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Advisor Managed Portfolios shares owned by EP Wealth Advisors

Quarter-by-quarter ownership of Advisor Managed Portfolios (FUNL) shares owned by EP Wealth Advisors from 13F filings

Historical chart of EP Wealth Advisors investment in Advisor Managed Portfolios

Tip: Access up to 7 years of quarterly data

All positions including Advisor Managed Portfolios held by EP Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Advisor Managed Portfolios by EP Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $179M 4.3M 41.65
2024-09-30 $182M 4.3M 42.12

More positions owned by EP Wealth Advisors

Vanguard Index Fds Growth Etf (VUG)
Apple (AAPL)
Vanguard Index Fds Value Etf (VTV)
Vanguard Bd Index Fds Intermed Term (BIV)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Microsoft Corporation (MSFT)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Amazon (AMZN)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Broadcom (AVGO)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for EP Wealth Advisors

Top funds holding Advisor Managed Portfolios

EP Wealth Advisors
Goldman Sachs Group
A. Montag and Associates
Sage Mountain Advisors
Davenport & Co
Buckhead Capital Management
Wells Fargo & Company
Royal Bank of Canada
UBS Group
Geneos Wealth Management

View all funds holding Advisor Managed Portfolios