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 551–600 of 1,476
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| CDNS | CADENCE DESIGN SYSTEM INC | 4K | $1M+ | SH |
| CZA | INVESCO EXCHANGE TRADED FD T | 11K | $1M+ | SH |
| REGN | REGENERON PHARMACEUTICALS | 2K | $1M+ | SH |
| MTB | M & T BK CORP | 6K | $1M+ | SH |
| COWZ | PACER FDS TR | 21K | $1M+ | SH |
| AVDE | AMERICAN CENTY ETF TR | 15K | $1M+ | SH |
| SPMO | INVESCO EXCH TRADED FD TR II | 11K | $1M+ | SH |
| F | FORD MTR CO | 95K | $1M+ | SH |
| PSCD | INVESCO EXCH TRADED FD TR II | 12K | $1M+ | SH |
| VTEC | VANGUARD CALIF TAX FREE FDS | 12K | $1M+ | SH |
| SYY | SYSCO CORP | 17K | $1M+ | SH |
| ETR | ENTERGY CORP NEW | 13K | $1M+ | SH |
| TDG | TRANSDIGM GROUP INC | 918 | $1M+ | SH |
| SOLS | SOLSTICE ADVANCED MATLS INC | 25K | $1M+ | SH |
| CMG | CHIPOTLE MEXICAN GRILL INC | 33K | $1M+ | SH |
| XSD | SPDR SERIES TRUST | 4K | $1M+ | SH |
| TSN | TYSON FOODS INC | 21K | $1M+ | SH |
| HSY | HERSHEY CO | 7K | $1M+ | SH |
| FIX | COMFORT SYS USA INC | 1K | $1M+ | SH |
| VDC | VANGUARD WORLD FD | 6K | $1M+ | SH |
| MSCI | MSCI INC | 2K | $1M+ | SH |
| SGOV | ISHARES TR | 12K | $1M+ | SH |
| DAL | DELTA AIR LINES INC DEL | 17K | $1M+ | SH |
| WBD | WARNER BROS DISCOVERY INC | 41K | $1M+ | SH |
| EMXC | ISHARES INC | 16K | $1M+ | SH |
| IBB | ISHARES TR | 7K | $1M+ | SH |
| PFG | PRINCIPAL FINANCIAL GROUP IN | 13K | $1M+ | SH |
| PRU | PRUDENTIAL FINL INC | 10K | $1M+ | SH |
| HLT | HILTON WORLDWIDE HLDGS INC | 4K | $1M+ | SH |
| WDAY | WORKDAY INC | 5K | $1M+ | SH |
| SONY | SONY GROUP CORP | 45K | $1M+ | SH |
| MDYG | SPDR SERIES TRUST | 12K | $1M+ | SH |
| BAI | BLACKROCK ETF TRUST | 34K | $1M+ | SH |
| EWBC | EAST WEST BANCORP INC | 10K | $1M+ | SH |
| DG | DOLLAR GEN CORP NEW | 9K | $1M+ | SH |
| JHMM | JOHN HANCOCK EXCHANGE TRADED | 17K | $1M+ | SH |
| FISV | FISERV INC | 17K | $1M+ | SH |
| PYPL | PAYPAL HLDGS INC | 19K | $1M+ | SH |
| MCO | MOODYS CORP | 2K | $1M+ | SH |
| WCN | WASTE CONNECTIONS INC | 6K | $1M+ | SH |
| EIX | EDISON INTL | 18K | $1M+ | SH |
| WMB | WILLIAMS COS INC | 18K | $1M+ | SH |
| USFR | WISDOMTREE TR | 22K | $1M+ | SH |
| BK | BANK NEW YORK MELLON CORP | 9K | $1M+ | SH |
| ONEQ | FIDELITY COMWLTH TR | 12K | $1M+ | SH |
| LULU | LULULEMON ATHLETICA INC | 5K | $1M+ | SH |
| MTUM | ISHARES TR | 4K | $1M+ | SH |
| TFC | TRUIST FINL CORP | 22K | $1M+ | SH |
| MNST | MONSTER BEVERAGE CORP NEW | 14K | $1M+ | SH |
| WAL | WESTERN ALLIANCE BANCORP | 13K | $1M+ | SH |