EP Wealth Advisors Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Berkshire Hathaway Class B
BRK.B
|
+$99.4M |
| 2 |
Vanguard Intermediate-Term Bond ETF
BIV
|
+$61.8M |
| 3 |
Vanguard International Dividend Appreciation ETF
VIGI
|
+$44.9M |
| 4 |
Vanguard Growth ETF
VUG
|
+$44.4M |
| 5 |
Dimensional US Large Cap Value ETF
DFLV
|
+$43.3M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares MSCI EAFE ETF
EFA
|
+$64.7M |
| 2 |
Walt Disney
DIS
|
+$41.6M |
| 3 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$26.9M |
| 4 |
Honeywell
HON
|
+$20.2M |
| 5 |
Vanguard Value ETF
VTV
|
+$17.1M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 11.25% |
| 2 | Financials | 5.94% |
| 3 | Healthcare | 4.16% |
| 4 | Consumer Discretionary | 3.89% |
| 5 | Industrials | 3.62% |
Similar funds
EP Wealth Advisors's Q1 2025 Portfolio in Review
As of Q1 2025, EP Wealth Advisors held 1,383 positions worth $12.5B, up 2.2% from $12.3B the previous quarter. Its ten largest holdings account for 33% of the portfolio.
EP Wealth Advisors deployed $666M of net new capital in Q1 2025, opening 149 new positions and adding to 535 existing holdings. Its largest new stake was Berkshire Hathaway Class B: 204,449 shares worth $109M.
By sector, the portfolio is most concentrated in Technology at 11% of assets, down from 13% a quarter earlier, followed by Financials and Healthcare.
On the sell side, the largest reduction was iShares MSCI EAFE ETF, an estimated $64.7M trimmed.
- EP Wealth Advisors's largest Q1 2025 buy was Berkshire Hathaway Class B: 204,449 shares worth $109M.
- EP Wealth Advisors added most to Vanguard Intermediate-Term Bond ETF in Q1 2025, an estimated $61.8M increase.
- EP Wealth Advisors's biggest Q1 2025 reduction was iShares MSCI EAFE ETF, cutting an estimated $64.7M.
- EP Wealth Advisors fully exited Smartsheet Inc. in Q1 2025, selling an estimated $527K.
- EP Wealth Advisors's ten largest holdings make up 33% of its $12.5B portfolio in Q1 2025.
- EP Wealth Advisors opened 149 new positions and closed 101 in Q1 2025.
- EP Wealth Advisors's portfolio value rose 2.2% quarter-over-quarter to $12.5B.
Based on EP Wealth Advisors's 13F filing for Q1 2025, filed 15 May 2025.