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 1401–1450 of 1,476
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| TXG | 10X GENOMICS INC | 12K | $100K–$500K | SH |
| CHY | CALAMOS CONV & HIGH INCOME F | 16K | $100K–$500K | SH |
| FRA | BLACKROCK FLOATING RATE INCO | 16K | $100K–$500K | SH |
| OIS | OIL STS INTL INC | 27K | $100K–$500K | SH |
| VFC | V F CORP | 10K | $100K–$500K | SH |
| JBI | JANUS INTERNATIONAL GROUP IN | 28K | $100K–$500K | SH |
| HE | HAWAIIAN ELEC INDUSTRIES | 14K | $100K–$500K | SH |
| SNCY | SUN CTRY AIRLS HLDGS INC | 12K | $100K–$500K | SH |
| UDMY | UDEMY INC | 29K | $100K–$500K | SH |
| UMH | UMH PPTYS INC | 11K | $100K–$500K | SH |
| MFG | MIZUHO FINANCIAL GROUP INC | 23K | $100K–$500K | SH |
| QNST | QUINSTREET INC | 11K | $100K–$500K | SH |
| XRAY | DENTSPLY SIRONA INC | 14K | $100K–$500K | SH |
| IGR | CBRE GBL REAL ESTATE INC FD | 37K | $100K–$500K | SH |
| FLO | FLOWERS FOODS INC | 15K | $100K–$500K | SH |
| BSM | BLACK STONE MINERALS L P | 12K | $100K–$500K | SH |
| SBH | SALLY BEAUTY HLDGS INC | 11K | $100K–$500K | SH |
| NMR | NOMURA HLDGS INC | 19K | $100K–$500K | SH |
| MDXG | MIMEDX GROUP INC | 23K | $100K–$500K | SH |
| LYG | LLOYDS BANKING GROUP PLC | 29K | $100K–$500K | SH |
| AOMR | ANGEL OAK MORTGAGE REIT INC | 18K | $100K–$500K | SH |
| MPT | MEDICAL PPTYS TRUST INC | 31K | $100K–$500K | SH |
| YMAX | TIDAL TRUST II | 15K | $100K–$500K | SH |
| STTK | SHATTUCK LABS INC | 41K | $100K–$500K | SH |
| SOUN | SOUNDHOUND AI INC | 15K | $100K–$500K | SH |
| BIT | BLACKROCK MULTI SECTOR INC T | 11K | $100K–$500K | SH |
| HDSN | HUDSON TECHNOLOGIES INC | 20K | $100K–$500K | SH |
| VOD | VODAFONE GROUP PLC NEW | 11K | $100K–$500K | SH |
| DCH | AMERICAN AXLE & MFG HLDGS IN | 21K | $100K–$500K | SH |
| WEN | WENDYS CO | 16K | $100K–$500K | SH |
| WU | WESTERN UN CO | 15K | $100K–$500K | SH |
| BVS | BIOVENTUS INC | 18K | $100K–$500K | SH |
| VIV | TELEFONICA BRASIL SA | 11K | $100K–$500K | SH |
| UMC | UNITED MICROELECTRONICS CORP | 17K | $100K–$500K | SH |
| PFLT | PENNANTPARK FLOATING RATE CA | 14K | $100K–$500K | SH |
| NEA | NUVEEN AMT FREE QLTY MUN INC | 11K | $100K–$500K | SH |
| MUC | BLACKROCK MUNIHLDNGS CALI QL | 12K | $100K–$500K | SH |
| SIGA | SIGA TECHNOLOGIES INC | 20K | $100K–$500K | SH |
| TIC | TIC SOLUTIONS INC | 12K | $100K–$500K | SH |
| NAC | NUVEEN CA QUALTY MUN INCOME | 10K | $100K–$500K | SH |
| LBTYA | LIBERTY GLOBAL LTD | 11K | $100K–$500K | SH |
| AGNC | AGNC INVT CORP | 11K | $100K–$500K | SH |
| LPL | LG DISPLAY CO LTD | 28K | $100K–$500K | SH |
| SPT | SPROUT SOCIAL INC | 10K | $100K–$500K | SH |
| NB | NIOCORP DEVS LTD | 22K | $100K–$500K | SH |
| SABR | SABRE CORP | 83K | $100K–$500K | SH |
| ERAS | ERASCA INC | 30K | $100K–$500K | SH |
| KRO | KRONOS WORLDWIDE INC | 25K | $100K–$500K | SH |
| RLAY | RELAY THERAPEUTICS INC | 13K | $100K–$500K | SH |
| AEG | AEGON LTD | 14K | $100K–$500K | SH |