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EP Wealth Advisors

Latest statistics and disclosures from EP Wealth Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are VUG, BIV, AAPL, VIGI, IGSB, and represent 21.49% of EP Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: IGSB (+$108M), VOO (+$70M), SCHX (+$70M), IVE (+$65M), NVDA (+$64M), IVW (+$62M), IVV (+$57M), VUG (+$56M), BIV (+$52M), VOT (+$48M).
Started 204 new stock positions in DBEF, SYBT, VUSE, QJUN, IWX, COHR, IYG, NMR, K, PMT.
Reduced shares in these 10 stocks: VWOB (-$50M), VTV (-$26M), SRE (-$22M), MOAT (-$22M), GPN (-$19M), IWP (-$16M), MUB (-$11M), BIL (-$10M), FLJP (-$9.0M), DFAC (-$6.1M).
Sold out of its positions in ALEX, AVLV, ANDE, NLY, ARCC, BAC.PL, BERY, BDJ, UTF, CNOB.
EP Wealth Advisors was a net buyer of stock by $1.7B.
EP Wealth Advisors has $15B in assets under management (AUM), dropping by 21.55%.
Central Index Key (CIK): 0001540569

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Portfolio Holdings for EP Wealth Advisors

EP Wealth Advisors holds 1421 positions in its portfolio as reported in the June 2025 quarterly 13F filing

EP Wealth Advisors has 1421 total positions. Only the first 250 positions are shown.

Sign up to view all of the EP Wealth Advisors June 30, 2025 positions
Download the EP Wealth Advisors June 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds Growth Etf (VUG)	10.0	$1.5B	+3%	3.5M	438.40	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	3.1	$470M	+12%	6.1M	77.34	View chart
Apple (AAPL)	2.9	$438M	+5%	2.1M	205.17	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	2.9	$435M	+12%	4.8M	90.12	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	2.7	$409M	+35%	7.8M	52.76	View chart
Microsoft Corporation (MSFT)	2.6	$396M	+11%	797k	497.41	View chart
Vanguard Index Fds Value Etf (VTV)	2.6	$395M	-6%	2.2M	176.74	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	2.3	$350M	+15%	1.2M	284.39	View chart
NVIDIA Corporation (NVDA)	1.9	$294M	+28%	1.9M	157.99	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	1.9	$294M	+9%	5.9M	49.46	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	1.8	$276M	+10%	1.7M	164.46	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.8	$274M	+9%	443k	617.85	View chart
Amazon (AMZN)	1.7	$260M	+9%	1.2M	219.39	View chart
Broadcom (AVGO)	1.6	$248M	+2%	898k	275.65	View chart
Dimensional Etf Trust Us Large Cap Val (DFLV)	1.6	$242M	+20%	7.8M	31.02	View chart
Ishares Tr Core Us Aggbd Et (AGG)	1.5	$235M		2.4M	99.20	View chart
JPMorgan Chase & Co. (JPM)	1.4	$219M	+7%	754k	289.91	View chart
Select Sector Spdr Tr Technology (XLK)	1.4	$213M	+21%	842k	253.23	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.3	$192M	+3%	1.1M	176.23	View chart
Advisor Managed Portfolios Cornercap Fundam (FUNL)	1.2	$182M		4.2M	43.55	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	1.2	$178M	+6%	642k	276.94	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	1.2	$177M	+8%	3.3M	53.96	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.2	$175M	+67%	309k	568.03	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	1.0	$153M	+18%	3.6M	42.83	View chart
Costco Wholesale Corporation (COST)	1.0	$145M	+4%	146k	989.94	View chart
Meta Platforms Cl A (META)	0.9	$133M	-3%	181k	738.09	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.9	$133M		5.8M	22.98	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.7	$111M	+104%	179k	620.90	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.7	$111M	+11%	228k	485.77	View chart
Exxon Mobil Corporation (XOM)	0.7	$101M	+3%	932k	107.80	View chart
Visa Com Cl A (V)	0.7	$99M	+13%	280k	355.05	View chart
Raytheon Technologies Corp (RTX)	0.6	$90M	+4%	614k	146.02	View chart
Johnson & Johnson (JNJ)	0.6	$89M	+3%	580k	152.75	View chart
J P Morgan Exchange Traded F Short Dura Core (JSCP)	0.6	$88M	+48%	1.9M	47.44	View chart
Ishares Tr National Mun Etf (MUB)	0.6	$88M	-10%	845k	104.48	View chart
Cisco Systems (CSCO)	0.5	$79M	-3%	1.1M	69.38	View chart
Stryker Corporation (SYK)	0.5	$78M		196k	395.63	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.5	$77M	+976%	3.1M	24.44	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.5	$77M		180k	424.58	View chart
Select Sector Spdr Tr Sbi Materials (XLB)	0.5	$75M	+6%	854k	87.81	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.5	$75M	+487%	680k	110.10	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.5	$74M	+31%	135k	551.64	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.5	$73M	+795%	374k	195.42	View chart
Nextera Energy (NEE)	0.4	$68M	-3%	978k	69.42	View chart
McDonald's Corporation (MCD)	0.4	$67M	+2%	230k	292.17	View chart
Ishares Tr Calif Mun Bd Etf (CMF)	0.4	$67M	-6%	1.2M	55.74	View chart
Honeywell International (HON)	0.4	$66M	+4%	284k	232.88	View chart
Blackrock (BLK)	0.4	$66M	+2%	63k	1049.25	View chart
S&p Global (SPGI)	0.4	$65M	+11%	122k	527.29	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.4	$63M	+6%	208k	303.93	View chart
American Tower Reit (AMT)	0.4	$63M		285k	221.02	View chart
Allstate Corporation (ALL)	0.4	$62M		309k	201.31	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.4	$61M		313k	194.23	View chart
Alphabet Cap Stk Cl C (GOOG)	0.4	$57M	+26%	321k	177.39	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.4	$56M	-6%	1.9M	29.43	View chart
Eli Lilly & Co. (LLY)	0.4	$56M	+3%	72k	779.52	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.4	$55M	+12%	966k	57.01	View chart
Union Pacific Corporation (UNP)	0.4	$55M	+3%	238k	230.08	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	0.4	$54M	+10%	665k	80.97	View chart
Select Sector Spdr Tr Energy (XLE)	0.3	$51M	+6%	603k	84.81	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.3	$51M	+3%	568k	89.22	View chart
Pepsi (PEP)	0.3	$51M	+6%	384k	132.04	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.3	$47M	-11%	1.3M	35.84	View chart
Zoetis Cl A (ZTS)	0.3	$43M	+5%	272k	155.95	View chart
Spdr Series Trust Bloomberg 1-3 Mo (BIL)	0.3	$42M	-19%	461k	91.73	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.3	$42M	+9%	194k	217.33	View chart
Comcast Corp Cl A (CMCSA)	0.3	$40M	+2%	1.1M	35.69	View chart
Ishares Tr Eafe Value Etf (EFV)	0.3	$40M	+24%	630k	63.48	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.3	$40M	-2%	1.2M	34.57	View chart
Hca Holdings (HCA)	0.3	$40M		104k	383.10	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.3	$39M		790k	49.03	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$37M	+75%	337k	109.29	View chart
Spdr Series Trust S&p Oilgas Exp (XOP)	0.2	$37M		292k	125.80	View chart
TJX Companies (TJX)	0.2	$35M	+6%	285k	123.49	View chart
Advanced Micro Devices (AMD)	0.2	$35M	+32%	246k	141.90	View chart
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA)	0.2	$34M	+5%	1.5M	22.39	View chart
Waste Management (WM)	0.2	$34M	+11%	148k	228.82	View chart
Nike CL B (NKE)	0.2	$33M	+7%	471k	71.04	View chart
Southern Company (SO)	0.2	$33M	+4%	363k	91.83	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$33M	+13%	160k	204.67	View chart
Tesla Motors (TSLA)	0.2	$33M	+12%	103k	317.66	View chart
Home Depot (HD)	0.2	$33M	+8%	89k	366.64	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.2	$33M		746k	43.58	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.2	$33M		143k	227.10	View chart
O'reilly Automotive (ORLY)	0.2	$32M	+1459%	359k	90.13	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$31M	+11%	131k	236.98	View chart
Rockwell Automation (ROK)	0.2	$31M	+2%	93k	332.17	View chart
Bondbloxx Etf Trust Ir M Taxaware (TAXX)	0.2	$30M	-8%	594k	51.05	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.2	$30M	+56%	485k	62.02	View chart
salesforce (CRM)	0.2	$30M		109k	272.69	View chart
Welltower Inc Com reit (WELL)	0.2	$30M	+5%	192k	153.73	View chart
Vanguard World Mega Grwth Ind (MGK)	0.2	$30M		81k	366.17	View chart
Mastercard Incorporated Cl A (MA)	0.2	$29M	+163%	52k	561.94	View chart
Oracle Corporation (ORCL)	0.2	$28M	+10%	130k	218.63	View chart
Ishares Core Msci Emkt (IEMG)	0.2	$28M	+105%	460k	60.03	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.2	$28M	-37%	199k	138.68	View chart
Valero Energy Corporation (VLO)	0.2	$27M	+5%	203k	134.42	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.2	$27M		876k	31.09	View chart
Keysight Technologies (KEYS)	0.2	$27M		162k	163.86	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.2	$26M		532k	48.86	View chart
Procter & Gamble Company (PG)	0.2	$26M	+50%	162k	159.32	View chart
Palo Alto Networks (PANW)	0.2	$25M	+3%	124k	204.64	View chart
UnitedHealth (UNH)	0.2	$25M	-2%	81k	311.97	View chart
Netflix (NFLX)	0.2	$25M	+11%	19k	1339.10	View chart
Amphenol Corp Cl A (APH)	0.2	$25M	+1704%	252k	98.75	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.2	$24M	+11%	81k	298.89	View chart
Select Sector Spdr Tr Financial (XLF)	0.2	$24M	+71%	460k	52.37	View chart
Wells Fargo & Company (WFC)	0.2	$24M	+24%	298k	80.12	View chart
Xcel Energy (XEL)	0.2	$24M	+3324%	348k	68.10	View chart
Abbvie (ABBV)	0.2	$24M		127k	185.62	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.2	$24M		264k	89.39	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.2	$24M	NEW	464k	50.75	View chart
Spdr Series Trust S&p Regl Bkg (KRE)	0.2	$23M	-8%	394k	59.39	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.2	$23M	-7%	207k	112.00	View chart
Franklin Templeton Etf Tr Ftse Europe (FLEE)	0.1	$23M	+2%	678k	33.49	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.1	$22M		346k	63.71	View chart
Bank of America Corporation (BAC)	0.1	$22M		465k	47.32	View chart
Xylem (XYL)	0.1	$22M		167k	129.36	View chart
Chevron Corporation (CVX)	0.1	$22M	+2%	151k	143.19	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$22M	+100%	737k	29.21	View chart
Wal-Mart Stores (WMT)	0.1	$22M	+20%	219k	97.78	View chart
Snowflake Cl A (SNOW)	0.1	$21M	NEW	95k	223.77	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.1	$21M	+7%	29.00	728800.00	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$21M	+125%	252k	83.48	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	0.1	$21M	+4%	415k	49.76	View chart
Adobe Systems Incorporated (ADBE)	0.1	$20M	+5%	52k	386.88	View chart
Ishares Tr Msci Intl Vlu Ft (IVLU)	0.1	$20M	+9998%	607k	32.89	View chart
Constellation Brands Cl A (STZ)	0.1	$20M	+1966%	122k	162.68	View chart
Invesco Exch Traded Fd Tr Ii Calif Amt Mun (PWZ)	0.1	$20M	-3%	834k	23.34	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$19M	+95%	90k	215.79	View chart
McKesson Corporation (MCK)	0.1	$19M		26k	732.77	View chart
Tidal Trust I Leatherback Lng (LBAY)	0.1	$19M	-7%	777k	24.52	View chart
Fidelity Covington Trust Divid Etf Risi (FDRR)	0.1	$19M	-7%	349k	54.23	View chart
Select Sector Spdr Tr Communication (XLC)	0.1	$19M	+44%	171k	108.53	View chart
Abbott Laboratories (ABT)	0.1	$18M	+110%	133k	136.01	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.1	$18M	+107%	133k	134.79	View chart
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)	0.1	$18M	NEW	249k	70.77	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$17M	+21%	62k	279.83	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.1	$17M	-5%	30k	566.48	View chart
Lowe's Companies (LOW)	0.1	$16M		74k	221.87	View chart
Qualcomm (QCOM)	0.1	$16M	-7%	102k	159.26	View chart
Merck & Co (MRK)	0.1	$16M	+34%	202k	79.16	View chart
First Tr Exchange-traded SHS (QTEC)	0.1	$16M	-7%	74k	212.83	View chart
SkyWest (SKYW)	0.1	$15M		148k	102.97	View chart
Ishares Tr Ibonds Dec2026 (IBDR)	0.1	$15M	+324%	622k	24.25	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.1	$15M	-2%	263k	56.85	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.1	$15M	+1062%	283k	52.10	View chart
Ishares Tr Ibonds Dec 2031 (IBDW)	0.1	$15M	NEW	688k	21.04	View chart
Ishares Tr Ibonds Dec 2030 (IBDV)	0.1	$14M	NEW	654k	21.98	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.1	$14M	+84%	134k	106.34	View chart
Select Sector Spdr Tr Indl (XLI)	0.1	$14M	+60%	97k	147.52	View chart
United Rentals (URI)	0.1	$14M	+957%	19k	753.39	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.1	$14M	+664%	574k	24.54	View chart
ClearBridge Energy MLP Fund (EMO)	0.1	$14M	-4%	293k	47.97	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$14M	+9%	46k	304.83	View chart
Kkr & Co (KKR)	0.1	$14M	+1526%	104k	133.03	View chart
International Business Machines (IBM)	0.1	$14M	+17%	46k	294.78	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$13M	+18%	100k	133.31	View chart
J P Morgan Exchange Traded F Sustainable Muni (JMSI)	0.1	$13M	-15%	267k	49.42	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$13M	+161%	495k	26.50	View chart
Goldman Sachs Etf Tr Access Invt Gr (GIGB)	0.1	$13M	-3%	283k	46.02	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.1	$13M	+5%	584k	22.10	View chart
Ecolab (ECL)	0.1	$12M	+233%	46k	269.44	View chart
Thermo Fisher Scientific (TMO)	0.1	$12M	+71%	30k	405.46	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.1	$12M	+17%	288k	42.28	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.1	$12M	-24%	415k	29.37	View chart
Abrdn Asia Pacific Income Fu Com New (FAX)	0.1	$12M	-6%	761k	15.92	View chart
Ametek (AME)	0.1	$12M	+643%	67k	180.96	View chart
Amgen (AMGN)	0.1	$12M	+8%	43k	279.21	View chart
Ishares Tr Esg Awre 1 5 Yr (SUSB)	0.1	$12M	+25%	469k	25.17	View chart
Applied Materials (AMAT)	0.1	$12M	-7%	63k	183.07	View chart
Northrop Grumman Corporation (NOC)	0.1	$11M		23k	499.99	View chart
Ishares Tr Ibonds 25 Trm Hg (IBHE)	0.1	$11M	-9%	483k	23.25	View chart
Walt Disney Company (DIS)	0.1	$11M	-3%	89k	124.01	View chart
Ishares Tr S&p 100 Etf (OEF)	0.1	$11M	+13%	36k	304.35	View chart
Eaton Corp SHS (ETN)	0.1	$11M		31k	356.99	View chart
Cintas Corporation (CTAS)	0.1	$11M	-8%	47k	222.87	View chart
Ishares Tr Cur Hd Eurzn Etf (HEZU)	0.1	$10M		253k	41.03	View chart
Danaher Corporation (DHR)	0.1	$10M	+89%	52k	197.54	View chart
Schwab Strategic Tr Fundamental Emer (FNDE)	0.1	$10M	+371%	306k	33.01	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.1	$10M	+328%	67k	150.40	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.1	$9.9M		51k	192.71	View chart
Air Products & Chemicals (APD)	0.1	$9.9M	+134%	35k	282.06	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.1	$9.9M	-12%	63k	157.76	View chart
Republic Services (RSG)	0.1	$9.9M	+871%	40k	246.61	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$9.7M	+97%	53k	181.74	View chart
Ishares Tr Ibonds Dec25 Etf (IBDQ)	0.1	$9.5M	+92%	378k	25.18	View chart
Ishares Tr Ibonds 27 Etf (IBDS)	0.1	$9.5M	+214%	392k	24.27	View chart
American Express Company (AXP)	0.1	$9.5M	+4%	30k	318.98	View chart
Philip Morris International (PM)	0.1	$9.3M	+8%	51k	182.13	View chart
Goldman Sachs (GS)	0.1	$9.3M	+95%	13k	707.77	View chart
TransDigm Group Incorporated (TDG)	0.1	$9.3M	-2%	6.1k	1520.63	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.1	$9.2M	-2%	101k	91.10	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$9.0M	+3%	46k	195.01	View chart
Dbx Etf Tr Xtrack Msci Eafe (DBEF)	0.1	$8.8M	NEW	201k	43.75	View chart
W.W. Grainger (GWW)	0.1	$8.8M		8.5k	1040.21	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$8.7M	+4%	26k	339.58	View chart
Ishares Tr Esg Aware Msci (ESML)	0.1	$8.7M	+2%	210k	41.33	View chart
Texas Instruments Incorporated (TXN)	0.1	$8.6M	+10%	42k	207.62	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$8.6M	+10%	13k	663.28	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.1	$8.5M	-18%	295k	28.95	View chart
Verizon Communications (VZ)	0.1	$8.5M	+42%	197k	43.27	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	0.1	$8.5M		141k	60.05	View chart
Lockheed Martin Corporation (LMT)	0.1	$8.4M		18k	463.13	View chart
Coca-Cola Company (KO)	0.1	$8.4M	+7%	118k	70.75	View chart
Principal Exchange Traded Us Mega Cp Etf (USMC)	0.1	$8.3M	+2%	133k	62.56	View chart
Booking Holdings (BKNG)	0.1	$8.3M		1.4k	5789.99	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$8.3M	+18%	120k	69.09	View chart
Goldman Sachs Etf Tr Nasdaq-100 Premi (GPIQ)	0.1	$8.1M		163k	49.81	View chart
Automatic Data Processing (ADP)	0.1	$7.6M	+5%	25k	308.40	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.0	$7.6M	+5%	15k	509.32	View chart
Ishares Tr Core Total Usd (IUSB)	0.0	$7.5M	+2187%	162k	46.23	View chart
Caterpillar (CAT)	0.0	$7.5M	+10%	19k	388.22	View chart
Parker-Hannifin Corporation (PH)	0.0	$7.5M	+174%	11k	698.45	View chart
J P Morgan Exchange Traded F Internl Gwt (JIG)	0.0	$7.5M	NEW	104k	71.51	View chart
Intuitive Surgical Com New (ISRG)	0.0	$7.4M		14k	543.40	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.0	$7.3M		26k	285.86	View chart
Ishares Tr Us Oil Gs Ex Etf (IEO)	0.0	$7.3M		82k	88.60	View chart
Ishares Tr U.s. Med Dvc Etf (IHI)	0.0	$7.2M	-12%	114k	62.64	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.0	$7.1M	+100%	75k	94.63	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.0	$7.1M	+80%	87k	81.66	View chart
CVS Caremark Corporation (CVS)	0.0	$7.1M	-4%	102k	68.98	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.0	$7.1M	+11%	16k	440.66	View chart
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)	0.0	$7.0M	-3%	80k	87.22	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.0	$7.0M	-4%	25k	278.88	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.0	$7.0M		144k	48.24	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.0	$6.9M	+75%	249k	27.67	View chart
Kla Corp Com New (KLAC)	0.0	$6.9M	+2%	7.7k	895.75	View chart
At&t (T)	0.0	$6.7M	+20%	232k	28.94	View chart
Pfizer (PFE)	0.0	$6.7M		277k	24.24	View chart
Ge Aerospace Com New (GE)	0.0	$6.7M	+8%	26k	257.39	View chart
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)	0.0	$6.4M	-88%	99k	65.35	View chart
Verisk Analytics (VRSK)	0.0	$6.4M	NEW	20k	311.50	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.0	$6.3M	+14%	123k	50.92	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.0	$6.3M	+27%	28k	226.49	View chart
Morgan Stanley Com New (MS)	0.0	$6.2M	+33%	44k	140.86	View chart
Enterprise Products Partners (EPD)	0.0	$6.2M	+9%	200k	31.01	View chart
Fair Isaac Corporation (FICO)	0.0	$6.2M		3.4k	1828.11	View chart
Ishares Tr Core Div Grwth (DGRO)	0.0	$6.2M	-13%	96k	63.94	View chart
Us Bancorp Del Com New (USB)	0.0	$6.0M	+28%	133k	45.25	View chart
Arista Networks Com Shs (ANET)	0.0	$5.9M		58k	102.31	View chart
Uber Technologies (UBER)	0.0	$5.9M	+2%	63k	93.30	View chart
Franklin Templeton Etf Tr Ftse Untd Kgdm (FLGB)	0.0	$5.9M		191k	30.63	View chart
Fiserv (FI)	0.0	$5.8M	+118%	34k	172.41	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.0	$5.7M		61k	93.87	View chart
Ishares Tr Msci India Etf (INDA)	0.0	$5.6M	-4%	101k	55.68	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.0	$5.6M	+309%	56k	100.69	View chart
Ishares Tr Ibds Dec28 Etf (IBDT)	0.0	$5.6M	+33%	220k	25.42	View chart
Marathon Petroleum Corp (MPC)	0.0	$5.6M	+61%	33k	166.11	View chart
Vanguard World Health Car Etf (VHT)	0.0	$5.5M	-2%	22k	248.34	View chart

Past Filings by EP Wealth Advisors

SEC 13F filings are viewable for EP Wealth Advisors going back to 2011

EP Wealth Advisors 2025 Q2 filed Aug. 14, 2025
EP Wealth Advisors 2025 Q1 filed May 15, 2025
EP Wealth Advisors 2024 Q4 filed Feb. 14, 2025
EP Wealth Advisors 2024 Q3 filed Nov. 15, 2024
EP Wealth Advisors 2024 Q2 filed Aug. 19, 2024
EP Wealth Advisors 2024 Q1 filed May 14, 2024
EP Wealth Advisors 2023 Q4 filed Feb. 28, 2024
EP Wealth Advisors 2023 Q3 filed Nov. 24, 2023
EP Wealth Advisors 2023 Q2 filed Aug. 14, 2023
EP Wealth Advisors 2022 Q4 filed June 12, 2023
EP Wealth Advisors 2023 Q1 filed June 5, 2023
EP Wealth Advisors 2022 Q3 filed Dec. 2, 2022
EP Wealth Advisors 2022 Q2 filed Aug. 11, 2022
EP Wealth Advisors 2022 Q1 filed May 20, 2022
EP Wealth Advisors 2021 Q4 filed Feb. 17, 2022
EP Wealth Advisors 2021 Q3 restated filed Nov. 23, 2021

View all past filings

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