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 51–100 of 1,476
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| ALL | ALLSTATE CORP | 311K | $1M+ | SH |
| NEE | NEXTERA ENERGY INC | 801K | $1M+ | SH |
| PEP | PEPSICO INC | 436K | $1M+ | SH |
| UNP | UNION PAC CORP | 260K | $1M+ | SH |
| HON | HONEYWELL INTL INC | 307K | $1M+ | SH |
| ESGD | ISHARES TR | 621K | $1M+ | SH |
| ABBV | ABBVIE INC | 257K | $1M+ | SH |
| VEA | VANGUARD TAX-MANAGED FDS | 926K | $1M+ | SH |
| BND | VANGUARD BD INDEX FDS | 758K | $1M+ | SH |
| DFAC | DIMENSIONAL ETF TRUST | 1.4M | $1M+ | SH |
| WM | WASTE MGMT INC DEL | 246K | $1M+ | SH |
| AMD | ADVANCED MICRO DEVICES INC | 248K | $1M+ | SH |
| XLE | SELECT SECTOR SPDR TR | 1.2M | $1M+ | SH |
| DFSV | DIMENSIONAL ETF TRUST | 1.5M | $1M+ | SH |
| AMT | AMERICAN TOWER CORP NEW | 286K | $1M+ | SH |
| TSLA | TESLA INC | 111K | $1M+ | SH |
| HCA | HCA HEALTHCARE INC | 104K | $1M+ | SH |
| BIL | SPDR SERIES TRUST | 521K | $1M+ | SH |
| TJX | TJX COS INC NEW | 306K | $1M+ | SH |
| VTEB | VANGUARD MUN BD FDS | 900K | $1M+ | SH |
| XLY | SELECT SECTOR SPDR TR | 374K | $1M+ | SH |
| DFAU | DIMENSIONAL ETF TRUST | 934K | $1M+ | SH |
| XLB | SELECT SECTOR SPDR TR | 910K | $1M+ | SH |
| XEL | XCEL ENERGY INC | 549K | $1M+ | SH |
| WELL | WELLTOWER INC | 215K | $1M+ | SH |
| XLP | SELECT SECTOR SPDR TR | 512K | $1M+ | SH |
| RTX | RTX CORPORATION | 214K | $1M+ | SH |
| IJR | ISHARES TR | 326K | $1M+ | SH |
| NFLX | NETFLIX INC | 411K | $1M+ | SH |
| ROK | ROCKWELL AUTOMATION INC | 96K | $1M+ | SH |
| PZA | INVESCO EXCH TRADED FD TR II | 1.6M | $1M+ | SH |
| VLO | VALERO ENERGY CORP | 226K | $1M+ | SH |
| MA | MASTERCARD INCORPORATED | 64K | $1M+ | SH |
| EFV | ISHARES TR | 512K | $1M+ | SH |
| QQQM | INVESCO EXCH TRADED FD TR II | 143K | $1M+ | SH |
| PAVE | GLOBAL X FDS | 748K | $1M+ | SH |
| ZTS | ZOETIS INC | 281K | $1M+ | SH |
| VIG | VANGUARD SPECIALIZED FUNDS | 160K | $1M+ | SH |
| ORCL | ORACLE CORP | 179K | $1M+ | SH |
| SO | SOUTHERN CO | 391K | $1M+ | SH |
| NKE | NIKE INC | 531K | $1M+ | SH |
| ORLY | OREILLY AUTOMOTIVE INC | 364K | $1M+ | SH |
| APH | AMPHENOL CORP NEW | 244K | $1M+ | SH |
| PANW | PALO ALTO NETWORKS INC | 179K | $1M+ | SH |
| MGK | VANGUARD WORLD FD | 80K | $1M+ | SH |
| KEYS | KEYSIGHT TECHNOLOGIES INC | 161K | $1M+ | SH |
| CRM | SALESFORCE INC | 118K | $1M+ | SH |
| SCHW | SCHWAB CHARLES CORP | 306K | $1M+ | SH |
| JAAA | JANUS DETROIT STR TR | 596K | $1M+ | SH |
| HD | HOME DEPOT INC | 84K | $1M+ | SH |