EP Wealth Advisors, LLC
Institutional investor · Portfolio as of Q4 2025
Top Holdings1,476 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
VANGUARD GROWTH ETF | 3.5M | $1.7B | 8.8% | $47.47 | +70.91% | 26 qtrssince 2019-Q2 | Increased 62 |
VANGUARD VALUE ETF | 7.9M | $1.5B | 7.9% | $175.90 | +9.36% | 26 qtrssince 2019-Q2 | Increased 100 |
VANGUARD MID-CAP VALUE ETF | 3.9M | $692.8M | 3.6% | $164.70 | +8.58% | 24 qtrssince 2019-Q4 | Increased 94 |
VANGUARD INTERMEDIATE-TERM B | 8.6M | $672.6M | 3.5% | $71.91 | +5.63% | 23 qtrssince 2020-Q1 | Increased 78 |
APPLE INC | 2.3M | $622.9M | 3.2% | $148.87 | +82.12% | 25 qtrssince 2019-Q3 | Increased 62 |
VANGUARD INT DIV APP INDX FD | 6.5M | $597.5M | 3.1% | $81.11 | +13.23% | 28 qtrssince 2018-Q4 | Increased 75 |
ISHARES 1-5Y INV GRADE CORP | 10.5M | $556.1M | 2.9% | $48.28 | +6.65% | 26 qtrssince 2019-Q2 | Increased 70 |
NVIDIA CORP | 2.4M | $448.7M | 2.3% | $140.98 | +33.03% | 25 qtrssince 2019-Q3 | Increased 67 |
MICROSOFT CORP | 816,222 | $394.7M | 2.1% | $346.87 | +40.54% | 28 qtrssince 2018-Q4 | Increased 55 |
VANGUARD MID-CAP GROWTH ETF | 1.4M | $392.3M | 2.0% | $237.80 | +18.64% | 28 qtrssince 2018-Q4 | Increased 61 |
VANGUARD FTSE EMERGING MARKETS | 7.2M | $386.3M | 2.0% | $42.96 | +25.26% | 26 qtrssince 2019-Q2 | Increased 64 |
ALPHABET INC-CL A | 1.1M | $330.8M | 1.7% | $138.44 | +126.71% | 27 qtrssince 2019-Q1 | Decreased 0 |
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 466,906 | $318.4M | 1.7% | $465.88 | +47.47% | 28 qtrssince 2018-Q4 | Increased 51 |
DIMENSIONAL INTERNATIONAL VA | 6.1M | $304.3M | 1.6% | $40.97 | +22.28% | 15 qtrssince 2022-Q1 | Increased 73 |
BROADCOM INC | 856,403 | $296.4M | 1.5% | $159.69 | +115.94% | 27 qtrssince 2019-Q1 | Decreased 0 |
AMAZON.COM INC | 1.2M | $280.9M | 1.5% | $132.45 | +75.57% | 25 qtrssince 2019-Q3 | Increased 50 |
ISHARES TR | 2.8M | $277.7M | 1.4% | $90.59 | +7.72% | 25 qtrssince 2019-Q3 | Increased 57 |
DIMENSIONAL US TARGET VALUE | 4.2M | $249.1M | 1.3% | $51.74 | +16.26% | 15 qtrssince 2022-Q1 | Increased 60 |
VANGUARD SMALL-CAP GRWTH ETF | 776,329 | $234.5M | 1.2% | $254.24 | +20.01% | 16 qtrssince 2021-Q4 | Increased 58 |
TECHNOLOGY SELECT SECTOR FUND SPDR | 1.6M | $234.2M | 1.2% | $120.31 | +20.86% | 26 qtrssince 2019-Q2 | Increased 77 |
EP Wealth Advisors, LLC manages $19.2B across 1476 positions as of Q4 2025. Top holdings: VUG (8.8%), VTV (7.9%), VOE (3.6%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 5/5.0.
Active quarter - 259 new positions, 204 exits, 687 increased. Top move: VTV (INCREASED, conviction 100). Portfolio: $19.2B across 1476 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