EP Wealth Advisors, LLC Q2 2025 Filing
Filed August 14, 2025
Portfolio Value
$15.2B
Holdings
1,421
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (1,421 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | PGPROCTER AND GAMBLE CO | 161,915 | $25.8B | 169.54% | |
| 102 | PANWPalo Alto Networks Inc | 124,048 | $25.4B | 166.84% | |
| 103 | UNHUnitedhealth Group Inc | 80,846 | $25.2B | 165.76% | |
| 104 | NFLXNetflix Inc | 18,715 | $25.1B | 164.71% | |
| 105 | APHAMPHENOL CORP NEW | 251,624 | $24.8B | 163.31% | |
| 106 | ACNACCENTURE PLC IRELAND | 81,142 | $24.3B | 159.39% | |
| 107 | XLFSELECT SECTOR SPDR TR | 460,217 | $24.1B | 158.40% | |
| 108 | WFCWELLS FARGO CO NEW | 298,319 | $23.9B | 157.09% | |
| 109 | XELXcel Energy Inc | 347,699 | $23.7B | 155.62% | |
| 110 | ABBVABBVIE INC | 127,442 | $23.7B | 155.47% | |
| 111 | EFAISHARES TR | 263,757 | $23.6B | 154.96% | |
| 112 | JAAAJANUS DETROIT STR TR | 463,717 | $23.5B | 154.67% | |
| 113 | LVLNSPDR SERIES TRUST | 393,659 | $23.4B | 153.65% | |
| 114 | EFGISHARES TR | 206,514 | $23.1B | 152.01% | |
| 115 | FLEEFRANKLIN TEMPLETON ETF TR | 677,812 | $22.7B | 149.19% | |
| 116 | DFASDIMENSIONAL ETF TRUST | 346,275 | $22.1B | 144.99% | |
| 117 | BACBANK AMERICA CORP | 464,672 | $22.0B | 144.51% | |
| 118 | XYLXylem Inc | 167,411 | $21.7B | 142.33% | |
| 119 | CVXCHEVRON CORP NEW | 150,527 | $21.6B | 141.66% | |
| 120 | SCHGSCHWAB STRATEGIC TR | 736,753 | $21.5B | 141.44% | |
| 121 | WMTWALMART INC | 219,435 | $21.5B | 141.02% | |
| 122 | SNOWSnowflake Inc | 94,722 | $21.2B | 139.31% | |
| 123 | BRK-BBERKSHIRE HATHAWAY INC DEL | 29 | $21.1B | 138.91% | |
| 124 | AQLTISHARES TR | 251,779 | $21.0B | 138.14% | |
| 125 | PULSPGIM ETF TR | 415,067 | $20.7B | 135.74% | |
| 126 | ADBEADOBE INC | 51,617 | $20.0B | 131.25% | |
| 127 | IVLUISHARES TR | 606,588 | $20.0B | 131.12% | |
| 128 | STZCONSTELLATION BRANDS INC | 122,187 | $19.9B | 130.64% | |
| 129 | PWZINVESCO EXCH TRADED FD TR II | 834,086 | $19.5B | 127.95% | |
| 130 | IWMISHARES TR | 89,735 | $19.4B | 127.26% | |
| 131 | MCKMCKESSON CORP | 26,281 | $19.3B | 126.57% | |
| 132 | LBAYTIDAL TRUST I | 776,866 | $19.0B | 125.19% | |
| 133 | FDRRFIDELITY COVINGTON TRUST | 348,555 | $18.9B | 124.23% | |
| 134 | XLCSELECT SECTOR SPDR TR | 170,761 | $18.5B | 121.80% | |
| 135 | ABTABBOTT LABS | 133,184 | $18.1B | 119.05% | |
| 136 | XLVSELECT SECTOR SPDR TR | 133,390 | $18.0B | 118.17% | |
| 137 | JIREJ P MORGAN EXCHANGE TRADED F | 249,433 | $17.7B | 116.02% | |
| 138 | VOVANGUARD INDEX FDS | 62,084 | $17.4B | 114.18% | |
| 139 | MDYSPDR S&P MIDCAP 400 ETF TR | 29,627 | $16.8B | 110.30% | |
| 140 | LOWLOWES COS INC | 73,628 | $16.3B | 107.36% | |
| 141 | QCOMQUALCOMM Inc | 101,855 | $16.2B | 106.61% | |
| 142 | MRKMERCK & CO INC | 202,312 | $16.0B | 105.25% | |
| 143 | QTECFIRST TR EXCHANGE-TRADED FD | 73,714 | $15.7B | 103.11% | |
| 144 | SKYWSkywest Inc | 147,578 | $15.2B | 99.87% | |
| 145 | IBDRISHARES TR | 621,930 | $15.1B | 99.12% | |
| 146 | JEPIJ P MORGAN EXCHANGE TRADED F | 263,391 | $15.0B | 98.41% | |
| 147 | XLGINVESCO EXCHANGE TRADED FD T | 283,259 | $14.8B | 96.99% | |
| 148 | IBDWISHARES TR | 688,345 | $14.5B | 95.18% | |
| 149 | IBDVISHARES TR | 653,952 | $14.4B | 94.47% | |
| 150 | SUBISHARES TR | 134,403 | $14.3B | 93.93% | |
| 151 | XLISELECT SECTOR SPDR TR | 96,705 | $14.3B | 93.76% | |
| 152 | URIUNITED RENTALS INC | 18,775 | $14.1B | 92.96% | |
| 153 | FNDXSCHWAB STRATEGIC TR | 574,387 | $14.1B | 92.64% | |
| 154 | EMOCLEARBRIDGE ENERGY MIDSTRM O | 293,408 | $14.1B | 92.50% | |
| 155 | GQ9SPDR GOLD TR | 45,586 | $13.9B | 91.33% | |
| 156 | KKRKKR & CO INC | 103,973 | $13.8B | 90.90% | |
| 157 | IBMINTERNATIONAL BUSINESS MACHS | 46,361 | $13.7B | 89.82% | |
| 158 | VYMVANGUARD WHITEHALL FDS | 99,601 | $13.3B | 87.26% | |
| 159 | JMSIJ P MORGAN EXCHANGE TRADED F | 266,793 | $13.2B | 86.65% | |
| 160 | SCHDSCHWAB STRATEGIC TR | 495,271 | $13.1B | 86.26% | |
| 161 | GIGBGOLDMAN SACHS ETF TR | 283,086 | $13.0B | 85.62% | |
| 162 | SCHFSCHWAB STRATEGIC TR | 583,857 | $12.9B | 84.80% | |
| 163 | ECLEcolab Inc | 46,174 | $12.4B | 81.77% | |
| 164 | TMOTHERMO FISHER SCIENTIFIC INC | 30,129 | $12.2B | 80.29% | |
| 165 | DFUVDIMENSIONAL ETF TRUST | 288,112 | $12.2B | 80.06% | |
| 166 | DFAXDIMENSIONAL ETF TRUST | 414,724 | $12.2B | 80.05% | |
| 167 | FAXABRDN ASIA PACIFIC INCOME FU | 760,906 | $12.1B | 79.61% | |
| 168 | AMEAmetek Inc | 66,802 | $12.1B | 79.45% | |
| 169 | AMGNAMGEN INC | 43,097 | $12.0B | 79.08% | |
| 170 | SUSBISHARES TR | 469,430 | $11.8B | 77.65% | |
| 171 | AMATAPPLIED MATLS INC | 62,557 | $11.5B | 75.27% | |
| 172 | NOCNorthrop Grumman Corp | 22,476 | $11.2B | 73.86% | |
| 173 | IBHEISHARES TR | 483,104 | $11.2B | 73.84% | |
| 174 | DISDISNEY WALT CO | 88,512 | $11.0B | 72.14% | |
| 175 | OEFISHARES TR | 35,981 | $11.0B | 71.97% | |
| 176 | ETNEATON CORP PLC | 30,544 | $10.9B | 71.66% | |
| 177 | CITCintas Corp | 47,046 | $10.5B | 68.91% | |
| 178 | HEZUISHARES TR | 253,329 | $10.4B | 68.31% | |
| 179 | DHRDANAHER CORPORATION | 51,973 | $10.3B | 67.48% | |
| 180 | FNDESCHWAB STRATEGIC TR | 306,241 | $10.1B | 66.44% | |
| 181 | IUSGISHARES TR | 67,087 | $10.1B | 66.31% | |
| 182 | VXFVANGUARD INDEX FDS | 51,415 | $9.9B | 65.12% | |
| 183 | APDAIR PRODS & CHEMS INC | 35,015 | $9.9B | 64.91% | |
| 184 | IWNISHARES TR | 62,532 | $9.9B | 64.84% | |
| 185 | RSGREPUBLIC SVCS INC | 39,999 | $9.9B | 64.83% | |
| 186 | RSPINVESCO EXCHANGE TRADED FD T | 53,219 | $9.7B | 63.57% | |
| 187 | IBDQISHARES TR | 378,089 | $9.5B | 62.57% | |
| 188 | IBDSISHARES TR | 391,528 | $9.5B | 62.45% | |
| 189 | AXPAMERICAN EXPRESS CO | 29,732 | $9.5B | 62.33% | |
| 190 | 4I1PHILIP MORRIS INTL INC | 51,253 | $9.3B | 61.35% | |
| 191 | GSGoldman Sachs Group Inc | 13,184 | $9.3B | 61.33% | |
| 192 | T7DTransDigm Group Inc | 6,124 | $9.3B | 61.20% | |
| 193 | AVUVAMERICAN CENTY ETF TR | 100,748 | $9.2B | 60.32% | |
| 194 | VBRVANGUARD INDEX FDS | 46,333 | $9.0B | 59.38% | |
| 195 | DBEFDBX ETF TR | 201,161 | $8.8B | 57.84% | |
| 196 | GWWGRAINGER W W INC | 8,454 | $8.8B | 57.80% | |
| 197 | IWBISHARES TR | 25,616 | $8.7B | 57.17% | |
| 198 | ESMLISHARES TR | 209,753 | $8.7B | 56.98% | |
| 199 | TXNTEXAS INSTRS INC | 41,477 | $8.6B | 56.60% | |
| 200 | VGTVANGUARD WORLD FD | 12,920 | $8.6B | 56.32% |