EP Wealth Advisors, LLC 13F Holdings
CIK 0001540569 · TORRANCE, CA
As of Jun 30, 2025, EP Wealth Advisors, LLC reported 1,422 positions worth
CIK 0001540569 · TORRANCE, CA
As of Jun 30, 2025, EP Wealth Advisors, LLC reported 1,422 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| VANGUARD GROWTH INDEX FUND | VUG | — | 3,463,113 | .5B | 11.02% |
| VANGUARD INTERMEDIATE-TERM B | BIV | — | 6,071,963 | $469.6M | 3.41% |
| APPLE INC | AAPL | Technology | 2,136,596 | $438.4M | 3.18% |
| VANGUARD INTERNATIONAL DIVIDEND APPRECIATION INDEX FUND | VIGI | — | 4,821,980 | $434.6M | 3.15% |
| ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | IGSB | — | 7,752,802 | $409.0M | 2.97% |
| MICROSOFT CORP | MSFT | Technology | 796,992 | $396.4M | 2.88% |
| VANGUARD VALUE INDEX FUND | VTV | — | 2,234,873 | $395.0M | 2.87% |
| VANGUARD MID-CAP GROWTH ETF | VOT | — | 1,229,552 | $349.7M | 2.54% |
| NVIDIA CORP | NVDA | Technology | 1,860,996 | $294.0M | 2.13% |
| VANGUARD EMERGING MARKETS STOCK INDEX FUND | VWO | — | 5,938,667 | $293.7M | 2.13% |
| VANGUARD MID-CAP VALUE INDEX FUND | VOE | — | 1,674,933 | $275.5M | 2.00% |
| SPDR S&P 500 ETF TRUST | SPY | — | 443,374 | $273.9M | 1.99% |
| AMAZON.COM INC | AMZN | Equity | 1,183,402 | $259.6M | 1.88% |
| BROADCOM INC | AVGO | Technology | 898,247 | $247.6M | 1.80% |
| DIMENSIONAL ETF TRUST | DFLV | — | 7,789,534 | $241.6M | 1.75% |
| ISHARES CORE US AGGREGATE BOND ETF | AGG | — | 2,370,636 | $235.2M | 1.71% |
| JPMORGAN CHASE & CO | JPM | Financial Services | 754,053 | $218.6M | 1.59% |
| STATE STREET(R) TECHNOLOGY SELECT SECTOR SPDR(R) ETF | XLK | — | 841,838 | $213.2M | 1.55% |
| ALPHABET INC | GOOGL | Equity | 1,086,726 | 91.5M | 1.39% |
| ADVISOR MANAGED PORTFOLIOS | — | — | 4,175,850 | 81.8M | 1.32% |
| VANGUARD SMALL-CAP GROWTH INDEX FUND | VBK | — | 642,042 | 77.8M | 1.29% |
| DIMENSIONAL US TARGETED VALUE ETF | DFAT | — | 3,270,120 | 76.5M | 1.28% |
| VANGUARD 500 INDEX FUND | VOO | — | 308,707 | 75.4M | 1.27% |
| DIMENSIONAL INTERNATIONAL VALUE ETF | DFIV | — | 3,561,564 | 52.5M | 1.11% |
| COSTCO WHOLESALE CORP | COST | Consumer Defensive | 146,017 | 44.5M | 1.05% |