Notify me when EP Wealth Advisors, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 1,476 | $19,246,902,407 | +$3,942,894,898 | -$1,001,512,176 | +$2,941,382,722 | VUG, VTV, VOE, BIV, AAPL | 13F-HR | 17 Feb 2026, 21:49 |
| Q2 2025 | 1,420 | $15,215,522,201 | +$2,031,540,637 | -$324,591,903 | +$1,706,948,734 | VUG, BIV, AAPL, VIGI, IGSB | 13F-HR | 14 Aug 2025, 15:47 |
| Q1 2025 | 1,281 | $12,518,017,050 | +$1,043,875,930 | -$387,277,029 | +$656,598,901 | VUG, AAPL, BIV, VTV, VIGI | 13F-HR | 15 May 2025, 16:37 |
| Q4 2024 | 1,234 | $12,253,640,371 | +$1,068,126,601 | -$478,556,391 | +$589,570,210 | VUG, AAPL, VTV, BIV, VIGI | 13F-HR | 13 Feb 2025, 18:41 |
| Q3 2024 | 1,181 | $11,634,932,347 | +$2,063,462,653 | -$206,855,565 | +$1,856,607,088 | VUG, AAPL, VTV, MSFT, VIGI | 13F-HR | 14 Nov 2024, 20:11 |
| Q2 2024 | 859 | $9,412,706,239 | +$1,057,977,459 | -$319,972,215 | +$738,005,244 | VUG, VTV, AAPL, MSFT, VIGI | 13F-HR | 19 Aug 2024, 13:42 |
| Q1 2024 | 833 | $8,555,023,014 | +$425,641,493 | -$241,428,049 | +$184,213,444 | VUG, VTV, AAPL, MSFT, SPY | 13F-HR | 14 May 2024, 17:26 |
| Q4 2023 | 814 | $7,840,373,097 | +$857,512,730 | -$162,181,908 | +$695,330,822 | VUG, VTV, AAPL, MSFT, AGG | 13F-HR | 28 Feb 2024, 13:06 |
| Q3 2023 | 752 | $6,446,761,264 | +$139,699,046 | -$14,637,901 | +$125,061,145 | VUG, VTV, AAPL, MSFT, SPY | 13F-HR | 22 Nov 2023, 19:34 |
| Q2 2023 | 684 | $845,139,205 | $0 | $0 | $0 | AAPL, VIGI, DFAT, AMT, DIS | 13F-HR | 14 Aug 2023, 12:06 |
| Q1 2023 | 640 | $1,101,894,591 | $0 | $0 | $0 | AAPL, AMZN, AVGO, DFCF, AMT | 13F-HR | 05 Jun 2023, 09:28 |
| Q4 2022 | 621 | $5,549,327,143 | +$1,014,894,807 | -$138,031,994 | +$876,862,813 | VUG, VTV, NEAR, AAPL, TLT | 13F-HR | 12 Jun 2023, 11:52 |
| Q3 2022 | 342 | $4,409,412,000 | +$708,974,384 | -$482,400,847 | +$226,573,537 | VUG, VTV, NEAR, AAPL, MSFT | 13F-HR | 02 Dec 2022, 17:28 |
| Q2 2022 | 635 | $4,440,239,000 | +$781,343,056 | -$144,435,375 | +$636,907,681 | VUG, VTV, NEAR, AAPL, MSFT | 13F-HR | 11 Aug 2022, 12:29 |
| Q1 2022 | 635 | $4,555,216,000 | +$688,415,820 | -$127,460,319 | +$560,955,501 | VUG, VTV, AAPL, MSFT, AMZN | 13F-HR | 20 May 2022, 14:53 |
| Q4 2021 | 545 | $4,225,707,000 | +$373,565,696 | -$126,282,099 | +$247,283,597 | VUG, VTV, AAPL, MSFT, AMZN | 13F-HR | 17 Feb 2022, 16:57 |
| Q3 2021 | 528 | $3,646,776,000 | +$242,951,391 | -$182,804,020 | +$60,147,371 | VUG, VTV, AAPL, MSFT, JPM | Restatement | 22 Nov 2021, 19:18 |
| Q2 2021 | 535 | $3,606,954,000 | +$328,666,412 | -$96,855,331 | +$231,811,081 | VUG, VTV, AAPL, MSFT, JPM | 13F-HR | 24 Aug 2021, 17:25 |
| Q1 2021 | 491 | $3,145,451,000 | +$550,193,586 | -$366,050,844 | +$184,142,742 | VUG, VTV, AAPL, MSFT, JPM | 13F-HR | 17 May 2021, 16:36 |
| Q4 2020 | 455 | $2,844,333,000 | +$378,179,889 | -$116,956,701 | +$261,223,188 | VUG, IGSB, VTV, AAPL, MSFT | 13F-HR | 18 Feb 2021, 13:43 |
| Q3 2020 | 353 | $2,324,075,000 | +$290,183,759 | -$317,931,429 | -$27,747,670 | VUG, IGSB, VTV, AAPL, MSFT | 13F-HR | 17 Nov 2020, 13:17 |
| Q2 2020 | 290 | $2,278,350,000 | +$159,994,683 | -$266,167,592 | -$106,172,909 | VTV, IGSB, VUG, AAPL, VB | 13F-HR | 14 Aug 2020, 17:23 |
| Q1 2020 | 363 | $2,043,164,000 | +$220,627,818 | -$158,348,175 | +$62,279,643 | VTV, IGSB, VUG, VB, AAPL | 13F-HR | 18 May 2020, 15:49 |
| Q4 2019 | 413 | $2,428,292,000 | +$355,564,066 | -$94,898,109 | +$260,665,957 | VTV, IGSB, VUG, VB, AAPL | 13F-HR | 14 Feb 2020, 13:52 |
| Q3 2019 | 359 | $2,016,562,000 | +$438,002,661 | -$39,369,375 | +$398,633,286 | VTV, IGSB, VUG, VB, AAPL | 13F-HR | 18 Nov 2019, 12:47 |
| Q2 2019 | 308 | $1,600,658,000 | +$745,573,460 | -$224,148,667 | +$521,424,793 | VTV, VUG, IGSB, VB, SPY | 13F-HR | 27 Aug 2019, 11:05 |
| Q1 2019 | 244 | $1,040,007,000 | +$129,842,633 | -$503,497,289 | -$373,654,656 | VB, IWP, AAPL, MSFT, META | 13F-HR | 17 May 2019, 19:24 |
| Q4 2018 | 261 | $1,292,221,000 | +$289,016,394 | -$84,093,484 | +$204,922,910 | VTV, VUG, VB, IWP, EFA | 13F-HR | 15 Feb 2019, 18:39 |
| Q3 2018 | 283 | $1,275,902,000 | +$178,267,827 | -$34,281,954 | +$143,985,873 | VTV, VUG, VB, AAPL, MSFT | 13F-HR | 14 Nov 2018, 20:12 |
| Q2 2018 | 190 | $1,059,110,000 | +$62,760,397 | -$66,970,311 | -$4,209,914 | VTV, VUG, VB, AAPL, META | 13F-HR | 14 Aug 2018, 16:42 |
| Q1 2018 | 202 | $1,034,312,000 | +$149,737,560 | -$42,402,167 | +$107,335,393 | VTV, VUG, VB, AAPL, META | 13F-HR | 15 May 2018, 17:12 |
| Q4 2017 | 197 | $946,810,000 | +$53,154,683 | -$29,540,822 | +$23,613,861 | VTV, VUG, VB, AAPL, META | 13F-HR | 14 Feb 2018, 20:01 |
| Q3 2017 | 178 | $865,607,000 | +$54,885,675 | -$37,255,999 | +$17,629,676 | VTV, VUG, VB, META, AAPL | 13F-HR | 14 Nov 2017, 18:46 |
| Q2 2017 | 179 | $815,842,000 | +$97,201,187 | -$26,577,087 | +$70,624,100 | VTV, VUG, VB, META, AAPL | 13F-HR | 17 Aug 2017, 15:55 |
| Q1 2017 | 160 | $724,985,000 | +$107,875,741 | -$186,449,780 | -$78,574,039 | VTV, VUG, VB, AAPL, META | 13F-HR | 15 May 2017, 14:26 |
| Q4 2016 | 141 | $682,764,000 | +$124,310,333 | -$22,470,587 | +$101,839,746 | VTV, NEAR, AGG, VUG, BND | 13F-HR | 14 Feb 2017, 18:44 |
| Q3 2016 | 137 | $639,940,000 | +$37,586,642 | -$41,979,629 | -$4,392,987 | VTV, NEAR, VUG, AAPL, META | 13F-HR | 14 Nov 2016, 18:17 |
| Q2 2016 | 129 | $627,535,000 | +$65,794,876 | -$102,544,132 | -$36,749,256 | VTV, NEAR, VUG, AAPL, SSD | 13F-HR | 15 Aug 2016, 13:41 |
| Q1 2016 | 137 | $652,093,000 | +$176,571,815 | -$130,040,622 | +$46,531,193 | VTV, NEAR, VUG, AAPL, XLY | 13F-HR | 16 May 2016, 12:31 |
| Q4 2015 | 145 | $594,909,000 | +$100,662,860 | -$52,810,478 | +$47,852,382 | VTV, VUG, AAPL, JPM, PEP | 13F-HR | 12 Feb 2016, 18:01 |
| Q3 2015 | 139 | $524,166,000 | +$51,527,525 | -$26,066,312 | +$25,461,213 | VTV, VUG, AAPL, GOOGL, PEP | 13F-HR | 17 Nov 2015, 15:36 |
| Q2 2015 | 122 | $533,603,914 | +$33,151,984 | -$24,142,348 | +$9,009,636 | VTV, VUG, AAPL, JPM, XOM | 13F-HR | 14 Aug 2015, 16:35 |
| Q1 2015 | 130 | $531,798,382 | +$86,683,141 | -$153,780,149 | -$67,097,008 | VTV, VUG, AAPL, PNC, JPM | 13F-HR | 14 May 2015, 18:21 |
| Q4 2014 | 135 | $606,805,000 | +$107,117,409 | -$139,433,342 | -$32,315,933 | VTV, VGK, AAPL, VUG, BKLN | 13F-HR | 17 Feb 2015, 07:41 |
| Q3 2014 | 116 | $617,502,000 | +$231,091,486 | -$41,744,073 | +$189,347,413 | AGG, VTV, VGK, AAPL, VUG | 13F-HR | 12 Nov 2014, 15:14 |
| Q2 2014 | 112 | $430,317,000 | +$97,252,602 | -$24,230,206 | +$73,022,396 | VGK, AAPL, UPS, XOM, PNC | 13F-HR | 25 Jul 2014, 15:03 |
| Q1 2014 | 114 | $365,623,000 | +$40,183,350 | -$60,162,370 | -$19,979,020 | AAPL, UPS, XOM, JPM, PNC | 13F-HR | 15 May 2014, 12:03 |
| Q4 2013 | 125 | $385,567,000 | $0 | $0 | $0 | AAPL, UPS, XOM, GOOGL, PRU | 13F-HR | 14 Feb 2014, 11:46 |