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 251–300 of 1,476
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| SCHA | SCHWAB STRATEGIC TR | 205K | $1M+ | SH |
| LHX | L3HARRIS TECHNOLOGIES INC | 20K | $1M+ | SH |
| CVS | CVS HEALTH CORP | 74K | $1M+ | SH |
| BA | BOEING CO | 27K | $1M+ | SH |
| APD | AIR PRODS & CHEMS INC | 23K | $1M+ | SH |
| IBDT | ISHARES TR | 223K | $1M+ | SH |
| INDA | ISHARES TR | 104K | $1M+ | SH |
| IWS | ISHARES TR | 40K | $1M+ | SH |
| ACWI | ISHARES TR | 40K | $1M+ | SH |
| AVEM | AMERICAN CENTY ETF TR | 72K | $1M+ | SH |
| IJK | ISHARES TR | 57K | $1M+ | SH |
| ANET | ARISTA NETWORKS INC | 42K | $1M+ | SH |
| MO | ALTRIA GROUP INC | 96K | $1M+ | SH |
| GD | GENERAL DYNAMICS CORP | 16K | $1M+ | SH |
| SCHV | SCHWAB STRATEGIC TR | 186K | $1M+ | SH |
| DFGR | DIMENSIONAL ETF TRUST | 208K | $1M+ | SH |
| CB | CHUBB LIMITED | 17K | $1M+ | SH |
| GDX | VANECK ETF TRUST | 63K | $1M+ | SH |
| ITOT | ISHARES TR | 36K | $1M+ | SH |
| QUAL | ISHARES TR | 27K | $1M+ | SH |
| UBER | UBER TECHNOLOGIES INC | 65K | $1M+ | SH |
| T | AT&T INC | 212K | $1M+ | SH |
| IBHF | ISHARES TR | 228K | $1M+ | SH |
| COP | CONOCOPHILLIPS | 56K | $1M+ | SH |
| SCHE | SCHWAB STRATEGIC TR | 159K | $1M+ | SH |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | 260K | $1M+ | SH |
| VV | VANGUARD INDEX FDS | 16K | $1M+ | SH |
| SBUX | STARBUCKS CORP | 60K | $1M+ | SH |
| CSX | CSX CORP | 137K | $1M+ | SH |
| TECL | DIREXION SHS ETF TR | 42K | $1M+ | SH |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | 166K | $1M+ | SH |
| EWJ | ISHARES INC | 60K | $1M+ | SH |
| FNDF | SCHWAB STRATEGIC TR | 107K | $1M+ | SH |
| IWR | ISHARES TR | 50K | $1M+ | SH |
| EMR | EMERSON ELEC CO | 36K | $1M+ | SH |
| BSCR | INVESCO EXCH TRD SLF IDX FD | 244K | $1M+ | SH |
| NEM | NEWMONT CORP | 48K | $1M+ | SH |
| DLN | WISDOMTREE TR | 54K | $1M+ | SH |
| SDY | SPDR SERIES TRUST | 34K | $1M+ | SH |
| IBIT | ISHARES BITCOIN TRUST ETF | 95K | $1M+ | SH |
| XLU | SELECT SECTOR SPDR TR | 110K | $1M+ | SH |
| DBEF | DBX ETF TR | 97K | $1M+ | SH |
| DFEM | DIMENSIONAL ETF TRUST | 140K | $1M+ | SH |
| MMM | 3M CO | 29K | $1M+ | SH |
| MRVL | MARVELL TECHNOLOGY INC | 54K | $1M+ | SH |
| PLD | PROLOGIS INC. | 36K | $1M+ | SH |
| DOV | DOVER CORP | 23K | $1M+ | SH |
| SRE | SEMPRA | 51K | $1M+ | SH |
| KMI | KINDER MORGAN INC DEL | 163K | $1M+ | SH |
| VFVA | VANGUARD WELLINGTON FD | 34K | $1M+ | SH |