EP Wealth Advisors, LLC

In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 14, 2025), EP Wealth Advisors, LLC reported 1,421 stock positions worth $15.2 billion. Its top holding was Vanguard Mrngstar GR ETF-Sui (VUG) at 10.0% of the portfolio, followed by Vanguard Intermediate-Term B (BIV, 3.1%) and Apple (AAPL, 2.9%). Compared with Q1 2025, it opened 203 new positions, sold out of 63, added to 690 and reduced 480. The biggest buy was Nvidia (NVDA, shares +28%) and the biggest sale Vanguard Mrngstr Val ETF-Aui (VTV, shares −6%).

Most Recent 13F
Q2 2026
Location
TORRANCE, CA
CIK
0001540569
Portfolio Value
$15.2B (Q2 2025)
SEC Filing
0001398344-25-015642 ↗ filed Aug 14, 2025

Holdings Value

0$10.0B$20.0B$30.0B Q1 2024: $8.6B Q1 2024 Q2 2024: $9.4B Q2 2024 Q3 2024: $11.6B Q3 2024 Q4 2024: $12.3B Q4 2024 Q1 2025: $12.5B Q1 2025 Q2 2025: $15.2B $15.2B Q2 2025 Q4 2025: $19.2B Q4 2025 Q1 2026: $20.3B Q1 2026 Q2 2026: $26.2B Q2 2026

Holdings 1,421 stocks · $15.2B
VUG Vanguard Mrngstar GR ETF-Sui 9.98% 3,463,113 $1.5B Add +3.8%
BIV Vanguard Intermediate-Term B 3.09% 6,071,963 $469.6M Add +12.6%
AAPL Apple Inc. 2.88% 2,136,596 $438.4M Add +5.9%
VIGI Vanguard Int Div App Indx FD 2.86% 4,821,980 $434.6M Add +12.2%
IGSB iShares 1-5Y Inv Grade Corp. 2.69% 7,752,802 $409.0M Add +35.7%
MSFT Microsoft Corp. 2.61% 796,992 $396.4M Add +11.4%
VTV Vanguard Mrngstr Val ETF-Aui 2.60% 2,234,873 $395.0M Reduce -6.2%
VOT Vngrd Mrngstr MC GRW ETF-Usd 2.30% 1,229,552 $349.7M Add +15.8%
NVDA Nvidia Corp. 1.93% 1,860,996 $294.0M Add +28.1%
VWO Vanguard Ftse Emerging Marke 1.93% 5,938,667 $293.7M Add +9.7%
VOE Vngrd Mrngstr MD-Cap Val ETF 1.81% 1,674,933 $275.5M Add +10.5%
SPY SS SPDR S&P 500 ETF Trust-US 1.80% 443,374 $273.9M Add +9.1%
AMZN Amazon.com Inc. 1.71% 1,183,402 $259.6M Add +9.0%
AVGO Broadcom Inc. 1.63% 898,247 $247.6M Add +2.1%
DFLV Dim US Large Cap Value ETF 1.59% 7,789,534 $241.6M Add +20.3%
AGG iShares Core U.S. Aggregate 1.55% 2,370,636 $235.2M Add +1.1%
JPM JPMorgan Chase & Co. 1.44% 754,053 $218.6M Add +7.0%
XLK SS Technology Select Sector 1.40% 841,838 $213.2M Add +21.9%
GOOGL Alphabet Inc. Class A 1.26% 1,086,726 $191.5M Add +4.0%
ADVISOR MANAGED PORTFOLIOS 1.20% 4,175,850 $181.8M Reduce -1.7%
VBK Van Morst SML-Cap Gro-Usd Inc. 1.17% 642,042 $177.8M Add +6.7%
DFAT Dimensional US Target Value 1.16% 3,270,120 $176.5M Add +8.4%
VOO Vanguard S&P 500 ETF 1.15% 308,707 $175.4M Add +67.1%
DFIV Dimensional International Va 1.00% 3,561,564 $152.5M Add +18.4%
COST Costco Wholesale Corp. 0.95% 146,017 $144.5M Add +4.6%
META Meta Platforms Inc. Class A 0.88% 180,668 $133.3M Reduce -3.8%
GOVT iShares US Treasury Bond ETF 0.87% 5,783,492 $132.9M Add +0.7%
IVV iShares Core S&P 500 ETF 0.73% 178,759 $111.0M Add +104.3%
BRK.B Berkshire Hathaway Inc. Class B 0.73% 228,074 $110.8M Add +11.6%
XOM Exxon Mobil Corp. 0.66% 932,093 $100.5M Add +3.4%
V Visa Inc. Class A 0.65% 279,884 $99.4M Add +13.8%
RTX RTX Corp. 0.59% 614,197 $89.7M Add +4.3%
JNJ Johnson & Johnson 0.58% 580,128 $88.6M Add +3.1%
JSCP JPMorgan Short Duration Core 0.58% 1,863,913 $88.4M Add +48.7%
MUB iShares National Muni Bond E 0.58% 844,683 $88.3M Reduce -11.0%
CSCO Cisco Systems Inc. 0.52% 1,141,007 $79.2M Reduce -3.3%
SYK Stryker Corp. 0.51% 195,798 $77.5M Add +0.5%
SCHX Schwab US Large-Cap ETF 0.50% 3,142,472 $76.8M Add +976.1%
IWF iShares Russell 1000 Growth 0.50% 180,225 $76.5M Add +1.0%
XLB SS Materials Select Sector 0.49% 853,504 $74.9M Add +6.4%
IVW iShares S&P 500 Growth ETF 0.49% 679,544 $74.8M Add +487.9%
QQQ Invesco QQQ Trust Series 1 0.49% 134,517 $74.2M Add +31.4%
IVE iShares S&P 500 Value ETF 0.48% 373,966 $73.1M Add +795.8%
NEE Nextera Energy Inc. 0.45% 977,659 $67.9M Reduce -3.8%
MCD McDonald's Corp. 0.44% 229,893 $67.2M Add +2.5%
CMF iShares California Muni Bond 0.44% 1,195,011 $66.6M Reduce -6.2%
HON Honeywell International Inc. 0.43% 283,666 $66.1M Add +4.8%
BLK BlackRock Inc. 0.43% 62,463 $65.5M Add +2.3%
SPGI S&P Global Inc. 0.42% 122,276 $64.5M Add +11.4%
VTI VG Morningstar TS MKT ETF-US 0.42% 207,993 $63.2M Add +6.5%
AMT American Tower Corp. 0.41% 284,631 $62.9M Add +1.0%
ALL Allstate Corp. 0.41% 308,540 $62.1M Reduce -0.5%
IWD iShares Russell 1000 Value E 0.40% 313,086 $60.8M Add +0.1%
GOOG Alphabet Inc. Class C 0.37% 321,259 $57.0M Add +26.6%
DFSV Dimensional US Small Cap Val 0.37% 1,903,813 $56.0M Reduce -6.1%
LLY Eli Lilly & Co. 0.37% 71,787 $56.0M Add +3.8%
VEA Vanguard Ftse Developed ETF 0.36% 966,448 $55.1M Add +12.3%
UNP Union Pacific Corp. 0.36% 237,554 $54.7M Add +3.8%
XLP SS Consumer Staples Sel Sect 0.35% 664,509 $53.8M Add +10.9%
XLE SS Energy Select Sector 0.34% 602,459 $51.1M Add +6.7%
ESGD iShares Trust iShares ESG Aw 0.33% 568,174 $50.7M Add +3.0%
PEP Pepsico Inc. 0.33% 383,709 $50.7M Add +6.0%
DFAC Dimensional US Core Equity 2 0.31% 1,299,720 $46.6M Reduce -11.5%
ZTS Zoetis Inc. 0.28% 272,385 $42.5M Add +5.1%
BIL SS SPDR BB 1-3M T-Bill ETF 0.28% 460,935 $42.3M Reduce -19.2%
XLY SS Consumer Disc Select Sect 0.28% 193,559 $42.1M Add +9.5%
CMCSA Comcast Corp. Class A 0.26% 1,124,696 $40.1M Add +2.6%
EFV iShares MSCI Eafe Value ETF 0.26% 630,080 $40.0M Add +24.6%
DFAI Dimensional International Co. 0.26% 1,153,664 $39.9M Reduce -2.2%
HCA HCA Healthcare Inc. 0.26% 103,646 $39.7M Reduce -1.1%
VTEB Vanguard Tax-Exempt Bond ETF 0.25% 790,174 $38.7M Add +1.4%
IJR iShares Core S&P Small-Cap E 0.24% 337,113 $36.8M Add +75.5%
XOP SS SPDR S&P Og Exp & Prod 0.24% 292,149 $36.8M Add +0.9%
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.23% 285,371 $35.2M Add +6.1%
AMD Advanced Micro Devices 0.23% 246,086 $34.9M Add +32.7%
PZA Invesco National Amt-Free Mu 0.22% 1,527,981 $34.2M Add +5.2%
WM Waste Management Inc. 0.22% 147,524 $33.8M Add +11.3%
NKE Nike Inc. Class B 0.22% 470,539 $33.4M Add +7.4%
SO The Southern Co. 0.22% 362,559 $33.3M Add +4.5%
VIG Vanguard Dividend Apprec ETF 0.22% 160,228 $32.8M Add +13.2%
TSLA Tesla Inc. 0.21% 102,944 $32.7M Add +12.1%
HD Home Depot Inc. 0.21% 89,019 $32.6M Add +8.3%
PAVE Global X US Infrastructure 0.21% 745,542 $32.5M Reduce -1.3%
QQQM Invesco Nasdaq 100 ETF 0.21% 143,056 $32.5M Reduce -0.7%
ORLY O'reilly Automotive Inc. 0.21% 358,563 $32.3M Add +4.0%
VB Vanguard Most SM-Cap ETF-Usd 0.20% 130,793 $31.0M Add +11.4%
ROK Rockwell Automation Inc. 0.20% 92,715 $30.8M Add +2.4%
TAXX BBLX Irm Tax-Aware S Dur ETF 0.20% 593,842 $30.3M Reduce -8.1%
IJH iShares Core S&P Midcap ETF 0.20% 485,256 $30.1M Add +56.7%
CRM Salesforce Inc. 0.20% 108,802 $29.7M Add +0.9%
WELL Welltower Inc. 0.19% 192,007 $29.5M Add +6.0%
MGK Vngrd Mrgstr MG CP GR ETF-Ui 0.19% 80,507 $29.5M Reduce -0.5%
MA Mastercard Inc. Class A 0.19% 51,578 $29.0M Add +163.5%
ORCL Oracle Corp. 0.19% 129,618 $28.3M Add +10.5%
IEMG iShares Core MSCI Emerging 0.18% 459,637 $27.6M Add +105.9%
IWP iShares Russell Mid-Cap Grow 0.18% 198,690 $27.6M Reduce -37.2%
VLO Valero Energy Corp. 0.18% 203,092 $27.3M Add +5.2%
DFIC Dimensional International Co. 0.18% 876,069 $27.2M Add +1.8%
KEYS Keysight Technologies Inc. 0.17% 162,262 $26.6M Add +0.4%
AMLP Alerian MLP ETF 0.17% 531,882 $26.0M Add +0.3%

Show all 1,421 holdings

Portfolio Sells Q1 2025 → Q2 2025
VTV Vanguard Mrngstr Val ETF-Aui Reduce -6.2% 2.60% −0.69
VWOB Vanguard Emerg MKTS Gov BND Reduce -88.5% 0.04% −0.40
MUB iShares National Muni Bond E Reduce -11.0% 0.58% −0.22
ADVISOR MANAGED PORTFOLIOS Reduce -1.7% 1.20% −0.21
GPN Global Payments Inc. Reduce -89.2% 0.01% −0.19
UNH Unitedhealth Group Inc. Reduce -2.8% 0.17% −0.18
SRE Sempra Reduce -82.0% 0.03% −0.17
MOAT Vaneck Morningstar Wide Moat Reduce -87.5% 0.02% −0.17
BIL SS SPDR BB 1-3M T-Bill ETF Reduce -19.2% 0.28% −0.14
CMF iShares California Muni Bond Reduce -6.2% 0.44% −0.14
NEE Nextera Energy Inc. Reduce -3.8% 0.45% −0.13
IWP iShares Russell Mid-Cap Grow Reduce -37.2% 0.18% −0.12
ALL Allstate Corp. Reduce -0.5% 0.41% −0.10
DFSV Dimensional US Small Cap Val Reduce -6.1% 0.37% −0.09
DFAC Dimensional US Core Equity 2 Reduce -11.5% 0.31% −0.08
FLJP Franklin Ftse Japan ETF Reduce -93.7% 0.00% −0.07
TAXX BBLX Irm Tax-Aware S Dur ETF Reduce -8.1% 0.20% −0.06
CSCO Cisco Systems Inc. Reduce -3.3% 0.52% −0.06
LBAY Leatherback Long/Short Alt Y Reduce -7.3% 0.13% −0.05
KRE SS SPDR S&P Regional Bank Reduce -8.4% 0.15% −0.04
JMSI JPM Sus Municipal Income Reduce -15.3% 0.09% −0.04
PWZ Invesco California Amt-Free Reduce -3.8% 0.13% −0.04
DFAX Dimensional World Ex US Core Reduce -24.8% 0.08% −0.04
DFAI Dimensional International Co. Reduce -2.2% 0.26% −0.03
EMO Clearbridge Energy Midstream Reduce -4.3% 0.09% −0.03
HCA HCA Healthcare Inc. Reduce -1.1% 0.26% −0.03
QCOM Qualcomm Inc. Reduce -7.2% 0.11% −0.03
EFG iShares MSCI Eafe Growth ETF Reduce -7.8% 0.15% −0.03
FDRR Fidelity Div ETF Rise Rates Reduce -7.5% 0.12% −0.03
IBHE iShares Ibonds 2025 H/Y Inc. Reduce -9.6% 0.07% −0.03
JEPI JPMorgan Equity Premium Inco Reduce -2.6% 0.10% −0.03
MDY State Street SPDR S&P Midcap Reduce -5.4% 0.11% −0.02
BILS SS Spdrb B 3-12M T-Bill ETF Reduce -38.9% 0.02% −0.02
FAX Abrdn Asia-Pacific Income Reduce -6.3% 0.08% −0.02
GIGB Goldman Sachs Inv GRD Corp. Reduce -3.5% 0.09% −0.02
MRVL Marvell Technology Inc. Reduce -87.2% 0.00% −0.02
IWN iShares Russell 2000 Value E Reduce -12.6% 0.06% −0.02
EFA iShares MSCI Eafe ETF Reduce -1.9% 0.15% −0.02
ZS Zscaler Inc. Sold out 0.00% −0.02
FAF First American Financial Sold out 0.00% −0.02
NOC Northrop Grumman Corp. Reduce -1.3% 0.07% −0.02
DFAE Dimensional Emerging Core Eq Reduce -18.0% 0.06% −0.02
SOFI Sofi Technologies Inc. Sold out 0.00% −0.02
MCK McKesson Corp. Reduce -0.8% 0.13% −0.02
CTAS Cintas Corp. Reduce -8.7% 0.07% −0.02
IHI iShares U.S. Medical Devices Reduce -12.0% 0.05% −0.02
DGRO iShares Core Dividend Growth Reduce -13.2% 0.04% −0.01
PAVE Global X US Infrastructure Reduce -1.3% 0.21% −0.01
BND Vanguard Total Bond Market Reduce -14.2% 0.03% −0.01
DFUS Dimensional US Eq MKT ETF Reduce -42.8% 0.01% −0.01

Portfolio Buys Q1 2025 → Q2 2025
NVDA Nvidia Corp. Add +28.1% 1.93% +0.67
MSFT Microsoft Corp. Add +11.4% 2.61% +0.46
SCHX Schwab US Large-Cap ETF Add +976.1% 0.50% +0.45
AVGO Broadcom Inc. Add +2.1% 1.63% +0.45
IVE iShares S&P 500 Value ETF Add +795.8% 0.48% +0.42
IVW iShares S&P 500 Growth ETF Add +487.9% 0.49% +0.41
VOO Vanguard S&P 500 ETF Add +67.1% 1.15% +0.39
IVV iShares Core S&P 500 ETF Add +104.3% 0.73% +0.34
IGSB iShares 1-5Y Inv Grade Corp. Add +35.7% 2.69% +0.30
XLK SS Technology Select Sector Add +21.9% 1.40% +0.26
VOT Vngrd Mrngstr MC GRW ETF-Usd Add +15.8% 2.30% +0.22
APH Amphenol Corp. Class A Add +1704.1% 0.16% +0.16
JAAA Janus Henderson Aaa Clo ETF New 0.15% +0.15
XEL Xcel Energy Inc. Add +3324.6% 0.16% +0.15
SNOW Snowflake Inc. New 0.14% +0.14
IVLU iShares MSCI International V Add +9998.0% 0.13% +0.13
STZ Constellation Brands Inc. Class A Add +1966.8% 0.13% +0.12
JIRE JPMorgan Int Res Enh Eqty New 0.12% +0.12
JSCP JPMorgan Short Duration Core Add +48.7% 0.58% +0.11
MA Mastercard Inc. Class A Add +163.5% 0.19% +0.10
QQQ Invesco QQQ Trust Series 1 Add +31.4% 0.49% +0.10
IBDW iShares Ibonds Dec 2031 Corp. New 0.10% +0.10
IBDV iShares Ibonds Dec 2030 Corp. New 0.09% +0.09
VUG Vanguard Mrngstar GR ETF-Sui Add +3.8% 9.98% +0.09
XLG Invesco S&P 500 Top 50 ETF Add +1062.5% 0.10% +0.09
IEMG iShares Core MSCI Emerging Add +105.9% 0.18% +0.09
KKR KKR & Co. Inc. Add +1526.4% 0.09% +0.09
URI United Rentals Inc. Add +957.8% 0.09% +0.08
IJR iShares Core S&P Small-Cap E Add +75.5% 0.24% +0.08
FNDX Schwab Fndmntl US LRG Co. ETF Add +664.5% 0.09% +0.08
AMD Advanced Micro Devices Add +32.7% 0.23% +0.08
IBDR iShares Ibonds Dec 2026 Term Add +324.1% 0.10% +0.07
IEFA iShares Core MSCI Eafe ETF Add +125.5% 0.14% +0.07
SCHG Schwab US Large-Cap Growth Add +100.1% 0.14% +0.07
AME Ametek Inc. Add +643.6% 0.08% +0.07
GOOG Alphabet Inc. Class C Add +26.6% 0.37% +0.06
DBEF Xtrackers MSCI Eafe Hedged E New 0.06% +0.06
DFIV Dimensional International Va Add +18.4% 1.00% +0.06
RSG Republic Services Inc. Add +871.8% 0.06% +0.06
AMZN Amazon.com Inc. Add +9.0% 1.71% +0.06
JPM JPMorgan Chase & Co. Add +7.0% 1.44% +0.06
ORCL Oracle Corp. Add +10.5% 0.19% +0.06
IWM iShares Russell 2000 ETF Add +95.6% 0.13% +0.05
ECL Ecolab Inc. Add +233.5% 0.08% +0.05
IJH iShares Core S&P Midcap ETF Add +56.7% 0.20% +0.05
ABT Abbott Laboratories Add +111.0% 0.12% +0.05
XLF SS Financial Select Sector Add +71.2% 0.16% +0.05
FNDE Schwab Fndmntl Em MRK Eq ETF Add +371.4% 0.07% +0.05
IUSG iShares Core S&P U.S. Growth Add +328.8% 0.07% +0.05
JIG JPMorgan International Growt New 0.05% +0.05

Notes & Other Activity Q1 2025 → Q2 2025
BANK OF AMERICA CORP (BAC 7.25 PERP L) 7.25%CNV PFD L Sold out 84 $104Kbefore exit
JQCNR Nuveen Credit Strategies-RTS RIGHT 04/29/2025 Sold out 23,900 $0before exit

Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 1,712$26.2BVUG, VTV, BIV, AAPL, VOE
Q1 2026 1,496$20.3BVTV, VUG, BIV, VOE, VIGI
Q4 2025 1,476$19.2BVUG, VTV, VOE, BIV, AAPL
Q2 2025 1,421$15.2BVUG, BIV, AAPL, VIGI, IGSB
Q1 2025 1,280$12.5BVUG, AAPL, BIV, VTV, VIGI
Q4 2024 1,232$12.3BVUG, AAPL, VTV, BIV, VIGI
Q3 2024 1,180$11.6BVUG, AAPL, VTV, MSFT, VIGI
Q2 2024 858$9.4BVUG, VTV, AAPL, MSFT, VIGI
Q1 2024 832$8.6BVUG, VTV, AAPL, MSFT, SPY