EP Wealth Advisors, LLC
Institutional investor · Portfolio as of Q2 2024
Top Holdings859 positions
VANGUARD INDEX FDS | 3M | $1.1B | 11.8% | $44.44 | +38.85% | 21 qtrssince 2019-Q2 | Increased 63 |
VANGUARD INDEX FDS | 2.6M | $415.6M | 4.4% | $130.03 | +17.62% | 21 qtrssince 2019-Q2 | Increased 58 |
APPLE INC | 1.9M | $406.1M | 4.3% | $110.54 | +88.73% | 20 qtrssince 2019-Q3 | Increased 60 |
MICROSOFT CORP | 662,536 | $296.1M | 3.1% | $317.77 | +38.21% | 23 qtrssince 2018-Q4 | Increased 59 |
VANGUARD WHITEHALL FDS | 2.7M | $216.7M | 2.3% | $71.70 | +8.30% | 23 qtrssince 2018-Q4 | Increased 60 |
SPDR S&P 500 ETF TR | 380,033 | $206.8M | 2.2% | $416.85 | +27.22% | 23 qtrssince 2018-Q4 | Decreased 0 |
AMAZON COM INC | 1M | $200.3M | 2.1% | $119.99 | +61.06% | 20 qtrssince 2019-Q3 | Increased 52 |
ISHARES TR | 3.4M | $175.6M | 1.9% | $44.55 | +4.54% | 21 qtrssince 2019-Q2 | Increased 54 |
NVIDIA CORPORATION | 1.4M | $168.8M | 1.8% | $76.32 | +61.42% | 20 qtrssince 2019-Q3 | Increased 77 |
VANGUARD BD INDEX FDS | 2.2M | $164.2M | 1.7% | $67.67 | +1.37% | 18 qtrssince 2020-Q1 | Increased 63 |
ALPHABET INC | 869,170 | $158.3M | 1.7% | $130.92 | +37.98% | 22 qtrssince 2019-Q1 | Increased 49 |
ISHARES TR | 1.6M | $157.5M | 1.7% | $88.39 | +0.94% | 20 qtrssince 2019-Q3 | Increased 50 |
BROADCOM INC | 94,670 | $152M | 1.6% | $43.13 | +264.69% | 22 qtrssince 2019-Q1 | Increased 48 |
VANGUARD INTL EQUITY INDEX F | 3.3M | $145.4M | 1.5% | $37.13 | +11.16% | 21 qtrssince 2019-Q2 | Increased 54 |
JPMORGAN CHASE & CO | 649,478 | $131.4M | 1.4% | $136.54 | +41.38% | 23 qtrssince 2018-Q4 | Increased 48 |
VANGUARD INDEX FDS | 518,452 | $119M | 1.3% | $199.07 | +13.63% | 23 qtrssince 2018-Q4 | Increased 53 |
ISHARES TR | 5M | $112.9M | 1.2% | $20.05 | +4.42% | 8 qtrssince 2022-Q3 | Increased 50 |
COSTCO WHSL CORP NEW | 129,671 | $110.2M | 1.2% | $506.53 | +65.74% | 23 qtrssince 2018-Q4 | Decreased 0 |
VANGUARD INDEX FDS | 730,634 | $109.9M | 1.2% | $126.64 | +13.19% | 19 qtrssince 2019-Q4 | Increased 53 |
SELECT SECTOR SPDR TR | 483,457 | $109.4M | 1.2% | $81.50 | +36.97% | 21 qtrssince 2019-Q2 | Increased 49 |
EP Wealth Advisors, LLC manages $9.4B across 859 positions as of Q2 2024. Top holdings: VUG (11.8%), VTV (4.4%), AAPL (4.3%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 4/5.0.
Active quarter - 64 new positions, 38 exits, 445 increased. Top move: NVDA (INCREASED, conviction 77). Portfolio: $9.4B across 859 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
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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