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 |
|---|---|
VGITVANGUARD SCOTTSDALE FDS | $862K |
YJUNFIRST TR EXCHNG TRADED FD VI | $857K |
XSDSPDR SERIES TRUST | $855K |
LAMRLAMAR ADVERTISING CO NEW | $855K |
FASTFastenal Co | $853K |
EX9Exelixis Inc | $853K |
ESGEISHARES INC | $853K |
QTWOQ2 HLDGS INC | $853K |
MCHPMICROCHIP TECHNOLOGY INC. | $852K |
KHCKRAFT HEINZ CO | $851K |
VIRTVIRTU FINL INC | $849K |
WABWABTEC | $849K |
MTBM & T BK CORP | $843K |
BBSIBARRETT BUSINESS SVCS INC | $840K |
IBBISHARES TR | $840K |
CLXCLOROX CO DEL | $838K |
FITBFifth Third Bancorp | $832K |
FBNDFIDELITY MERRIMACK STR TR | $828K |
GEMGOLDMAN SACHS ETF TR | $823K |
DVNDEVON ENERGY CORP NEW | $823K |
VGSHVANGUARD SCOTTSDALE FDS | $815K |
PG4PRINCIPAL FINANCIAL GROUP IN | $812K |
EXPEEXPEDIA GROUP INC | $811K |
PXFINVESCO EXCH TRADED FD TR II | $808K |
CDWCDW CORP | $804K |
IGIBISHARES TR | $802K |
OPPEWISDOMTREE TR | $800K |
BSCTINVESCO EXCH TRD SLF IDX FD | $800K |
DOCHEALTHPEAK PROPERTIES INC | $798K |
DFCADIMENSIONAL ETF TRUST | $791K |
HPEHEWLETT PACKARD ENTERPRISE C | $791K |
EFAVISHARES TR | $789K |
ECPGENCORE CAP GROUP INC | $786K |
DWASINVESCO EXCH TRADED FD TR II | $783K |
VPUVANGUARD WORLD FD | $762K |
GBTCGRAYSCALE BITCOIN TRUST ETF | $759K |
GRMNGarmin Ltd | $758K |
VGKVANGUARD INTL EQUITY INDEX F | $756K |
BLNDBLEND LABS INC | $756K |
CMECME GROUP INC | $755K |
GUNRFLEXSHARES TR | $750K |
SOXLDIREXION SHS ETF TR | $748K |
FFORD MTR CO | $746K |
ZMZOOM COMMUNICATIONS INC | $746K |
IGMISHARES TR | $743K |
ONEQFIDELITY COMWLTH TR | $742K |
MLMMARTIN MARIETTA MATLS INC | $735K |
HOLXHologic Inc | $733K |
CFCF INDS HLDGS INC | $730K |
RPMRPM INTL INC | $730K |
VENVENTAS INC | $716K |
AVYAvery Dennison Corp | $714K |
ONON Semiconductor Corp | $711K |
CCOCameco Corp | $711K |
PTFINVESCO EXCHANGE TRADED FD T | $710K |
VDCVANGUARD WORLD FD | $709K |
BF/ABROWN FORMAN CORP | $703K |
STTSTATE STR CORP | $699K |
COLBCOLUMBIA BKG SYS INC | $697K |
FENYFIDELITY COVINGTON TRUST | $694K |
CRBGCOREBRIDGE FINL INC | $693K |
ABGCENCORA INC | $692K |
CTSHCOGNIZANT TECHNOLOGY SOLUTIO | $692K |
SPXLDIREXION SHS ETF TR | $691K |
FCXFREEPORT-MCMORAN INC | $684K |
RMEResMed Inc | $682K |
TTCTORO CO | $681K |
IGPTINVESCO EXCHANGE TRADED FD T | $676K |
TBILRBB FD INC | $675K |
AIGAMERICAN INTL GROUP INC | $675K |
CBOECBOE GLOBAL MKTS INC | $670K |
DALDELTA AIR LINES INC DEL | $669K |
NFGNATIONAL FUEL GAS CO | $665K |
FTVFortive Corp | $663K |
UTHUNITED THERAPEUTICS CORP DEL | $660K |
CIBRFIRST TR EXCHANGE TRADED FD | $660K |
BSYBENTLEY SYS INC | $660K |
BPBP PLC | $659K |
MDYGSPDR SERIES TRUST | $658K |
EVRGEVERGY INC | $651K |
TPLTEXAS PACIFIC LAND CORPORATI | $651K |
BTCGRAYSCALE BITCOIN MINI TR ET | $648K |
VOOGVANGUARD ADMIRAL FDS INC | $648K |
GNRCGENERAC HLDGS INC | $647K |
SPOTSPOTIFY TECHNOLOGY S A | $646K |
COOCOOPER COS INC | $645K |
SBACSBA COMMUNICATIONS CORP NEW | $644K |
PCGPG&E CORP | $643K |
HWMHOWMET AEROSPACE INC | $638K |
SUSAISHARES TR | $638K |
FLTRVANECK ETF TRUST | $637K |
BABAALIBABA GROUP HLDG LTD | $637K |
DFSEDIMENSIONAL ETF TRUST | $636K |
DELLDELL TECHNOLOGIES INC | $636K |
PDIPIMCO DYNAMIC INCOME FD | $635K |
NUENucor Corp | $634K |
GNMAISHARES TR | $634K |
WF2WINTRUST FINL CORP | $631K |
BSCUINVESCO EXCH TRD SLF IDX FD | $630K |
WPCWP CAREY INC | $629K |