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 1151–1200 of 1,476
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| IDU | ISHARES TR | 3K | $100K–$500K | SH |
| SON | SONOCO PRODS CO | 7K | $100K–$500K | SH |
| LPLA | LPL FINL HLDGS INC | 813 | $100K–$500K | SH |
| PRGS | PROGRESS SOFTWARE CORP | 7K | $100K–$500K | SH |
| REG | REGENCY CTRS CORP | 4K | $100K–$500K | SH |
| EINC | VANECK ETF TRUST | 3K | $100K–$500K | SH |
| CAG | CONAGRA BRANDS INC | 17K | $100K–$500K | SH |
| YELP | YELP INC | 10K | $100K–$500K | SH |
| BRX | BRIXMOR PPTY GROUP INC | 11K | $100K–$500K | SH |
| HAE | HAEMONETICS CORP MASS | 4K | $100K–$500K | SH |
| KBR | KBR INC | 7K | $100K–$500K | SH |
| ENSG | ENSIGN GROUP INC | 2K | $100K–$500K | SH |
| TTEK | TETRA TECH INC NEW | 9K | $100K–$500K | SH |
| EQWL | INVESCO EXCHANGE TRADED FD T | 2K | $100K–$500K | SH |
| BUSE | FIRST BUSEY CORP | 12K | $100K–$500K | SH |
| JGRO | J P MORGAN EXCHANGE TRADED F | 3K | $100K–$500K | SH |
| KEY | KEYCORP | 14K | $100K–$500K | SH |
| DBX | DROPBOX INC | 10K | $100K–$500K | SH |
| VMC | VULCAN MATLS CO | 997 | $100K–$500K | SH |
| OTF | BLUE OWL TECHNOLOGY FIN CORP | 20K | $100K–$500K | SH |
| WAT | WATERS CORP | 745 | $100K–$500K | SH |
| TEVA | TEVA PHARMACEUTICAL INDS LTD | 9K | $100K–$500K | SH |
| DFSD | DIMENSIONAL ETF TRUST | 6K | $100K–$500K | SH |
| YUMC | YUM CHINA HLDGS INC | 6K | $100K–$500K | SH |
| AMBP | ARDAGH METAL PACKAGING S A | 69K | $100K–$500K | SH |
| MEDP | MEDPACE HLDGS INC | 500 | $100K–$500K | SH |
| KRG | KITE RLTY GROUP TR | 12K | $100K–$500K | SH |
| INTF | ISHARES TR | 7K | $100K–$500K | SH |
| VSAT | VIASAT INC | 8K | $100K–$500K | SH |
| EHC | ENCOMPASS HEALTH CORP | 3K | $100K–$500K | SH |
| TCMD | TACTILE SYS TECHNOLOGY INC | 10K | $100K–$500K | SH |
| RPRX | ROYALTY PHARMA PLC | 7K | $100K–$500K | SH |
| FHN | FIRST HORIZON CORPORATION | 12K | $100K–$500K | SH |
| MOG.A | MOOG INC | 1K | $100K–$500K | SH |
| TWLO | TWILIO INC | 2K | $100K–$500K | SH |
| SOXL | DIREXION SHS ETF TR | 7K | $100K–$500K | SH |
| CRBN | ISHARES TR | 1K | $100K–$500K | SH |
| E | ENI S P A | 7K | $100K–$500K | SH |
| PGNY | PROGYNY INC | 11K | $100K–$500K | SH |
| MTX | MINERALS TECHNOLOGIES INC | 5K | $100K–$500K | SH |
| FC | FRANKLIN COVEY CO | 16K | $100K–$500K | SH |
| KTB | KONTOOR BRANDS INC | 4K | $100K–$500K | SH |
| JLL | JONES LANG LASALLE INC | 811 | $100K–$500K | SH |
| ETSY | ETSY INC | 5K | $100K–$500K | SH |
| YDEC | FIRST TR EXCHNG TRADED FD VI | 10K | $100K–$500K | SH |
| AWI | ARMSTRONG WORLD INDS INC NEW | 1K | $100K–$500K | SH |
| JEF | JEFFERIES FINL GROUP INC | 4K | $100K–$500K | SH |
| KFRC | KFORCE INC | 9K | $100K–$500K | SH |
| GRC | GORMAN RUPP CO | 6K | $100K–$500K | SH |
| SLF | SUN LIFE FINANCIAL INC. | 4K | $100K–$500K | SH |