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EP Wealth Advisors, LLC
Ryan Parker · Investment Advisor · Multi-Strategy
EP Wealth Advisors, LLC is a leading fee-only registered investment advisor (RIA) based in Torrance, California. Founded in 1999 by Derek Holman and Brian Parker, the firm has expanded its footprint across the United States through organic growth and strategic acquisitions. EP Wealth provides a wide range of services, including personalized investment management, financial planning, and tax and estate services for high-net-worth individuals and families. The firm is known for its fiduciary commitment and its 'planning-first' approach, which integrates all aspects of a client's financial life into a cohesive strategy.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +19.5% |
| YTD return | +13.0% |
| Sharpe ratio | 3.42 |
| Win rate | 52% |
| AUM | $5.2B |
| Inception | Oct 1, 2025 |
| Updated | Sep 18, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $5.2B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://www.epwealth.com |
Current Holdings
Updated on Sep 18, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| AAPL | Apple Inc | 19.3% | +25.0% |
| NVDA | NVIDIA Corporation | 13.6% | +16.2% |
| GOOGL | Alphabet Inc Class A | 9.6% | +33.0% |
| MSFT | Microsoft Corporation | 9.0% | -0.2% |
| AMZN | Amazon.com Inc | 7.0% | +11.3% |
| AVGO | Broadcom Inc | 6.0% | +4.2% |
| JPM | JPMorgan Chase & Co | 5.0% | +13.0% |
| JNJ | Johnson & Johnson | 3.8% | +30.4% |
| BRK-A | Berkshire Hathaway Inc | 3.1% | +2.5% |
| META | Meta Platforms Inc. | 3.1% | -2.0% |
| COST | Costco Wholesale Corp | 2.7% | -3.7% |
| V | Visa Inc. Class A | 2.6% | +6.4% |
| AMD | Advanced Micro Devices Inc | 2.5% | +47.0% |
| CSCO | Cisco Systems Inc | 2.2% | +50.0% |
| LLY | Eli Lilly and Company | 2.1% | +12.0% |
| SNOW | Snowflake Inc. | 1.8% | +1.0% |
| MU | Micron Technology Inc | 1.8% | +4.9% |
| BLK | BlackRock Inc | 1.7% | -7.5% |
| UNP | Union Pacific Corporation | 1.6% | -9.1% |
| VLO | Valero Energy Corporation | 1.6% | +11.5% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Sep 7, 2026 | SELL | AMZN | 7.3% → 7.0% |
| Sep 7, 2026 | BUY | BRK-A | 3.1% → 3.1% |
| Sep 7, 2026 | BUY | UNP | 1.7% → 1.6% |
| Sep 7, 2026 | BUY | JNJ | 3.6% → 3.8% |
| Sep 7, 2026 | SELL | JPM | 5.0% → 5.0% |
Investment Style Analysis
EP Wealth Advisors, LLC is widely recognized for employing a Multi-Strategy strategy. As of Sep 18, 2026, the firm oversees approximately $5.2B in assets under management (AUM). The portfolio demonstrates a clear preference for the Semiconductors and Consumer Electronics sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Sep 7, EP Wealth Advisors, LLC made a significant move by reducing the position in AMZN. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
EP Wealth Advisors adheres to a planning-first philosophy, where investment strategies are integrated with comprehensive financial, tax, and estate planning. The firm employs a disciplined, evidence-based approach to portfolio management, emphasizing strategic asset allocation and diversification to help clients achieve their long-term financial goals. By maintaining a fiduciary standard, EP Wealth focuses on providing objective advice and utilizing both active and passive investment vehicles tailored to each client's specific risk tolerance and objectives.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with EP Wealth Advisors, LLC.
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Frequently asked questions
How is the simulated portfolio for EP Wealth Advisors, LLC constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is EP Wealth Advisors, LLC's largest holding?
As of the latest filing, EP Wealth Advisors, LLC's top position is Apple Inc (AAPL), representing 19.3% of the portfolio. This reflects a high-conviction bet by the institution.
What is EP Wealth Advisors, LLC's historical performance and risk profile?
Our simulation indicates a total return of +19.5% with a win rate of 52%. Notably, the portfolio maintains a Sharpe Ratio of 3.42, suggesting an exceptional level of risk-adjusted returns compared to the broader market.
What sectors does EP Wealth Advisors, LLC primarily invest in?
EP Wealth Advisors, LLC has a strong preference for the Semiconductors sector, which makes up 23.9% of their disclosed assets. The portfolio also has exposure to Consumer Electronics, indicating a specific thematic focus.
Is EP Wealth Advisors, LLC's portfolio concentrated or diversified?
EP Wealth Advisors, LLC runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 42.5% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has EP Wealth Advisors, LLC performed in 2026?
Our AI-simulated model portfolio for EP Wealth Advisors, LLC tracks a Year-to-Date (YTD) return of +13.0%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Ryan Parker manage EP Wealth Advisors, LLC directly?
Yes, Ryan Parker serves as the key portfolio manager for EP Wealth Advisors, LLC, overseeing the investment strategy and final capital allocation decisions.