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 651–700 of 1,476
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| IQLT | ISHARES TR | 19K | $500K+ | SH |
| DWAS | INVESCO EXCH TRADED FD TR II | 9K | $500K+ | SH |
| IBHG | ISHARES TR | 39K | $500K+ | SH |
| BYD | BOYD GAMING CORP | 10K | $500K+ | SH |
| IVLU | ISHARES TR | 23K | $500K+ | SH |
| SPXL | DIREXION SHS ETF TR | 4K | $500K+ | SH |
| AMG | AFFILIATED MANAGERS GROUP IN | 3K | $500K+ | SH |
| XJH | ISHARES TR | 19K | $500K+ | SH |
| COKE | COCA COLA CONS INC | 6K | $500K+ | SH |
| FENY | FIDELITY COVINGTON TRUST | 34K | $500K+ | SH |
| TER | TERADYNE INC | 4K | $500K+ | SH |
| WPC | WP CAREY INC | 13K | $500K+ | SH |
| INCY | INCYTE CORP | 9K | $500K+ | SH |
| FCX | FREEPORT-MCMORAN INC | 17K | $500K+ | SH |
| PI | IMPINJ INC | 5K | $500K+ | SH |
| AIG | AMERICAN INTL GROUP INC | 10K | $500K+ | SH |
| SUN | SUNOCO LP/SUNOCO FIN CORP | 16K | $500K+ | SH |
| AJG | GALLAGHER ARTHUR J & CO | 3K | $500K+ | SH |
| EGP | EASTGROUP PPTYS INC | 5K | $500K+ | SH |
| MLM | MARTIN MARIETTA MATLS INC | 1K | $500K+ | SH |
| JBHT | HUNT J B TRANS SVCS INC | 4K | $500K+ | SH |
| GSLC | GOLDMAN SACHS ETF TR | 6K | $500K+ | SH |
| AVY | AVERY DENNISON CORP | 5K | $500K+ | SH |
| GUNR | FLEXSHARES TR | 18K | $500K+ | SH |
| Q | QNITY ELECTRONICS INC | 10K | $500K+ | SH |
| ZION | ZIONS BANCORPORATION N A | 14K | $500K+ | SH |
| TPC | TUTOR PERINI CORP | 12K | $500K+ | SH |
| IFN | INDIA FD INC | 59K | $500K+ | SH |
| ESGE | ISHARES INC | 18K | $500K+ | SH |
| PKW | INVESCO EXCHANGE TRADED FD T | 6K | $500K+ | SH |
| PCG | PG&E CORP | 50K | $500K+ | SH |
| IGPT | INVESCO EXCHANGE TRADED FD T | 14K | $500K+ | SH |
| USRT | ISHARES TR | 14K | $500K+ | SH |
| TTC | TORO CO | 10K | $500K+ | SH |
| EPI | WISDOMTREE TR | 17K | $500K+ | SH |
| G | GENPACT LIMITED | 17K | $500K+ | SH |
| CW | CURTISS WRIGHT CORP | 1K | $500K+ | SH |
| UNM | UNUM GROUP | 10K | $500K+ | SH |
| FR | FIRST INDL RLTY TR INC | 14K | $500K+ | SH |
| AA | ALCOA CORP | 15K | $500K+ | SH |
| KDP | KEURIG DR PEPPER INC | 28K | $500K+ | SH |
| PTF | INVESCO EXCHANGE TRADED FD T | 10K | $500K+ | SH |
| VPU | VANGUARD WORLD FD | 4K | $500K+ | SH |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | 9K | $500K+ | SH |
| WAB | WABTEC | 4K | $500K+ | SH |
| OMC | OMNICOM GROUP INC | 10K | $500K+ | SH |
| VGK | VANGUARD INTL EQUITY INDEX F | 9K | $500K+ | SH |
| PFM | INVESCO EXCHANGE TRADED FD T | 15K | $500K+ | SH |
| ZBRA | ZEBRA TECHNOLOGIES CORPORATI | 3K | $500K+ | SH |
| NNN | NNN REIT INC | 19K | $500K+ | SH |