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 751–800 of 1,476
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| XJR | ISHARES TR | 16K | $500K+ | SH |
| AYI | ACUITY INC | 2K | $500K+ | SH |
| SAN | BANCO SANTANDER SA | 56K | $500K+ | SH |
| WSM | WILLIAMS SONOMA INC | 4K | $500K+ | SH |
| PSN | PARSONS CORP DEL | 11K | $500K+ | SH |
| MAS | MASCO CORP | 10K | $500K+ | SH |
| TTD | THE TRADE DESK INC | 17K | $500K+ | SH |
| GNMA | ISHARES TR | 14K | $500K+ | SH |
| TW | TRADEWEB MKTS INC | 6K | $500K+ | SH |
| QRVO | QORVO INC | 8K | $500K+ | SH |
| CP | CANADIAN PACIFIC KANSAS CITY | 9K | $500K+ | SH |
| CRBG | COREBRIDGE FINL INC | 21K | $500K+ | SH |
| OTIS | OTIS WORLDWIDE CORP | 7K | $500K+ | SH |
| ICUI | ICU MED INC | 4K | $500K+ | SH |
| APA | APA CORPORATION | 26K | $500K+ | SH |
| DOX | AMDOCS LTD | 8K | $500K+ | SH |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | 9K | $500K+ | SH |
| OII | OCEANEERING INTL INC | 26K | $500K+ | SH |
| HAL | HALLIBURTON CO | 22K | $500K+ | SH |
| CPRX | CATALYST PHARMACEUTICALS INC | 27K | $500K+ | SH |
| IYC | ISHARES TR | 6K | $500K+ | SH |
| AOS | SMITH A O CORP | 9K | $500K+ | SH |
| PKB | INVESCO EXCHANGE TRADED FD T | 7K | $500K+ | SH |
| FLTR | VANECK ETF TRUST | 24K | $500K+ | SH |
| MLI | MUELLER INDS INC | 5K | $500K+ | SH |
| SPXE | PROSHARES TR | 8K | $500K+ | SH |
| CF | CF INDS HLDGS INC | 8K | $500K+ | SH |
| RSPT | INVESCO EXCHANGE TRADED FD T | 14K | $500K+ | SH |
| SPHQ | INVESCO EXCHANGE TRADED FD T | 8K | $500K+ | SH |
| HSBC | HSBC HLDGS PLC | 8K | $500K+ | SH |
| FLEX | FLEX LTD | 10K | $500K+ | SH |
| ROKU | ROKU INC | 6K | $500K+ | SH |
| KRE | SPDR SERIES TRUST | 9K | $500K+ | SH |
| IBN | ICICI BANK LIMITED | 20K | $500K+ | SH |
| TLT | ISHARES TR | 7K | $500K+ | SH |
| LYFT | LYFT INC | 31K | $500K+ | SH |
| GMED | GLOBUS MED INC | 7K | $500K+ | SH |
| PSI | INVESCO EXCHANGE TRADED FD T | 8K | $500K+ | SH |
| BKH | BLACK HILLS CORP | 9K | $500K+ | SH |
| XME | SPDR SERIES TRUST | 6K | $500K+ | SH |
| DGX | QUEST DIAGNOSTICS INC | 3K | $500K+ | SH |
| CDE | COEUR MNG INC | 34K | $500K+ | SH |
| HBAN | HUNTINGTON BANCSHARES INC | 35K | $500K+ | SH |
| WBS | WEBSTER FINL CORP | 10K | $500K+ | SH |
| FLJP | FRANKLIN TEMPLETON ETF TR | 17K | $500K+ | SH |
| GGG | GRACO INC | 7K | $500K+ | SH |
| HL | HECLA MNG CO | 31K | $500K+ | SH |
| UMBF | UMB FINL CORP | 5K | $500K+ | SH |
| NI | NISOURCE INC | 14K | $500K+ | SH |
| HST | HOST HOTELS & RESORTS INC | 34K | $500K+ | SH |