How many stocks does EP Wealth Advisors, LLC own?

As of Q4 2025, EP Wealth Advisors, LLC holds 1,476 positions in their 13F portfolio.

What is EP Wealth Advisors, LLC's largest holding?

VUG at 8.8% of portfolio, worth $1.7B.

What is EP Wealth Advisors, LLC's total portfolio value?

$19.2B as of Q4 2025, tracked across 1,476 holdings.

Is EP Wealth Advisors, LLC a hedge fund?

EP Wealth Advisors, LLC is an institutional investment manager required to file SEC 13F reports. This includes hedge funds, mutual funds, pension funds, and other institutions managing over $100M.

How often does EP Wealth Advisors, LLC report?

13F filings are due quarterly, approximately 45 days after each quarter end.

How has EP Wealth Advisors, LLC's portfolio changed in Q4 2025?

View EP Wealth Advisors, LLC's latest portfolio changes, new positions, and exits for Q4 2025 on HoldingsIntel.

What is EP Wealth Advisors, LLC's investment strategy?

EP Wealth Advisors, LLC is classified as a Steady Compounder fund based on HoldingsIntel's Fund DNA analysis of 6 behavioral dimensions.

EP Wealth Advisors, LLC Holdings Q4 2025 - Portfolio & Conviction Scores | HoldingsIntel

EP Wealth Advisors, LLC

Institutional investor · Portfolio as of Q4 2025

Solid(2.5 / 5.0)

$19.2B

AUM

1,476

Positions

259

New

Q4 2025

Filing Period

Quarterly Portfolio Change

SEC EDGAR SourceSEC Filings

EP Wealth Advisors, LLC manages $19.2B across 1476 positions as of Q4 2025. Top holdings: VUG (8.8%), VTV (7.9%), VOE (3.6%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 2.5/5.0.

Q4 2025 Summary

Active quarter - 259 new positions, 204 exits, 687 increased. Top move: VTV (INCREASED, conviction 100). Portfolio: $19.2B across 1476 positions.

Portfolio Allocation

Top holdings by portfolio weight

VUG8.78%

VTV7.86%

VOE3.60%

BIV3.49%

AAPL3.24%

VIGI3.10%

IGSB2.89%

NVDA2.33%

MSFT2.05%

VOT2.04%

Other2.01%

Similar Funds

Funds with similar investing DNA

AMF Tjanstepension AB

Position Outcomes

Best and worst performing positions by estimated return

Top Winners

ERAS2Q held

ERASCA INC

Avg $1.83 · $368,090 est. P&L

Est. P&L

+670.37%

APP16Q held

APPLOVIN CORP

Avg $77.34 · $1.2M est. P&L

Est. P&L

+467.49%

IBRX1Q held

IMMUNITYBIO INC

Avg $1.98 · $139,869 est. P&L

Est. P&L

+405.05%

Top Losers

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View plans

Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.

Top Holdings10 of 1476

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Activity:

Stock	Shares	Value	Weight	Price Trend	Avg Buy	Est. P&L	Held	Conviction
VUGETF VANGUARD INDEX FDS	3.5M	$1.7B	8.8%	—	$285.35	+60.98%	26 qtrssince 2019-Q2	Increased 62
VTVETF VANGUARD INDEX FDS	7.9M	$1.5B	7.9%	—	$175.90	+16.13%	26 qtrssince 2019-Q2	Increased 100
VOEETF VANGUARD INDEX FDS	3.9M	$692.8M	3.6%	—	$164.70	+16.18%	24 qtrssince 2019-Q4	Increased 94
BIVETF VANGUARD BD INDEX FD INC	8.6M	$672.6M	3.5%	—	$73.54	+6.53%	23 qtrssince 2020-Q1	Increased 78
AAPL APPLE INC	2.3M	$622.9M	3.2%	—	$148.25	+77.91%	25 qtrssince 2019-Q3	Increased 62
VIGIETF VANGUARD WHITEHALL FDS	6.5M	$597.5M	3.1%	—	$81.11	+13.87%	28 qtrssince 2018-Q4	Increased 75
IGSBETF ISHARES TR	10.5M	$556.1M	2.9%	—	$49.40	+7.10%	26 qtrssince 2019-Q2	Increased 70
NVDA NVIDIA CORP	2.4M	$448.7M	2.3%	—	$140.98	+27.72%	25 qtrssince 2019-Q3	Increased 67
MSFT MICROSOFT CORP	816,222	$394.7M	2.1%	—	$346.87	+16.45%	28 qtrssince 2018-Q4	Increased 55
VOTETF VANGUARD INDEX FDS	1.4M	$392.3M	2.0%	—	$237.80	+15.62%	28 qtrssince 2018-Q4	Increased 61
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