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 1451–1476 of 1,476
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| ICL | ICL GROUP LTD | 18K | $100K–$500K | SH |
| CFFN | CAPITOL FED FINL INC | 15K | $100K–$500K | SH |
| — | SEVEN HILLS REALTY TRUST | 11K | $50K–$100K | SH |
| ACCO | ACCO BRANDS CORP | 25K | $50K–$100K | SH |
| NOK | NOKIA CORP | 14K | $50K–$100K | SH |
| ALIT | ALIGHT INC | 46K | $50K–$100K | SH |
| WIT | WIPRO LTD | 29K | $50K–$100K | SH |
| ANGX | ANGEL STUDIOS INC | 15K | $50K–$100K | SH |
| TMC | TMC THE METALS COMPANY INC | 11K | $50K–$100K | SH |
| NIO | NIO INC | 13K | $50K–$100K | SH |
| SSL | SASOL LTD | 10K | $50K–$100K | SH |
| STKL | SUNOPTA INC | 17K | $50K–$100K | SH |
| WVVI | WILLAMETTE VY VINEYARD INC | 16K | $15K–$50K | SH |
| UGP | ULTRAPAR PARTICIPACOES SA | 12K | $15K–$50K | SH |
| GDRX | GOODRX HLDGS INC | 16K | $15K–$50K | SH |
| RIG | TRANSOCEAN LTD | 10K | $15K–$50K | SH |
| OPK | OPKO HEALTH INC | 29K | $15K–$50K | SH |
| IBRX | IMMUNITYBIO INC | 17K | $15K–$50K | SH |
| HYPR | HYPERFINE INC | 35K | $15K–$50K | SH |
| CIG | CIA ENERGETICA DE MINAS GERA | 16K | $15K–$50K | SH |
| AGEN | AGENUS INC | 10K | $15K–$50K | SH |
| PLUG | PLUG POWER INC | 12K | $15K–$50K | SH |
| ALLO | ALLOGENE THERAPEUTICS INC | 14K | $15K–$50K | SH |
| CTSO | CYTOSORBENTS CORP | 28K | $15K–$50K | SH |
| MAPS | WM TECHNOLOGY INC | 11K | $1K–$15K | SH |
| ASBP | ASPIRE BIOPHARMA HLDGS INC | 63K | $1K–$15K | SH |