EP Wealth Advisors, LLC
Institutional investor · Portfolio as of Q1 2025
Top Holdings1,282 positions
VANGUARD INDEX FDS | 3.3M | $1.2B | 9.9% | $46.45 | +32.19% | 24 qtrssince 2019-Q2 | Increased 64 |
APPLE | 2M | $448M | 3.6% | $119.04 | +85.47% | 23 qtrssince 2019-Q3 | Decreased 0 |
VANGUARD BD INDEX FDS | 5.4M | $413.1M | 3.3% | $69.24 | +3.45% | 21 qtrssince 2020-Q1 | Increased 67 |
VANGUARD INDEX FDS | 2.4M | $411.7M | 3.3% | $132.08 | +26.82% | 24 qtrssince 2019-Q2 | Decreased 0 |
VANGUARD WHITEHALL FDS | 4.3M | $356.5M | 2.8% | $74.88 | +7.18% | 26 qtrssince 2018-Q4 | Increased 61 |
ISHARES TR | 5.7M | $299.2M | 2.4% | $45.74 | +6.54% | 24 qtrssince 2019-Q2 | Increased 59 |
MICROSOFT | 715,551 | $268.6M | 2.1% | $324.61 | +14.30% | 26 qtrssince 2018-Q4 | Increased 55 |
VANGUARD INDEX FDS | 1.1M | $259.8M | 2.1% | $222.63 | +8.87% | 26 qtrssince 2018-Q4 | Increased 60 |
VANGUARD INTL EQUITY INDEX F | 5.4M | $245M | 2.0% | $39.76 | +10.39% | 24 qtrssince 2019-Q2 | Increased 55 |
VANGUARD INDEX FDS | 1.5M | $243.3M | 1.9% | $142.35 | +9.36% | 22 qtrssince 2019-Q4 | Increased 57 |
<![CDATA[iShares by Blackrock]]> | 2.3M | $232.1M | 1.9% | $88.70 | +4.71% | 23 qtrssince 2019-Q3 | Increased 49 |
STATE STR SPDR S&P 500 ETF T | 406,522 | $227.4M | 1.8% | $436.85 | +25.96% | 26 qtrssince 2018-Q4 | Increased 51 |
AMAZON.COM | 1.1M | $206.5M | 1.6% | $125.60 | +51.48% | 23 qtrssince 2019-Q3 | Increased 49 |
DIMENSIONAL ETF TRUST | 6.5M | $197.9M | 1.6% | $27.73 | +7.61% | 10 qtrssince 2022-Q4 | Increased 60 |
ADVISOR MANAGED PORTFOLIOS | 4.2M | $176.5M | 1.4% | $40.50 | -0.20% | 3 qtrssince 2024-Q3 | Decreased 0 |
JPMORGAN CHASE & CO | 704,605 | $172.8M | 1.4% | $142.78 | +65.91% | 26 qtrssince 2018-Q4 | Increased 49 |
ALPHABET - CLASS A | 1M | $161.7M | 1.3% | $136.80 | +12.51% | 25 qtrssince 2019-Q1 | Increased 49 |
NVIDIA | 1.5M | $157.5M | 1.3% | $80.08 | +35.00% | 23 qtrssince 2019-Q3 | Increased 49 |
DIMENSIONAL ETF TRUST | 3M | $155.3M | 1.2% | $48.59 | +3.49% | 13 qtrssince 2022-Q1 | Increased 62 |
VANGUARD INDEX FDS | 601,701 | $151.5M | 1.2% | $240.35 | +3.99% | 14 qtrssince 2021-Q4 | Increased 60 |
EP Wealth Advisors, LLC manages $12.5B across 1282 positions as of Q1 2025. Top holdings: VUG (9.9%), AAPL (3.6%), BIV (3.3%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3/5.0.
Active quarter - 149 new positions, 101 exits, 536 increased. Top move: BIV (INCREASED, conviction 67). Portfolio: $12.5B across 1282 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR