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 |
|---|---|---|---|---|---|
| 201 | DFAEDIMENSIONAL ETF TRUST | 294,847 | $8.5B | 56.10% | |
| 202 | BACVERIZON COMMUNICATIONS INC | 197,106 | $8.5B | 56.05% | |
| 203 | JQUAJ P MORGAN EXCHANGE TRADED F | 141,265 | $8.5B | 55.75% | |
| 204 | LMTLockheed Martin Corp | 18,077 | $8.4B | 55.02% | |
| 205 | KOCOCA COLA CO | 118,163 | $8.4B | 54.94% | |
| 206 | USMCPRINCIPAL EXCHANGE TRADED FD | 133,231 | $8.3B | 54.78% | |
| 207 | BKNGBOOKING HOLDINGS INC | 1,434 | $8.3B | 54.57% | |
| 208 | VXUSVANGUARD STAR FDS | 120,074 | $8.3B | 54.52% | |
| 209 | GPIQGOLDMAN SACHS ETF TR | 163,147 | $8.1B | 53.41% | |
| 210 | ADPAUTOMATIC DATA PROCESSING IN | 24,787 | $7.6B | 50.24% | |
| 211 | CRWDCROWDSTRIKE HLDGS INC | 14,847 | $7.6B | 49.70% | |
| 212 | IUSBISHARES TR | 161,712 | $7.5B | 49.13% | |
| 213 | CATCATERPILLAR INC | 19,208 | $7.5B | 49.01% | |
| 214 | PHPARKER-HANNIFIN CORP | 10,676 | $7.5B | 49.01% | |
| 215 | JIGJ P MORGAN EXCHANGE TRADED F | 104,202 | $7.5B | 48.97% | |
| 216 | ISRGINTUITIVE SURGICAL INC | 13,528 | $7.4B | 48.31% | |
| 217 | IWOISHARES TR | 25,702 | $7.3B | 48.29% | |
| 218 | AQLTISHARES TR | 82,255 | $7.3B | 47.90% | |
| 219 | IHIISHARES TR | 114,333 | $7.2B | 47.07% | |
| 220 | IUSVISHARES TR | 75,182 | $7.1B | 46.76% | |
| 221 | XLUSELECT SECTOR SPDR TR | 87,064 | $7.1B | 46.73% | |
| 222 | CVSCVS HEALTH CORP | 102,392 | $7.1B | 46.42% | |
| 223 | DONSPDR DOW JONES INDL AVERAGE | 16,008 | $7.1B | 46.36% | |
| 224 | VTWOVANGUARD SCOTTSDALE FDS | 80,316 | $7.0B | 46.04% | |
| 225 | SMHVANECK ETF TRUST | 25,017 | $7.0B | 45.85% | |
| 226 | EEMISHARES TR | 144,423 | $7.0B | 45.79% | |
| 227 | SCHVSCHWAB STRATEGIC TR | 248,503 | $6.9B | 45.19% | |
| 228 | KLACKLA CORP | 7,666 | $6.9B | 45.13% | |
| 229 | TAT&T INC | 232,239 | $6.7B | 44.17% | |
| 230 | PFEPFIZER INC | 276,553 | $6.7B | 44.06% | |
| 231 | GEGE AEROSPACE | 25,879 | $6.7B | 43.78% | |
| 232 | VWOBVANGUARD WHITEHALL FDS | 98,490 | $6.4B | 42.30% | |
| 233 | VRSKVERISK ANALYTICS INC | 20,430 | $6.4B | 41.83% | |
| 234 | JMSTJ P MORGAN EXCHANGE TRADED F | 123,311 | $6.3B | 41.27% | |
| 235 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 27,623 | $6.3B | 41.12% | |
| 236 | DWDMorgan Stanley | 44,360 | $6.2B | 41.07% | |
| 237 | EPDENTERPRISE PRODS PARTNERS L | 199,970 | $6.2B | 40.75% | |
| 238 | FICOFAIR ISAAC CORP | 3,388 | $6.2B | 40.71% | |
| 239 | DGROISHARES TR | 96,389 | $6.2B | 40.51% | |
| 240 | USBUS BANCORP DEL | 133,254 | $6.0B | 39.63% | |
| 241 | ANETARISTA NETWORKS INC | 57,761 | $5.9B | 38.84% | |
| 242 | UBERUber Technologies Inc | 62,893 | $5.9B | 38.57% | |
| 243 | FLGBFRANKLIN TEMPLETON ETF TR | 191,011 | $5.9B | 38.45% | |
| 244 | FISVFiserv Inc | 33,929 | $5.8B | 38.45% | |
| 245 | USMVISHARES TR | 60,904 | $5.7B | 37.57% | |
| 246 | INDAISHARES TR | 101,395 | $5.6B | 37.10% | |
| 247 | SGOVISHARES TR | 55,878 | $5.6B | 36.98% | |
| 248 | IBDTISHARES TR | 219,609 | $5.6B | 36.69% | |
| 249 | MPCMARATHON PETE CORP | 33,446 | $5.6B | 36.51% | |
| 250 | VHTVANGUARD WORLD FD | 22,346 | $5.5B | 36.47% | |
| 251 | PAYXPAYCHEX INC | 37,625 | $5.5B | 35.97% | |
| 252 | BSCPINVESCO EXCH TRD SLF IDX FD | 262,060 | $5.4B | 35.62% | |
| 253 | INTUINTUIT | 6,872 | $5.4B | 35.57% | |
| 254 | TRVCCITIGROUP INC | 63,424 | $5.4B | 35.48% | |
| 255 | BABoeing Co | 25,285 | $5.3B | 34.82% | |
| 256 | LINLinde plc | 11,231 | $5.3B | 34.63% | |
| 257 | BSCQINVESCO EXCH TRD SLF IDX FD | 266,738 | $5.2B | 34.22% | |
| 258 | SDYSPDR SERIES TRUST | 37,901 | $5.1B | 33.81% | |
| 259 | PWRQUANTA SVCS INC | 13,533 | $5.1B | 33.63% | |
| 260 | DOVDover Corp | 27,923 | $5.1B | 33.63% | |
| 261 | IJKISHARES TR | 55,796 | $5.1B | 33.36% | |
| 262 | SBUXStarbucks Corp | 55,275 | $5.1B | 33.29% | |
| 263 | CSXCSX Corp | 153,502 | $5.0B | 32.92% | |
| 264 | BNDVANGUARD BD INDEX FDS | 67,977 | $5.0B | 32.90% | |
| 265 | IYWISHARES TR | 28,808 | $5.0B | 32.81% | |
| 266 | IWSISHARES TR | 37,317 | $4.9B | 32.41% | |
| 267 | DFEMDIMENSIONAL ETF TRUST | 164,283 | $4.9B | 32.05% | |
| 268 | SRESEMPRA | 64,325 | $4.9B | 32.03% | |
| 269 | VRTXVertex Pharmaceuticals Inc | 10,930 | $4.9B | 31.98% | |
| 270 | MUMicron Technology Inc | 38,900 | $4.8B | 31.51% | |
| 271 | BSCRINVESCO EXCH TRD SLF IDX FD | 242,104 | $4.8B | 31.27% | |
| 272 | DLNWISDOMTREE TR | 57,165 | $4.7B | 30.86% | |
| 273 | CBChubb Limited | 16,060 | $4.7B | 30.58% | |
| 274 | IWVISHARES TR | 13,223 | $4.6B | 30.50% | |
| 275 | GDGeneral Dynamics Corp | 15,885 | $4.6B | 30.45% | |
| 276 | XLRESELECT SECTOR SPDR TR | 111,809 | $4.6B | 30.44% | |
| 277 | ACWIISHARES TR | 35,977 | $4.6B | 30.41% | |
| 278 | COPConocoPhillips | 51,500 | $4.6B | 30.37% | |
| 279 | KMIKINDER MORGAN INC DEL | 155,337 | $4.6B | 30.01% | |
| 280 | LRCXLAM RESEARCH CORP | 46,721 | $4.5B | 29.89% | |
| 281 | VVVANGUARD INDEX FDS | 15,736 | $4.5B | 29.51% | |
| 282 | EMREMERSON ELEC CO | 33,663 | $4.5B | 29.50% | |
| 283 | ARESARES MANAGEMENT CORPORATION | 25,735 | $4.5B | 29.29% | |
| 284 | MOALTRIA GROUP INC | 74,903 | $4.4B | 28.86% | |
| 285 | SCHASCHWAB STRATEGIC TR | 171,835 | $4.3B | 28.57% | |
| 286 | EWJISHARES INC | 57,011 | $4.3B | 28.09% | |
| 287 | TECLDIREXION SHS ETF TR | 45,276 | $4.2B | 27.85% | |
| 288 | VFVAVANGUARD WELLINGTON FD | 35,649 | $4.2B | 27.72% | |
| 289 | EOGEOG RES INC | 34,511 | $4.1B | 27.13% | |
| 290 | CLColgate Palmolive Co | 45,310 | $4.1B | 27.07% | |
| 291 | BMYBRISTOL-MYERS SQUIBB CO | 88,549 | $4.1B | 26.94% | |
| 292 | QUALISHARES TR | 22,177 | $4.1B | 26.65% | |
| 293 | MMM3M CO | 26,607 | $4.1B | 26.62% | |
| 294 | OBDCBLUE OWL CAPITAL CORPORATION | 282,084 | $4.0B | 26.59% | |
| 295 | IVOOVANGUARD ADMIRAL FDS INC | 38,230 | $4.0B | 26.38% | |
| 296 | SPIBSPDR SERIES TRUST | 119,014 | $4.0B | 26.27% | |
| 297 | NOWServiceNow Inc | 3,825 | $3.9B | 25.85% | |
| 298 | AVEMAMERICAN CENTY ETF TR | 57,064 | $3.9B | 25.70% | |
| 299 | DUKDUKE ENERGY CORP NEW | 33,081 | $3.9B | 25.65% | |
| 300 | PLTRPALANTIR TECHNOLOGIES INC | 28,535 | $3.9B | 25.57% |