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 1201–1250 of 1,476
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| MBWM | MERCANTILE BK CORP | 6K | $100K–$500K | SH |
| ALNY | ALNYLAM PHARMACEUTICALS INC | 671 | $100K–$500K | SH |
| FRSH | FRESHWORKS INC | 22K | $100K–$500K | SH |
| MKTX | MARKETAXESS HLDGS INC | 1K | $100K–$500K | SH |
| NORW | GLOBAL X FDS | 9K | $100K–$500K | SH |
| MTD | METTLER TOLEDO INTERNATIONAL | 190 | $100K–$500K | SH |
| NYT | NEW YORK TIMES CO | 4K | $100K–$500K | SH |
| JETS | ETF SER SOLUTIONS | 9K | $100K–$500K | SH |
| AGZ | ISHARES TR | 2K | $100K–$500K | SH |
| BMNR | BITMINE IMMERSION TECNOLOGIE | 10K | $100K–$500K | SH |
| IYM | ISHARES TR | 2K | $100K–$500K | SH |
| CM | CANADIAN IMPERIAL BANK OF CO | 3K | $100K–$500K | SH |
| TTMI | TTM TECHNOLOGIES INC | 4K | $100K–$500K | SH |
| ARKQ | ARK ETF TR | 2K | $100K–$500K | SH |
| CIVI | CIVITAS RESOURCES INC | 10K | $100K–$500K | SH |
| MGC | VANGUARD WORLD FD | 1K | $100K–$500K | SH |
| VICI | VICI PPTYS INC | 9K | $100K–$500K | SH |
| SGDM | SPROTT ETF TRUST | 4K | $100K–$500K | SH |
| AVLV | AMERICAN CENTY ETF TR | 3K | $100K–$500K | SH |
| NWG | NATWEST GROUP PLC | 15K | $100K–$500K | SH |
| CWI | SPDR INDEX SHS FDS | 7K | $100K–$500K | SH |
| FENI | FIDELITY COVINGTON TRUST | 7K | $100K–$500K | SH |
| OGE | OGE ENERGY CORP | 6K | $100K–$500K | SH |
| DFCF | DIMENSIONAL ETF TRUST | 6K | $100K–$500K | SH |
| AHR | AMERICAN HEALTHCARE REIT INC | 5K | $100K–$500K | SH |
| FDP | FRESH DEL MONTE PRODUCE INC | 7K | $100K–$500K | SH |
| FMDE | FIDELITY COVINGTON TRUST | 7K | $100K–$500K | SH |
| IBMR | ISHARES TR | 10K | $100K–$500K | SH |
| ACEL | ACCEL ENTERTAINMENT INC | 22K | $100K–$500K | SH |
| FFOX | FUNDX INVT TR | 9K | $100K–$500K | SH |
| SOFI | SOFI TECHNOLOGIES INC | 10K | $100K–$500K | SH |
| HBNC | HORIZON BANCORP INC | 15K | $100K–$500K | SH |
| ARM | ARM HOLDINGS PLC | 2K | $100K–$500K | SH |
| PHIN | PHINIA INC | 4K | $100K–$500K | SH |
| M | MACYS INC | 11K | $100K–$500K | SH |
| AGCO | AGCO CORP | 2K | $100K–$500K | SH |
| BLKB | BLACKBAUD INC | 4K | $100K–$500K | SH |
| LNG | CHENIERE ENERGY INC | 1K | $100K–$500K | SH |
| AVSE | AMERICAN CENTY ETF TR | 4K | $100K–$500K | SH |
| THR | THERMON GROUP HLDGS INC | 7K | $100K–$500K | SH |
| IYE | ISHARES TR | 5K | $100K–$500K | SH |
| SYBT | STOCK YDS BANCORP INC | 4K | $100K–$500K | SH |
| KBE | SPDR SERIES TRUST | 4K | $100K–$500K | SH |
| OLMA | OLEMA PHARMACEUTICALS INC | 10K | $100K–$500K | SH |
| CACI | CACI INTL INC | 469 | $100K–$500K | SH |
| XSMO | INVESCO EXCHANGE TRADED FD T | 3K | $100K–$500K | SH |
| EPRT | ESSENTIAL PPTYS RLTY TR INC | 8K | $100K–$500K | SH |
| BLOK | AMPLIFY ETF TR | 4K | $100K–$500K | SH |
| FIZZ | NATIONAL BEVERAGE CORP | 8K | $100K–$500K | SH |
| RDVI | FIRST TR EXCHANGE-TRADED FD | 9K | $100K–$500K | SH |