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 |
|---|---|---|---|---|---|
| 401 | HIGHARTFORD INSURANCE GROUP INC | 17,028 | $2.2B | 14.20% | |
| 402 | AZNASTRAZENECA PLC | 30,876 | $2.2B | 14.18% | |
| 403 | MDLZMONDELEZ INTL INC | 31,044 | $2.1B | 13.76% | |
| 404 | ISCVISHARES TR | 33,839 | $2.1B | 13.65% | |
| 405 | TRVTRAVELERS COMPANIES INC | 7,718 | $2.1B | 13.57% | |
| 406 | WRBBERKLEY W R CORP | 28,100 | $2.1B | 13.57% | |
| 407 | IDAIDACORP INC | 17,859 | $2.1B | 13.55% | |
| 408 | NSCNORFOLK SOUTHN CORP | 8,039 | $2.1B | 13.52% | |
| 409 | PMAYINNOVATOR ETFS TRUST | 54,120 | $2.0B | 13.44% | |
| 410 | AJGGallagher Arthur J & Co | 6,369 | $2.0B | 13.40% | |
| 411 | TTWOTAKE-TWO INTERACTIVE SOFTWAR | 8,370 | $2.0B | 13.36% | |
| 412 | JCPBJ P MORGAN EXCHANGE TRADED F | 43,156 | $2.0B | 13.35% | |
| 413 | OUNZVANECK MERK GOLD ETF | 63,579 | $2.0B | 13.33% | |
| 414 | FNFFidelity National Financial | 36,124 | $2.0B | 13.31% | |
| 415 | GISGENERAL MLS INC | 38,973 | $2.0B | 13.27% | |
| 416 | TWTRADEWEB MKTS INC | 13,716 | $2.0B | 13.20% | |
| 417 | AVDVAMERICAN CENTY ETF TR | 25,258 | $2.0B | 13.16% | |
| 418 | ULTAULTA BEAUTY INC | 4,279 | $2.0B | 13.16% | |
| 419 | SHOPSHOPIFY INC | 17,173 | $2.0B | 13.02% | |
| 420 | AIRRFIRST TR EXCHANGE TRADED FD | 24,130 | $2.0B | 12.91% | |
| 421 | JEPQJ P MORGAN EXCHANGE TRADED F | 35,665 | $1.9B | 12.75% | |
| 422 | BONDPIMCO ETF TR | 20,877 | $1.9B | 12.65% | |
| 423 | GBDCGOLUB CAP BDC INC | 131,034 | $1.9B | 12.62% | |
| 424 | TLHISHARES TR | 18,871 | $1.9B | 12.60% | |
| 425 | AFLAFLAC INC | 18,103 | $1.9B | 12.55% | |
| 426 | FDISFIDELITY COVINGTON TRUST | 20,229 | $1.9B | 12.51% | |
| 427 | SSDSIMPSON MFG INC | 12,158 | $1.9B | 12.41% | |
| 428 | TIPISHARES TR | 17,149 | $1.9B | 12.40% | |
| 429 | CTVACORTEVA INC | 25,242 | $1.9B | 12.36% | |
| 430 | NTAPNETAPP INC | 17,185 | $1.8B | 12.03% | |
| 431 | MRSHMARSH & MCLENNAN COS INC | 8,337 | $1.8B | 11.98% | |
| 432 | CMGCHIPOTLE MEXICAN GRILL INC | 32,415 | $1.8B | 11.96% | |
| 433 | GLPIGAMING & LEISURE PPTYS INC | 38,962 | $1.8B | 11.95% | |
| 434 | ELVELEVANCE HEALTH INC | 4,667 | $1.8B | 11.93% | |
| 435 | A4SAMERIPRISE FINL INC | 3,380 | $1.8B | 11.86% | |
| 436 | ITWILLINOIS TOOL WKS INC | 7,249 | $1.8B | 11.78% | |
| 437 | VSTVISTRA CORP | 9,153 | $1.8B | 11.66% | |
| 438 | PCARPACCAR Inc | 18,617 | $1.8B | 11.63% | |
| 439 | APPAppLovin Corp | 5,053 | $1.8B | 11.63% | |
| 440 | IRMIRON MTN INC DEL | 17,146 | $1.8B | 11.56% | |
| 441 | HEFAISHARES TR | 46,176 | $1.8B | 11.52% | |
| 442 | NOBLPROSHARES TR | 17,365 | $1.7B | 11.49% | |
| 443 | WEAWestern Alliance Bancorp | 22,412 | $1.7B | 11.49% | |
| 444 | IAU*ISHARES GOLD TR | 27,963 | $1.7B | 11.46% | |
| 445 | SPLVINVESCO EXCH TRADED FD TR II | 23,844 | $1.7B | 11.41% | |
| 446 | FTNTFORTINET INC | 16,381 | $1.7B | 11.38% | |
| 447 | SHELSHELL PLC | 24,425 | $1.7B | 11.30% | |
| 448 | MARMARRIOTT INTL INC NEW | 6,291 | $1.7B | 11.30% | |
| 449 | SPDWSPDR INDEX SHS FDS | 42,386 | $1.7B | 11.28% | |
| 450 | VDEVANGUARD WORLD FD | 14,364 | $1.7B | 11.25% | |
| 451 | INTCINTEL CORP | 76,078 | $1.7B | 11.20% | |
| 452 | SOXXISHARES TR | 7,068 | $1.7B | 11.09% | |
| 453 | PRFINVESCO EXCHANGE TRADED FD T | 39,404 | $1.7B | 10.95% | |
| 454 | SPTMSPDR SERIES TRUST | 22,060 | $1.7B | 10.86% | |
| 455 | BRBROADRIDGE FINL SOLUTIONS IN | 6,757 | $1.6B | 10.79% | |
| 456 | DUHPDIMENSIONAL ETF TRUST | 46,101 | $1.6B | 10.77% | |
| 457 | CWBSPDR SERIES TRUST | 19,596 | $1.6B | 10.65% | |
| 458 | METMETLIFE INC | 20,094 | $1.6B | 10.62% | |
| 459 | MDYVSPDR SERIES TRUST | 20,305 | $1.6B | 10.60% | |
| 460 | SLYVSPDR SERIES TRUST | 20,221 | $1.6B | 10.60% | |
| 461 | PNCPNC FINL SVCS GROUP INC | 8,594 | $1.6B | 10.53% | |
| 462 | IJJISHARES TR | 12,779 | $1.6B | 10.38% | |
| 463 | VCITVANGUARD SCOTTSDALE FDS | 18,726 | $1.6B | 10.21% | |
| 464 | MGVVANGUARD WORLD FD | 11,828 | $1.6B | 10.20% | |
| 465 | NXPINXP SEMICONDUCTORS N V | 7,084 | $1.5B | 10.17% | |
| 466 | DYHTARGET CORP | 15,664 | $1.5B | 10.16% | |
| 467 | VEUVANGUARD INTL EQUITY INDEX F | 22,887 | $1.5B | 10.11% | |
| 468 | HDVISHARES TR | 13,094 | $1.5B | 10.08% | |
| 469 | SNPSSYNOPSYS INC | 2,992 | $1.5B | 10.08% | |
| 470 | IEUSISHARES TR | 22,845 | $1.5B | 10.08% | |
| 471 | PZTINVESCO EXCH TRADED FD TR II | 70,770 | $1.5B | 10.07% | |
| 472 | IDEVISHARES TR | 20,046 | $1.5B | 10.02% | |
| 473 | NVSNNOVARTIS AG | 12,550 | $1.5B | 9.98% | |
| 474 | USFRWISDOMTREE TR | 30,173 | $1.5B | 9.98% | |
| 475 | CGGOCAPITAL GROUP GBL GROWTH EQT | 47,471 | $1.5B | 9.97% | |
| 476 | MIGAMICROSTRATEGY INC | 3,742 | $1.5B | 9.94% | |
| 477 | ESEversource Energy | 23,767 | $1.5B | 9.94% | |
| 478 | SPSMSPDR SERIES TRUST | 35,377 | $1.5B | 9.90% | |
| 479 | SSNCSS&C TECHNOLOGIES HLDGS INC | 18,115 | $1.5B | 9.86% | |
| 480 | SYYSYSCO CORP | 19,409 | $1.5B | 9.66% | |
| 481 | VSSVANGUARD INTL EQUITY INDEX F | 10,922 | $1.5B | 9.65% | |
| 482 | BALLBall Corp | 26,053 | $1.5B | 9.60% | |
| 483 | NTRSNORTHERN TR CORP | 11,394 | $1.4B | 9.49% | |
| 484 | AKXAnsys Inc | 4,107 | $1.4B | 9.48% | |
| 485 | IWXISHARES TR | 17,005 | $1.4B | 9.41% | |
| 486 | DONWISDOMTREE TR | 28,520 | $1.4B | 9.39% | |
| 487 | 8CWCROWN CASTLE INC | 13,806 | $1.4B | 9.32% | |
| 488 | TDTORONTO DOMINION BK ONT | 19,274 | $1.4B | 9.30% | |
| 489 | JCIJOHNSON CTLS INTL PLC | 13,382 | $1.4B | 9.29% | |
| 490 | TEAMATLASSIAN CORPORATION | 6,953 | $1.4B | 9.28% | |
| 491 | IGROISHARES TR | 17,766 | $1.4B | 9.21% | |
| 492 | BSVVANGUARD BD INDEX FDS | 17,774 | $1.4B | 9.19% | |
| 493 | PSXPhillips 66 | 11,721 | $1.4B | 9.19% | |
| 494 | WDAYWORKDAY INC | 5,813 | $1.4B | 9.17% | |
| 495 | WMBWILLIAMS COS INC | 22,129 | $1.4B | 9.14% | |
| 496 | DDDupont De Nemours Inc | 20,120 | $1.4B | 9.07% | |
| 497 | EAELECTRONIC ARTS INC | 8,632 | $1.4B | 9.06% | |
| 498 | BSCSINVESCO EXCH TRD SLF IDX FD | 67,227 | $1.4B | 9.05% | |
| 499 | ZBRAZEBRA TECHNOLOGIES CORPORATI | 4,465 | $1.4B | 9.05% | |
| 500 | TFLOISHARES TR | 27,167 | $1.4B | 9.04% |