EP Wealth Advisors, LLC
Institutional investor · Portfolio as of Q2 2025
Top Holdings1,421 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
VANGUARD GROWTH ETF | 3.5M | $1.5B | 10.0% | $47.46 | +53.30% | 25 qtrssince 2019-Q2 | Increased 64 |
VANGUARD INTERMEDIATE-TERM B | 6.1M | $469.6M | 3.1% | $70.20 | +4.91% | 22 qtrssince 2020-Q1 | Increased 65 |
APPLE INC | 2.1M | $438.4M | 2.9% | $140.02 | +45.83% | 24 qtrssince 2019-Q3 | Increased 57 |
VANGUARD INT DIV APP INDX FD | 4.8M | $434.6M | 2.9% | $77.30 | +15.47% | 27 qtrssince 2018-Q4 | Increased 60 |
ISHARES 1-5Y INV GRADE CORP | 7.8M | $409M | 2.7% | $47.14 | +6.15% | 25 qtrssince 2019-Q2 | Increased 69 |
MICROSOFT CORP | 796,992 | $396.4M | 2.6% | $343.48 | +43.88% | 27 qtrssince 2018-Q4 | Increased 59 |
VANGUARD VALUE ETF | 2.2M | $395M | 2.6% | $134.03 | +29.76% | 25 qtrssince 2019-Q2 | Decreased 0 |
VANGUARD MID-CAP GROWTH ETF | 1.2M | $349.7M | 2.3% | $231.47 | +21.41% | 27 qtrssince 2018-Q4 | Increased 61 |
NVIDIA CORP | 1.9M | $294M | 1.9% | $127.35 | +23.86% | 24 qtrssince 2019-Q3 | Increased 61 |
VANGUARD FTSE EMERGING MARKETS | 5.9M | $293.7M | 1.9% | $40.68 | +18.46% | 25 qtrssince 2019-Q2 | Increased 53 |
VANGUARD MID-CAP VALUE ETF | 1.7M | $275.5M | 1.8% | $145.87 | +11.03% | 23 qtrssince 2019-Q4 | Increased 54 |
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 443,374 | $273.9M | 1.8% | $454.14 | +34.63% | 27 qtrssince 2018-Q4 | Increased 53 |
AMAZON.COM INC | 1.2M | $259.6M | 1.7% | $129.60 | +72.29% | 24 qtrssince 2019-Q3 | Increased 53 |
BROADCOM INC | 898,247 | $247.6M | 1.6% | $160.31 | +67.41% | 26 qtrssince 2019-Q1 | Increased 49 |
DIMENSIONAL ETF TRUST | 7.8M | $241.6M | 1.6% | $28.37 | +8.09% | 11 qtrssince 2022-Q4 | Increased 58 |
ISHARES TR | 2.4M | $235.2M | 1.5% | $89.38 | +5.98% | 24 qtrssince 2019-Q3 | Increased 49 |
JPMORGAN CHASE & CO | 754,053 | $218.6M | 1.4% | $153.14 | +84.84% | 27 qtrssince 2018-Q4 | Increased 52 |
TECHNOLOGY SELECT SECTOR FUND SPDR | 841,838 | $213.2M | 1.4% | $96.90 | +29.03% | 25 qtrssince 2019-Q2 | Increased 58 |
ALPHABET INC-CL A | 1.1M | $191.5M | 1.3% | $138.44 | +28.76% | 26 qtrssince 2019-Q1 | Increased 50 |
CornerCap Fundametrics Large-Ca | 4.2M | $181.8M | 1.2% | $40.50 | +4.59% | 4 qtrssince 2024-Q3 | Decreased 0 |
EP Wealth Advisors, LLC manages $15.2B across 1421 positions as of Q2 2025. Top holdings: VUG (10.0%), BIV (3.1%), AAPL (2.9%). Fund DNA: Diversified Scout. HoldingsIntel Rating: 3.5/5.0.
Active quarter - 204 new positions, 65 exits, 691 increased. Top move: IGSB (INCREASED, conviction 69). Portfolio: $15.2B across 1421 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.
Similar Funds
Funds with similar investing DNA
Explore More
Accumulation Streaks
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
Continue exploring
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer