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 1101–1150 of 1,476
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| HAFC | HANMI FINL CORP | 12K | $100K–$500K | SH |
| XPH | SPDR SERIES TRUST | 6K | $100K–$500K | SH |
| KNG | FIRST TR EXCHANGE-TRADED FD | 6K | $100K–$500K | SH |
| FTCS | FIRST TR EXCHANGE-TRADED FD | 3K | $100K–$500K | SH |
| HMN | HORACE MANN EDUCATORS CORP N | 7K | $100K–$500K | SH |
| MYRG | MYR GROUP INC DEL | 1K | $100K–$500K | SH |
| IDCC | INTERDIGITAL INC | 998 | $100K–$500K | SH |
| BIIB | BIOGEN INC | 2K | $100K–$500K | SH |
| RDVY | FIRST TR EXCHANGE TRADED FD | 5K | $100K–$500K | SH |
| TNK | TEEKAY TANKERS LTD | 6K | $100K–$500K | SH |
| EQT | EQT CORP | 6K | $100K–$500K | SH |
| GAP | GAP INC | 12K | $100K–$500K | SH |
| APPF | APPFOLIO INC | 1K | $100K–$500K | SH |
| FVAL | FIDELITY COVINGTON TRUST | 4K | $100K–$500K | SH |
| GVA | GRANITE CONSTR INC | 3K | $100K–$500K | SH |
| DOC | HEALTHPEAK PROPERTIES INC | 19K | $100K–$500K | SH |
| HAS | HASBRO INC | 4K | $100K–$500K | SH |
| LEVI | LEVI STRAUSS & CO NEW | 15K | $100K–$500K | SH |
| VGUS | VANGUARD INSTL INDEX FD | 4K | $100K–$500K | SH |
| AIVI | WISDOMTREE TR | 6K | $100K–$500K | SH |
| WTRG | ESSENTIAL UTILS INC | 8K | $100K–$500K | SH |
| JCPB | J P MORGAN EXCHANGE TRADED F | 7K | $100K–$500K | SH |
| URTH | ISHARES INC | 2K | $100K–$500K | SH |
| INGR | INGREDION INC | 3K | $100K–$500K | SH |
| MDB | MONGODB INC | 732 | $100K–$500K | SH |
| OMCL | OMNICELL COM | 7K | $100K–$500K | SH |
| RRC | RANGE RES CORP | 9K | $100K–$500K | SH |
| TLH | ISHARES TR | 3K | $100K–$500K | SH |
| RL | RALPH LAUREN CORP | 864 | $100K–$500K | SH |
| EFSC | ENTERPRISE FINL SVCS CORP | 6K | $100K–$500K | SH |
| SU | SUNCOR ENERGY INC NEW | 7K | $100K–$500K | SH |
| NVST | ENVISTA HOLDINGS CORPORATION | 14K | $100K–$500K | SH |
| SCHI | SCHWAB STRATEGIC TR | 13K | $100K–$500K | SH |
| SBRA | SABRA HEALTH CARE REIT INC | 16K | $100K–$500K | SH |
| PRCT | PROCEPT BIOROBOTICS CORP | 10K | $100K–$500K | SH |
| CUBI | CUSTOMERS BANCORP INC | 4K | $100K–$500K | SH |
| KAPR | INNOVATOR ETFS TRUST | 9K | $100K–$500K | SH |
| CHI | CALAMOS CONV OPPORTUNITIES & | 29K | $100K–$500K | SH |
| LUV | SOUTHWEST AIRLS CO | 7K | $100K–$500K | SH |
| IEF | ISHARES TR | 3K | $100K–$500K | SH |
| GDIV | HARBOR ETF TRUST | 18K | $100K–$500K | SH |
| NRG | NRG ENERGY INC | 2K | $100K–$500K | SH |
| CHRD | CHORD ENERGY CORPORATION | 3K | $100K–$500K | SH |
| IBMO | ISHARES TR | 11K | $100K–$500K | SH |
| DFIP | DIMENSIONAL ETF TRUST | 7K | $100K–$500K | SH |
| ICF | ISHARES TR | 5K | $100K–$500K | SH |
| IT | GARTNER INC | 1K | $100K–$500K | SH |
| KJAN | INNOVATOR ETFS TRUST | 7K | $100K–$500K | SH |
| PPG | PPG INDS INC | 3K | $100K–$500K | SH |
| J | JACOBS SOLUTIONS INC | 2K | $100K–$500K | SH |