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 151–200 of 1,476
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| SUSB | ISHARES TR | 647K | $1M+ | SH |
| IBDV | ISHARES TR | 723K | $1M+ | SH |
| IBM | INTERNATIONAL BUSINESS MACHS | 54K | $1M+ | SH |
| FNDX | SCHWAB STRATEGIC TR | 584K | $1M+ | SH |
| IBDW | ISHARES TR | 746K | $1M+ | SH |
| DFAX | DIMENSIONAL ETF TRUST | 475K | $1M+ | SH |
| AMGN | AMGEN INC | 47K | $1M+ | SH |
| TMO | THERMO FISHER SCIENTIFIC INC | 26K | $1M+ | SH |
| IEMG | ISHARES INC | 225K | $1M+ | SH |
| IVE | ISHARES TR | 71K | $1M+ | SH |
| AMAT | APPLIED MATLS INC | 58K | $1M+ | SH |
| URI | UNITED RENTALS INC | 18K | $1M+ | SH |
| SKYW | SKYWEST INC | 138K | $1M+ | SH |
| EMO | CLEARBRIDGE ENERGY MIDSTRM O | 305K | $1M+ | SH |
| CGCP | CAPITAL GRP FIXED INCM ETF T | 600K | $1M+ | SH |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 44K | $1M+ | SH |
| AME | AMETEK INC | 65K | $1M+ | SH |
| CAT | CATERPILLAR INC | 22K | $1M+ | SH |
| ECL | ECOLAB INC | 49K | $1M+ | SH |
| KKR | KKR & CO INC | 100K | $1M+ | SH |
| LBAY | TIDAL TRUST I | 521K | $1M+ | SH |
| NOC | NORTHROP GRUMMAN CORP | 22K | $1M+ | SH |
| VXUS | VANGUARD STAR FDS | 166K | $1M+ | SH |
| IBDS | ISHARES TR | 516K | $1M+ | SH |
| XLI | SELECT SECTOR SPDR TR | 80K | $1M+ | SH |
| SCHZ | SCHWAB STRATEGIC TR | 523K | $1M+ | SH |
| UNH | UNITEDHEALTH GROUP INC | 37K | $1M+ | SH |
| DFUV | DIMENSIONAL ETF TRUST | 260K | $1M+ | SH |
| ETN | EATON CORP PLC | 37K | $1M+ | SH |
| IBDR | ISHARES TR | 484K | $1M+ | SH |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | 269K | $1M+ | SH |
| IWB | ISHARES TR | 31K | $1M+ | SH |
| PH | PARKER-HANNIFIN CORP | 13K | $1M+ | SH |
| SCHD | SCHWAB STRATEGIC TR | 421K | $1M+ | SH |
| MU | MICRON TECHNOLOGY INC | 40K | $1M+ | SH |
| OEF | ISHARES TR | 33K | $1M+ | SH |
| VGT | VANGUARD WORLD FD | 15K | $1M+ | SH |
| GS | GOLDMAN SACHS GROUP INC | 12K | $1M+ | SH |
| HEZU | ISHARES TR | 246K | $1M+ | SH |
| VO | VANGUARD INDEX FDS | 37K | $1M+ | SH |
| RSP | INVESCO EXCHANGE TRADED FD T | 55K | $1M+ | SH |
| ESML | ISHARES TR | 230K | $1M+ | SH |
| AXP | AMERICAN EXPRESS CO | 29K | $1M+ | SH |
| IWN | ISHARES TR | 58K | $1M+ | SH |
| VXF | VANGUARD INDEX FDS | 50K | $1M+ | SH |
| GE | GE AEROSPACE | 33K | $1M+ | SH |
| SMH | VANECK ETF TRUST | 29K | $1M+ | SH |
| DHR | DANAHER CORPORATION | 44K | $1M+ | SH |
| LMT | LOCKHEED MARTIN CORP | 21K | $1M+ | SH |
| XOP | SPDR SERIES TRUST | 79K | $1M+ | SH |