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
$26.7B
$2 Million 0.01% of portfolio
4,279
Q2 2025 Added 61.05%
$173B
$1.98 Million 0.01% of portfolio
17,173
Q2 2025 Added 62.36%
$0
$1.96 Million 0.01% of portfolio
24,130
Q2 2025 New
$0
$1.94 Million 0.01% of portfolio
35,665
Q2 2025 Added 4.37%
$0
$1.92 Million 0.01% of portfolio
20,877
Q2 2025 Reduced 31.57%
$2.53B
$1.92 Million 0.01% of portfolio
131,034
Q2 2025 Reduced 10.16%
$0
$1.92 Million 0.01% of portfolio
18,871
Q2 2025 New
$68.7B
$1.91 Million 0.01% of portfolio
18,103
Q2 2025 Added 6.71%
$0
$1.9 Million 0.01% of portfolio
20,229
Q2 2025 Reduced 5.24%
$8.37B
$1.89 Million 0.01% of portfolio
12,158
Q2 2025 Reduced 0.43%
$0
$1.89 Million 0.01% of portfolio
17,149
Q2 2025 Reduced 3.67%
$52.5B
$1.88 Million 0.01% of portfolio
25,242
Q2 2025 Added 35.05%
$27.2B
$1.83 Million 0.01% of portfolio
17,185
Q2 2025 Added 14.27%
$101B
$1.82 Million 0.01% of portfolio
8,337
Q2 2025 Added 0.83%
$1.08B
$1.82 Million 0.01% of portfolio
32,415
Q2 2025 Reduced 1.22%
$12.5B
$1.82 Million 0.01% of portfolio
38,962
Q2 2025 Added 4.33%
$53.5B
$1.8 Million 0.01% of portfolio
3,380
Q2 2025 Added 22.86%
$81.8B
$1.79 Million 0.01% of portfolio
7,249
Q2 2025 Added 5.09%
$85B
$1.77 Million 0.01% of portfolio
9,153
Q2 2025 Added 5.12%
$35.4B
$1.77 Million 0.01% of portfolio
18,617
Q2 2025 Added 4.58%
$167B
$1.77 Million 0.01% of portfolio
5,053
Q2 2025 Reduced 40.14%
$28.7B
$1.76 Million 0.01% of portfolio
17,146
Q2 2025 Added 14.8%
$0
$1.75 Million 0.01% of portfolio
46,176
Q2 2025 Added 245.53%
$0
$1.75 Million 0.01% of portfolio
17,365
Q2 2025 Added 3.16%
$9.76B
$1.75 Million 0.01% of portfolio
22,412
Q2 2025 Added 172.16%
$58.1B
$1.74 Million 0.01% of portfolio
27,963
Q2 2025 Added 4.49%
$0
$1.74 Million 0.01% of portfolio
23,844
Q2 2025 Reduced 28.07%
$63.8B
$1.73 Million 0.01% of portfolio
16,381
Q2 2025 Added 7.95%
$256B
$1.72 Million 0.01% of portfolio
24,425
Q2 2025 Added 12.7%
$87B
$1.72 Million 0.01% of portfolio
6,291
Q2 2025 Reduced 0.32%
$0
$1.72 Million 0.01% of portfolio
42,386
Q2 2025 Reduced 2.3%
$0
$1.71 Million 0.01% of portfolio
14,364
Q2 2025 Added 20.75%
$101B
$1.7 Million 0.01% of portfolio
76,078
Q2 2025 Reduced 7.31%
$0
$1.69 Million 0.01% of portfolio
7,068
Q2 2025 Added 2.87%
$0
$1.67 Million 0.01% of portfolio
39,404
Q2 2025 Added 23.75%
$0
$1.65 Million 0.01% of portfolio
22,060
Q2 2025 Added 0.39%
$39.4B
$1.64 Million 0.01% of portfolio
6,757
Q2 2025 Added 13.14%
$0
$1.64 Million 0.01% of portfolio
46,101
Q2 2025 Added 372.54%
$0
$1.62 Million 0.01% of portfolio
19,596
Q2 2025 Reduced 0.14%
$64.1B
$1.62 Million 0.01% of portfolio
20,094
Q2 2025 Added 27.82%
$0
$1.61 Million 0.01% of portfolio
20,305
Q2 2025 Reduced 45.36%
$0
$1.61 Million 0.01% of portfolio
20,221
Q2 2025 Reduced 12.6%
$81.9B
$1.6 Million 0.01% of portfolio
8,594
Q2 2025 Added 80.74%
$0
$1.58 Million 0.01% of portfolio
12,779
Q2 2025 Added 2.45%
$0
$1.55 Million 0.01% of portfolio
18,726
Q2 2025 Added 31.74%
$0
$1.55 Million 0.01% of portfolio
11,828
Q2 2025 Reduced 3.95%
$58.6B
$1.55 Million 0.01% of portfolio
7,084
Q2 2025 Added 42.48%
$42.1B
$1.55 Million 0.01% of portfolio
15,664
Q2 2025 Reduced 6.91%
$0
$1.54 Million 0.01% of portfolio
22,887
Q2 2025 Added 11.68%

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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