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 1051–1100 of 1,476
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| AXON | AXON ENTERPRISE INC | 612 | $100K–$500K | SH |
| RBLX | ROBLOX CORP | 4K | $100K–$500K | SH |
| CINF | CINCINNATI FINL CORP | 2K | $100K–$500K | SH |
| ELS | EQUITY LIFESTYLE PPTYS INC | 6K | $100K–$500K | SH |
| BGRN | ISHARES TR | 7K | $100K–$500K | SH |
| QUS | SPDR SERIES TRUST | 2K | $100K–$500K | SH |
| BITB | BITWISE BITCOIN ETF TR | 7K | $100K–$500K | SH |
| JXN | JACKSON FINANCIAL INC | 3K | $100K–$500K | SH |
| LQD | ISHARES TR | 3K | $100K–$500K | SH |
| CSGS | CSG SYS INTL INC | 4K | $100K–$500K | SH |
| SPOT | SPOTIFY TECHNOLOGY S A | 590 | $100K–$500K | SH |
| MTCH | MATCH GROUP INC NEW | 11K | $100K–$500K | SH |
| SUSL | ISHARES TR | 3K | $100K–$500K | SH |
| NWN | NORTHWEST NAT HLDG CO | 7K | $100K–$500K | SH |
| XAR | SPDR SERIES TRUST | 1K | $100K–$500K | SH |
| FNV | FRANCO NEV CORP | 2K | $100K–$500K | SH |
| CSQ | CALAMOS STRATEGIC TOTAL RETU | 18K | $100K–$500K | SH |
| ESS | ESSEX PPTY TR INC | 1K | $100K–$500K | SH |
| HTO | H2O AMERICA | 7K | $100K–$500K | SH |
| HVT | HAVERTY FURNITURE COS INC | 14K | $100K–$500K | SH |
| IBEX | IBEX LTD | 9K | $100K–$500K | SH |
| JAMF | JAMF HLDG CORP | 26K | $100K–$500K | SH |
| PWV | INVESCO EXCHANGE TRADED FD T | 5K | $100K–$500K | SH |
| WHD | CACTUS INC | 7K | $100K–$500K | SH |
| VGLT | VANGUARD SCOTTSDALE FDS | 6K | $100K–$500K | SH |
| ILCG | ISHARES TR | 3K | $100K–$500K | SH |
| DKNG | DRAFTKINGS INC NEW | 10K | $100K–$500K | SH |
| CPRT | COPART INC | 9K | $100K–$500K | SH |
| OHI | OMEGA HEALTHCARE INVS INC | 7K | $100K–$500K | SH |
| USHY | ISHARES TR | 9K | $100K–$500K | SH |
| AMKR | AMKOR TECHNOLOGY INC | 8K | $100K–$500K | SH |
| HLX | HELIX ENERGY SOLUTIONS GRP I | 53K | $100K–$500K | SH |
| MMS | MAXIMUS INC | 4K | $100K–$500K | SH |
| PLOW | DOUGLAS DYNAMICS INC | 10K | $100K–$500K | SH |
| RJF | RAYMOND JAMES FINL INC | 2K | $100K–$500K | SH |
| FHI | FEDERATED HERMES INC | 6K | $100K–$500K | SH |
| CFG | CITIZENS FINL GROUP INC | 6K | $100K–$500K | SH |
| NGG | NATIONAL GRID PLC | 4K | $100K–$500K | SH |
| JHG | JANUS HENDERSON GROUP PLC | 7K | $100K–$500K | SH |
| MKC | MCCORMICK & CO INC | 5K | $100K–$500K | SH |
| MTSI | MACOM TECH SOLUTIONS HLDGS I | 2K | $100K–$500K | SH |
| GPN | GLOBAL PMTS INC | 4K | $100K–$500K | SH |
| FBIN | FORTUNE BRANDS INNOVATIONS I | 6K | $100K–$500K | SH |
| MAA | MID-AMER APT CMNTYS INC | 2K | $100K–$500K | SH |
| TAP | MOLSON COORS BEVERAGE CO | 7K | $100K–$500K | SH |
| BLSH | BULLISH | 9K | $100K–$500K | SH |
| CSTM | CONSTELLIUM SE | 17K | $100K–$500K | SH |
| ACM | AECOM | 3K | $100K–$500K | SH |
| THG | HANOVER INS GROUP INC | 2K | $100K–$500K | SH |
| KVUE | KENVUE INC | 19K | $100K–$500K | SH |