EP Wealth Advisors, LLC
Institutional investor · Portfolio as of Q4 2024
Top Holdings1,234 positions
VANGUARD INDEX FDS | 3.2M | $1.3B | 10.8% | $45.94 | +47.74% | 23 qtrssince 2019-Q2 | Increased 63 |
APPLE INC | 2M | $513.3M | 4.2% | $119.04 | +108.86% | 22 qtrssince 2019-Q3 | Decreased 0 |
VANGUARD INDEX FDS | 2.5M | $420M | 3.4% | $132.08 | +23.57% | 23 qtrssince 2019-Q2 | Decreased 0 |
VANGUARD BD INDEX FDS | 4.6M | $341.9M | 2.8% | $69.34 | +0.94% | 20 qtrssince 2020-Q1 | Increased 74 |
VANGUARD WHITEHALL FDS | 3.8M | $300.6M | 2.5% | $74.11 | +3.81% | 25 qtrssince 2018-Q4 | Increased 63 |
MICROSOFT CORP | 687,532 | $289.8M | 2.4% | $322.71 | +28.84% | 25 qtrssince 2018-Q4 | Decreased 0 |
ISHARES TR | 5.2M | $266.7M | 2.2% | $45.78 | +5.16% | 23 qtrssince 2019-Q2 | Increased 66 |
VANGUARD INDEX FDS | 936,468 | $237.6M | 1.9% | $219.98 | +14.08% | 25 qtrssince 2018-Q4 | Increased 61 |
AMAZON COM INC | 1.1M | $233.6M | 1.9% | $124.33 | +76.46% | 22 qtrssince 2019-Q3 | Decreased 0 |
STATE STR SPDR S&P 500 ETF T | 386,193 | $226.3M | 1.8% | $430.88 | +33.40% | 25 qtrssince 2018-Q4 | Decreased 0 |
ISHARES TR | 2.3M | $224.4M | 1.8% | $89.27 | +1.98% | 22 qtrssince 2019-Q3 | Increased 63 |
VANGUARD INTL EQUITY INDEX F | 4.8M | $209.7M | 1.7% | $39.20 | +8.85% | 23 qtrssince 2019-Q2 | Increased 56 |
BROADCOM INC | 902,292 | $209.2M | 1.7% | $43.72 | +422.64% | 24 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD INDEX FDS | 1.3M | $206.5M | 1.7% | $139.86 | +11.44% | 21 qtrssince 2019-Q4 | Increased 63 |
ALPHABET INC | 1M | $193.2M | 1.6% | $136.38 | +37.99% | 24 qtrssince 2019-Q1 | Decreased 0 |
NVIDIA CORPORATION | 1.4M | $191.8M | 1.6% | $79.59 | +68.29% | 22 qtrssince 2019-Q3 | Decreased 0 |
ADVISOR MANAGED PORTFOLIOS | 4.3M | $178.6M | 1.5% | $40.50 | +0.77% | 2 qtrssince 2024-Q3 | Decreased 0 |
JPMORGAN CHASE & CO | 684,934 | $164.2M | 1.3% | $140.78 | +64.41% | 25 qtrssince 2018-Q4 | Decreased 0 |
SELECT SECTOR SPDR TR | 684,800 | $159.2M | 1.3% | $90.39 | +27.36% | 23 qtrssince 2019-Q2 | Increased 48 |
DIMENSIONAL ETF TRUST | 5.1M | $152.3M | 1.2% | $27.15 | +7.54% | 9 qtrssince 2022-Q4 | Increased 65 |
EP Wealth Advisors, LLC manages $12.3B across 1234 positions as of Q4 2024. Top holdings: VUG (10.8%), AAPL (4.2%), VTV (3.4%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3/5.0.
Active quarter - 165 new positions, 112 exits, 523 increased. Top move: BIV (INCREASED, conviction 74). Portfolio: $12.3B across 1234 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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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