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 1351–1400 of 1,476
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| RYN | RAYONIER INC | 10K | $100K–$500K | SH |
| CGW | INVESCO EXCH TRADED FD TR II | 3K | $100K–$500K | SH |
| IYF | ISHARES TR | 2K | $100K–$500K | SH |
| SRPT | SAREPTA THERAPEUTICS INC | 10K | $100K–$500K | SH |
| EXE | EXPAND ENERGY CORPORATION | 2K | $100K–$500K | SH |
| FMBH | FIRST MID ILL BANCSHARES INC | 5K | $100K–$500K | SH |
| FERG | FERGUSON ENTERPRISES INC | 954 | $100K–$500K | SH |
| QTUM | ETF SER SOLUTIONS | 2K | $100K–$500K | SH |
| RITM | RITHM CAPITAL CORP | 19K | $100K–$500K | SH |
| ROL | ROLLINS INC | 4K | $100K–$500K | SH |
| LAZ | LAZARD INC | 4K | $100K–$500K | SH |
| SCHK | SCHWAB STRATEGIC TR | 6K | $100K–$500K | SH |
| TMDX | TRANSMEDICS GROUP INC | 2K | $100K–$500K | SH |
| SPSC | SPS COMM INC | 2K | $100K–$500K | SH |
| PDI | PIMCO DYNAMIC INCOME FD | 12K | $100K–$500K | SH |
| IEX | IDEX CORP | 1K | $100K–$500K | SH |
| CLS | CELESTICA INC | 708 | $100K–$500K | SH |
| BNL | BROADSTONE NET LEASE INC | 12K | $100K–$500K | SH |
| MCB | METROPOLITAN BK HLDG CORP | 3K | $100K–$500K | SH |
| DAUG | FIRST TR EXCHNG TRADED FD VI | 5K | $100K–$500K | SH |
| IP | INTERNATIONAL PAPER CO | 5K | $100K–$500K | SH |
| FANG | DIAMONDBACK ENERGY INC | 1K | $100K–$500K | SH |
| LOPE | GRAND CANYON ED INC | 1K | $100K–$500K | SH |
| TRMK | TRUSTMARK CORP | 5K | $100K–$500K | SH |
| CRWV | COREWEAVE INC | 3K | $100K–$500K | SH |
| FALN | ISHARES TR | 8K | $100K–$500K | SH |
| IDV | ISHARES TR | 5K | $100K–$500K | SH |
| CNI | CANADIAN NATL RY CO | 2K | $100K–$500K | SH |
| ILF | ISHARES TR | 7K | $100K–$500K | SH |
| YOU | CLEAR SECURE INC | 6K | $100K–$500K | SH |
| CPT | CAMDEN PPTY TR | 2K | $100K–$500K | SH |
| CCEP | COCA-COLA EUROPACIFIC PARTNE | 2K | $100K–$500K | SH |
| CGNX | COGNEX CORP | 6K | $100K–$500K | SH |
| EXG | EATON VANCE TAX-MANAGED GLOB | 21K | $100K–$500K | SH |
| XNCR | XENCOR INC | 13K | $100K–$500K | SH |
| XMLV | INVESCO EXCH TRADED FD TR II | 3K | $100K–$500K | SH |
| LTC | LTC PPTYS INC | 6K | $100K–$500K | SH |
| AN | AUTONATION INC | 973 | $100K–$500K | SH |
| GPIX | GOLDMAN SACHS ETF TR | 4K | $100K–$500K | SH |
| AVNS | AVANOS MED INC | 18K | $100K–$500K | SH |
| FQAL | FIDELITY COVINGTON TRUST | 3K | $100K–$500K | SH |
| DRH | DIAMONDROCK HOSPITALITY CO | 22K | $100K–$500K | SH |
| DNOW | DNOW INC | 15K | $100K–$500K | SH |
| INFY | INFOSYS LTD | 11K | $100K–$500K | SH |
| MBC | MASTERBRAND INC | 18K | $100K–$500K | SH |
| FINW | FINWISE BANCORP | 11K | $100K–$500K | SH |
| FTCA | PUTNAM ETF TRUST | 26K | $100K–$500K | SH |
| PD | PAGERDUTY INC | 15K | $100K–$500K | SH |
| PDT | HANCOCK JOHN PREM DIVID FD | 15K | $100K–$500K | SH |
| ABEV | AMBEV SA | 77K | $100K–$500K | SH |