EP Wealth Advisors, LLC
All 13F Filings
- Location
- Torrance, CA
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 19,246,902
- Description
- Torrance California based fiduciary portfolio advisory practice with a limited liability advisory organization and a research first and risk aware investment mandate. The approach emphasizes valuation discipline and downside awareness, active stewardship and governance oversight, and model based security selection for fiduciary household mandates. Mandate delivery is supported by disciplined controls, selective risk taking, and consistent review practices through mandate level transparency and implementation consistency.
- Website
- https://www.epwealth.com/
- Founded
- 1999
- Chairman
- Ryan Parker
- CEO
- Ryan Parker
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 2/18/2026 | 1,476 | 19,246,902 | 13F-HR | EP Wealth Advisors, LLC |
| Q2 2025 | 8/14/2025 | 1,421 | 15,215,522 | 13F-HR | EP Wealth Advisors, LLC |
| Q1 2025 | 5/15/2025 | 1,282 | 12,518,017 | 13F-HR | EP Wealth Advisors, LLC |
| Q4 2024 | 2/14/2025 | 1,234 | 12,253,640 | 13F-HR | EP Wealth Advisors, LLC |
| Q3 2024 | 11/15/2024 | 1,181 | 11,634,932 | 13F-HR | EP Wealth Advisors, LLC |
| Q2 2024 | 8/19/2024 | 859 | 9,412,706 | 13F-HR | EP Wealth Advisors, LLC |
| Q1 2024 | 5/14/2024 | 833 | 8,555,023 | 13F-HR | EP Wealth Advisors, LLC |
| Q4 2023 | 2/28/2024 | 814 | 7,840,373 | 13F-HR | EP Wealth Advisors, LLC |
| Q3 2023 | 11/24/2023 | 752 | 6,446,761 | 13F-HR | EP Wealth Advisors, LLC |
| Q2 2023 | 8/14/2023 | 685 | 6,937,183 | 13F-HR | EP Wealth Advisors, LLC |
| Q1 2023 | 6/5/2023 | 658 | 5,814,436 | 13F-HR | EP Wealth Advisors, LLC |
| Q4 2022 | 6/12/2023 | 621 | 5,549,327 | 13F-HR | EP Wealth Advisors, LLC |
| Q3 2022 | 12/2/2022 | 342 | 4,409,412 | 13F-HR | EP Wealth Advisors, LLC |
| Q2 2022 | 8/11/2022 | 636 | 4,440,239 | 13F-HR | EP Wealth Advisors, LLC |
| Q1 2022 | 5/20/2022 | 635 | 4,555,216 | 13F-HR | EP Wealth Advisors, LLC |
| Q4 2021 | 2/17/2022 | 545 | 4,230,760 | 13F-HR | EP Wealth Advisors, LLC |
| Q3 2021 | 11/23/2021 | 528 | 3,646,776 | 13F-HR/A - RESTATEMENT | EP Wealth Advisors, LLC |
| Q3 2021 | 11/16/2021 | 528 | 3,646,776 | 13F-HR | EP Wealth Advisors, LLC |
| Q2 2021 | 8/24/2021 | 535 | 3,606,954 | 13F-HR | EP Wealth Advisors, LLC |
| Q1 2021 | 5/17/2021 | 491 | 3,145,451 | 13F-HR | EP Wealth Advisors, LLC |
| Q4 2020 | 2/18/2021 | 455 | 2,844,333 | 13F-HR | EP Wealth Advisors, LLC |
| Q3 2020 | 11/17/2020 | 353 | 2,324,075 | 13F-HR | EP Wealth Advisors, LLC |
| Q2 2020 | 8/14/2020 | 367 | 2,341,836 | 13F-HR | EP Wealth Advisors, LLC |
| Q1 2020 | 5/18/2020 | 362 | 2,043,405 | 13F-HR | EP Wealth Advisors, LLC |
| Q4 2019 | 2/14/2020 | 413 | 2,428,292 | 13F-HR | EP Wealth Advisors, LLC |
| Q2 2014 | 7/25/2014 | 112 | 430,317 | 13F-HR | EP Wealth Advisors, Inc. |
| Q1 2014 | 5/15/2014 | 114 | 365,623 | 13F-HR | EP Wealth Advisors, Inc. |
| Q4 2013 | 2/14/2014 | 125 | 385,567 | 13F-HR | EP Wealth Advisors, Inc. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 13.01 M | 67.6% | 13.01 M | 0 | 13.01 M |
| ETFs | 6.158 M | 32.0% | 6.158 M | 0 | 6.158 M |
| Debt | 69.97 K | 0.4% | 69.97 K | 0 | 69.97 K |
| Other | 6.746 K | 0.0% | 6.746 K | 0 | 6.746 K |
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Fund Snapshot
Q4 2025
Latest filed
2/18/2026
Total value ($000)
19,246,902
Holdings
1476
QoQ value change ($000)
—
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.