EP Wealth Advisors, LLC

Q2 2025 13F-HR Holdings

Location
Torrance, CA
Holdings as of
6/30/2025
Date filed
8/14/2025
Form type
13F-HR
Num holdings
1,421
Total value ($000)
$15,215,522
Net value change ($000)
+2,697,505 (21.5%)
New positions
203
Sold out positions
63
Turnover %
1.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/15/2025 Next filing: 2/18/2026 SEC filing

Snapshot: Change Analysis

Compared to Q1 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
VUG 281,001 22.7%
NVDA 136,519 86.7%
MSFT 127,821 47.6%
IGSB 109,864 36.7%
AVGO 100,341 68.1%
VOT 89,906 34.6%
VOO 80,414 84.7%
VIGI 78,081 21.9%
XLK 70,597 49.5%
SCHX 70,354 1091.1%
Top Reduces (Value $000, Stocks/ETFs)
VWOB -48,634 -88.3%
GPN -23,122 -91.2%
SRE -20,614 -80.9%
MOAT -20,123 -86.7%
UNH -18,323 -42.1%
VTV -16,665 -4.0%
MUB -11,816 -11.8%
BIL -10,043 -19.2%
IWP -9,614 -25.9%
AAPL -9,609 -2.1%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type