EP Wealth Advisors, LLC
Institutional investor · Portfolio as of Q4 2025
Top Holdings1,476 positions
VANGUARD INDEX FDS | 3.5M | $1.7B | 8.8% | $47.42 | +70.91% | 26 qtrssince 2019-Q2 | Increased 62 |
VANGUARD INDEX FDS | 7.9M | $1.5B | 7.9% | $172.31 | +9.18% | 26 qtrssince 2019-Q2 | Increased 100 |
VANGUARD INDEX FDS | 3.9M | $692.8M | 3.6% | $161.56 | +8.13% | 24 qtrssince 2019-Q4 | Increased 94 |
VANGUARD BD INDEX FDS | 8.6M | $672.6M | 3.5% | $71.91 | +5.63% | 23 qtrssince 2020-Q1 | Increased 78 |
APPLE INC | 2.3M | $622.9M | 3.2% | $133.76 | +102.69% | 25 qtrssince 2019-Q3 | Increased 62 |
VANGUARD WHITEHALL FDS | 6.5M | $597.5M | 3.1% | $79.85 | +12.61% | 28 qtrssince 2018-Q4 | Increased 75 |
ISHARES TR | 10.5M | $556.1M | 2.9% | $48.28 | +6.65% | 26 qtrssince 2019-Q2 | Increased 70 |
NVIDIA CORPORATION | 2.4M | $448.7M | 2.3% | $117.22 | +58.73% | 25 qtrssince 2019-Q3 | Increased 67 |
MICROSOFT CORP | 816,222 | $394.7M | 2.1% | $345.04 | +39.28% | 28 qtrssince 2018-Q4 | Increased 55 |
VANGUARD INDEX FDS | 1.4M | $392.3M | 2.0% | $236.64 | +17.42% | 28 qtrssince 2018-Q4 | Increased 61 |
VANGUARD INTL EQUITY INDEX F | 7.2M | $386.3M | 2.0% | $42.78 | +25.29% | 26 qtrssince 2019-Q2 | Increased 64 |
ALPHABET INC | 1.1M | $330.8M | 1.7% | $138.28 | +125.92% | 27 qtrssince 2019-Q1 | Decreased 0 |
STATE STR SPDR S&P 500 ETF T | 466,906 | $318.4M | 1.7% | $462.57 | +46.28% | 28 qtrssince 2018-Q4 | Increased 51 |
DIMENSIONAL ETF TRUST | 6.1M | $304.3M | 1.6% | $40.01 | +22.09% | 15 qtrssince 2022-Q1 | Increased 73 |
BROADCOM INC | 856,403 | $296.4M | 1.5% | $48.50 | +609.69% | 27 qtrssince 2019-Q1 | Decreased 0 |
AMAZON COM INC | 1.2M | $280.9M | 1.5% | $136.05 | +69.66% | 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 ETF TRUST | 4.2M | $249.1M | 1.3% | $51.11 | +15.29% | 15 qtrssince 2022-Q1 | Increased 60 |
VANGUARD INDEX FDS | 776,329 | $234.5M | 1.2% | $252.69 | +19.19% | 16 qtrssince 2021-Q4 | Increased 58 |
SELECT SECTOR SPDR TR | 1.6M | $234.2M | 1.2% | $96.84 | +48.13% | 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 Score: 3/5.0.
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
Verify source filings on SEC EDGAR