EP Wealth Advisors, LLC

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
Torrance, CA
CIK
0001540569
Alternate names
EP Wealth Advisors, Inc.
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 814 7,840,373 VUG, VTV, AAPL, MSFT 13F-HR 2/28/2024 000139834424004748
Q3 2023 752 6,446,761 VUG, VTV, AAPL, MSFT 13F-HR 11/24/2023 000139834423021089
Q2 2023 685 6,937,182 VUG, VTV, NEAR, AAPL 13F-HR 8/14/2023 000139834423014787
Q1 2023 658 5,814,436 VV, VUG, NEE, AAPL 13F-HR 6/5/2023 000139834423011544
Q4 2022 621 5,549,327 VUG, VTV, NEAR, AAPL 13F-HR 6/12/2023 000139834423011940
Q3 2022 342 4,409,412 VUG, VTV, NEAR, AAPL 13F-HR 12/2/2022 000139834422023959
Q2 2022 636 4,440,239 VUG, VTV, NEAR, AAPL 13F-HR 8/11/2022 000139834422015324
Q1 2022 635 4,555,216 VUG, VTV, AAPL, MSFT 13F-HR 5/20/2022 000139834422010157
Q4 2021 545 4,230,760 VUG, VTV, AAPL, MSFT 13F-HR 2/17/2022 000139834422003584
Q3 2021 528 3,646,776 VUG, VTV, AAPL, MSFT RESTATEMENT 11/22/2021 000139834421021955
Q2 2021 535 3,606,954 VUG, VTV, AAPL, MSFT 13F-HR 8/24/2021 000139834421016733
Q1 2021 491 3,145,451 VUG, VTV, AAPL, MSFT 13F-HR 5/17/2021 000139834421010979
Q4 2020 455 2,844,333 VUG, IGSB, VTV, AAPL 13F-HR 2/18/2021 000139834421003702
Q3 2020 353 2,324,075 VUG, IGSB, VTV, AAPL 13F-HR 11/17/2020 000139834420022790
Q2 2020 367 2,341,836 VTV, IGSB, VUG, AAPL 13F-HR 8/14/2020 000139834420015910
Q1 2020 362 2,043,405 VTV, IGSB, VUG, VB 13F-HR 5/18/2020 000139834420010859
Q4 2019 413 2,428,292 VTV, IGSB, VUG, VB 13F-HR 2/14/2020 000139834420003530
Q3 2019 359 2,016,562 VTV, IGSB, VUG, VB 13F-HR 11/18/2019 000139834419020518
Q2 2019 308 1,600,658 VTV, VUG, IGSB, VB 13F-HR 8/27/2019 000139834419015296
Q1 2019 244 1,040,007 VB, IWP, AAPL, MSFT 13F-HR 5/20/2019 000139834419009127
Q4 2018 259 1,296,453 VTV, VUG, VB, IWP 13F-HR 2/19/2019 000139834419003054
Q3 2018 279 1,279,878 VTV, VUG, VB, AAPL 13F-HR 11/15/2018 000139834418016646
Q2 2018 188 1,059,848 VTV, VUG, VB, AAPL 13F-HR 8/14/2018 000139834418011900
Q1 2018 201 1,034,609 VTV, VUG, VB, AAPL 13F-HR 5/15/2018 000139834418007630
Q4 2017 194 947,758 VTV, VUG, VB, AAPL 13F-HR 2/15/2018 000139834418002447
Q3 2017 177 865,849 VTV, VUG, VB, META 13F-HR 11/15/2017 000139834417014723
Q2 2017 179 815,842 VTV, VUG, VB, META 13F-HR 8/17/2017 000139834417010510
Q1 2017 160 724,985 VTV, VUG, VB, AAPL 13F-HR 5/15/2017 000139834417006421
Q4 2016 141 684,249 VTV, NEAR, AGG, VUG 13F-HR 2/15/2017 000139834417002115
Q3 2016 137 639,940 VTV, NEAR, VUG, AAPL 13F-HR 11/15/2016 000139834416020774
Q2 2016 129 627,535 VTV, NEAR, VUG, AAPL 13F-HR 8/15/2016 000139834416016738
Q1 2016 137 652,093 VTV, NEAR, VUG, AAPL 13F-HR 5/16/2016 000139834416013425
Q4 2015 145 594,909 VTV, VUG, AAPL, JPM 13F-HR 2/16/2016 000139834416009911
Q3 2015 139 524,604 VTV, VUG, AAPL, GOOGL 13F-HR 11/17/2015 000139834415007712
Q2 2015 123 533,603 VTV, VUG, AAPL, JPM 13F-HR 8/14/2015 000139834415005374
Q1 2015 131 531,798 VTV, VUG, AAPL, PNC 13F-HR 5/15/2015 000139834415003288
Q4 2014 136 606,805 VTV, VGK, AAPL, VUG 13F-HR 2/17/2015 000139834415001064
Q3 2014 117 617,502 AGG, VTV, VGK, AAPL 13F-HR 11/12/2014 000139834414005830
Q2 2014 112 430,317 VGK, AAPL, UPS, XOM 13F-HR 7/25/2014 000139834414003709
Q1 2014 114 365,623 AAPL, UPS, XOM, JPM 13F-HR 5/15/2014 000139834414002802
Q4 2013 125 385,567 AAPL, UPS, XOM, GOOGL 13F-HR 2/14/2014 000139834414001041
Additional filings from EP Wealth Advisors, LLC that have since been restated