Long-term investor
Ep Wealth Advisors, LLC @epwealthadvisorsllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001540569).
Record
- Tracked since 2025-12-31 (257 days), 23 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all +6.2%
- Max drawdown n/a · win rate 26% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- VUG · 7.7% · long · since 2025-12-31
- VTV · 7.5% · long · since 2025-12-31
- BIV · 3.6% · long · since 2025-12-31
- AAPL · 3.5% · long · since 2025-12-31
- VOE · 3.4% · long · since 2025-12-31
- VIGI · 2.9% · long · since 2025-12-31
- IGSB · 2.7% · long · since 2025-12-31
- NVDA · 2.3% · long · since 2025-12-31
- VOT · 2.1% · long · since 2025-12-31
- DFIV · 1.9% · long · since 2025-12-31
- AGG · 1.5% · long · since 2025-12-31
- GOOGL · 1.5% · long · since 2025-12-31