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CIK: 0001540569
Total reported value
$26.2B
$26.2B
1282 檔
11.0%
The Q1 2025 SEC filing reveals that EP Wealth Advisors, LLC held a total portfolio value of $26.2B, covering 1282 public equity positions.
In Q1 2025, EP Wealth Advisors, LLC displayed an active expansion posture, initiating 62 new positions and adding to 119 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 1282 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VUG | Vanguard Growth ETF | ETF-Other | 9.88% | -0.16% | +3.40% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 3.58% | +0.60% | -1.61% | |
| 3 | BIV | Vanguard Intermediate-term B | ETF-Other | 3.30% | -0.32% | +17.91% | |
| 4 | VTV | Vanguard Value ETF | ETF-Other | 3.29% | -0.64% | -3.94% | |
| 5 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 2.85% | -0.21% | +14.39% | |
| 6 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 2.39% | -0.28% | +10.75% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 2.15% | -0.17% | +4.08% | |
| 8 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 2.08% | +0.09% | +13.39% | |
| 9 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.96% | -0.62% | +13.65% | |
| 10 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 1.94% | -0.36% | +18.74% | |
| 11 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.85% | -0.07% | +1.32% | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.82% | -0.05% | +5.26% | |
| 13 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.65% | -0.06% | +1.97% | |
| 14 | DFLV | Dim US Large Cap Value ETF | ETF-Large Cap & Growth | 1.58% | -0.08% | +27.62% | |
| 15 | ✓ | Advisor Managed Portfolios | Stock-Other | 1.41% | — | -0.89% | |
| 16 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.38% | -0.04% | +2.87% | |
| 17 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.29% | — | +2.45% | |
| 18 | NVDA | Nvidia CORP | Stock-Tech | 1.26% | +0.10% | +1.77% | |
| 19 | DFAT | Dimensional US Target Value | ETF-Other | 1.24% | -0.05% | +35.18% | |
| 20 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 1.21% | +0.23% | +30.66% | |
| 21 | AVGO | Broadcom Inc | Stock-Tech | 1.18% | +0.04% | -2.52% | |
| 22 | XLK | Ss Technology Select Sector | ETF-Tech | 1.14% | +0.12% | +0.84% | |
| 23 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.06% | -0.17% | +2.27% | |
| 24 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 1.05% | -0.18% | +6.91% | |
| 25 | DFIV | Dimensional International Va | ETF-Other | 0.95% | +0.02% | +12.83% | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.87% | -0.05% | — | |
| 27 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.86% | -0.06% | -1.01% | |
| 28 | XOM | Exxon Mobil CORP | Stock-Energy | 0.86% | -0.81% | EXIT | |
| 29 | MUB | Ishares National Muni Bond E | ETF-Other | 0.80% | -0.09% | -9.66% | |
| 30 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.76% | -0.10% | +25.68% | |
| 31 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.75% | -0.05% | +3.35% | |
| 32 | V | Visa Inc-class A Shares | Stock-Financials | 0.69% | -0.01% | +6.64% | |
| 33 | RTX | Rtx CORP | Stock-Industrials | 0.62% | -0.03% | +3.82% | |
| 34 | CSCO | Cisco Systems Inc | Stock-Tech | 0.58% | +0.06% | -4.08% | |
| 35 | SYK | Stryker CORP | Stock-Healthcare | 0.58% | -0.06% | +0.89% | |
| 36 | NEE | Nextera Energy Inc | Stock-Utilities | 0.58% | -0.04% | -2.08% | |
| 37 | CMF | Ishares California Muni Bond | ETF-Other | 0.57% | +0.04% | -10.43% | |
| 38 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.56% | -0.08% | +4.08% | |
| 39 | XLB | Ss Materials Select Sector | ETF-Other | 0.55% | -0.05% | +6.14% | |
| 40 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.51% | +0.01% | -3.01% | |
| 41 | ALL | Allstate CORP | Stock-Financials | 0.51% | -0.03% | -2.11% | |
| 42 | AMT | American Tower CORP | Stock-Real Estate | 0.49% | -0.05% | -15.31% | |
| 43 | JSCP | Jpmorgan Short Duration Core | ETF-Other | 0.47% | -0.13% | +1.95% | |
| 44 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.47% | -0.02% | -1.86% | |
| 45 | BLK | Blackrock Inc | Stock-Financials | 0.46% | -0.02% | +0.49% | |
| 46 | HON | Honeywell International Inc | Stock-Industrials | 0.46% | -0.36% | EXIT | |
| 47 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.46% | +0.08% | +103.74% | |
| 48 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 0.46% | -0.04% | -5.72% | |
| 49 | SPGI | S&p Global Inc | Stock-Financials | 0.45% | -0.13% | +0.92% | |
| 50 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-Other | 0.44% | — | +10.99% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | BIV | Vanguard Intermediate-term B | +3.2% | +17.91% | Add |
| 2 | VIGI | Vanguard Int Div App Indx Fd | +2.4% | +14.39% | Add |
| 3 | IGSB | Ishares 1-5y Inv Grade CORP | +2% | +10.75% | Add |
| 4 | VOT | Vanguard Mid-cap Growth ETF | +1.7% | +13.39% | Add |
| 5 | VOE | Vanguard Mid-cap Value ETF | +1.6% | +18.74% | Add |
| 6 | AGG | Ishares Core U.s. Aggregate | +1.5% | +1.32% | Add |
| 7 | VWO | Vanguard Ftse Emerging Marke | +1.3% | +13.65% | Add |
| 8 | NVDA | Nvidia CORP | +1.2% | +1.77% | Add |
| 9 | VBK | Vanguard Small-cap Grwth ETF | +1% | +30.66% | Add |
| 10 | DFAT | Dimensional US Target Value | +0.8% | +35.18% | Add |
| 11 | MUB | Ishares National Muni Bond E | +0.6% | -9.66% | Add |
| 12 | NEE | Nextera Energy Inc | +0.5% | -2.08% | Add |
| 13 | VOO | Vanguard S&p 500 ETF | +0.5% | +25.68% | Add |
| 14 | LLY | Eli Lilly & Co | +0.4% | +103.74% | Add |
| 15 | VWOB | Vanguard Emerg Mkts Gov Bnd | +0.4% | +10.99% | Add |
| 16 | MCD | Mcdonald's CORP | +0.4% | +4.08% | Add |
| 17 | XLE | Ss Energy Select Sector | +0.4% | +0.86% | Add |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | +0.4% | — | Add |
| 19 | VTEB | Vanguard Tax-exempt Bond ETF | +0.3% | -3.41% | Add |
| 20 | PZA | Invesco National Amt-free Mu | +0.3% | +3.09% | Add |
| 21 | CMCSA | Comcast Corp-class A | +0.2% | +11.69% | Add |
| 22 | DFAC | Dimensional US Core Equity 2 | +0.2% | +24.19% | Add |
| 23 | SO | Southern Co/the | +0.2% | +0.93% | Add |
| 24 | WM | Waste Management Inc | +0.2% | +668.33% | Add |
| 25 | WELL | Welltower Inc | +0.2% | +4257.54% | Add |
| 26 | CRM | Salesforce Inc | +0.2% | +2.75% | Add |
| 27 | VEA | Vanguard Ftse Developed ETF | +0.2% | -38.19% | Add |
| 28 | MGK | Vanguard Mega Cap Growth ETF | +0.2% | -0.65% | Add |
| 29 | ROK | Rockwell Automation Inc | +0.2% | +1.65% | Add |
| 30 | IWD | Ishares Russell 1000 Value E | +0.2% | -1.86% | Add |
| 31 | BRK-A | Berkshire Hathaway Inc-cl A | +0.2% | +575.00% | Add |
| 32 | IWF | Ishares Russell 1000 Growth | +0.2% | -3.01% | Add |
| 33 | EFG | Ishares Msci Eafe Growth ETF | +0.1% | -11.20% | Add |
| 34 | ACN | Accenture plc | +0.1% | +192.98% | Add |
| 35 | CMF | Ishares California Muni Bond | +0.1% | -10.43% | Add |
| 36 | XLY | Ss Consumer Disc Select Sect | +0.1% | -1.02% | Add |
| 37 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | -0.19% | Add |
| 38 | NKE | Nike Inc -cl B | +0.1% | +7.64% | Add |
| 39 | ABBV | Abbvie Inc | +0.1% | +20.08% | Add |
| 40 | SRE | Sempra | +0.1% | +1.41% | Add |
| 41 | NFLX | Netflix Inc | +0.1% | -4.22% | Add |
| 42 | QTEC | First Trust Nasdq 100 Tech I | +0.1% | -0.33% | Add |
| 43 | AMD | Advanced Micro Devices | +0.1% | +207.01% | Add |
| 44 | XLF | Ss Financial Select Sector | +0.1% | -7.92% | Add |
| 45 | MCK | Mckesson CORP | +0.1% | +1.44% | Add |
| 46 | MDY | State Street Spdr S&p Midcap | +0.1% | +1.67% | Add |
| 47 | ADBE | Adobe Inc | +0.1% | +7.40% | Add |
| 48 | GLD | Spdr Gold Shares | +0.1% | +1.37% | Add |
| 49 | IEMG | Ishares Core Msci Emerging | +0.1% | -23.90% | Add |
| 50 | XLC | Ss Comm Select Sector Spdr | +0.1% | -10.89% | 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 1282 disclosed positions in Q1 2025.
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, BIV) accounted for 11.0% of total reported equity market value during Q1 2025.
Top New Position Initiated
DFLV
市值: $197.9M
Top Position Liquidated / Trimmed
BLKCHF
前期市值: $48.6M
During Q1 2025, EP Wealth Advisors, LLC's top holdings by market value included VUG (9.9%)、AAPL (3.6%)、BIV (3.3%). The largest single position, VUG, represented 9.9% of total portfolio value.
In Q1 2025, EP Wealth Advisors, LLC made 200 total portfolio adjustments, initiating 62 new buys, adding to 119 positions, trimming 15 holdings, and fully liquidating 4 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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