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EWA
EP Wealth Advisors Portfolio holdings
AUM
$20.3B
This Fund
S&P 500
This Quarter
Est. Return
+2.32%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$19.2B
AUM Growth
–
Cap. Flow
+$19.1B
Cap. Flow
% of AUM
99.36%
Top 10 Holdings %
Top 10 Hldgs %
39.38%
Holding
1,476
New
1,476
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard Growth ETF
VUG
|
+$1.69B |
| 2 |
Vanguard Value ETF
VTV
|
+$1.49B |
| 3 |
Vanguard Mid-Cap Value ETF
VOE
|
+$684M |
| 4 |
Vanguard Intermediate-Term Bond ETF
BIV
|
+$675M |
| 5 |
Apple
AAPL
|
+$615M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 12.55% |
| 2 | Financials | 5.01% |
| 3 | Communication Services | 3.45% |
| 4 | Healthcare | 3.32% |
| 5 | Consumer Discretionary | 3.27% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1176
Medpace
MEDP
$16.5B
| $281K | ﹤0.01% |
+500
| New | +$284K |
|
1177
Kite Realty
KRG
$5.99B
| $280K | ﹤0.01% |
+11,681
| New | +$265K |
|
1178
iShares International Equity Factor ETF
INTF
$3.58B
| $280K | ﹤0.01% |
+7,411
| New | +$272K |
|
1179
Viasat
VSAT
$10.2B
| $279K | ﹤0.01% |
+8,108
| New | +$286K |
|
1180
Encompass Health
EHC
$11.3B
| $279K | ﹤0.01% |
+2,627
| New | +$304K |
|
1181
Tactile Systems Technology
TCMD
$626M
| $278K | ﹤0.01% |
+9,584
| New | +$213K |
|
1182
Royalty Pharma
RPRX
$26B
| $278K | ﹤0.01% |
+7,190
| New | +$274K |
|
1183
First Horizon
FHN
$12.1B
| $277K | ﹤0.01% |
+11,592
| New | +$258K |
|
1184
Moog Inc Class A
MOG.A
$13.2B
| $277K | ﹤0.01% |
+1,136
| New | +$249K |
|
1185
Twilio
TWLO
$29.5B
| $275K | ﹤0.01% |
+1,936
| New | +$240K |
|
1186
Direxion Daily Semiconductor Bull 3X ETF
SOXL
$18.7B
| $275K | ﹤0.01% |
+6,551
| New | +$273K |
|
1187
iShares Low Carbon Optimized MSCI ACWI ETF
CRBN
$1.14B
| $275K | ﹤0.01% |
+1,194
| New | +$274K |
|
1188
ENI
E
$73.5B
| $275K | ﹤0.01% |
+7,247
| New | +$266K |
|
1189
Progyny
PGNY
$2.47B
| $275K | ﹤0.01% |
+10,705
| New | +$246K |
|
1190
Minerals Technologies
MTX
$2.29B
| $275K | ﹤0.01% |
+4,508
| New | +$267K |
|
1191
Franklin Covey
FC
$245M
| $274K | ﹤0.01% |
+16,353
| New | +$274K |
|
1192
Kontoor Brands
KTB
$4.74B
| $273K | ﹤0.01% |
+4,472
| New | +$332K |
|
1193
Jones Lang LaSalle
JLL
$15.5B
| $273K | ﹤0.01% |
+811
| New | +$254K |
|
1194
Etsy
ETSY
$7.96B
| $271K | ﹤0.01% |
+4,892
| New | +$299K |
|
1195
FT Vest International Equity Moderate Buffer ETF December
YDEC
$159M
| $270K | ﹤0.01% |
+10,315
| New | +$267K |
|
1196
Armstrong World Industries
AWI
$7.05B
| $270K | ﹤0.01% |
+1,412
| New | +$269K |
|
1197
Jefferies Financial Group
JEF
$13B
| $269K | ﹤0.01% |
+4,339
| New | +$249K |
|
1198
Kforce
KFRC
$1.04B
| $269K | ﹤0.01% |
+8,692
| New | +$256K |
|
1199
Gorman-Rupp
GRC
$2.13B
| $268K | ﹤0.01% |
+5,611
| New | +$261K |
|
1200
Sun Life Financial
SLF
$46B
| $268K | ﹤0.01% |
+4,293
| New | +$259K |
|
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EP Wealth Advisors's Q4 2025 Portfolio in Review
Q4 2025 is the first quarter with a 13F filing on record for EP Wealth Advisors, which disclosed 1,476 positions worth $19.2B. Its ten largest holdings account for 39% of the portfolio.
Its largest position is Vanguard Growth ETF: 20,785,380 shares worth $1.69B.
By sector, the portfolio is most concentrated in Technology at 13% of assets, followed by Financials and Communication Services.
- EP Wealth Advisors's largest Q4 2025 buy was Vanguard Growth ETF: 20,785,380 shares worth $1.69B.
- EP Wealth Advisors's ten largest holdings make up 39% of its $19.2B portfolio in Q4 2025.
- EP Wealth Advisors disclosed 1,476 positions in Q4 2025, its first 13F filing on record.
Based on EP Wealth Advisors's 13F filing for Q4 2025, filed 18 Feb 2026.