EP Wealth Advisors, LLC Q1 2025 Filing
Filed May 15, 2025
Portfolio Value
$12.5B
Holdings
1,282
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (1,282 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | VUGVANGUARD INDEX FDS | 3,336,464 | $1.2T | 9883.58% | |
| 2 | AAPLAPPLE INC | 2,016,719 | $448.0B | 3578.63% | |
| 3 | BIVVANGUARD BD INDEX FDS | 5,394,520 | $413.1B | 3299.71% | |
| 4 | VTVVANGUARD INDEX FDS | 2,383,097 | $411.7B | 3288.51% | |
| 5 | VIGIVANGUARD WHITEHALL FDS | 4,298,002 | $356.5B | 2847.71% | |
| 6 | IGSBISHARES TR | 5,712,698 | $299.2B | 2389.95% | |
| 7 | MSFTMICROSOFT CORP | 715,551 | $268.6B | 2145.79% | |
| 8 | VOTVANGUARD INDEX FDS | 1,061,830 | $259.8B | 2075.14% | |
| 9 | VWOVANGUARD INTL EQUITY INDEX F | 5,412,696 | $245.0B | 1957.01% | |
| 10 | VOEVANGUARD INDEX FDS | 1,515,445 | $243.3B | 1943.52% | |
| 11 | AGGISHARES TR | 2,345,970 | $232.1B | 1853.83% | |
| 12 | SPYSPDR S&P 500 ETF TR | 406,522 | $227.4B | 1816.62% | |
| 13 | AMZNAMAZON COM INC | 1,085,574 | $206.5B | 1649.95% | |
| 14 | DFLVDIMENSIONAL ETF TRUST | 6,473,128 | $197.9B | 1580.79% | |
| 15 | FUNLADVISOR MANAGED PORTFOLIOS | 4,249,115 | $176.5B | 1410.07% | |
| 16 | JPMJPMORGAN CHASE & CO. | 704,605 | $172.8B | 1380.73% | |
| 17 | GOOGLALPHABET INC | 1,045,421 | $161.7B | 1291.45% | |
| 18 | NVDANVIDIA CORPORATION | 1,453,222 | $157.5B | 1258.19% | |
| 19 | DFATDIMENSIONAL ETF TRUST | 3,016,203 | $155.3B | 1240.65% | |
| 20 | VBKVANGUARD INDEX FDS | 601,701 | $151.5B | 1210.18% | |
| 21 | AVGOBROADCOM INC | 879,535 | $147.3B | 1176.39% | |
| 22 | XLKSELECT SECTOR SPDR TR | 690,537 | $142.6B | 1139.02% | |
| 23 | COSTCOSTCO WHSL CORP NEW | 139,638 | $132.1B | 1055.01% | |
| 24 | AQLTISHARES TR | 5,744,383 | $132.0B | 1054.76% | |
| 25 | DFIVDIMENSIONAL ETF TRUST | 3,007,183 | $118.4B | 945.54% | |
| 26 | BRK/BBERKSHIRE HATHAWAY INC DEL | 204,449 | $108.9B | 869.83% | |
| 27 | METAMETA PLATFORMS INC | 187,851 | $108.3B | 864.91% | |
| 28 | XOMEXXON MOBIL CORP | 901,263 | $107.2B | 856.26% | |
| 29 | MUBISHARES TR | 949,055 | $100.1B | 799.39% | |
| 30 | VOOVANGUARD INDEX FDS | 184,743 | $94.9B | 758.44% | |
| 31 | JNJJOHNSON & JOHNSON | 562,576 | $93.3B | 745.31% | |
| 32 | VVISA INC | 246,003 | $86.2B | 688.72% | |
| 33 | RTXRTX CORPORATION | 589,007 | $78.0B | 623.26% | |
| 34 | CSCOCISCO SYS INC | 1,180,257 | $72.8B | 581.83% | |
| 35 | SYKSTRYKER CORPORATION | 194,858 | $72.5B | 579.45% | |
| 36 | NEENEXTERA ENERGY INC | 1,016,640 | $72.1B | 575.73% | |
| 37 | CMFISHARES TR | 1,274,491 | $71.7B | 573.00% | |
| 38 | MCDMCDONALDS CORP | 224,203 | $70.0B | 559.47% | |
| 39 | XLBSELECT SECTOR SPDR TR | 802,070 | $69.0B | 550.90% | |
| 40 | IWFISHARES TR | 178,504 | $64.5B | 514.91% | |
| 41 | ALSALLSTATE CORP | 310,027 | $64.2B | 512.84% | |
| 42 | AMTAMERICAN TOWER CORP NEW | 281,727 | $61.3B | 489.72% | |
| 43 | JSCPJ P MORGAN EXCHANGE TRADED F | 1,253,794 | $59.2B | 472.85% | |
| 44 | IWDISHARES TR | 312,937 | $58.9B | 470.38% | |
| 45 | BLKBLACKROCK INC | 61,079 | $57.8B | 461.82% | |
| 46 | HONHONEYWELL INTL INC | 270,693 | $57.3B | 457.89% | |
| 47 | LLYELI LILLY & CO | 69,144 | $57.1B | 456.19% | |
| 48 | DFSVDIMENSIONAL ETF TRUST | 2,028,357 | $57.1B | 456.13% | |
| 49 | SPGIS&P GLOBAL INC | 109,745 | $55.8B | 445.45% | |
| 50 | VWOBVANGUARD WHITEHALL FDS | 857,792 | $55.1B | 439.93% | |
| 51 | PEPPEPSICO INC | 361,823 | $54.3B | 433.39% | |
| 52 | UNPUNION PAC CORP | 228,764 | $54.0B | 431.72% | |
| 53 | VTIVANGUARD INDEX FDS | 195,300 | $53.7B | 428.79% | |
| 54 | XLESELECT SECTOR SPDR TR | 564,828 | $52.8B | 421.66% | |
| 55 | BILSPDR SER TR | 570,422 | $52.3B | 418.00% | |
| 56 | IVVISHARES TR | 87,505 | $49.2B | 392.79% | |
| 57 | XLFISELECT SECTOR SPDR TR | 598,971 | $48.9B | 390.78% | |
| 58 | DFACDIMENSIONAL ETF TRUST | 1,469,214 | $48.5B | 387.20% | |
| 59 | NDQINVESCO QQQ TR | 102,385 | $48.0B | 383.53% | |
| 60 | ESGDISHARES TR | 551,520 | $45.1B | 359.91% | |
| 61 | VEAVANGUARD TAX-MANAGED FDS | 860,783 | $43.8B | 349.52% | |
| 62 | UNHUNITEDHEALTH GROUP INC | 83,141 | $43.5B | 347.86% | |
| 63 | ZTSZOETIS INC | 259,118 | $42.7B | 340.82% | |
| 64 | CMCSACOMCAST CORP NEW | 1,095,934 | $40.4B | 323.05% | |
| 65 | GOOGALPHABET INC | 253,687 | $39.6B | 316.61% | |
| 66 | VTEBVANGUARD MUN BD FDS | 778,873 | $38.6B | 308.74% | |
| 67 | XOPSPDR SER TR | 289,507 | $38.1B | 304.61% | |
| 68 | IWPISHARES TR | 316,353 | $37.2B | 296.92% | |
| 69 | DFAIDIMENSIONAL ETF TRUST | 1,179,788 | $36.8B | 294.33% | |
| 70 | HCAHCA HEALTHCARE INC | 104,811 | $36.2B | 289.32% | |
| 71 | XLYSELECT SECTOR SPDR TR | 176,834 | $34.9B | 278.94% | |
| 72 | PZAINVESCO EXCH TRADED FD TR II | 1,452,311 | $33.5B | 267.30% | |
| 73 | ORLYOREILLY AUTOMOTIVE INC | 22,990 | $32.9B | 263.10% | |
| 74 | TJXTJX COS INC NEW | 268,884 | $32.8B | 261.62% | |
| 75 | TAXXBONDBLOXX ETF TRUST | 646,307 | $32.7B | 261.09% | |
| 76 | SOSOUTHERN CO | 346,815 | $31.9B | 254.75% | |
| 77 | WMWASTE MGMT INC DEL | 132,583 | $30.7B | 245.20% | |
| 78 | HDHOME DEPOT INC | 82,166 | $30.1B | 240.56% | |
| 79 | EFVISHARES TR | 505,497 | $29.8B | 238.01% | |
| 80 | CRMSALESFORCE INC | 107,781 | $28.9B | 231.06% | |
| 81 | BCCCGLOBAL X FDS | 755,241 | $28.5B | 227.63% | |
| 82 | NKENIKE INC | 438,092 | $27.8B | 222.16% | |
| 83 | QQQMINVESCO EXCH TRADED FD TR II | 144,061 | $27.8B | 222.13% | |
| 84 | WELLWELLTOWER INC | 181,143 | $27.8B | 221.70% | |
| 85 | AMLPALPS ETF TR | 530,502 | $27.6B | 220.12% | |
| 86 | VIGVANGUARD SPECIALIZED FUNDS | 141,540 | $27.5B | 219.34% | |
| 87 | ABBVABBVIE INC | 126,128 | $26.4B | 211.11% | |
| 88 | VBVANGUARD INDEX FDS | 117,396 | $26.0B | 207.96% | |
| 89 | VLOVALERO ENERGY CORP | 193,087 | $25.5B | 203.71% | |
| 90 | SRESEMPRA | 357,181 | $25.5B | 203.61% | |
| 91 | GPNGLOBAL PMTS INC | 258,964 | $25.4B | 202.57% | |
| 92 | MGKVANGUARD WORLD FD | 80,936 | $25.0B | 199.71% | |
| 93 | CVXCHEVRON CORP NEW | 147,035 | $24.6B | 196.50% | |
| 94 | LVLNSPDR SER TR | 429,602 | $24.4B | 195.10% | |
| 95 | KEYSKEYSIGHT TECHNOLOGIES INC | 161,649 | $24.2B | 193.40% | |
| 96 | DFICDIMENSIONAL ETF TRUST | 860,660 | $23.9B | 190.93% | |
| 97 | TSLATESLA INC | 91,864 | $23.8B | 190.19% | |
| 98 | ROKROCKWELL AUTOMATION INC | 90,516 | $23.4B | 186.83% | |
| 99 | MOATVANECK ETF TRUST | 263,765 | $23.2B | 185.42% | |
| 100 | ACNACCENTURE PLC IRELAND | 73,055 | $22.8B | 182.11% |
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