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 | Value |
|---|---|
J40TPROSHARES TR | $163K |
W3UWESTERN UN CO | $162K |
FQALFIDELITY COVINGTON TRUST | $162K |
FXRFIRST TR EXCHANGE TRADED FD | $162K |
IYRISHARES TR | $162K |
BBJPJ P MORGAN EXCHANGE TRADED F | $162K |
KROKronos Worldwide Inc | $158K |
DFSUDIMENSIONAL ETF TRUST | $157K |
SNCYSUN CTRY AIRLS HLDGS INC | $157K |
DJUNFIRST TR EXCHNG TRADED FD VI | $157K |
DEMWISDOMTREE TR | $157K |
NEARISHARES U S ETF TR | $156K |
HYGISHARES TR | $155K |
PIDINVESCO EXCHANGE TRADED FD T | $155K |
URTHISHARES INC | $153K |
YSEPFIRST TR EXCHNG TRADED FD VI | $153K |
BITBLACKROCK MULTI SECTOR INC T | $153K |
53SBRIDGE INVT GROUP HLDGS INC | $151K |
FELCFIDELITY COVINGTON TRUST | $151K |
SOUNSOUNDHOUND AI INC | $151K |
BSMBLACK STONE MINERALS L P | $150K |
SCHCSCHWAB STRATEGIC TR | $149K |
SPXNPROSHARES TR | $147K |
MUCBLACKROCK MUNIHLDNGS CALI QL | $147K |
SLQDISHARES TR | $145K |
PBWINVESCO EXCHANGE TRADED FD T | $144K |
IMCGISHARES TR | $143K |
DFCFDIMENSIONAL ETF TRUST | $143K |
SCHHSCHWAB STRATEGIC TR | $141K |
HYGVFLEXSHARES TR | $141K |
PEYINVESCO EXCHANGE TRADED FD T | $141K |
EWCISHARES INC | $141K |
ICLNISHARES TR | $139K |
GSLCGOLDMAN SACHS ETF TR | $138K |
AGSPLAYAGS INC | $138K |
HYDBISHARES TR | $138K |
RITMRITHM CAPITAL CORP | $138K |
XEVVXEATON VANCE LIMITED DURATION | $137K |
PKPARK HOTELS & RESORTS INC | $136K |
MINTPIMCO ETF TR | $135K |
COMPCOMPASS INC | $134K |
SMMVISHARES TR | $133K |
HDSNHUDSON TECHNOLOGIES INC | $131K |
SIGASIGA Technologies Inc | $128K |
REGLPROSHARES TR | $127K |
DHSWISDOMTREE TR | $126K |
HEIHEICO CORP NEW | $126K |
LXFRLUXFER HLDGS PLC | $124K |
FTXNFIRST TR EXCHANGE TRADED FD | $124K |
ICSHISHARES TR | $123K |
ABEVAMBEV SA | $122K |
VGLTVANGUARD SCOTTSDALE FDS | $120K |
PNOVINNOVATOR ETFS TRUST | $120K |
NWLNEWELL BRANDS INC | $120K |
DXJWISDOMTREE TR | $119K |
GAPRFIRST TR EXCHNG TRADED FD VI | $117K |
QDECFIRST TR EXCHNG TRADED FD VI | $117K |
VONVVANGUARD SCOTTSDALE FDS | $116K |
URAGLOBAL X FDS | $116K |
EUSBISHARES TR | $115K |
BVSBioventus Inc | $114K |
SPLBSPDR SERIES TRUST | $113K |
SHYGISHARES TR | $112K |
BBEUJ P MORGAN EXCHANGE TRADED F | $111K |
BBCAJ P MORGAN EXCHANGE TRADED F | $111K |
PTNQPACER FDS TR | $111K |
BB3BROOKLINE BANCORP INC DEL | $110K |
XNEAXNUVEEN AMT FREE QLTY MUN INC | $110K |
BSMRINVESCO EXCH TRD SLF IDX FD | $110K |
SCHPSCHWAB STRATEGIC TR | $110K |
NUMGNUSHARES ETF TR | $109K |
NUMVNUSHARES ETF TR | $107K |
IVOGVANGUARD ADMIRAL FDS INC | $107K |
FAIFIRST TR EXCHANGE TRADED FD | $107K |
AHHARMADA HOFFLER PPTYS INC | $107K |
IYTISHARES TR | $106K |
XNCRXencor Inc | $105K |
QHYWISDOMTREE TR | $104K |
FLCAFRANKLIN TEMPLETON ETF TR | $103K |
BSCVINVESCO EXCH TRD SLF IDX FD | $103K |
AKAFETF SER SOLUTIONS | $103K |
S7VSALLY BEAUTY HLDGS INC | $103K |
ARKKARK ETF TR | $103K |
RDVYFIRST TR EXCHANGE TRADED FD | $102K |
CFFNCAPITOL FED FINL INC | $102K |
IBHHISHARES TR | $102K |
FSECFIDELITY MERRIMACK STR TR | $102K |
XJQCXNUVEEN CR STRATEGIES INCOME | $102K |
IBHGISHARES TR | $101K |
XYLDGLOBAL X FDS | $100K |
FXZFIRST TR EXCHANGE TRADED FD | $100K |
SXCSUNCOKE ENERGY INC | $93K |
DCHAMERICAN AXLE & MFG HLDGS IN | $92K |
RLGTRadiant Logistics Inc | $92K |
SOYSUNOPTA INC | $83K |
UAAUnder Armour Inc | $77K |
UAUNDER ARMOUR INC | $77K |
GDRXGOODRX HLDGS INC | $77K |
ACCOACCO Brands Corp | $73K |
NMRNOMURA HLDGS INC | $72K |