Nepc LLC
NEPC, LLC is an independent, employee-owned, full-service investment consulting firm headquartered in Boston, MA. Founded in 1986, NEPC serves more than 400 clients—including governments, institutions, families, and individuals—across various asset classes, helping them preserve and grow their capital through research-driven, tailored investment solutions. With approximately 494 employees, NEPC is one of the largest firms in its category and operates with a mission of providing objective, high-quality investment advice and service, placing a strong emphasis on diversity, client alignment, and long-term success.
Investment Strategy
NEPC provides research-driven, custom-tailored investment consulting services across public and private asset classes. The firm develops diversified and risk-managed investment programs for a wide range of institutional and private clients. Their approach involves in-depth analysis using proprietary quantitative and qualitative methods to evaluate both markets and managers, spanning strategies from traditional equities and fixed income to alternatives such as private equity, hedge funds, real assets, and credit markets. They emphasize rigorous due diligence, risk management, operational independence, and strive to deliver unbiased, objective solutions tailored to each client’s specific financial goals, constraints, beliefs, and time horizons. NEPC also integrates diversity and inclusion considerations when selecting external managers and works to align its strategies with long-term client success through ongoing partnership and fiduciary responsibility.
Latest 13F Filing Activity
Nepc LLC filed their most recent 13F report on Jun 30, 2025 disclosing 48 equity positions with a total 13F market value of $3.9T. The fund increased holdings in Vanguard Index FDS, Vanguard Scottsdale FDS, Vanguard Scottsdale FDS among other positions. Nepc LLC reduced exposure to Ishares TR, Ishares TR, DBX Etf TR among others.
Top Holdings
Equity Positions (48)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VOO | VANGUARD INDEX FDS | 11.84% | $464.99B | 818,600 | $472.21 | $568.03 | +$464.59B |
V VCSH | VANGUARD SCOTTSDALE FDS | 10.22% | $401.40B | 5,049,050 | $76.39 | $79.50 | +$401.02B |
V VGIT | VANGUARD SCOTTSDALE FDS | 9.68% | $380.08B | 6,354,852 | $57.88 | $59.81 | +$379.71B |
V VCIT | VANGUARD SCOTTSDALE FDS | 9.34% | $366.78B | 4,423,287 | $78.45 | $82.92 | +$366.43B |
V VGLT | VANGUARD SCOTTSDALE FDS | 9.31% | $365.90B | 6,519,909 | $56.76 | $56.12 | +$365.53B |
Industry Allocation
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