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 1001–1050 of 1,476
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| NXST | NEXSTAR MEDIA GROUP INC | 2K | $100K–$500K | SH |
| FBND | FIDELITY MERRIMACK STR TR | 8K | $100K–$500K | SH |
| DFIS | DIMENSIONAL ETF TRUST | 12K | $100K–$500K | SH |
| KGC | KINROSS GOLD CORP | 14K | $100K–$500K | SH |
| HLMN | HILLMAN SOLUTIONS CORP | 44K | $100K–$500K | SH |
| OC | OWENS CORNING NEW | 3K | $100K–$500K | SH |
| TRUP | TRUPANION INC | 10K | $100K–$500K | SH |
| AAL | AMERICAN AIRLS GROUP INC | 25K | $100K–$500K | SH |
| PINS | PINTEREST INC | 15K | $100K–$500K | SH |
| AEE | AMEREN CORP | 4K | $100K–$500K | SH |
| ROCK | GIBRALTAR INDS INC | 8K | $100K–$500K | SH |
| DRI | DARDEN RESTAURANTS INC | 2K | $100K–$500K | SH |
| LVS | LAS VEGAS SANDS CORP | 6K | $100K–$500K | SH |
| NICE | NICE LTD | 3K | $100K–$500K | SH |
| ARKW | ARK ETF TR | 3K | $100K–$500K | SH |
| AFG | AMERICAN FINL GROUP INC OHIO | 3K | $100K–$500K | SH |
| FOXA | FOX CORP | 5K | $100K–$500K | SH |
| KBH | KB HOME | 7K | $100K–$500K | SH |
| SKYY | FIRST TR EXCHANGE TRADED FD | 3K | $100K–$500K | SH |
| BTC | GRAYSCALE BITCOIN MINI TR ET | 10K | $100K–$500K | SH |
| EEFT | EURONET WORLDWIDE INC | 5K | $100K–$500K | SH |
| ALG | ALAMO GROUP INC | 2K | $100K–$500K | SH |
| APTV | APTIV PLC | 5K | $100K–$500K | SH |
| AU | ANGLOGOLD ASHANTI PLC | 4K | $100K–$500K | SH |
| MUFG | MITSUBISHI UFJ FINL GROUP IN | 23K | $100K–$500K | SH |
| GTLS | CHART INDS INC | 2K | $100K–$500K | SH |
| BALL | BALL CORP | 7K | $100K–$500K | SH |
| HLIO | HELIOS TECHNOLOGIES INC | 7K | $100K–$500K | SH |
| HACK | AMPLIFY ETF TR | 5K | $100K–$500K | SH |
| ENS | ENERSYS | 2K | $100K–$500K | SH |
| TAK | TAKEDA PHARMACEUTICAL CO LTD | 23K | $100K–$500K | SH |
| WOR | WORTHINGTON ENTERPRISES INC | 7K | $100K–$500K | SH |
| AVUS | AMERICAN CENTY ETF TR | 3K | $100K–$500K | SH |
| PAG | PENSKE AUTOMOTIVE GRP INC | 2K | $100K–$500K | SH |
| XMMO | INVESCO EXCHANGE TRADED FD T | 3K | $100K–$500K | SH |
| NUSC | NUSHARES ETF TR | 8K | $100K–$500K | SH |
| SOLV | SOLVENTUM CORP | 4K | $100K–$500K | SH |
| MPWR | MONOLITHIC PWR SYS INC | 392 | $100K–$500K | SH |
| TBIL | RBB FD INC | 7K | $100K–$500K | SH |
| MDGL | MADRIGAL PHARMACEUTICALS INC | 609 | $100K–$500K | SH |
| EPAM | EPAM SYS INC | 2K | $100K–$500K | SH |
| PIE | INVESCO EXCH TRADED FD TR II | 15K | $100K–$500K | SH |
| YMAR | FIRST TR EXCHNG TRADED FD VI | 13K | $100K–$500K | SH |
| ADC | AGREE RLTY CORP | 5K | $100K–$500K | SH |
| RRX | REGAL REXNORD CORPORATION | 3K | $100K–$500K | SH |
| IMTM | ISHARES TR | 7K | $100K–$500K | SH |
| NHI | NATIONAL HEALTH INVS INC | 5K | $100K–$500K | SH |
| BN | BROOKFIELD CORP | 8K | $100K–$500K | SH |
| MGRC | MCGRATH RENTCORP | 3K | $100K–$500K | SH |
| RELX | RELX PLC | 9K | $100K–$500K | SH |