CIK 1540569
EP Wealth Advisors, LLC
Institutional 13F holdings & portfolio
Holdings
1,476
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
5
Holdings
13F filings as of Dec 31, 2025 · Showing 451–500 of 1,476
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| PCAR | PACCAR INC | 18K | $1M+ | SH |
| SPSB | SPDR SERIES TRUST | 64K | $1M+ | SH |
| SPLV | INVESCO EXCH TRADED FD TR II | 27K | $1M+ | SH |
| MGV | VANGUARD WORLD FD | 14K | $1M+ | SH |
| AEP | AMERICAN ELEC PWR CO INC | 17K | $1M+ | SH |
| CAH | CARDINAL HEALTH INC | 9K | $1M+ | SH |
| WRB | BERKLEY W R CORP | 27K | $1M+ | SH |
| NUDM | NUSHARES ETF TR | 53K | $1M+ | SH |
| MAR | MARRIOTT INTL INC NEW | 6K | $1M+ | SH |
| NVO | NOVO-NORDISK A S | 37K | $1M+ | SH |
| ELV | ELEVANCE HEALTH INC FORMERLY | 5K | $1M+ | SH |
| COLB | COLUMBIA BKG SYS INC | 67K | $1M+ | SH |
| KMB | KIMBERLY-CLARK CORP | 18K | $1M+ | SH |
| USFD | US FOODS HLDG CORP | 25K | $1M+ | SH |
| VEU | VANGUARD INTL EQUITY INDEX F | 25K | $1M+ | SH |
| PRF | INVESCO EXCHANGE TRADED FD T | 39K | $1M+ | SH |
| NTAP | NETAPP INC | 17K | $1M+ | SH |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | 52K | $1M+ | SH |
| AMP | AMERIPRISE FINL INC | 4K | $1M+ | SH |
| VGIT | VANGUARD SCOTTSDALE FDS | 30K | $1M+ | SH |
| TRMB | TRIMBLE INC | 23K | $1M+ | SH |
| FNDA | SCHWAB STRATEGIC TR | 56K | $1M+ | SH |
| TXT | TEXTRON INC | 20K | $1M+ | SH |
| CWB | SPDR SERIES TRUST | 20K | $1M+ | SH |
| GLPI | GAMING & LEISURE PPTYS INC | 39K | $1M+ | SH |
| MRSH | MARSH & MCLENNAN COS INC | 9K | $1M+ | SH |
| ICE | INTERCONTINENTAL EXCHANGE IN | 11K | $1M+ | SH |
| IJJ | ISHARES TR | 13K | $1M+ | SH |
| SNPS | SYNOPSYS INC | 4K | $1M+ | SH |
| SLB | SLB LIMITED | 44K | $1M+ | SH |
| DUHP | DIMENSIONAL ETF TRUST | 44K | $1M+ | SH |
| SLYV | SPDR SERIES TRUST | 18K | $1M+ | SH |
| TIP | ISHARES TR | 15K | $1M+ | SH |
| FDIS | FIDELITY COVINGTON TRUST | 16K | $1M+ | SH |
| ENB | ENBRIDGE INC | 35K | $1M+ | SH |
| NOBL | PROSHARES TR | 16K | $1M+ | SH |
| VTRS | VIATRIS INC | 132K | $1M+ | SH |
| AIRR | FIRST TR EXCHANGE TRADED FD | 17K | $1M+ | SH |
| TFLO | ISHARES TR | 32K | $1M+ | SH |
| MDYV | SPDR SERIES TRUST | 19K | $1M+ | SH |
| GLDM | WORLD GOLD TR | 19K | $1M+ | SH |
| EMB | ISHARES TR | 17K | $1M+ | SH |
| TD | TORONTO DOMINION BK ONT | 17K | $1M+ | SH |
| JCI | JOHNSON CTLS INTL PLC | 13K | $1M+ | SH |
| SCHO | SCHWAB STRATEGIC TR | 65K | $1M+ | SH |
| IEUS | ISHARES TR | 23K | $1M+ | SH |
| EBAY | EBAY INC. | 18K | $1M+ | SH |
| IJT | ISHARES TR | 11K | $1M+ | SH |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | 6K | $1M+ | SH |
| NET | CLOUDFLARE INC | 8K | $1M+ | SH |