EP Wealth Advisors, LLC
Institutional investor · Portfolio as of Q2 2025
Top Holdings1,421 positions
VANGUARD INDEX FDS | 3.5M | $1.5B | 10.0% | $47.41 | +53.30% | 25 qtrssince 2019-Q2 | Increased 64 |
VANGUARD INTERMEDIATE-TERM BOND ETF | 6.1M | $469.6M | 3.1% | $70.20 | +4.91% | 22 qtrssince 2020-Q1 | Increased 65 |
APPLE INC | 2.1M | $438.4M | 2.9% | $123.81 | +64.91% | 24 qtrssince 2019-Q3 | Increased 57 |
VANGUARD WHITEHALL FDS | 4.8M | $434.6M | 2.9% | $76.28 | +15.03% | 27 qtrssince 2018-Q4 | Increased 60 |
ISHARES TR | 7.8M | $409M | 2.7% | $47.14 | +6.15% | 25 qtrssince 2019-Q2 | Increased 69 |
MICROSOFT CORP | 796,992 | $396.4M | 2.6% | $341.77 | +44.12% | 27 qtrssince 2018-Q4 | Increased 59 |
VANGUARD INDEX FDS | 2.2M | $395M | 2.6% | $132.08 | +30.47% | 25 qtrssince 2019-Q2 | Decreased 0 |
VANGUARD INDEX FDS | 1.2M | $349.7M | 2.3% | $230.75 | +22.29% | 27 qtrssince 2018-Q4 | Increased 61 |
NVIDIA CORPORATION | 1.9M | $294M | 1.9% | $97.07 | +62.36% | 24 qtrssince 2019-Q3 | Increased 61 |
VANGUARD INTL EQUITY INDEX F | 5.9M | $293.7M | 1.9% | $40.50 | +18.77% | 25 qtrssince 2019-Q2 | Increased 53 |
VANGUARD INDEX FDS | 1.7M | $275.5M | 1.8% | $144.06 | +11.29% | 23 qtrssince 2019-Q4 | Increased 54 |
STATE STR SPDR S&P 500 ETF T | 443,374 | $273.9M | 1.8% | $451.21 | +35.10% | 27 qtrssince 2018-Q4 | Increased 53 |
AMAZON COM INC | 1.2M | $259.6M | 1.7% | $133.35 | +64.52% | 24 qtrssince 2019-Q3 | Increased 53 |
BROADCOM INC | 898,247 | $247.6M | 1.6% | $48.50 | +463.19% | 26 qtrssince 2019-Q1 | Increased 49 |
DIMENSIONAL ETF TRUST | 7.8M | $241.6M | 1.6% | $28.18 | +7.94% | 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% | $152.65 | +85.46% | 27 qtrssince 2018-Q4 | Increased 52 |
SELECT SECTOR SPDR TR | 841,838 | $213.2M | 1.4% | $96.84 | +29.91% | 25 qtrssince 2019-Q2 | Increased 58 |
ALPHABET INC | 1.1M | $191.5M | 1.3% | $138.28 | +27.00% | 26 qtrssince 2019-Q1 | Increased 50 |
ADVISOR MANAGED PORTFOLIOS | 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: Balanced Allocator. HoldingsIntel Score: 3/5.0.
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
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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