EW

EP Wealth Advisors, LLC

13F
EP Wealth Advisors, LLC
Last update 2025-05-16 1281 Stocks (147 new)
Value $12.52 Bil Turnover 8 %
Countries:
Top Holdings: VUG(9.88%)AAPL(3.58%)BIV(3.30%)VTV(3.29%)VIGI(2.85%)
Summary Stock Picks Current Portfolio
EP Wealth Advisors, LLC Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
VUG
Vanguard Growth ETF
3,336,464
1,237,227.6
+3.40%
9.880
+0.32%
0.890
+22.07%
+10.46%
166,080.2
 
AAPL
Apple Inc
2,016,719
447,973.7
-1.61%
3.580
-0.07%
0.010
+2.72%
-14.43%
3,192,682.2
Hardware
BIV
Vanguard Intermediate-Term Bond ETF
5,394,520
413,058.4
+17.91%
3.300
+0.50%
1.830
+1.52%
+4.62%
23,109.3
 
VTV
Vanguard Value ETF
2,383,097
411,656.1
-3.94%
3.290
-0.14%
0.300
+9.57%
+7.46%
135,011.0
 
VIGI
Vanguard International Dividend Appreciation ETF
Vanguard International Dividend Appreciation ETF
4,298,002
356,476.3
+14.39%
2.850
+0.36%
4.990
+6.89%
+14.16%
8,422.0
 
IGSB
iShares 1-3 Year Credit Bond ETF
5,712,698
299,174.0
+10.75%
2.390
+0.23%
1.430
+1.74%
+3.96%
21,617.6
 
MSFT
Microsoft Corp
715,551
268,610.5
+4.08%
2.150
+0.08%
0.010
+32.15%
+21.67%
3,797,138.0
Software
VOT
Vanguard Mid-Cap Growth ETF
1,061,830
259,766.1
+13.39%
2.080
+0.25%
1.830
+18.67%
+14.85%
16,276.8
 
VWO
Vanguard FTSE Emerging Markets ETF
5,412,696
244,978.6
+13.65%
1.960
+0.24%
0.310
+13.57%
+16.21%
86,139.9
 
VOE
Vanguard Mid-Cap Value ETF
1,515,445
243,289.6
+18.74%
1.940
+0.31%
1.390
+9.65%
+5.97%
17,729.7
 

EP Wealth Advisors, LLC's Historical Top Holdings Breakdowns

EP Wealth Advisors, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
BRK.B
Berkshire Hathaway Inc
2025-03-31
New Buy
New Buy
+0.87%
●
442.66 ($486.15) 534.52
$480.60
-1.14%
New holding
204,449
204,449
BIV
Vanguard Intermediate-Term Bond ETF
2025-03-31
Add
Add
+0.50%
●
73.78 ($75.44) 76.59
$76.64
1.59%
Add 17.91%
5,394,520
819,212
EFA
iShares MSCI EAFE ETF
2025-03-31
Reduce
Reduce
-0.49%
●
74.85 ($80.6) 84.89
$90.86
12.73%
Reduce -74.89%
268,935
-802,201
VIGI
Vanguard International Dividend Appreciation ETF
Vanguard International Dividend Appreciation ETF
2025-03-31
Add
Add
+0.36%
●
78.97 ($83.11) 85.82
$90.20
8.54%
Add 14.39%
4,298,002
540,548
DIS
The Walt Disney Co
2025-03-31
Reduce
Reduce
-0.36%
●
96.87 ($107.47) 114
$121.95
13.47%
Reduce -80.87%
91,591
-387,292
DFLV
Dimensional US Large Cap Value ETF
2025-03-31
Add
Add
+0.34%
●
29.56 ($30.89) 31.77
$31.87
3.17%
Add 27.62%
6,473,128
1,400,997
VUG
Vanguard Growth ETF
2025-03-31
Add
Add
+0.32%
●
369.1 ($404.54) 427.61
$452.27
11.80%
Add 3.4%
3,336,464
109,654
DFAT
Dimensional U.S. Targeted Value ETF
2025-03-31
Add
Add
+0.32%
●
50.44 ($55.03) 58.1
$55.90
1.58%
Add 35.18%
3,016,203
784,895
VOE
Vanguard Mid-Cap Value ETF
2025-03-31
Add
Add
+0.31%
●
156.61 ($163.49) 168.02
$169.42
3.63%
Add 18.74%
1,515,445
239,192
VBK
Vanguard Small Cap Growth ETF
2025-03-31
Add
Add
+0.28%
●
247.97 ($277.1) 296.33
$284.90
2.81%
Add 30.66%
601,701
141,196

EP Wealth Advisors, LLC Total Holding History ($B)

To

EP Wealth Advisors, LLC's Asset Allocation

To

EP Wealth Advisors, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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EP Wealth Advisors, LLC's Hypothetical Growth since 2025-03-31

EP Wealth Advisors, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

EP Wealth Advisors, LLC's Holdings Heat Map

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EP Wealth Advisors, LLC's Holdings Bubble Chart

EP Wealth Advisors, LLC News

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