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 851–900 of 1,476
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| LEG | LEGGETT & PLATT INC | 48K | $500K+ | SH |
| RGLD | ROYAL GOLD INC | 2K | $500K+ | SH |
| DCOR | DIMENSIONAL ETF TRUST | 7K | $500K+ | SH |
| NFG | NATIONAL FUEL GAS CO | 7K | $500K+ | SH |
| PHM | PULTE GROUP INC | 5K | $500K+ | SH |
| VONV | VANGUARD SCOTTSDALE FDS | 6K | $500K+ | SH |
| REZI | RESIDEO TECHNOLOGIES INC | 15K | $500K+ | SH |
| FIS | FIDELITY NATL INFORMATION SV | 8K | $500K+ | SH |
| SMMD | ISHARES TR | 7K | $500K+ | SH |
| OVV | OVINTIV INC | 13K | $500K+ | SH |
| MFC | MANULIFE FINL CORP | 14K | $500K+ | SH |
| SCYB | SCHWAB STRATEGIC TR | 20K | $500K+ | SH |
| GNRC | GENERAC HLDGS INC | 4K | $500K+ | SH |
| ROP | ROPER TECHNOLOGIES INC | 1K | $500K+ | SH |
| SMTC | SEMTECH CORP | 7K | $500K+ | SH |
| LH | LABCORP HOLDINGS INC | 2K | $500K+ | SH |
| CFLT | CONFLUENT INC | 17K | $500K+ | SH |
| PEG | PUBLIC SVC ENTERPRISE GRP IN | 6K | $500K+ | SH |
| ITT | ITT INC | 3K | $500K+ | SH |
| CIBR | FIRST TR EXCHANGE TRADED FD | 7K | $500K+ | SH |
| EEMV | ISHARES INC | 8K | $500K+ | SH |
| CCI | CROWN CASTLE INC | 6K | $500K+ | SH |
| FNB | F N B CORP | 29K | $500K+ | SH |
| BTZ | BLACKROCK CR ALLOCATION INCO | 46K | $500K+ | SH |
| XT | ISHARES TR | 7K | $500K+ | SH |
| NYF | ISHARES TR | 9K | $100K–$500K | SH |
| SIGI | SELECTIVE INS GROUP INC | 6K | $100K–$500K | SH |
| DLR | DIGITAL RLTY TR INC | 3K | $100K–$500K | SH |
| CRS | CARPENTER TECHNOLOGY CORP | 2K | $100K–$500K | SH |
| CIEN | CIENA CORP | 2K | $100K–$500K | SH |
| GSK | GSK PLC | 10K | $100K–$500K | SH |
| UVE | UNIVERSAL INS HLDGS INC | 15K | $100K–$500K | SH |
| EPR | EPR PPTYS | 10K | $100K–$500K | SH |
| BHP | BHP GROUP LTD | 8K | $100K–$500K | SH |
| TDIV | FIRST TR EXCHANGE TRADED FD | 5K | $100K–$500K | SH |
| JOBY | JOBY AVIATION INC | 37K | $100K–$500K | SH |
| HUBS | HUBSPOT INC | 1K | $100K–$500K | SH |
| RCL | ROYAL CARIBBEAN GROUP | 2K | $100K–$500K | SH |
| ROBO | EXCHANGE TRADED CONCEPTS TRU | 7K | $100K–$500K | SH |
| LNC | LINCOLN NATL CORP IND | 11K | $100K–$500K | SH |
| ESNT | ESSENT GROUP LTD | 7K | $100K–$500K | SH |
| ESG | FLEXSHARES TR | 3K | $100K–$500K | SH |
| WASH | WASHINGTON TR BANCORP INC | 16K | $100K–$500K | SH |
| INDV | INDIVIOR PLC | 13K | $100K–$500K | SH |
| DES | WISDOMTREE TR | 14K | $100K–$500K | SH |
| SE | SEA LTD | 4K | $100K–$500K | SH |
| CNQ | CANADIAN NAT RES LTD | 14K | $100K–$500K | SH |
| IXN | ISHARES TR | 5K | $100K–$500K | SH |
| FE | FIRSTENERGY CORP | 11K | $100K–$500K | SH |
| RAA | ETF OPPORTUNITIES TRUST | 17K | $100K–$500K | SH |