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 801–850 of 1,476
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| FIVE | FIVE BELOW INC | 3K | $500K+ | SH |
| POR | PORTLAND GEN ELEC CO | 12K | $500K+ | SH |
| HALO | HALOZYME THERAPEUTICS INC | 9K | $500K+ | SH |
| VIRT | VIRTU FINL INC | 18K | $500K+ | SH |
| UTHR | UNITED THERAPEUTICS CORP DEL | 1K | $500K+ | SH |
| ILMN | ILLUMINA INC | 4K | $500K+ | SH |
| TPR | TAPESTRY INC | 5K | $500K+ | SH |
| OPPE | WISDOMTREE TR | 11K | $500K+ | SH |
| SANM | SANMINA CORPORATION | 4K | $500K+ | SH |
| CBRE | CBRE GROUP INC | 4K | $500K+ | SH |
| CEF | SPROTT ASSET MANAGEMENT LP | 13K | $500K+ | SH |
| HII | HUNTINGTON INGALLS INDS INC | 2K | $500K+ | SH |
| EWD | ISHARES INC | 12K | $500K+ | SH |
| UAL | UNITED AIRLS HLDGS INC | 5K | $500K+ | SH |
| UBS | UBS GROUP AG | 12K | $500K+ | SH |
| EVR | EVERCORE INC | 2K | $500K+ | SH |
| SNFCA | SECURITY NATL FINL CORP | 64K | $500K+ | SH |
| D | DOMINION ENERGY INC | 10K | $500K+ | SH |
| QYLD | GLOBAL X FDS | 32K | $500K+ | SH |
| ALB | ALBEMARLE CORP | 4K | $500K+ | SH |
| RMD | RESMED INC | 2K | $500K+ | SH |
| DFEV | DIMENSIONAL ETF TRUST | 17K | $500K+ | SH |
| SYF | SYNCHRONY FINANCIAL | 7K | $500K+ | SH |
| TOST | TOAST INC | 16K | $500K+ | SH |
| CNO | CNO FINL GROUP INC | 13K | $500K+ | SH |
| VIS | VANGUARD WORLD FD | 2K | $500K+ | SH |
| YJUN | FIRST TR EXCHNG TRADED FD VI | 22K | $500K+ | SH |
| MCHP | MICROCHIP TECHNOLOGY INC. | 9K | $500K+ | SH |
| TEM | TEMPUS AI INC | 9K | $500K+ | SH |
| TROW | PRICE T ROWE GROUP INC | 5K | $500K+ | SH |
| MLPX | GLOBAL X FDS | 9K | $500K+ | SH |
| SR | SPIRE INC | 7K | $500K+ | SH |
| CLH | CLEAN HARBORS INC | 2K | $500K+ | SH |
| EXR | EXTRA SPACE STORAGE INC | 4K | $500K+ | SH |
| ACHR | ARCHER AVIATION INC | 73K | $500K+ | SH |
| SNY | SANOFI SA | 11K | $500K+ | SH |
| SIVR | ABRDN SILVER ETF TRUST | 8K | $500K+ | SH |
| PRFZ | INVESCO EXCHANGE TRADED FD T | 12K | $500K+ | SH |
| VRSN | VERISIGN INC | 2K | $500K+ | SH |
| DRLL | EA SERIES TRUST | 19K | $500K+ | SH |
| CARY | ANGEL OAK FUNDS TRUST | 26K | $500K+ | SH |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | 2K | $500K+ | SH |
| VSGX | VANGUARD WORLD FD | 8K | $500K+ | SH |
| ST | SENSATA TECHNOLOGIES HLDG PL | 16K | $500K+ | SH |
| CCL | CARNIVAL CORP | 18K | $500K+ | SH |
| IYH | ISHARES TR | 8K | $500K+ | SH |
| FLV | AMERICAN CENTY ETF TR | 7K | $500K+ | SH |
| CDW | CDW CORP | 4K | $500K+ | SH |
| NTRA | NATERA INC | 2K | $500K+ | SH |
| MKL | MARKEL GROUP INC | 249 | $500K+ | SH |