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 501–550 of 1,476
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| GLW | CORNING INC | 18K | $1M+ | SH |
| BSCS | INVESCO EXCH TRD SLF IDX FD | 75K | $1M+ | SH |
| MTG | MGIC INVT CORP WIS | 52K | $1M+ | SH |
| VSS | VANGUARD INTL EQUITY INDEX F | 11K | $1M+ | SH |
| NVDL | GRANITESHARES ETF TR | 17K | $1M+ | SH |
| PPL | PPL CORP | 43K | $1M+ | SH |
| TGT | TARGET CORP | 15K | $1M+ | SH |
| MET | METLIFE INC | 19K | $1M+ | SH |
| SSNC | SS&C TECHNOLOGIES HLDGS INC | 17K | $1M+ | SH |
| ROST | ROSS STORES INC | 8K | $1M+ | SH |
| VDE | VANGUARD WORLD FD | 12K | $1M+ | SH |
| SCHH | SCHWAB STRATEGIC TR | 72K | $1M+ | SH |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | 18K | $1M+ | SH |
| ES | EVERSOURCE ENERGY | 22K | $1M+ | SH |
| FTNT | FORTINET INC | 18K | $1M+ | SH |
| A | AGILENT TECHNOLOGIES INC | 11K | $1M+ | SH |
| VONE | VANGUARD SCOTTSDALE FDS | 5K | $1M+ | SH |
| ETOR | ETORO GROUP LTD | 41K | $1M+ | SH |
| DHI | D R HORTON INC | 10K | $1M+ | SH |
| RF | REGIONS FINANCIAL CORP NEW | 53K | $1M+ | SH |
| ALLY | ALLY FINL INC | 31K | $1M+ | SH |
| GBDC | GOLUB CAP BDC INC | 104K | $1M+ | SH |
| BINC | BLACKROCK ETF TRUST II | 27K | $1M+ | SH |
| IAGG | ISHARES TR | 28K | $1M+ | SH |
| ZM | ZOOM COMMUNICATIONS INC | 16K | $1M+ | SH |
| VMBS | VANGUARD SCOTTSDALE FDS | 29K | $1M+ | SH |
| RPM | RPM INTL INC | 13K | $1M+ | SH |
| DON | WISDOMTREE TR | 27K | $1M+ | SH |
| VGSH | VANGUARD SCOTTSDALE FDS | 23K | $1M+ | SH |
| IGV | ISHARES TR | 13K | $1M+ | SH |
| GBCI | GLACIER BANCORP INC NEW | 31K | $1M+ | SH |
| BBY | BEST BUY INC | 20K | $1M+ | SH |
| VST | VISTRA CORP | 8K | $1M+ | SH |
| CRCL | CIRCLE INTERNET GROUP INC | 17K | $1M+ | SH |
| TEAM | ATLASSIAN CORPORATION | 8K | $1M+ | SH |
| WWD | WOODWARD INC | 4K | $1M+ | SH |
| COIN | COINBASE GLOBAL INC | 6K | $1M+ | SH |
| HOLX | HOLOGIC INC | 18K | $1M+ | SH |
| TT | TRANE TECHNOLOGIES PLC | 3K | $1M+ | SH |
| ADSK | AUTODESK INC | 4K | $1M+ | SH |
| COR | CENCORA INC | 4K | $1M+ | SH |
| GIS | GENERAL MLS INC | 28K | $1M+ | SH |
| XNTK | SPDR SERIES TRUST | 5K | $1M+ | SH |
| GM | GENERAL MTRS CO | 16K | $1M+ | SH |
| VONG | VANGUARD SCOTTSDALE FDS | 11K | $1M+ | SH |
| CTVA | CORTEVA INC | 19K | $1M+ | SH |
| LEN | LENNAR CORP | 12K | $1M+ | SH |
| SCZ | ISHARES TR | 16K | $1M+ | SH |
| MDLZ | MONDELEZ INTL INC | 24K | $1M+ | SH |
| ED | CONSOLIDATED EDISON INC | 13K | $1M+ | SH |