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CIK: 0001540569
Total reported value
$26.2B
$26.2B
1234 檔
11.1%
In Q4 2024, EP Wealth Advisors, LLC's U.S. equity holdings reached a combined market value of $26.2B, distributed across 1234 disclosed stock positions.
EP Wealth Advisors, LLC executed strategic sector rebalancing during Q4 2024, establishing 10 new positions while fully exiting 6 holdings and trimming 93 positions.
Showing top 200 holdings (of 1234 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VUG | Vanguard Growth ETF | ETF-Other | 10.81% | -0.16% | +1.58% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 4.19% | +0.60% | -1.18% | |
| 3 | VTV | Vanguard Value ETF | ETF-Other | 3.43% | -0.64% | -9.49% | |
| 4 | BIV | Vanguard Intermediate-term B | ETF-Other | 2.79% | -0.32% | +50.60% | |
| 5 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 2.45% | -0.21% | +21.15% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 2.36% | -0.17% | -1.07% | |
| 7 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 2.18% | -0.28% | +28.63% | |
| 8 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 1.94% | +0.09% | +30.79% | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.91% | -0.06% | -4.00% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.85% | -0.05% | -8.29% | |
| 11 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.83% | -0.07% | +37.11% | |
| 12 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.71% | -0.62% | +17.57% | |
| 13 | AVGO | Broadcom Inc | Stock-Tech | 1.71% | +0.04% | -5.13% | |
| 14 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 1.68% | -0.36% | +37.66% | |
| 15 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.58% | — | -1.59% | |
| 16 | NVDA | Nvidia CORP | Stock-Tech | 1.56% | +0.10% | -3.11% | |
| 17 | ✓ | Advisor Managed Portfolios | Stock-Other | 1.46% | — | -0.94% | |
| 18 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.34% | -0.04% | -1.33% | |
| 19 | XLK | Ss Technology Select Sector | ETF-Tech | 1.30% | +0.12% | +1.35% | |
| 20 | DFLV | Dim US Large Cap Value ETF | ETF-Large Cap & Growth | 1.24% | -0.08% | +46.47% | |
| 21 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 1.05% | +0.23% | +13.11% | |
| 22 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.02% | -0.17% | -2.07% | |
| 23 | DFAT | Dimensional US Target Value | ETF-Other | 1.01% | -0.05% | +20.70% | |
| 24 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 1.01% | -0.18% | +3.45% | |
| 25 | MUB | Ishares National Muni Bond E | ETF-Other | 0.91% | -0.09% | +11.72% | |
| 26 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.91% | -0.06% | -5.12% | |
| 27 | DFIV | Dimensional International Va | ETF-Other | 0.77% | +0.02% | +26.90% | |
| 28 | XOM | Exxon Mobil CORP | Stock-Energy | 0.74% | -0.81% | EXIT | |
| 29 | HON | Honeywell International Inc | Stock-Industrials | 0.67% | -0.36% | EXIT | |
| 30 | CMF | Ishares California Muni Bond | ETF-Other | 0.67% | +0.04% | +8.69% | |
| 31 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.66% | -0.02% | +506.74% | |
| 32 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.65% | -0.10% | +53.61% | |
| 33 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.64% | -0.05% | -0.07% | |
| 34 | NEE | Nextera Energy Inc | Stock-Utilities | 0.61% | -0.04% | -1.77% | |
| 35 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.60% | +0.01% | -15.84% | |
| 36 | V | Visa Inc-class A Shares | Stock-Financials | 0.59% | -0.01% | -6.31% | |
| 37 | CSCO | Cisco Systems Inc | Stock-Tech | 0.59% | +0.06% | -8.53% | |
| 38 | SYK | Stryker CORP | Stock-Healthcare | 0.57% | -0.06% | -1.85% | |
| 39 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.54% | -0.02% | +104.15% | |
| 40 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 0.54% | -0.04% | -8.07% | |
| 41 | RTX | Rtx CORP | Stock-Industrials | 0.54% | -0.03% | +0.25% | |
| 42 | XLB | Ss Materials Select Sector | ETF-Other | 0.52% | -0.05% | +3.58% | |
| 43 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.51% | -0.08% | -0.36% | |
| 44 | BLK | Blackrock Inc | Stock-Financials | 0.51% | -0.02% | — | |
| 45 | ALL | Allstate CORP | Stock-Financials | 0.50% | -0.03% | -2.24% | |
| 46 | AMT | American Tower CORP | Stock-Real Estate | 0.50% | -0.05% | +1.75% | |
| 47 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.48% | -0.02% | -1.38% | |
| 48 | JSCP | Jpmorgan Short Duration Core | ETF-Other | 0.47% | -0.13% | +6.67% | |
| 49 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.44% | — | +1.00% | |
| 50 | SPGI | S&p Global Inc | Stock-Financials | 0.44% | -0.13% | -0.95% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | BIV | Vanguard Intermediate-term B | +0.7% | +50.60% | Add |
| 2 | EFA | Ishares Msci Eafe ETF | +0.5% | +506.74% | Add |
| 3 | BLK | Blackrock Inc | +0.5% | NEW | New buy |
| 4 | VOT | Vanguard Mid-cap Growth ETF | +0.4% | +30.79% | Add |
| 5 | IGSB | Ishares 1-5y Inv Grade CORP | +0.4% | +28.63% | Add |
| 6 | AGG | Ishares Core U.s. Aggregate | +0.4% | +37.11% | Add |
| 7 | VOE | Vanguard Mid-cap Value ETF | +0.3% | +37.66% | Add |
| 8 | VUG | Vanguard Growth ETF | +0.3% | +1.58% | Add |
| 9 | DFLV | Dim US Large Cap Value ETF | +0.3% | +46.47% | Add |
| 10 | AVGO | Broadcom Inc | +0.3% | -5.13% | Trim |
| 11 | VEA | Vanguard Ftse Developed ETF | +0.2% | +104.15% | Add |
| 12 | VOO | Vanguard S&p 500 ETF | +0.2% | +53.61% | Add |
| 13 | TAXX | Bblx Irm Tax-aware S Dur ETF | +0.2% | +370.83% | Add |
| 14 | AMZN | Amazon.com Inc | +0.1% | -4.00% | Trim |
| 15 | DFAT | Dimensional US Target Value | +0.1% | +20.70% | Add |
| 16 | VBK | Vanguard Small-cap Grwth ETF | +0.1% | +13.11% | Add |
| 17 | VIGI | Vanguard Int Div App Indx Fd | +0.1% | +21.15% | Add |
| 18 | GOOGL | Alphabet Inc-cl A | +0.1% | -1.59% | Trim |
| 19 | JPM | Jpmorgan Chase & Co | +0.1% | -1.33% | Trim |
| 20 | DFIV | Dimensional International Va | +0.1% | +26.90% | Add |
| 21 | TSLA | Tesla Inc | +0.1% | +5.75% | Add |
| 22 | VWOB | Vanguard Emerg Mkts Gov Bnd | +0.1% | +24.55% | Add |
| 23 | CRM | Salesforce Inc | +0.1% | +2.45% | Add |
| 24 | ANET | Arista Networks Inc | +0.1% | NEW | New buy |
| 25 | MDYV | Ss Spdr S&p 400 Mc Val ETF | +0.1% | +1183.22% | Add |
| 26 | DFAX | Dimensional World Ex US Core | +0.1% | +71.56% | Add |
| 27 | AAPL | Apple Inc | 0% | -1.18% | Trim |
| 28 | VWO | Vanguard Ftse Emerging Marke | 0% | +17.57% | Add |
| 29 | DFAC | Dimensional US Core Equity 2 | 0% | +21.11% | Add |
| 30 | ITOT | Ishares Core S&p Total U.s. | 0% | +153.59% | Add |
| 31 | MUB | Ishares National Muni Bond E | 0% | +11.72% | Add |
| 32 | HON | Honeywell International Inc | 0% | +0.62% | Add |
| 33 | DIS | Walt Disney Co/the | 0% | -3.18% | Trim |
| 34 | XLY | Ss Consumer Disc Select Sect | 0% | +0.90% | Add |
| 35 | DFEM | Dimensional Emrg Mrkt Core | 0% | +644.02% | Add |
| 36 | IEFA | Ishares Core Msci Eafe ETF | 0% | +91.17% | Add |
| 37 | NFLX | Netflix Inc | 0% | +4.70% | Add |
| 38 | LRCX | Lam Research CORP | 0% | NEW | New buy |
| 39 | NVDA | Nvidia CORP | 0% | -3.11% | Trim |
| 40 | CMF | Ishares California Muni Bond | 0% | +8.69% | Add |
| 41 | V | Visa Inc-class A Shares | 0% | -6.31% | Trim |
| 42 | MCK | Mckesson CORP | 0% | +7.70% | Add |
| 43 | IBHF | Ishares Ibond 2026 Hy & Inc | 0% | NEW | New buy |
| 44 | XLF | Ss Financial Select Sector | 0% | +16.06% | Add |
| 45 | DGRO | Ishares Core Dividend Growth | 0% | +53.25% | Add |
| 46 | IBHE | Ishares Ibonds 2025 H/y Inc | 0% | +31.37% | Add |
| 47 | DFIC | Dimensional International Co | 0% | +842.93% | Add |
| 48 | HEI | Heico CORP | 0% | NEW | New buy |
| 49 | DFEV | Dimensional Emrg Mrkt Val | 0% | NEW | New buy |
| 50 | BSCP | Invesco Bulletshares 2025 Cb | 0% | +68.00% | Add |
According to official SEC Form 13F filings, EP Wealth Advisors, LLC reported a total U.S. public equity portfolio value of $26.2B across 1234 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VUG, AAPL, VTV) accounted for 11.1% of total reported equity market value during Q4 2024.
Top New Position Initiated
BLK
市值: $62.3M
Top Position Liquidated / Trimmed
IBDP
前期市值: $6.8M
During Q4 2024, EP Wealth Advisors, LLC's top holdings by market value included VUG (10.8%)、AAPL (4.2%)、VTV (3.4%). The largest single position, VUG, represented 10.8% of total portfolio value.
In Q4 2024, EP Wealth Advisors, LLC made 200 total portfolio adjustments, initiating 10 new buys, adding to 91 positions, trimming 93 holdings, and fully liquidating 6 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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