EP Wealth Advisors, LLC Q2 2025 Filing
Filed August 14, 2025
Portfolio Value
$15.2T
Holdings
1,421
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (1,421 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | VUGVANGUARD INDEX FDS | 3,463,113 | $1.5T | 9.98% | |
| 2 | BIVVANGUARD BD INDEX FDS | 6,071,963 | $469.6B | 3.09% | |
| 3 | AAPLAPPLE INC | 2,136,596 | $438.4B | 2.88% | |
| 4 | VIGIVANGUARD WHITEHALL FDS | 4,821,980 | $434.6B | 2.86% | |
| 5 | IGSBISHARES TR | 7,752,802 | $409.0B | 2.69% | |
| 6 | MSFTMICROSOFT CORP | 796,992 | $396.4B | 2.61% | |
| 7 | VTVVANGUARD INDEX FDS | 2,234,873 | $395.0B | 2.60% | |
| 8 | VOTVANGUARD INDEX FDS | 1,229,552 | $349.7B | 2.30% | |
| 9 | NVDANVIDIA CORPORATION | 1,860,996 | $294.0B | 1.93% | |
| 10 | VWOVANGUARD INTL EQUITY INDEX F | 5,938,667 | $293.7B | 1.93% | |
| 11 | VOEVANGUARD INDEX FDS | 1,674,933 | $275.5B | 1.81% | |
| 12 | SPYSPDR S&P 500 ETF TR | 443,374 | $273.9B | 1.80% | |
| 13 | AMZNAMAZON COM INC | 1,183,402 | $259.6B | 1.71% | |
| 14 | AVGOBROADCOM INC | 898,247 | $247.6B | 1.63% | |
| 15 | DFLVDIMENSIONAL ETF TRUST | 7,789,534 | $241.6B | 1.59% | |
| 16 | AGGISHARES TR | 2,370,636 | $235.2B | 1.55% | |
| 17 | JPMJPMORGAN CHASE & CO. | 754,053 | $218.6B | 1.44% | |
| 18 | XLKSELECT SECTOR SPDR TR | 841,838 | $213.2B | 1.40% | |
| 19 | GOOGLALPHABET INC | 1,086,726 | $191.5B | 1.26% | |
| 20 | FUNLADVISOR MANAGED PORTFOLIOS | 4,175,850 | $181.8B | 1.20% | |
| 21 | VBKVANGUARD INDEX FDS | 642,042 | $177.8B | 1.17% | |
| 22 | DFATDIMENSIONAL ETF TRUST | 3,270,120 | $176.5B | 1.16% | |
| 23 | VOOVANGUARD INDEX FDS | 308,707 | $175.4B | 1.15% | |
| 24 | DFIVDIMENSIONAL ETF TRUST | 3,561,564 | $152.5B | 1.00% | |
| 25 | COSTCOSTCO WHSL CORP NEW | 146,017 | $144.5B | 0.95% | |
| 26 | METAMETA PLATFORMS INC | 180,668 | $133.3B | 0.88% | |
| 27 | AQLTISHARES TR | 5,783,492 | $132.9B | 0.87% | |
| 28 | IVVISHARES TR | 178,759 | $111.0B | 0.73% | |
| 29 | BRK/BBERKSHIRE HATHAWAY INC DEL | 228,074 | $110.8B | 0.73% | |
| 30 | XOMEXXON MOBIL CORP | 932,093 | $100.5B | 0.66% | |
| 31 | VVISA INC | 279,884 | $99.4B | 0.65% | |
| 32 | RTXRTX CORPORATION | 614,197 | $89.7B | 0.59% | |
| 33 | JNJJohnson & Johnson | 580,128 | $88.6B | 0.58% | |
| 34 | JSCPJ P MORGAN EXCHANGE TRADED F | 1,863,913 | $88.4B | 0.58% | |
| 35 | MUBISHARES TR | 844,683 | $88.3B | 0.58% | |
| 36 | CSCOCISCO SYS INC | 1,141,007 | $79.2B | 0.52% | |
| 37 | SYKSTRYKER CORPORATION | 195,798 | $77.5B | 0.51% | |
| 38 | SCHXSCHWAB STRATEGIC TR | 3,142,472 | $76.8B | 0.50% | |
| 39 | IWFISHARES TR | 180,225 | $76.5B | 0.50% | |
| 40 | XLBSELECT SECTOR SPDR TR | 853,504 | $74.9B | 0.49% | |
| 41 | IVWISHARES TR | 679,544 | $74.8B | 0.49% | |
| 42 | NDQINVESCO QQQ TR | 134,517 | $74.2B | 0.49% | |
| 43 | IVEISHARES TR | 373,966 | $73.1B | 0.48% | |
| 44 | NEENEXTERA ENERGY INC | 977,659 | $67.9B | 0.45% | |
| 45 | MCDMCDONALDS CORP | 229,893 | $67.2B | 0.44% | |
| 46 | CMFISHARES TR | 1,195,011 | $66.6B | 0.44% | |
| 47 | HONHONEYWELL INTL INC | 283,666 | $66.1B | 0.43% | |
| 48 | BLKBlackRock Inc | 62,463 | $65.5B | 0.43% | |
| 49 | SPGIS&P Global Inc | 122,276 | $64.5B | 0.42% | |
| 50 | VTIVANGUARD INDEX FDS | 207,993 | $63.2B | 0.42% | |
| 51 | AMTAMERICAN TOWER CORP NEW | 284,631 | $62.9B | 0.41% | |
| 52 | ALSALLSTATE CORP | 308,540 | $62.1B | 0.41% | |
| 53 | IWDISHARES TR | 313,086 | $60.8B | 0.40% | |
| 54 | GOOGALPHABET INC | 321,259 | $57.0B | 0.37% | |
| 55 | DFSVDIMENSIONAL ETF TRUST | 1,903,813 | $56.0B | 0.37% | |
| 56 | LLYELI LILLY & CO | 71,787 | $56.0B | 0.37% | |
| 57 | VEAVANGUARD TAX-MANAGED FDS | 966,448 | $55.1B | 0.36% | |
| 58 | UNPUNION PAC CORP | 237,554 | $54.7B | 0.36% | |
| 59 | XLFISELECT SECTOR SPDR TR | 664,509 | $53.8B | 0.35% | |
| 60 | XLESELECT SECTOR SPDR TR | 602,459 | $51.1B | 0.34% | |
| 61 | ESGDISHARES TR | 568,174 | $50.7B | 0.33% | |
| 62 | PEPPEPSICO INC | 383,709 | $50.7B | 0.33% | |
| 63 | DFACDIMENSIONAL ETF TRUST | 1,299,720 | $46.6B | 0.31% | |
| 64 | ZTSZoetis Inc | 272,385 | $42.5B | 0.28% | |
| 65 | BILSPDR SERIES TRUST | 460,935 | $42.3B | 0.28% | |
| 66 | XLYSELECT SECTOR SPDR TR | 193,559 | $42.1B | 0.28% | |
| 67 | CMCSACOMCAST CORP NEW | 1,124,696 | $40.1B | 0.26% | |
| 68 | EFVISHARES TR | 630,080 | $40.0B | 0.26% | |
| 69 | DFAIDIMENSIONAL ETF TRUST | 1,153,664 | $39.9B | 0.26% | |
| 70 | HCAHCA HEALTHCARE INC | 103,646 | $39.7B | 0.26% | |
| 71 | VTEBVANGUARD MUN BD FDS | 790,174 | $38.7B | 0.25% | |
| 72 | IJRISHARES TR | 337,113 | $36.8B | 0.24% | |
| 73 | XOPSPDR SERIES TRUST | 292,149 | $36.8B | 0.24% | |
| 74 | TJXTJX COS INC NEW | 285,371 | $35.2B | 0.23% | |
| 75 | AMDAdvanced Micro Devices Inc | 246,086 | $34.9B | 0.23% | |
| 76 | PZAINVESCO EXCH TRADED FD TR II | 1,527,981 | $34.2B | 0.22% | |
| 77 | WMWASTE MGMT INC DEL | 147,524 | $33.8B | 0.22% | |
| 78 | NKENIKE INC | 470,539 | $33.4B | 0.22% | |
| 79 | SOSOUTHERN CO | 362,559 | $33.3B | 0.22% | |
| 80 | VIGVANGUARD SPECIALIZED FUNDS | 160,228 | $32.8B | 0.22% | |
| 81 | TSLATESLA INC | 102,944 | $32.7B | 0.21% | |
| 82 | HDHOME DEPOT INC | 89,019 | $32.6B | 0.21% | |
| 83 | BCCCGLOBAL X FDS | 745,542 | $32.5B | 0.21% | |
| 84 | QQQMINVESCO EXCH TRADED FD TR II | 143,056 | $32.5B | 0.21% | |
| 85 | ORLYOREILLY AUTOMOTIVE INC | 358,563 | $32.3B | 0.21% | |
| 86 | VBVANGUARD INDEX FDS | 130,793 | $31.0B | 0.20% | |
| 87 | ROKROCKWELL AUTOMATION INC | 92,715 | $30.8B | 0.20% | |
| 88 | TAXXBONDBLOXX ETF TRUST | 593,842 | $30.3B | 0.20% | |
| 89 | IJHISHARES TR | 485,256 | $30.1B | 0.20% | |
| 90 | CRMSalesforce Inc | 108,802 | $29.7B | 0.19% | |
| 91 | WELLWELLTOWER INC | 192,007 | $29.5B | 0.19% | |
| 92 | MGKVANGUARD WORLD FD | 80,507 | $29.5B | 0.19% | |
| 93 | MAMASTERCARD INCORPORATED | 51,578 | $29.0B | 0.19% | |
| 94 | ORCLOracle Corp | 129,618 | $28.3B | 0.19% | |
| 95 | IEMGISHARES INC | 459,637 | $27.6B | 0.18% | |
| 96 | IWPISHARES TR | 198,690 | $27.6B | 0.18% | |
| 97 | VLOValero Energy Corp | 203,092 | $27.3B | 0.18% | |
| 98 | DFICDIMENSIONAL ETF TRUST | 876,069 | $27.2B | 0.18% | |
| 99 | KEYSKEYSIGHT TECHNOLOGIES INC | 162,262 | $26.6B | 0.17% | |
| 100 | AMLPALPS ETF TR | 531,882 | $26.0B | 0.17% |
Page 1 of 15Next