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 201–250 of 1,476
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| SNOW | SNOWFLAKE INC | 45K | $1M+ | SH |
| VBR | VANGUARD INDEX FDS | 46K | $1M+ | SH |
| SPYM | SPDR SERIES TRUST | 120K | $1M+ | SH |
| DIS | DISNEY WALT CO | 85K | $1M+ | SH |
| GPIQ | GOLDMAN SACHS ETF TR | 181K | $1M+ | SH |
| CGGR | CAPITAL GROUP GROWTH ETF | 213K | $1M+ | SH |
| USMC | PRINCIPAL EXCHANGE TRADED FD | 133K | $1M+ | SH |
| AVUV | AMERICAN CENTY ETF TR | 89K | $1M+ | SH |
| JQUA | J P MORGAN EXCHANGE TRADED F | 142K | $1M+ | SH |
| KLAC | KLA CORP | 7K | $1M+ | SH |
| TXN | TEXAS INSTRS INC | 51K | $1M+ | SH |
| PM | PHILIP MORRIS INTL INC | 54K | $1M+ | SH |
| FAX | ABRDN ASIA PACIFIC INCOME FU | 565K | $1M+ | SH |
| RSG | REPUBLIC SVCS INC | 41K | $1M+ | SH |
| GIGB | GOLDMAN SACHS ETF TR | 182K | $1M+ | SH |
| KO | COCA COLA CO | 119K | $1M+ | SH |
| IWO | ISHARES TR | 25K | $1M+ | SH |
| ASML | ASML HOLDING N V | 8K | $1M+ | SH |
| CTAS | CINTAS CORP | 43K | $1M+ | SH |
| LRCX | LAM RESEARCH CORP | 47K | $1M+ | SH |
| CMCSA | COMCAST CORP NEW | 266K | $1M+ | SH |
| BKNG | BOOKING HOLDINGS INC | 1K | $1M+ | SH |
| VTWO | VANGUARD SCOTTSDALE FDS | 79K | $1M+ | SH |
| MS | MORGAN STANLEY | 44K | $1M+ | SH |
| FNDE | SCHWAB STRATEGIC TR | 214K | $1M+ | SH |
| VHT | VANGUARD WORLD FD | 26K | $1M+ | SH |
| EEM | ISHARES TR | 138K | $1M+ | SH |
| SPEM | SPDR INDEX SHS FDS | 161K | $1M+ | SH |
| C | CITIGROUP INC | 63K | $1M+ | SH |
| ISRG | INTUITIVE SURGICAL INC | 13K | $1M+ | SH |
| EPD | ENTERPRISE PRODS PARTNERS L | 224K | $1M+ | SH |
| CRWD | CROWDSTRIKE HLDGS INC | 15K | $1M+ | SH |
| USMV | ISHARES TR | 75K | $1M+ | SH |
| IEO | ISHARES TR | 79K | $1M+ | SH |
| DIA | SPDR DOW JONES INDL AVERAGE | 14K | $1M+ | SH |
| PLTR | PALANTIR TECHNOLOGIES INC | 39K | $1M+ | SH |
| USB | US BANCORP DEL | 127K | $1M+ | SH |
| GWW | WW GRAINGER INC | 7K | $1M+ | SH |
| JMST | J P MORGAN EXCHANGE TRADED F | 131K | $1M+ | SH |
| IWV | ISHARES TR | 17K | $1M+ | SH |
| DGRO | ISHARES TR | 95K | $1M+ | SH |
| PFE | PFIZER INC | 259K | $1M+ | SH |
| SPYG | SPDR SERIES TRUST | 60K | $1M+ | SH |
| IYW | ISHARES TR | 32K | $1M+ | SH |
| VZ | VERIZON COMMUNICATIONS INC | 154K | $1M+ | SH |
| GEV | GE VERNOVA INC | 10K | $1M+ | SH |
| FLGB | FRANKLIN TEMPLETON ETF TR | 184K | $1M+ | SH |
| SPTS | SPDR SERIES TRUST | 210K | $1M+ | SH |
| SLV | ISHARES SILVER TR | 94K | $1M+ | SH |
| IHI | ISHARES TR | 96K | $1M+ | SH |