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 301–350 of 1,476
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| APO | APOLLO GLOBAL MGMT INC | 30K | $1M+ | SH |
| IVOO | VANGUARD ADMIRAL FDS INC | 39K | $1M+ | SH |
| BX | BLACKSTONE INC | 27K | $1M+ | SH |
| VT | VANGUARD INTL EQUITY INDEX F | 30K | $1M+ | SH |
| FDX | FEDEX CORP | 14K | $1M+ | SH |
| PAYX | PAYCHEX INC | 36K | $1M+ | SH |
| VRTX | VERTEX PHARMACEUTICALS INC | 9K | $1M+ | SH |
| VIOO | VANGUARD ADMIRAL FDS INC | 36K | $1M+ | SH |
| IUSV | ISHARES TR | 39K | $1M+ | SH |
| NOW | SERVICENOW INC | 26K | $1M+ | SH |
| BMY | BRISTOL-MYERS SQUIBB CO | 73K | $1M+ | SH |
| NULG | NUSHARES ETF TR | 40K | $1M+ | SH |
| PWR | QUANTA SVCS INC | 9K | $1M+ | SH |
| SCHB | SCHWAB STRATEGIC TR | 150K | $1M+ | SH |
| NULV | NUSHARES ETF TR | 87K | $1M+ | SH |
| CME | CME GROUP INC | 14K | $1M+ | SH |
| IJS | ISHARES TR | 34K | $1M+ | SH |
| VYMI | VANGUARD WHITEHALL FDS | 42K | $1M+ | SH |
| IDXX | IDEXX LABS INC | 6K | $1M+ | SH |
| DUK | DUKE ENERGY CORP NEW | 32K | $1M+ | SH |
| DE | DEERE & CO | 8K | $1M+ | SH |
| EW | EDWARDS LIFESCIENCES CORP | 44K | $1M+ | SH |
| IYY | ISHARES TR | 23K | $1M+ | SH |
| AKRE | PROFESIONALLY MANAGED PORTFO | 56K | $1M+ | SH |
| EAGG | ISHARES TR | 75K | $1M+ | SH |
| STLD | STEEL DYNAMICS INC | 21K | $1M+ | SH |
| HEI | HEICO CORP NEW | 11K | $1M+ | SH |
| NYM | AB ACTIVE ETFS INC | 142K | $1M+ | SH |
| IMCV | ISHARES TR | 43K | $1M+ | SH |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | 47K | $1M+ | SH |
| ADI | ANALOG DEVICES INC | 13K | $1M+ | SH |
| FDN | FIRST TR EXCHANGE-TRADED FD | 13K | $1M+ | SH |
| OBDC | BLUE OWL CAPITAL CORPORATION | 281K | $1M+ | SH |
| SPYV | SPDR SERIES TRUST | 61K | $1M+ | SH |
| GILD | GILEAD SCIENCES INC | 28K | $1M+ | SH |
| IAU | ISHARES GOLD TR | 43K | $1M+ | SH |
| SPIB | SPDR SERIES TRUST | 101K | $1M+ | SH |
| INTC | INTEL CORP | 92K | $1M+ | SH |
| VLUE | ISHARES TR | 25K | $1M+ | SH |
| DVY | ISHARES TR | 24K | $1M+ | SH |
| LDOS | LEIDOS HOLDINGS INC | 19K | $1M+ | SH |
| FLRN | SPDR SERIES TRUST | 109K | $1M+ | SH |
| VCIT | VANGUARD SCOTTSDALE FDS | 39K | $1M+ | SH |
| VRSK | VERISK ANALYTICS INC | 15K | $1M+ | SH |
| MDT | MEDTRONIC PLC | 34K | $1M+ | SH |
| GSEW | GOLDMAN SACHS ETF TR | 39K | $1M+ | SH |
| UBSI | UNITED BANKSHARES INC WEST V | 85K | $1M+ | SH |
| MPC | MARATHON PETE CORP | 20K | $1M+ | SH |
| ITA | ISHARES TR | 15K | $1M+ | SH |
| FTEC | FIDELITY COVINGTON TRUST | 14K | $1M+ | SH |