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Home > Institutional Investor > Ep Wealth Advisors, Inc. > Profile

Instuitional Investor - Ep Wealth Advisors, Inc.

Fund Profile
Filing Period:
Fund Name: Ep Wealth Advisors, Inc.
Portfolio Value $15,215,522,201
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds - GROWTH ETF
 3,463,113 $1,518,228,714 9.98%
2.
Vanguard Bond Index Funds
 BND 6,071,963 $469,605,592 3.09%
3.
Apple Inc.
 AAPL 2,136,596 $438,365,475 2.88%
4.
Vanguard Whitehall Funds
 4,821,980 $434,556,838 2.86%
5.
Ishares Tr
 7,752,802 $409,037,852 2.69%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%
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Returns since its inception in May 2014 (through August 15th, 2025)