q2 2025 Added 3.89%
$0
$2.05 Million 0.01% of portfolio
54,120
Q2 2025 Reduced 1.44%
$63.2B
$2.04 Million 0.01% of portfolio
6,369
Q2 2025 Added 207.53%
$41B
$2.03 Million 0.01% of portfolio
8,370
Q2 2025 Added 422.15%
$0
$2.03 Million 0.01% of portfolio
43,156
Q2 2025 Added 836.14%
$1.28B
$2.03 Million 0.01% of portfolio
63,579
Q2 2025 Added 1.58%
$16.8B
$2.03 Million 0.01% of portfolio
36,124
Q2 2025 Reduced 3.12%
$30B
$2.02 Million 0.01% of portfolio
38,973
Q2 2025 Reduced 1.6%
$13.3B
$2.01 Million 0.01% of portfolio
13,716
Q2 2025 New
$0
$2 Million 0.01% of portfolio
25,258
Q2 2025 Reduced 0.55%

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
Track This Portfolio

Track Ep Wealth Advisors, LLC Portfolio

Follow Ep Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ep Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ep Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email