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CIK: 0001540569
Total reported value
$26.2B
$26.2B
1421 檔
12.5%
At the close of Q2 2025, EP Wealth Advisors, LLC disclosed equity holdings valued at approximately $26.2B, spread across 1421 reported holdings.
In Q2 2025, EP Wealth Advisors, LLC displayed an active expansion posture, initiating 14 new positions and adding to 151 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 1421 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VUG | Vanguard Growth ETF | ETF-Other | 9.98% | -0.16% | +3.80% | |
| 2 | BIV | Vanguard Intermediate-term B | ETF-Other | 3.09% | -0.32% | +12.56% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 2.88% | +0.60% | +5.94% | |
| 4 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 2.86% | -0.21% | +12.19% | |
| 5 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 2.69% | -0.28% | +35.71% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 2.61% | -0.17% | +11.38% | |
| 7 | VTV | Vanguard Value ETF | ETF-Other | 2.60% | -0.64% | -6.22% | |
| 8 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 2.30% | +0.09% | +15.80% | |
| 9 | NVDA | Nvidia CORP | Stock-Tech | 1.93% | +0.10% | +28.06% | |
| 10 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.93% | -0.62% | +9.72% | |
| 11 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 1.81% | -0.36% | +10.52% | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.80% | -0.05% | +9.07% | |
| 13 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.71% | -0.06% | +9.01% | |
| 14 | AVGO | Broadcom Inc | Stock-Tech | 1.63% | +0.04% | +2.13% | |
| 15 | DFLV | Dim US Large Cap Value ETF | ETF-Large Cap & Growth | 1.59% | -0.08% | +20.34% | |
| 16 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.55% | -0.07% | +1.05% | |
| 17 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.44% | -0.04% | +7.02% | |
| 18 | XLK | Ss Technology Select Sector | ETF-Tech | 1.40% | +0.12% | +21.91% | |
| 19 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.26% | — | +3.95% | |
| 20 | ✓ | Advisor Managed Portfolios | Stock-Other | 1.20% | — | -1.72% | |
| 21 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 1.17% | +0.23% | +6.70% | |
| 22 | DFAT | Dimensional US Target Value | ETF-Other | 1.16% | -0.05% | +8.42% | |
| 23 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.15% | -0.10% | +67.10% | |
| 24 | DFIV | Dimensional International Va | ETF-Other | 1.00% | +0.02% | +18.44% | |
| 25 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.95% | -0.17% | +4.57% | |
| 26 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.88% | -0.06% | -3.82% | |
| 27 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 0.87% | -0.18% | +0.68% | |
| 28 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.73% | -0.13% | +104.28% | |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.73% | -0.05% | +11.56% | |
| 30 | XOM | Exxon Mobil CORP | Stock-Energy | 0.66% | -0.81% | EXIT | |
| 31 | V | Visa Inc-class A Shares | Stock-Financials | 0.65% | -0.01% | +13.77% | |
| 32 | RTX | Rtx CORP | Stock-Industrials | 0.59% | -0.03% | +4.28% | |
| 33 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.58% | -0.05% | +3.12% | |
| 34 | JSCP | Jpmorgan Short Duration Core | ETF-Other | 0.58% | -0.13% | +48.66% | |
| 35 | MUB | Ishares National Muni Bond E | ETF-Other | 0.58% | -0.09% | -11.00% | |
| 36 | CSCO | Cisco Systems Inc | Stock-Tech | 0.52% | +0.06% | -3.33% | |
| 37 | SYK | Stryker CORP | Stock-Healthcare | 0.51% | -0.06% | +0.48% | |
| 38 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.50% | -0.05% | +976.06% | |
| 39 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.50% | +0.01% | +0.96% | |
| 40 | XLB | Ss Materials Select Sector | ETF-Other | 0.49% | -0.05% | +6.41% | |
| 41 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.49% | — | +487.92% | |
| 42 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.49% | +0.10% | +31.38% | |
| 43 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.48% | -0.01% | +795.77% | |
| 44 | NEE | Nextera Energy Inc | Stock-Utilities | 0.45% | -0.04% | -3.83% | |
| 45 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.44% | -0.08% | +2.54% | |
| 46 | CMF | Ishares California Muni Bond | ETF-Other | 0.44% | +0.04% | -6.24% | |
| 47 | HON | Honeywell International Inc | Stock-Industrials | 0.43% | -0.36% | EXIT | |
| 48 | BLK | Blackrock Inc | Stock-Financials | 0.43% | -0.02% | +2.27% | |
| 49 | SPGI | S&p Global Inc | Stock-Financials | 0.42% | -0.13% | +11.42% | |
| 50 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.42% | — | +6.50% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +0.7% | +28.06% | Add |
| 2 | MSFT | Microsoft CORP | +0.5% | +11.38% | Add |
| 3 | AVGO | Broadcom Inc | +0.5% | +2.13% | Add |
| 4 | SCHX | Schwab US Large-cap ETF | +0.5% | +976.06% | Add |
| 5 | IVE | Ishares S&p 500 Value ETF | +0.4% | +795.77% | Add |
| 6 | IVW | Ishares S&p 500 Growth ETF | +0.4% | +487.92% | Add |
| 7 | VOO | Vanguard S&p 500 ETF | +0.4% | +67.10% | Add |
| 8 | IVV | Ishares Core S&p 500 ETF | +0.3% | +104.28% | Add |
| 9 | IGSB | Ishares 1-5y Inv Grade CORP | +0.3% | +35.71% | Add |
| 10 | XLK | Ss Technology Select Sector | +0.3% | +21.91% | Add |
| 11 | VOT | Vanguard Mid-cap Growth ETF | +0.2% | +15.80% | Add |
| 12 | APH | Amphenol Corp-cl A | +0.2% | +1704.14% | Add |
| 13 | JAAA | Janus Henderson Aaa Clo ETF | +0.2% | NEW | New buy |
| 14 | XEL | Xcel Energy Inc | +0.2% | +3324.59% | Add |
| 15 | SNOW | Snowflake Inc | +0.1% | NEW | New buy |
| 16 | IVLU | Ishares Msci International V | +0.1% | +9998.02% | Add |
| 17 | STZ | Constellation Brands Inc-a | +0.1% | +1966.76% | Add |
| 18 | JIRE | Jpmorgan Int Res Enh Eqty | +0.1% | NEW | New buy |
| 19 | JSCP | Jpmorgan Short Duration Core | +0.1% | +48.66% | Add |
| 20 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +31.38% | Add |
| 21 | VUG | Vanguard Growth ETF | +0.1% | +3.80% | Add |
| 22 | MA | Mastercard Inc - A | +0.1% | +163.49% | Add |
| 23 | IBDW | Ishares Ibonds Dec 2031 CORP | +0.1% | NEW | New buy |
| 24 | IBDV | Ishares Ibonds Dec 2030 CORP | +0.1% | NEW | New buy |
| 25 | XLG | Invesco S&p 500 Top 50 ETF | +0.1% | +1062.47% | Add |
| 26 | IJR | Ishares Core S&p Small-cap E | +0.1% | +75.47% | Add |
| 27 | AMD | Advanced Micro Devices | +0.1% | +32.70% | Add |
| 28 | IEMG | Ishares Core Msci Emerging | +0.1% | +105.92% | Add |
| 29 | KKR | Kkr & Co Inc | +0.1% | +1526.36% | Add |
| 30 | URI | United Rentals Inc | +0.1% | +957.75% | Add |
| 31 | FNDX | Schwab Fndmntl US Lrg Co ETF | +0.1% | +664.54% | Add |
| 32 | IEFA | Ishares Core Msci Eafe ETF | +0.1% | +125.49% | Add |
| 33 | SCHG | Schwab US Large-cap Growth | +0.1% | +100.06% | Add |
| 34 | IBDR | Ishares Ibonds Dec 2026 Term | +0.1% | +324.14% | Add |
| 35 | AME | Ametek Inc | +0.1% | +643.57% | Add |
| 36 | AMZN | Amazon.com Inc | +0.1% | +9.01% | Add |
| 37 | JPM | Jpmorgan Chase & Co | +0.1% | +7.02% | Add |
| 38 | IJH | Ishares Core S&p Midcap ETF | +0.1% | +56.67% | Add |
| 39 | ORCL | Oracle CORP | +0.1% | +10.53% | Add |
| 40 | IWM | Ishares Russell 2000 ETF | +0.1% | +95.56% | Add |
| 41 | DBEF | Xtrackers Msci Eafe Hedged E | +0.1% | NEW | New buy |
| 42 | DFIV | Dimensional International Va | +0.1% | +18.44% | Add |
| 43 | GOOG | Alphabet Inc-cl C | +0.1% | +26.64% | Add |
| 44 | XLF | Ss Financial Select Sector | +0.1% | +71.18% | Add |
| 45 | ABT | Abbott Laboratories | +0.1% | +110.99% | Add |
| 46 | ECL | Ecolab Inc | +0.1% | +233.53% | Add |
| 47 | RSG | Republic Services Inc | +0.1% | +871.79% | Add |
| 48 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | +0.1% | +371.43% | Add |
| 49 | IUSG | Ishares Core S&p U.s. Growth | +0.1% | +328.81% | Add |
| 50 | SCHD | Schwab US Dvd Equity ETF | +0.1% | +161.92% | 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 1421 disclosed positions in Q2 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, BIV, AAPL) accounted for 12.5% of total reported equity market value during Q2 2025.
Top New Position Initiated
JAAA
市值: $23.5M
Top Position Liquidated / Trimmed
ZS
前期市值: $2.5M
During Q2 2025, EP Wealth Advisors, LLC's top holdings by market value included VUG (10.0%)、BIV (3.1%)、AAPL (2.9%). The largest single position, VUG, represented 10.0% of total portfolio value.
In Q2 2025, EP Wealth Advisors, LLC made 200 total portfolio adjustments, initiating 14 new buys, adding to 151 positions, trimming 32 holdings, and fully liquidating 3 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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