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CIK: 0001540569
Total reported value
$26.2B
$26.2B
859 檔
9.4%
During the Q2 2024 filing period, EP Wealth Advisors, LLC (CIK: 0001540569) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $26.2B across 859 reported positions.
During Q2 2024, EP Wealth Advisors, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 859 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VUG | Vanguard Growth ETF | ETF-Other | 11.85% | -0.16% | +2.43% | |
| 2 | VTV | Vanguard Value ETF | ETF-Other | 4.41% | -0.64% | +1.46% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 4.31% | +0.60% | +5.20% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 3.15% | -0.17% | +4.53% | |
| 5 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 2.30% | -0.21% | +13.53% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.20% | -0.05% | -0.43% | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.13% | -0.06% | +0.30% | |
| 8 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 1.87% | -0.28% | +12.83% | |
| 9 | NVDA | Nvidia CORP | Stock-Tech | 1.79% | +0.10% | +1635.02% | |
| 10 | BIV | Vanguard Intermediate-term B | ETF-Other | 1.74% | -0.32% | +36.98% | |
| 11 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.68% | — | +2.78% | |
| 12 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.67% | -0.07% | +4.52% | |
| 13 | AVGO | Broadcom Inc | Stock-Tech | 1.61% | +0.04% | +0.43% | |
| 14 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.55% | -0.62% | +14.17% | |
| 15 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.40% | -0.04% | +1.35% | |
| 16 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 1.26% | +0.09% | +12.52% | |
| 17 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 1.20% | -0.18% | +5.29% | |
| 18 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.17% | -0.17% | -14.63% | |
| 19 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 1.17% | -0.36% | +12.28% | |
| 20 | XLK | Ss Technology Select Sector | ETF-Tech | 1.16% | +0.12% | +3.13% | |
| 21 | MUB | Ishares National Muni Bond E | ETF-Other | 1.03% | -0.09% | -4.53% | |
| 22 | XOM | Exxon Mobil CORP | Stock-Energy | 0.95% | -0.81% | EXIT | |
| 23 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.95% | -0.06% | +1.27% | |
| 24 | NEE | Nextera Energy Inc | Stock-Utilities | 0.87% | -0.04% | -4.03% | |
| 25 | DFAT | Dimensional US Target Value | ETF-Other | 0.86% | -0.05% | +18.42% | |
| 26 | DFLV | Dim US Large Cap Value ETF | ETF-Large Cap & Growth | 0.82% | -0.08% | +16.63% | |
| 27 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 0.79% | +0.23% | +14.31% | |
| 28 | DFAI | Dimensional International Co | ETF-Other | 0.78% | -0.06% | +19022.46% | |
| 29 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.78% | -0.05% | +6.16% | |
| 30 | CMF | Ishares California Muni Bond | ETF-Other | 0.77% | +0.04% | +0.88% | |
| 31 | HCA | Hca Healthcare Inc | Stock-Healthcare | 0.77% | -0.07% | +1.59% | |
| 32 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 0.77% | -0.04% | -5.81% | |
| 33 | HON | Honeywell International Inc | Stock-Industrials | 0.77% | -0.36% | EXIT | |
| 34 | SYK | Stryker CORP | Stock-Healthcare | 0.68% | -0.06% | +2.41% | |
| 35 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.66% | +0.01% | +65.27% | |
| 36 | DFIV | Dimensional International Va | ETF-Other | 0.66% | +0.02% | +10.70% | |
| 37 | AMT | American Tower CORP | Stock-Real Estate | 0.65% | -0.05% | +8.47% | |
| 38 | V | Visa Inc-class A Shares | Stock-Financials | 0.64% | -0.01% | +8.23% | |
| 39 | CSCO | Cisco Systems Inc | Stock-Tech | 0.64% | +0.06% | +8.33% | |
| 40 | XLB | Ss Materials Select Sector | ETF-Other | 0.64% | -0.05% | +39.69% | |
| 41 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.62% | -0.04% | +3990.33% | |
| 42 | RTX | Rtx CORP | Stock-Industrials | 0.58% | -0.03% | +3.69% | |
| 43 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.58% | -0.14% | +4.07% | |
| 44 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.58% | -0.02% | -1.13% | |
| 45 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.55% | -0.08% | +266.68% | |
| 46 | ALL | Allstate CORP | Stock-Financials | 0.54% | -0.03% | +2.42% | |
| 47 | JSCP | Jpmorgan Short Duration Core | ETF-Other | 0.53% | -0.13% | +14.07% | |
| 48 | KEYS | Keysight Technologies In | Stock-Tech | 0.52% | -0.01% | +4.62% | |
| 49 | BLKCHF | Blackrock Inc | Stock-Other | 0.50% | — | +2.90% | |
| 50 | SPGI | S&p Global Inc | Stock-Financials | 0.50% | -0.13% | +3.75% |
According to official SEC Form 13F filings, EP Wealth Advisors, LLC reported a total U.S. public equity portfolio value of $26.2B across 859 disclosed positions in Q2 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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In terms of portfolio concentration, the top 5 core holdings (including VUG, VTV, AAPL) accounted for 9.4% of total reported equity market value during Q2 2024.
During Q2 2024, EP Wealth Advisors, LLC's top holdings by market value included VUG (11.8%)、VTV (4.4%)、AAPL (4.3%). The largest single position, VUG, represented 11.8% of total portfolio value.
In Q2 2024, EP Wealth Advisors, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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