HoldingsChannel.com
EP Wealth Advisors LLC Top Holdings
As of  12/31/2024, below is a summary of the EP Wealth Advisors LLC top holdings by largest position size, as per the latest 13f filing made by EP Wealth Advisors LLC. In the EP Wealth Advisors LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares held by EP Wealth Advisors LLC in that top holding, then the share count change between reporting periods, and finally the EP Wealth Advisors LLC top holding position size for that row.

   EntityAmountChange
 09/30/2024 to 12/31/2024
Position Size
($ in 1000's)
VANGUARD INDEX FDS (VUG) 3,226,810 +50,082 $1,324,412
     VUG3,226,810+50,082$1,324,412
APPLE INC 2,049,802 -24,497 $513,311
     AAPL2,049,802-24,497$513,311
VANGUARD INDEX FDS (VTV) 2,480,962 -260,166 $420,027
     VTV2,480,962-260,166$420,027
VANGUARD BD INDEX FDS (BIV) 4,575,308 +1,537,319 $341,913
     BIV4,575,308+1,537,319$341,913
VANGUARD WHITEHALL FDS (VIGI) 3,757,454 +655,933 $300,559
     VIGI3,757,454+655,933$300,559
MICROSOFT CORP 687,532 -7,443 $289,795
     MSFT687,532-7,443$289,795
ISHARES TR (IGSB) 5,158,068 +1,147,985 $266,672
     IGSB5,158,068+1,147,985$266,672
VANGUARD INDEX FDS (VOT) 936,468 +220,475 $237,629
     VOT936,468+220,475$237,629
AMAZON COM INC 1,064,585 -44,315 $233,559
     AMZN1,064,585-44,315$233,559
SPDR S&P 500 ETF TR (SPY) 386,193 -34,889 $226,340
     SPY386,193-34,889$226,340
ISHARES TR (AGG) 2,315,491 +626,728 $224,371
     AGG2,315,491+626,728$224,371
VANGUARD INTL EQUITY INDEX F (VWO) 4,762,715 +711,909 $209,750
     VWO4,762,715+711,909$209,750
BROADCOM INC 902,292 -48,826 $209,187
     AVGO902,292-48,826$209,187
VANGUARD INDEX FDS (VOE) 1,276,253 +349,161 $206,459
     VOE1,276,253+349,161$206,459
ALPHABET INC 1,020,401 -16,508 $193,162
     GOOGL1,020,401-16,508$193,162
NVIDIA CORPORATION 1,427,979 -45,826 $191,763
     NVDA1,427,979-45,826$191,763
ADVISOR MANAGED PORTFOLIOS 4,287,136 -40,606 $178,578
     FUNL4,287,136-40,606$178,578
JPMORGAN CHASE & CO. 684,934 -9,245 $164,185
     JPM684,934-9,245$164,185
SELECT SECTOR SPDR TR (XLK) 684,800 +9,104 $159,230
     XLK684,800+9,104$159,230
DIMENSIONAL ETF TRUST (DFLV) 5,072,131 +1,609,219 $152,316
     DFLV5,072,131+1,609,219$152,316
VANGUARD INDEX FDS (VBK) 460,505 +53,391 $128,969
     VBK460,505+53,391$128,969
COSTCO WHSL CORP NEW 136,542 -2,881 $125,109
     COST136,542-2,881$125,109
DIMENSIONAL ETF TRUST (DFAT) 2,231,308 +382,653 $124,195
     DFAT2,231,308+382,653$124,195
ISHARES TR (GOVT) 5,373,142 +179,314 $123,475
     GOVT5,373,142+179,314$123,475
ISHARES TR (MUB) 1,050,511 +110,174 $111,932
     MUB1,050,511+110,174$111,932
META PLATFORMS INC 189,774 -10,232 $111,114
     META189,774-10,232$111,114
DIMENSIONAL ETF TRUST (DFIV) 2,665,257 +564,915 $94,563
     DFIV2,665,257+564,915$94,563
EXXON MOBIL CORP 847,789 -15,018 $91,197
     XOM847,789-15,018$91,197
HONEYWELL INTL INC 364,659 +2,246 $82,373
     HON364,659+2,246$82,373
ISHARES TR (CMF) 1,422,978 +113,763 $81,508
     CMF1,422,978+113,763$81,508
ISHARES TR (EFA) 1,071,136 +894,597 $80,989
     EFA1,071,136+894,597$80,989
VANGUARD INDEX FDS (VOO) 146,996 +51,301 $79,203
     VOO146,996+51,301$79,203
JOHNSON & JOHNSON 544,338 -381 $78,722
     JNJ544,338-381$78,722
NEXTERA ENERGY INC 1,038,282 -18,723 $74,434
     NEE1,038,282-18,723$74,434
ISHARES TR (IWF) 184,040 -34,629 $73,907
     IWF184,040-34,629$73,907
VISA INC 230,691 -15,526 $72,908
     V230,691-15,526$72,908
CISCO SYS INC 1,230,444 -114,760 $72,842
     CSCO1,230,444-114,760$72,842
STRYKER CORPORATION 193,142 -3,649 $69,541
     SYK193,142-3,649$69,541
VANGUARD TAX MANAGED FDS (VEA) 1,392,566 +710,436 $66,593
     VEA1,392,566+710,436$66,593
DIMENSIONAL ETF TRUST (DFSV) 2,151,513 -188,945 $66,224
     DFSV2,151,513-188,945$66,224
RTX CORPORATION 567,351 +1,432 $65,654
     RTX567,351+1,432$65,654
SELECT SECTOR SPDR TR (XLB) 755,687 +26,133 $63,584
     XLB755,687+26,133$63,584
MCDONALDS CORP 215,408 -778 $62,445
     MCD215,408-778$62,445
BLACKROCK INC 60,780 +60,780 $62,306
     BLK60,780+60,780$62,306
ALLSTATE CORP 316,713 -7,264 $61,059
     ALL316,713-7,264$61,059
AMERICAN TOWER CORP NEW 332,640 +5,720 $61,009
     AMT332,640+5,720$61,009
ISHARES TR (IWD) 318,876 -4,460 $59,034
     IWD318,876-4,460$59,034
J P MORGAN EXCHANGE TRADED F (JSCP) 1,229,803 +76,862 $57,346
     JSCP1,229,803+76,862$57,346
VANGUARD INDEX FDS (VTI) 188,095 +1,868 $54,512
     VTI188,095+1,868$54,512
S&P GLOBAL INC 108,747 -1,040 $54,159
     SPGI108,747-1,040$54,159

See Full List: All Stocks Held By EP Wealth Advisors LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By EP Wealth Advisors LLC

Size ($ in 1000's)
At 12/31/2024: $12,253,649
At 09/30/2024: $11,634,929

EP Wealth Advisors LLC AUM history

EP Wealth Advisors LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from EP Wealth Advisors LLC 13F filings. Link to 13F filings: SEC filings

EP Wealth Advisors LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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