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 1301–1350 of 1,476
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| ASX | ASE TECHNOLOGY HLDG CO LTD | 14K | $100K–$500K | SH |
| WKC | WORLD KINECT CORPORATION | 10K | $100K–$500K | SH |
| BLV | VANGUARD BD INDEX FDS | 3K | $100K–$500K | SH |
| COMP | COMPASS INC | 22K | $100K–$500K | SH |
| HRTG | HERITAGE INSURANCE HLDGS INC | 8K | $100K–$500K | SH |
| CHTR | CHARTER COMMUNICATIONS INC N | 1K | $100K–$500K | SH |
| VPL | VANGUARD INTL EQUITY INDEX F | 3K | $100K–$500K | SH |
| HLN | HALEON PLC | 23K | $100K–$500K | SH |
| SDVY | FIRST TR EXCHANGE-TRADED FD | 6K | $100K–$500K | SH |
| CENX | CENTURY ALUM CO | 6K | $100K–$500K | SH |
| VUSB | VANGUARD BD INDEX FDS | 5K | $100K–$500K | SH |
| PAYC | PAYCOM SOFTWARE INC | 1K | $100K–$500K | SH |
| EXAS | EXACT SCIENCES CORP | 2K | $100K–$500K | SH |
| RBC | RBC BEARINGS INC | 503 | $100K–$500K | SH |
| QCJL | FIRST TR EXCHNG TRADED FD VI | 10K | $100K–$500K | SH |
| OPCH | OPTION CARE HEALTH INC | 7K | $100K–$500K | SH |
| HLIT | HARMONIC INC | 23K | $100K–$500K | SH |
| NEU | NEWMARKET CORP | 325 | $100K–$500K | SH |
| VLTO | VERALTO CORP | 2K | $100K–$500K | SH |
| FSLR | FIRST SOLAR INC | 854 | $100K–$500K | SH |
| TENB | TENABLE HLDGS INC | 9K | $100K–$500K | SH |
| MATV | MATIV HOLDINGS INC | 18K | $100K–$500K | SH |
| REYN | REYNOLDS CONSUMER PRODS INC | 10K | $100K–$500K | SH |
| OKLO | OKLO INC | 3K | $100K–$500K | SH |
| EXP | EAGLE MATLS INC | 1K | $100K–$500K | SH |
| TBBK | BANCORP INC DEL | 3K | $100K–$500K | SH |
| IR | INGERSOLL RAND INC | 3K | $100K–$500K | SH |
| DOCS | DOXIMITY INC | 5K | $100K–$500K | SH |
| ACWX | ISHARES TR | 3K | $100K–$500K | SH |
| SWKS | SKYWORKS SOLUTIONS INC | 3K | $100K–$500K | SH |
| SMP | STANDARD MTR PRODS INC | 6K | $100K–$500K | SH |
| FFIV | F5 INC | 863 | $100K–$500K | SH |
| PTH | INVESCO EXCHANGE TRADED FD T | 4K | $100K–$500K | SH |
| TNDM | TANDEM DIABETES CARE INC | 10K | $100K–$500K | SH |
| ALNT | ALLIENT INC | 4K | $100K–$500K | SH |
| PNW | PINNACLE WEST CAP CORP | 2K | $100K–$500K | SH |
| PLUS | EPLUS INC | 2K | $100K–$500K | SH |
| EFAV | ISHARES TR | 3K | $100K–$500K | SH |
| DCOM | DIME CMNTY BANCSHARES INC | 7K | $100K–$500K | SH |
| NTCT | NETSCOUT SYS INC | 8K | $100K–$500K | SH |
| GDDY | GODADDY INC | 2K | $100K–$500K | SH |
| GFI | GOLD FIELDS LTD | 5K | $100K–$500K | SH |
| TIGO | MILLICOM INTL CELLULAR S A | 4K | $100K–$500K | SH |
| HUBG | HUB GROUP INC | 5K | $100K–$500K | SH |
| FVD | FIRST TR EXCHANGE-TRADED FD | 5K | $100K–$500K | SH |
| GPOR | GULFPORT ENERGY CORP | 1K | $100K–$500K | SH |
| MBSF | VALUED ADVISERS TR | 8K | $100K–$500K | SH |
| XSVN | BONDBLOXX ETF TRUST | 4K | $100K–$500K | SH |
| NBN | NORTHEAST BK PORTLAND ME | 2K | $100K–$500K | SH |
| SF | STIFEL FINL CORP | 2K | $100K–$500K | SH |