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 901–950 of 1,476
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| RY | ROYAL BK CDA | 3K | $100K–$500K | SH |
| EXPD | EXPEDITORS INTL WASH INC | 3K | $100K–$500K | SH |
| NUEM | NUSHARES ETF TR | 13K | $100K–$500K | SH |
| RKLB | ROCKET LAB CORP | 7K | $100K–$500K | SH |
| INDB | INDEPENDENT BK CORP MASS | 6K | $100K–$500K | SH |
| MD | PEDIATRIX MEDICAL GROUP INC | 22K | $100K–$500K | SH |
| HQY | HEALTHEQUITY INC | 5K | $100K–$500K | SH |
| HWC | HANCOCK WHITNEY CORPORATION | 7K | $100K–$500K | SH |
| TPL | TEXAS PACIFIC LAND CORPORATI | 2K | $100K–$500K | SH |
| GL | GLOBE LIFE INC | 3K | $100K–$500K | SH |
| CLX | CLOROX CO DEL | 5K | $100K–$500K | SH |
| SPG | SIMON PPTY GROUP INC NEW | 3K | $100K–$500K | SH |
| CWK | CUSHMAN AND WAKEFIELD LTD | 29K | $100K–$500K | SH |
| HYXF | ISHARES TR | 10K | $100K–$500K | SH |
| DTE | DTE ENERGY CO | 4K | $100K–$500K | SH |
| RMT | ROYCE MICRO-CAP TR INC | 44K | $100K–$500K | SH |
| ADT | ADT INC DEL | 57K | $100K–$500K | SH |
| BGC | BGC GROUP INC | 52K | $100K–$500K | SH |
| HDB | HDFC BANK LTD | 13K | $100K–$500K | SH |
| SBAC | SBA COMMUNICATIONS CORP NEW | 2K | $100K–$500K | SH |
| IVZ | INVESCO LTD | 18K | $100K–$500K | SH |
| IEI | ISHARES TR | 4K | $100K–$500K | SH |
| FNDC | SCHWAB STRATEGIC TR | 10K | $100K–$500K | SH |
| HOOD | ROBINHOOD MKTS INC | 4K | $100K–$500K | SH |
| SNAP | SNAP INC | 57K | $100K–$500K | SH |
| BIP | BROOKFIELD INFRAST PARTNERS | 13K | $100K–$500K | SH |
| BCS | BARCLAYS PLC | 18K | $100K–$500K | SH |
| VOX | VANGUARD WORLD FD | 2K | $100K–$500K | SH |
| MAT | MATTEL INC | 23K | $100K–$500K | SH |
| KRYS | KRYSTAL BIOTECH INC | 2K | $100K–$500K | SH |
| OZK | BANK OZK LITTLE ROCK ARK | 10K | $100K–$500K | SH |
| PFS | PROVIDENT FINL SVCS INC | 23K | $100K–$500K | SH |
| CHE | CHEMED CORP NEW | 1K | $100K–$500K | SH |
| ASH | ASHLAND INC | 8K | $100K–$500K | SH |
| DFSE | DIMENSIONAL ETF TRUST | 11K | $100K–$500K | SH |
| IWY | ISHARES TR | 2K | $100K–$500K | SH |
| CALF | PACER FDS TR | 10K | $100K–$500K | SH |
| ADX | ADAMS DIVERSIFIED EQUITY FD | 19K | $100K–$500K | SH |
| SNA | SNAP ON INC | 1K | $100K–$500K | SH |
| WSR | WHITESTONE REIT | 32K | $100K–$500K | SH |
| MIDD | MIDDLEBY CORP | 3K | $100K–$500K | SH |
| CRH | CRH PLC | 4K | $100K–$500K | SH |
| ABCB | AMERIS BANCORP | 6K | $100K–$500K | SH |
| MTZ | MASTEC INC | 2K | $100K–$500K | SH |
| RIO | RIO TINTO PLC | 6K | $100K–$500K | SH |
| WSBC | WESBANCO INC | 13K | $100K–$500K | SH |
| CRL | CHARLES RIV LABS INTL INC | 2K | $100K–$500K | SH |
| EQIX | EQUINIX INC | 568 | $100K–$500K | SH |
| PDBC | INVESCO ACTVELY MNGD ETC FD | 33K | $100K–$500K | SH |
| PSLV | SPROTT ASSET MANAGEMENT LP | 18K | $100K–$500K | SH |