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 101–150 of 1,476
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| IJH | ISHARES TR | 436K | $1M+ | SH |
| VB | VANGUARD INDEX FDS | 111K | $1M+ | SH |
| ADP | AUTOMATIC DATA PROCESSING IN | 107K | $1M+ | SH |
| WFC | WELLS FARGO CO NEW | 289K | $1M+ | SH |
| EFA | ISHARES TR | 277K | $1M+ | SH |
| PULS | PGIM ETF TR | 534K | $1M+ | SH |
| SUB | ISHARES TR | 245K | $1M+ | SH |
| IWP | ISHARES TR | 190K | $1M+ | SH |
| VTIP | VANGUARD MALVERN FDS | 522K | $1M+ | SH |
| CVX | CHEVRON CORP NEW | 163K | $1M+ | SH |
| WMT | WALMART INC | 222K | $1M+ | SH |
| CL | COLGATE PALMOLIVE CO | 311K | $1M+ | SH |
| AMLP | ALPS ETF TR | 518K | $1M+ | SH |
| FLEE | FRANKLIN TEMPLETON ETF TR | 657K | $1M+ | SH |
| IEFA | ISHARES TR | 262K | $1M+ | SH |
| DFIC | DIMENSIONAL ETF TRUST | 674K | $1M+ | SH |
| BR | BROADRIDGE FINL SOLUTIONS IN | 104K | $1M+ | SH |
| SCHG | SCHWAB STRATEGIC TR | 701K | $1M+ | SH |
| PG | PROCTER AND GAMBLE CO | 158K | $1M+ | SH |
| DFAS | DIMENSIONAL ETF TRUST | 309K | $1M+ | SH |
| XLG | INVESCO EXCHANGE TRADED FD T | 362K | $1M+ | SH |
| BAC | BANK AMERICA CORP | 385K | $1M+ | SH |
| MCK | MCKESSON CORP | 26K | $1M+ | SH |
| XLF | SELECT SECTOR SPDR TR | 378K | $1M+ | SH |
| EFG | ISHARES TR | 182K | $1M+ | SH |
| MRK | MERCK & CO INC | 196K | $1M+ | SH |
| ADBE | ADOBE INC | 58K | $1M+ | SH |
| ACN | ACCENTURE PLC IRELAND | 76K | $1M+ | SH |
| IVW | ISHARES TR | 164K | $1M+ | SH |
| MDY | SPDR S&P MIDCAP 400 ETF TR | 33K | $1M+ | SH |
| JIRE | J P MORGAN EXCHANGE TRADED F | 264K | $1M+ | SH |
| BRK.A | BERKSHIRE HATHAWAY INC DEL | 26 | $1M+ | SH |
| GLD | SPDR GOLD TR | 49K | $1M+ | SH |
| INTU | INTUIT | 29K | $1M+ | SH |
| JMSI | J P MORGAN EXCHANGE TRADED F | 380K | $1M+ | SH |
| FDRR | FIDELITY COVINGTON TRUST | 311K | $1M+ | SH |
| SCHF | SCHWAB STRATEGIC TR | 771K | $1M+ | SH |
| JEPI | J P MORGAN EXCHANGE TRADED F | 323K | $1M+ | SH |
| XLC | SELECT SECTOR SPDR TR | 157K | $1M+ | SH |
| STZ | CONSTELLATION BRANDS INC | 133K | $1M+ | SH |
| QTEC | FIRST TR EXCHANGE-TRADED FD | 79K | $1M+ | SH |
| PWZ | INVESCO EXCH TRADED FD TR II | 738K | $1M+ | SH |
| LOW | LOWES COS INC | 72K | $1M+ | SH |
| IWM | ISHARES TR | 70K | $1M+ | SH |
| BNDX | VANGUARD CHARLOTTE FDS | 359K | $1M+ | SH |
| XLV | SELECT SECTOR SPDR TR | 110K | $1M+ | SH |
| ABT | ABBOTT LABS | 134K | $1M+ | SH |
| QCOM | QUALCOMM INC | 98K | $1M+ | SH |
| VYM | VANGUARD WHITEHALL FDS | 116K | $1M+ | SH |
| DFAE | DIMENSIONAL ETF TRUST | 507K | $1M+ | SH |