EP Wealth Advisors, LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 15, 2025), EP Wealth Advisors, LLC reported 1,280 stock positions worth $12.5 billion. Its top holding was Vanguard Mrngstar GR ETF-Sui (VUG) at 9.9% of the portfolio, followed by Apple (AAPL, 3.6%) and Vanguard Intermediate-Term B (BIV, 3.3%). Compared with Q4 2024, it opened 148 new positions, sold out of 100, added to 536 and reduced 530. The biggest buy was a new position in Berkshire Hathaway Class B (BRK.B) and the biggest sale Apple (AAPL, shares −2%).
- Most Recent 13F
- Q2 2026
- Location
- TORRANCE, CA
- CIK
- 0001540569
- Portfolio Value
- $12.5B (Q1 2025)
- SEC Filing
- 0001398344-25-009656 ↗ filed May 15, 2025
Holdings Value
Holdings 1,280 stocks · $12.5B
| VUG Vanguard Mrngstar GR ETF-Sui | 9.88% | 3,336,464 | $1.2B | Add +3.4% |
| AAPL Apple Inc. | 3.58% | 2,016,719 | $448.0M | Reduce -1.6% |
| BIV Vanguard Intermediate-Term B | 3.30% | 5,394,520 | $413.1M | Add +17.9% |
| VTV Vanguard Mrngstr Val ETF-Aui | 3.29% | 2,383,097 | $411.7M | Reduce -3.9% |
| VIGI Vanguard Int Div App Indx FD | 2.85% | 4,298,002 | $356.5M | Add +14.4% |
| IGSB iShares 1-5Y Inv Grade Corp. | 2.39% | 5,712,698 | $299.2M | Add +10.8% |
| MSFT Microsoft Corp. | 2.15% | 715,551 | $268.6M | Add +4.1% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 2.08% | 1,061,830 | $259.8M | Add +13.4% |
| VWO Vanguard Ftse Emerging Marke | 1.96% | 5,412,696 | $245.0M | Add +13.7% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 1.94% | 1,515,445 | $243.3M | Add +18.7% |
| AGG iShares Core U.S. Aggregate | 1.85% | 2,345,970 | $232.1M | Add +1.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.82% | 406,522 | $227.4M | Add +5.3% |
| AMZN Amazon.com Inc. | 1.65% | 1,085,574 | $206.5M | Add +2.0% |
| DFLV Dim US Large Cap Value ETF | 1.58% | 6,473,128 | $197.9M | Add +27.6% |
| ADVISOR MANAGED PORTFOLIOS | 1.41% | 4,249,115 | $176.5M | Reduce -0.9% |
| JPM JPMorgan Chase & Co. | 1.38% | 704,605 | $172.8M | Add +2.9% |
| GOOGL Alphabet Inc. Class A | 1.29% | 1,045,421 | $161.7M | Add +2.5% |
| NVDA Nvidia Corp. | 1.26% | 1,453,222 | $157.5M | Add +1.8% |
| DFAT Dimensional US Target Value | 1.24% | 3,016,203 | $155.3M | Add +35.2% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 1.21% | 601,701 | $151.5M | Add +30.7% |
| AVGO Broadcom Inc. | 1.18% | 879,535 | $147.3M | Reduce -2.5% |
| XLK SS Technology Select Sector | 1.14% | 690,537 | $142.6M | Add +0.8% |
| COST Costco Wholesale Corp. | 1.05% | 139,638 | $132.1M | Add +2.3% |
| GOVT iShares US Treasury Bond ETF | 1.05% | 5,744,383 | $132.0M | Add +6.9% |
| DFIV Dimensional International Va | 0.95% | 3,007,183 | $118.4M | Add +12.8% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.87% | 204,449 | $108.9M | New |
| META Meta Platforms Inc. Class A | 0.86% | 187,851 | $108.3M | Reduce -1.0% |
| XOM Exxon Mobil Corp. | 0.86% | 901,263 | $107.2M | Add +6.3% |
| MUB iShares National Muni Bond E | 0.80% | 949,055 | $100.1M | Reduce -9.7% |
| VOO Vanguard S&P 500 ETF | 0.76% | 184,743 | $94.9M | Add +25.7% |
| JNJ Johnson & Johnson | 0.75% | 562,576 | $93.3M | Add +3.4% |
| V Visa Inc. Class A | 0.69% | 246,003 | $86.2M | Add +6.6% |
| RTX RTX Corp. | 0.62% | 589,007 | $78.0M | Add +3.8% |
| CSCO Cisco Systems Inc. | 0.58% | 1,180,257 | $72.8M | Reduce -4.1% |
| SYK Stryker Corp. | 0.58% | 194,858 | $72.5M | Add +0.9% |
| NEE Nextera Energy Inc. | 0.58% | 1,016,640 | $72.1M | Reduce -2.1% |
| CMF iShares California Muni Bond | 0.57% | 1,274,491 | $71.7M | Reduce -10.4% |
| MCD McDonald's Corp. | 0.56% | 224,203 | $70.0M | Add +4.1% |
| XLB SS Materials Select Sector | 0.55% | 802,070 | $69.0M | Add +6.1% |
| IWF iShares Russell 1000 Growth | 0.51% | 178,504 | $64.5M | Reduce -3.0% |
| ALL Allstate Corp. | 0.51% | 310,027 | $64.2M | Reduce -2.1% |
| AMT American Tower Corp. | 0.49% | 281,727 | $61.3M | Reduce -15.3% |
| JSCP JPMorgan Short Duration Core | 0.47% | 1,253,794 | $59.2M | Add +1.9% |
| IWD iShares Russell 1000 Value E | 0.47% | 312,937 | $58.9M | Reduce -1.9% |
| BLK BlackRock Inc. | 0.46% | 61,079 | $57.8M | Add +0.5% |
| HON Honeywell International Inc. | 0.46% | 270,693 | $57.3M | Reduce -25.8% |
| LLY Eli Lilly & Co. | 0.46% | 69,144 | $57.1M | Add +103.7% |
| DFSV Dimensional US Small Cap Val | 0.46% | 2,028,357 | $57.1M | Reduce -5.7% |
| SPGI S&P Global Inc. | 0.45% | 109,745 | $55.8M | Add +0.9% |
| VWOB Vanguard Emerg MKTS Gov BND | 0.44% | 857,792 | $55.1M | Add +11.0% |
| PEP Pepsico Inc. | 0.43% | 361,823 | $54.3M | Add +2.9% |
| UNP Union Pacific Corp. | 0.43% | 228,764 | $54.0M | Add +3.3% |
| VTI VG Morningstar TS MKT ETF-US | 0.43% | 195,300 | $53.7M | Add +3.8% |
| XLE SS Energy Select Sector | 0.42% | 564,828 | $52.8M | Add +0.9% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.42% | 570,422 | $52.3M | Reduce -0.3% |
| IVV iShares Core S&P 500 ETF | 0.39% | 87,505 | $49.2M | Add +1.7% |
| XLP SS Consumer Staples Sel Sect | 0.39% | 598,971 | $48.9M | Add +3.4% |
| DFAC Dimensional US Core Equity 2 | 0.39% | 1,469,214 | $48.5M | Add +24.2% |
| QQQ Invesco QQQ Trust Series 1 | 0.38% | 102,385 | $48.0M | Reduce -0.2% |
| ESGD iShares Trust iShares ESG Aw | 0.36% | 551,520 | $45.1M | Reduce -0.4% |
| VEA Vanguard Ftse Developed ETF | 0.35% | 860,783 | $43.8M | Reduce -38.2% |
| UNH Unitedhealth Group Inc. | 0.35% | 83,141 | $43.5M | Reduce -0.5% |
| ZTS Zoetis Inc. | 0.34% | 259,118 | $42.7M | Add +4.9% |
| CMCSA Comcast Corp. Class A | 0.32% | 1,095,934 | $40.4M | Add +11.7% |
| GOOG Alphabet Inc. Class C | 0.32% | 253,687 | $39.6M | Add +15.0% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.31% | 778,873 | $38.6M | Reduce -3.4% |
| XOP SS SPDR S&P Og Exp & Prod | 0.30% | 289,507 | $38.1M | Add +3.4% |
| IWP iShares Russell Mid-Cap Grow | 0.30% | 316,353 | $37.2M | Add +126.3% |
| DFAI Dimensional International Co. | 0.29% | 1,179,788 | $36.8M | Reduce -9.2% |
| HCA HCA Healthcare Inc. | 0.29% | 104,811 | $36.2M | Reduce -29.6% |
| XLY SS Consumer Disc Select Sect | 0.28% | 176,834 | $34.9M | Reduce -1.0% |
| PZA Invesco National Amt-Free Mu | 0.27% | 1,452,311 | $33.5M | Add +3.1% |
| ORLY O'reilly Automotive Inc. | 0.26% | 22,990 | $32.9M | Add +3.4% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.26% | 268,884 | $32.8M | Add +6.2% |
| TAXX BBLX Irm Tax-Aware S Dur ETF | 0.26% | 646,307 | $32.7M | Add +29.1% |
| SO The Southern Co. | 0.25% | 346,815 | $31.9M | Add +0.9% |
| WM Waste Management Inc. | 0.25% | 132,583 | $30.7M | Add +668.3% |
| HD Home Depot Inc. | 0.24% | 82,166 | $30.1M | Add +10.2% |
| EFV iShares MSCI Eafe Value ETF | 0.24% | 505,497 | $29.8M | Reduce -11.1% |
| CRM Salesforce Inc. | 0.23% | 107,781 | $28.9M | Add +2.8% |
| PAVE Global X US Infrastructure | 0.23% | 755,241 | $28.5M | Add +0.3% |
| NKE Nike Inc. Class B | 0.22% | 438,092 | $27.8M | Add +7.6% |
| QQQM Invesco Nasdaq 100 ETF | 0.22% | 144,061 | $27.8M | Reduce -1.4% |
| WELL Welltower Inc. | 0.22% | 181,143 | $27.8M | Add +4257.5% |
| AMLP Alerian MLP ETF | 0.22% | 530,502 | $27.6M | Add +1.4% |
| VIG Vanguard Dividend Apprec ETF | 0.22% | 141,540 | $27.5M | Add +14.9% |
| ABBV Abbvie Inc. | 0.21% | 126,128 | $26.4M | Add +20.1% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.21% | 117,396 | $26.0M | Add +24.3% |
| VLO Valero Energy Corp. | 0.20% | 193,087 | $25.5M | Add +3.8% |
| SRE Sempra | 0.20% | 357,181 | $25.5M | Add +1.4% |
| GPN Global Payments Inc. | 0.20% | 258,964 | $25.4M | Add +3.9% |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 0.20% | 80,936 | $25.0M | Reduce -0.7% |
| CVX Chevron Corp. | 0.20% | 147,035 | $24.6M | Add +14.3% |
| KRE SS SPDR S&P Regional Bank | 0.20% | 429,602 | $24.4M | Reduce -2.9% |
| KEYS Keysight Technologies Inc. | 0.19% | 161,649 | $24.2M | Reduce -1.5% |
| DFIC Dimensional International Co. | 0.19% | 860,660 | $23.9M | Add +675.8% |
| TSLA Tesla Inc. | 0.19% | 91,864 | $23.8M | Add +29.9% |
| ROK Rockwell Automation Inc. | 0.19% | 90,516 | $23.4M | Add +1.6% |
| MOAT Vaneck Morningstar Wide Moat | 0.19% | 263,765 | $23.2M | Reduce -21.6% |
| ACN Accenture PLC Class A | 0.18% | 73,055 | $22.8M | Add +193.0% |
Other holdings (2): bonds, preferreds, convertibles and warrants · $104K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| BANK OF AMERICA CORP (BAC 7.25 PERP L) | 7.25%CNV PFD L | 84 | $104K | Reduce -26.3% |
| JQCNR Nuveen Credit Strategies-RTS | RIGHT 04/29/2025 | 23,900 | $0 | New |
Total filed on the 13F, all lines: $12.5B.
Portfolio Sells Q4 2024 → Q1 2025
| AAPL Apple Inc. | Reduce -1.6% | 3.58% | −0.61 |
| AVGO Broadcom Inc. | Reduce -2.5% | 1.18% | −0.53 |
| EFA iShares MSCI Eafe ETF | Reduce -74.9% | 0.18% | −0.49 |
| DIS The Walt Disney Co. | Reduce -80.9% | 0.07% | −0.36 |
| HON Honeywell International Inc. | Reduce -25.8% | 0.46% | −0.21 |
| VEA Vanguard Ftse Developed ETF | Reduce -38.2% | 0.35% | −0.19 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -3.9% | 3.29% | −0.14 |
| MUB iShares National Muni Bond E | Reduce -9.7% | 0.80% | −0.11 |
| SKYW Skywest Inc. | Reduce -39.4% | 0.10% | −0.10 |
| CMF iShares California Muni Bond | Reduce -10.4% | 0.57% | −0.09 |
| IWF iShares Russell 1000 Growth | Reduce -3.0% | 0.51% | −0.09 |
| DFSV Dimensional US Small Cap Val | Reduce -5.7% | 0.46% | −0.08 |
| HCA HCA Healthcare Inc. | Reduce -29.6% | 0.29% | −0.08 |
| MOAT Vaneck Morningstar Wide Moat | Reduce -21.6% | 0.19% | −0.07 |
| MRK Merck & Co. Inc. | Reduce -24.6% | 0.11% | −0.05 |
| XLY SS Consumer Disc Select Sect | Reduce -1.0% | 0.28% | −0.05 |
| ADVISOR MANAGED PORTFOLIOS | Reduce -0.9% | 1.41% | −0.05 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -0.2% | 0.38% | −0.04 |
| META Meta Platforms Inc. Class A | Reduce -1.0% | 0.86% | −0.04 |
| NEE Nextera Energy Inc. | Reduce -2.1% | 0.58% | −0.03 |
| DFAE Dimensional Emerging Core Eq | Reduce -28.2% | 0.07% | −0.03 |
| QQQM Invesco Nasdaq 100 ETF | Reduce -1.4% | 0.22% | −0.03 |
| ITOT iShares Core S&P Total U.S. | Reduce -48.3% | 0.03% | −0.03 |
| IEMG iShares Core MSCI Emerging | Reduce -23.9% | 0.10% | −0.03 |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | Reduce -0.7% | 0.20% | −0.03 |
| MDYV SS SPDR S&P 400 MC Val ETF | Reduce -52.3% | 0.02% | −0.03 |
| IJR iShares Core S&P Small-Cap E | Reduce -1.8% | 0.16% | −0.02 |
| KRE SS SPDR S&P Regional Bank | Reduce -2.9% | 0.20% | −0.02 |
| XIFR XPLR Infrastructure LP | Reduce -2.7% | 0.02% | −0.02 |
| KEYS Keysight Technologies Inc. | Reduce -1.5% | 0.19% | −0.02 |
| VTEB Vanguard Tax-Exempt Bond ETF | Reduce -3.4% | 0.31% | −0.02 |
| EFG iShares MSCI Eafe Growth ETF | Reduce -11.2% | 0.18% | −0.02 |
| SCHG Schwab US Large-Cap Growth | Reduce -9.8% | 0.07% | −0.02 |
| LBAY Leatherback Long/Short Alt Y | Reduce -13.6% | 0.17% | −0.02 |
| SOFI Sofi Technologies Inc. | Reduce -32.7% | 0.02% | −0.02 |
| ETN Eaton Corp. PLC | Reduce -0.8% | 0.07% | −0.02 |
| DFAI Dimensional International Co. | Reduce -9.2% | 0.29% | −0.02 |
| BA The Boeing Co. | Reduce -31.0% | 0.03% | −0.01 |
| IJH iShares Core S&P Midcap ETF | Reduce -1.1% | 0.14% | −0.01 |
| NVO Novo-Nordisk A/S-Spons ADR | Reduce -19.3% | 0.03% | −0.01 |
| FDRR Fidelity Div ETF Rise Rates | Reduce -4.1% | 0.15% | −0.01 |
| EMB iShares JP Morgan Usd Emergi | Reduce -41.3% | 0.02% | −0.01 |
| XLC SS Comm Select Sector SPDR | Reduce -10.9% | 0.09% | −0.01 |
| AVUV Avantis US Small Cap Value | Reduce -4.7% | 0.07% | −0.01 |
| QUAL iShares MSCI USA Quality Fac | Reduce -28.9% | 0.03% | −0.01 |
| CSCO Cisco Systems Inc. | Reduce -4.1% | 0.58% | −0.01 |
| QTEC First Trust Nasdq 100 Tech I | Reduce -0.3% | 0.11% | −0.01 |
| LOW Lowe's Cos Inc. | Reduce -0.7% | 0.14% | −0.01 |
| IWD iShares Russell 1000 Value E | Reduce -1.9% | 0.47% | −0.01 |
| DFAX Dimensional World Ex US Core | Reduce -11.3% | 0.12% | −0.01 |
Portfolio Buys Q4 2024 → Q1 2025
| BRK.B Berkshire Hathaway Inc. Class B | New | 0.87% | +0.87 |
| BIV Vanguard Intermediate-Term B | Add +17.9% | 3.30% | +0.51 |
| VIGI Vanguard Int Div App Indx FD | Add +14.4% | 2.85% | +0.39 |
| DFLV Dim US Large Cap Value ETF | Add +27.6% | 1.58% | +0.34 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | Add +18.7% | 1.94% | +0.26 |
| VWO Vanguard Ftse Emerging Marke | Add +13.7% | 1.96% | +0.25 |
| LLY Eli Lilly & Co. | Add +103.7% | 0.46% | +0.24 |
| DFAT Dimensional US Target Value | Add +35.2% | 1.24% | +0.23 |
| WELL Welltower Inc. | Add +4257.5% | 0.22% | +0.22 |
| WM Waste Management Inc. | Add +668.3% | 0.25% | +0.22 |
| IGSB iShares 1-5Y Inv Grade Corp. | Add +10.8% | 2.39% | +0.21 |
| DFIV Dimensional International Va | Add +12.8% | 0.95% | +0.17 |
| DFIC Dimensional International Co. | Add +675.8% | 0.19% | +0.17 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | Add +30.7% | 1.21% | +0.16 |
| IWP iShares Russell Mid-Cap Grow | Add +126.3% | 0.30% | +0.15 |
| BRK.A Berkshire Hathaway Inc. Class A | Add +575.0% | 0.17% | +0.15 |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | Add +13.4% | 2.08% | +0.14 |
| VOO Vanguard S&P 500 ETF | Add +25.7% | 0.76% | +0.11 |
| XOM Exxon Mobil Corp. | Add +6.3% | 0.86% | +0.11 |
| ACN Accenture PLC Class A | Add +193.0% | 0.18% | +0.11 |
| GIGB Goldman Sachs Inv GRD Corp. | New | 0.11% | +0.11 |
| JNJ Johnson & Johnson | Add +3.4% | 0.75% | +0.10 |
| V Visa Inc. Class A | Add +6.6% | 0.69% | +0.09 |
| AMD Advanced Micro Devices | Add +207.0% | 0.15% | +0.09 |
| RTX RTX Corp. | Add +3.8% | 0.62% | +0.09 |
| ABBV Abbvie Inc. | Add +20.1% | 0.21% | +0.06 |
| TAXX BBLX Irm Tax-Aware S Dur ETF | Add +29.1% | 0.26% | +0.06 |
| DFAC Dimensional US Core Equity 2 | Add +24.2% | 0.39% | +0.05 |
| DFAS Dimensional US Small Cap ETF | Add +63.0% | 0.16% | +0.05 |
| MCD McDonald's Corp. | Add +4.1% | 0.56% | +0.05 |
| ORLY O'reilly Automotive Inc. | Add +3.4% | 0.26% | +0.05 |
| GOVT iShares US Treasury Bond ETF | Add +6.9% | 1.05% | +0.05 |
| CVX Chevron Corp. | Add +14.3% | 0.20% | +0.04 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +74.8% | 0.11% | +0.04 |
| VWOB Vanguard Emerg MKTS Gov BND | Add +11.0% | 0.44% | +0.04 |
| JPM JPMorgan Chase & Co. | Add +2.9% | 1.38% | +0.04 |
| WFC Wells Fargo & Co. | Add +39.6% | 0.14% | +0.04 |
| COST Costco Wholesale Corp. | Add +2.3% | 1.05% | +0.03 |
| OBDC Blue Owl Capital Corp. | New | 0.03% | +0.03 |
| BOC Boston Omaha Corp. Class A | New | 0.03% | +0.03 |
| AMGN Amgen Inc. | Add +26.4% | 0.10% | +0.03 |
| XLB SS Materials Select Sector | Add +6.1% | 0.55% | +0.03 |
| XLE SS Energy Select Sector | Add +0.9% | 0.42% | +0.03 |
| TSCO Tractor Supply Company | New | 0.03% | +0.03 |
| SO The Southern Co. | Add +0.9% | 0.25% | +0.02 |
| AGG iShares Core U.S. Aggregate | Add +1.3% | 1.85% | +0.02 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +24.3% | 0.21% | +0.02 |
| CMCSA Comcast Corp. Class A | Add +11.7% | 0.32% | +0.02 |
| VIG Vanguard Dividend Apprec ETF | Add +14.9% | 0.22% | +0.02 |
| MRVL Marvell Technology Inc. | Add +1208.5% | 0.02% | +0.02 |
Notes & Other Activity Q4 2024 → Q1 2025
| BANK OF AMERICA CORP (BAC 7.25 PERP L) | 7.25%CNV PFD L | Reduce -26.3% | 84 | $104K |
| ISPOW Inspirato -CW30 | *W EXP 02/11/202 | Sold out | 10,000 | $100before exit |
| JQCNR Nuveen Credit Strategies-RTS | RIGHT 04/29/2025 | New | 23,900 | $0 |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 1,712 | $26.2B | VUG, VTV, BIV, AAPL, VOE |
| Q1 2026 | 1,496 | $20.3B | VTV, VUG, BIV, VOE, VIGI |
| Q4 2025 | 1,476 | $19.2B | VUG, VTV, VOE, BIV, AAPL |
| Q2 2025 | 1,421 | $15.2B | VUG, BIV, AAPL, VIGI, IGSB |
| Q1 2025 | 1,280 | $12.5B | VUG, AAPL, BIV, VTV, VIGI |
| Q4 2024 | 1,232 | $12.3B | VUG, AAPL, VTV, BIV, VIGI |
| Q3 2024 | 1,180 | $11.6B | VUG, AAPL, VTV, MSFT, VIGI |
| Q2 2024 | 858 | $9.4B | VUG, VTV, AAPL, MSFT, VIGI |
| Q1 2024 | 832 | $8.6B | VUG, VTV, AAPL, MSFT, SPY |