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 951–1000 of 1,476
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| LZ | LEGALZOOM COM INC | 43K | $100K–$500K | SH |
| EXC | EXELON CORP | 10K | $100K–$500K | SH |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | 3K | $100K–$500K | SH |
| SHLD | GLOBAL X FDS | 7K | $100K–$500K | SH |
| IXJ | ISHARES TR | 4K | $100K–$500K | SH |
| VOYA | VOYA FINANCIAL INC | 6K | $100K–$500K | SH |
| ING | ING GROEP N.V. | 15K | $100K–$500K | SH |
| UHS | UNIVERSAL HLTH SVCS INC | 2K | $100K–$500K | SH |
| RWJ | INVESCO EXCH TRADED FD TR II | 9K | $100K–$500K | SH |
| FLOT | ISHARES TR | 8K | $100K–$500K | SH |
| NBIX | NEUROCRINE BIOSCIENCES INC | 3K | $100K–$500K | SH |
| ON | ON SEMICONDUCTOR CORP | 8K | $100K–$500K | SH |
| NMIH | NMI HLDGS INC | 10K | $100K–$500K | SH |
| DISV | DIMENSIONAL ETF TRUST | 11K | $100K–$500K | SH |
| CASY | CASEYS GEN STORES INC | 750 | $100K–$500K | SH |
| XONE | BONDBLOXX ETF TRUST | 8K | $100K–$500K | SH |
| TOL | TOLL BROTHERS INC | 3K | $100K–$500K | SH |
| DLTR | DOLLAR TREE INC | 3K | $100K–$500K | SH |
| CR | CRANE COMPANY | 2K | $100K–$500K | SH |
| NEAR | ISHARES U S ETF TR | 8K | $100K–$500K | SH |
| SCHP | SCHWAB STRATEGIC TR | 15K | $100K–$500K | SH |
| OMFL | INVESCO EXCH TRD SLF IDX FD | 7K | $100K–$500K | SH |
| GPC | GENUINE PARTS CO | 3K | $100K–$500K | SH |
| GTES | GATES INDL CORP PLC | 19K | $100K–$500K | SH |
| CTRE | CARETRUST REIT INC | 11K | $100K–$500K | SH |
| B | BARRICK MNG CORP | 9K | $100K–$500K | SH |
| THFF | FIRST FINANCIAL CORPORATION | 7K | $100K–$500K | SH |
| EMN | EASTMAN CHEM CO | 6K | $100K–$500K | SH |
| SLYG | SPDR SERIES TRUST | 4K | $100K–$500K | SH |
| VTHR | VANGUARD SCOTTSDALE FDS | 1K | $100K–$500K | SH |
| RIVN | RIVIAN AUTOMOTIVE INC | 20K | $100K–$500K | SH |
| ECVT | ECOVYST INC | 41K | $100K–$500K | SH |
| PECO | PHILLIPS EDISON & CO INC | 11K | $100K–$500K | SH |
| OSK | OSHKOSH CORP | 3K | $100K–$500K | SH |
| EME | EMCOR GROUP INC | 644 | $100K–$500K | SH |
| AXTA | AXALTA COATING SYS LTD | 12K | $100K–$500K | SH |
| DBD | DIEBOLD NIXDORF INC | 6K | $100K–$500K | SH |
| STIP | ISHARES TR | 4K | $100K–$500K | SH |
| KIE | SPDR SERIES TRUST | 7K | $100K–$500K | SH |
| SNV | SYNOVUS FINL CORP | 8K | $100K–$500K | SH |
| RAMP | LIVERAMP HLDGS INC | 13K | $100K–$500K | SH |
| SHOO | MADDEN STEVEN LTD | 9K | $100K–$500K | SH |
| BBVA | BANCO BILBAO VIZCAYA ARGENTA | 17K | $100K–$500K | SH |
| QDF | FLEXSHARES TR | 5K | $100K–$500K | SH |
| LGLV | SPDR SERIES TRUST | 2K | $100K–$500K | SH |
| ATO | ATMOS ENERGY CORP | 2K | $100K–$500K | SH |
| TNL | TRAVEL PLUS LEISURE CO | 5K | $100K–$500K | SH |
| CUBE | CUBESMART | 11K | $100K–$500K | SH |
| VMI | VALMONT INDS INC | 960 | $100K–$500K | SH |
| HFWA | HERITAGE FINL CORP WASH | 16K | $100K–$500K | SH |