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 601–650 of 1,476
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| PHYS | SPROTT ASSET MANAGEMENT LP | 32K | $1M+ | SH |
| THRO | BLACKROCK ETF TRUST | 28K | $1M+ | SH |
| IGM | ISHARES TR | 8K | $1M+ | SH |
| HPQ | HP INC | 47K | $1M+ | SH |
| SCHC | SCHWAB STRATEGIC TR | 23K | $1M+ | SH |
| HYG | ISHARES TR | 13K | $1M+ | SH |
| WPM | WHEATON PRECIOUS METALS CORP | 9K | $1M+ | SH |
| ABNB | AIRBNB INC | 8K | $1M+ | SH |
| MLPA | GLOBAL X FDS | 21K | $1M+ | SH |
| VFH | VANGUARD WORLD FD | 8K | $1M+ | SH |
| GEM | GOLDMAN SACHS ETF TR | 25K | $1M+ | SH |
| DD | DUPONT DE NEMOURS INC | 26K | $1M+ | SH |
| DVN | DEVON ENERGY CORP NEW | 28K | $1M+ | SH |
| AKAM | AKAMAI TECHNOLOGIES INC | 12K | $1M+ | SH |
| STT | STATE STR CORP | 8K | $1M+ | SH |
| VRT | VERTIV HOLDINGS CO | 6K | $1M+ | SH |
| MUNI | PIMCO ETF TR | 19K | $1M+ | SH |
| HPE | HEWLETT PACKARD ENTERPRISE C | 42K | $1M+ | SH |
| CNC | CENTENE CORP DEL | 24K | $1M+ | SH |
| EXEL | EXELIXIS INC | 23K | $1M+ | SH |
| ETHA | ISHARES ETHEREUM TR | 45K | $1M+ | SH |
| TEL | TE CONNECTIVITY PLC | 4K | $500K+ | SH |
| VOOG | VANGUARD ADMIRAL FDS INC | 2K | $500K+ | SH |
| BTT | BLACKROCK MUN TARGET TERM TR | 44K | $500K+ | SH |
| VWOB | VANGUARD WHITEHALL FDS | 15K | $500K+ | SH |
| SMOT | VANECK ETF TRUST | 27K | $500K+ | SH |
| SNDK | SANDISK CORP | 4K | $500K+ | SH |
| IRM | IRON MTN INC DEL | 12K | $500K+ | SH |
| HWM | HOWMET AEROSPACE INC | 5K | $500K+ | SH |
| UL | UNILEVER PLC | 15K | $500K+ | SH |
| JAZZ | JAZZ PHARMACEUTICALS PLC | 6K | $500K+ | SH |
| CCJ | CAMECO CORP | 11K | $500K+ | SH |
| NXPI | NXP SEMICONDUCTORS N V | 4K | $500K+ | SH |
| GRMN | GARMIN LTD | 5K | $500K+ | SH |
| OXY | OCCIDENTAL PETE CORP | 23K | $500K+ | SH |
| PSA | PUBLIC STORAGE OPER CO | 4K | $500K+ | SH |
| VEEV | VEEVA SYS INC | 4K | $500K+ | SH |
| FITB | FIFTH THIRD BANCORP | 20K | $500K+ | SH |
| CTRA | COTERRA ENERGY INC | 36K | $500K+ | SH |
| SAP | SAP SE | 4K | $500K+ | SH |
| DELL | DELL TECHNOLOGIES INC | 7K | $500K+ | SH |
| SPYX | SPDR SERIES TRUST | 16K | $500K+ | SH |
| LIF | LIFE360 INC | 14K | $500K+ | SH |
| SHV | ISHARES TR | 8K | $500K+ | SH |
| BSCT | INVESCO EXCH TRD SLF IDX FD | 49K | $500K+ | SH |
| MELI | MERCADOLIBRE INC | 454 | $500K+ | SH |
| VTR | VENTAS INC | 12K | $500K+ | SH |
| LAMR | LAMAR ADVERTISING CO NEW | 7K | $500K+ | SH |
| WTFC | WINTRUST FINL CORP | 6K | $500K+ | SH |
| FAST | FASTENAL CO | 22K | $500K+ | SH |