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CIK: 0001540569
Total reported value
$26.2B
$26.2B
1476 檔
19.8%
The Q4 2025 SEC filing reveals that EP Wealth Advisors, LLC held a total portfolio value of $26.2B, covering 1476 public equity positions.
In Q4 2025, EP Wealth Advisors, LLC displayed an active expansion posture, initiating 18 new positions and adding to 138 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 1476 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VUG | Vanguard Growth ETF | ETF-Other | 8.78% | -0.16% | +0.03% | |
| 2 | VTV | Vanguard Value ETF | ETF-Other | 7.86% | -0.64% | +254.20% | |
| 3 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 3.60% | -0.36% | +133.21% | |
| 4 | BIV | Vanguard Intermediate-term B | ETF-Other | 3.49% | -0.32% | +42.22% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 3.24% | +0.60% | +7.24% | |
| 6 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 3.10% | -0.21% | +35.49% | |
| 7 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 2.89% | -0.28% | +35.66% | |
| 8 | NVDA | Nvidia CORP | Stock-Tech | 2.33% | +0.10% | +29.27% | |
| 9 | MSFT | Microsoft CORP | Stock-Tech | 2.05% | -0.17% | +2.41% | |
| 10 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 2.04% | +0.09% | +14.30% | |
| 11 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 2.01% | -0.62% | +21.01% | |
| 12 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.72% | — | -2.74% | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.65% | -0.05% | +5.31% | |
| 14 | DFIV | Dimensional International Va | ETF-Other | 1.58% | +0.02% | +71.24% | |
| 15 | AVGO | Broadcom Inc | Stock-Tech | 1.54% | +0.04% | -4.66% | |
| 16 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.46% | -0.06% | +2.84% | |
| 17 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.44% | -0.07% | +17.29% | |
| 18 | DFAT | Dimensional US Target Value | ETF-Other | 1.29% | -0.05% | +27.93% | |
| 19 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 1.22% | +0.23% | +20.92% | |
| 20 | XLK | Ss Technology Select Sector | ETF-Tech | 1.22% | +0.12% | +93.27% | |
| 21 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.15% | -0.10% | +14.58% | |
| 22 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.08% | -0.04% | -14.25% | |
| 23 | ✓ | Advisor Managed Portfolios | Stock-Other | 0.99% | — | -2.04% | |
| 24 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 0.79% | -0.18% | +13.61% | |
| 25 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.71% | -0.06% | +14.74% | |
| 26 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.71% | -0.13% | +11.11% | |
| 27 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.67% | -0.05% | +8.15% | |
| 28 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.67% | -0.17% | +2.58% | |
| 29 | XOM | Exxon Mobil CORP | Stock-Energy | 0.63% | -0.81% | EXIT | |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.62% | -0.05% | +4.20% | |
| 31 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.58% | +0.05% | +10.54% | |
| 32 | DFLV | Dim US Large Cap Value ETF | ETF-Large Cap & Growth | 0.56% | -0.08% | -59.86% | |
| 33 | JSCP | Jpmorgan Short Duration Core | ETF-Other | 0.53% | -0.13% | +14.71% | |
| 34 | V | Visa Inc-class A Shares | Stock-Financials | 0.52% | -0.01% | +2.23% | |
| 35 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.45% | — | +24.32% | |
| 36 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.45% | -0.05% | +2.36% | |
| 37 | MUB | Ishares National Muni Bond E | ETF-Other | 0.44% | -0.09% | -7.07% | |
| 38 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.43% | +0.01% | -2.33% | |
| 39 | CSCO | Cisco Systems Inc | Stock-Tech | 0.42% | +0.06% | -7.65% | |
| 40 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.42% | +0.08% | +4.86% | |
| 41 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.41% | +0.10% | -3.52% | |
| 42 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.38% | -0.08% | +3.89% | |
| 43 | DFAI | Dimensional International Co | ETF-Other | 0.38% | -0.06% | +65.16% | |
| 44 | SYK | Stryker CORP | Stock-Healthcare | 0.38% | -0.06% | +5.19% | |
| 45 | TAXX | Bblx Irm Tax-aware S Dur ETF | ETF-Other | 0.36% | -0.08% | +128.29% | |
| 46 | BLK | Blackrock Inc | Stock-Financials | 0.36% | -0.02% | +2.81% | |
| 47 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.35% | -0.03% | +2464.87% | |
| 48 | SPGI | S&p Global Inc | Stock-Financials | 0.35% | -0.13% | +5.46% | |
| 49 | CMF | Ishares California Muni Bond | ETF-Other | 0.35% | +0.04% | -2.01% | |
| 50 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.34% | -0.02% | -1.51% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VTV | Vanguard Value ETF | +4.6% | +254.20% | Add |
| 2 | VOE | Vanguard Mid-cap Value ETF | +1.7% | +133.21% | Add |
| 3 | NVDA | Nvidia CORP | +1.1% | +29.27% | Add |
| 4 | DFIV | Dimensional International Va | +0.6% | +71.24% | Add |
| 5 | IGSB | Ishares 1-5y Inv Grade CORP | +0.5% | +35.66% | Add |
| 6 | GOOGL | Alphabet Inc-cl A | +0.4% | -2.74% | Add |
| 7 | SCHX | Schwab US Large-cap ETF | +0.4% | +2.36% | Add |
| 8 | VOO | Vanguard S&p 500 ETF | +0.4% | +14.58% | Add |
| 9 | AVGO | Broadcom Inc | +0.4% | -4.66% | Trim |
| 10 | VCSH | Vanguard S/t CORP Bond ETF | +0.3% | +2464.87% | Add |
| 11 | IVV | Ishares Core S&p 500 ETF | +0.3% | +11.11% | Add |
| 12 | GOOG | Alphabet Inc-cl C | +0.3% | +10.54% | Add |
| 13 | VIGI | Vanguard Int Div App Indx Fd | +0.3% | +35.49% | Add |
| 14 | BND | Vanguard Total Bond Market | +0.2% | +1015.37% | Add |
| 15 | DFAU | Dimensional US Core Equity M | +0.2% | +8581.30% | Add |
| 16 | XEL | Xcel Energy Inc | +0.2% | +57.97% | Add |
| 17 | BIV | Vanguard Intermediate-term B | +0.2% | +42.22% | Add |
| 18 | APH | Amphenol Corp-cl A | +0.2% | -2.95% | Add |
| 19 | SCHW | Schwab (charles) CORP | +0.1% | +676.28% | Add |
| 20 | AMD | Advanced Micro Devices | +0.1% | +0.77% | Add |
| 21 | VTIP | Vanguard Short-term Tips | +0.1% | +9052.44% | Add |
| 22 | BR | Broadridge Financial Solutio | +0.1% | +1436.64% | Add |
| 23 | TAXX | Bblx Irm Tax-aware S Dur ETF | +0.1% | +128.29% | Add |
| 24 | MA | Mastercard Inc - A | +0.1% | +24.72% | Add |
| 25 | CL | Colgate-palmolive Co | +0.1% | +587.42% | Add |
| 26 | XLG | Invesco S&p 500 Top 50 ETF | +0.1% | +27.95% | Add |
| 27 | DFAI | Dimensional International Co | +0.1% | +65.16% | Add |
| 28 | ABBV | Abbvie Inc | +0.1% | +101.45% | Add |
| 29 | STZ | Constellation Brands Inc-a | +0.1% | +9.22% | Add |
| 30 | BNDX | Vanguard Total Intl Bond ETF | +0.1% | +688.82% | Add |
| 31 | XLK | Ss Technology Select Sector | +0.1% | +93.27% | Add |
| 32 | TSLA | Tesla Inc | +0.1% | +10.21% | Add |
| 33 | ADP | Automatic Data Processing | +0.1% | +331.14% | Add |
| 34 | IEFA | Ishares Core Msci Eafe ETF | +0.1% | +24.08% | Add |
| 35 | SUB | Ishares Short-term National | +0.1% | +82.55% | Add |
| 36 | NFLX | Netflix Inc | +0.1% | +2124.67% | Add |
| 37 | FNDX | Schwab Fndmntl US Lrg Co ETF | +0.1% | +1.68% | Add |
| 38 | URI | United Rentals Inc | +0.1% | -2.30% | Add |
| 39 | JSCP | Jpmorgan Short Duration Core | +0.1% | +14.71% | Add |
| 40 | INTU | Intuit Inc | +0.1% | +321.55% | Add |
| 41 | KKR | Kkr & Co Inc | +0.1% | -4.30% | Add |
| 42 | AME | Ametek Inc | +0.1% | -2.96% | Add |
| 43 | SCHZ | Schwab US Aggregate Bond ETF | +0.1% | +2282.32% | Add |
| 44 | VWO | Vanguard Ftse Emerging Marke | +0.1% | +21.01% | Add |
| 45 | DFAT | Dimensional US Target Value | +0.1% | +27.93% | Add |
| 46 | IJR | Ishares Core S&p Small-cap E | +0.1% | -1.50% | Add |
| 47 | ORCL | Oracle CORP | +0.1% | +37.76% | Add |
| 48 | SCHG | Schwab US Large-cap Growth | +0.1% | -3.09% | Add |
| 49 | SPEM | State Street Sp Ptf Em ETF | +0.1% | +327.82% | Add |
| 50 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | +0.1% | +31.84% | 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 1476 disclosed positions in Q4 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, VTV, VOE) accounted for 19.8% of total reported equity market value during Q4 2025.
Top New Position Initiated
JAAA
市值: $30.1M
Top Position Liquidated / Trimmed
IBHE
前期市值: $12.4M
During Q4 2025, EP Wealth Advisors, LLC's top holdings by market value included VUG (8.8%)、VTV (7.9%)、VOE (3.6%). The largest single position, VUG, represented 8.8% of total portfolio value.
In Q4 2025, EP Wealth Advisors, LLC made 200 total portfolio adjustments, initiating 18 new buys, adding to 138 positions, trimming 40 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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