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 351–400 of 1,476
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| IUSG | ISHARES TR | 19K | $1M+ | SH |
| UPS | UNITED PARCEL SERVICE INC | 32K | $1M+ | SH |
| CI | THE CIGNA GROUP | 11K | $1M+ | SH |
| LIN | LINDE PLC | 7K | $1M+ | SH |
| SPSM | SPDR SERIES TRUST | 66K | $1M+ | SH |
| XIFR | XPLR INFRASTRUCTURE LP | 301K | $1M+ | SH |
| IVOV | VANGUARD ADMIRAL FDS INC | 30K | $1M+ | SH |
| ESGU | ISHARES TR | 20K | $1M+ | SH |
| ARES | ARES MANAGEMENT CORPORATION | 18K | $1M+ | SH |
| FICO | FAIR ISAAC CORP | 2K | $1M+ | SH |
| DYNF | BLACKROCK ETF TRUST | 49K | $1M+ | SH |
| TRV | TRAVELERS COMPANIES INC | 10K | $1M+ | SH |
| BDX | BECTON DICKINSON & CO | 15K | $1M+ | SH |
| NSC | NORFOLK SOUTHN CORP | 10K | $1M+ | SH |
| IUSB | ISHARES TR | 63K | $1M+ | SH |
| O | REALTY INCOME CORP | 52K | $1M+ | SH |
| TY | TRI CONTL CORP | 88K | $1M+ | SH |
| DGRW | WISDOMTREE TR | 32K | $1M+ | SH |
| SPDW | SPDR INDEX SHS FDS | 63K | $1M+ | SH |
| UTWO | RBB FD INC | 58K | $1M+ | SH |
| BSV | VANGUARD BD INDEX FDS | 35K | $1M+ | SH |
| IXUS | ISHARES TR | 33K | $1M+ | SH |
| BSX | BOSTON SCIENTIFIC CORP | 29K | $1M+ | SH |
| CMI | CUMMINS INC | 5K | $1M+ | SH |
| PDP | INVESCO EXCHANGE TRADED FD T | 23K | $1M+ | SH |
| SCHM | SCHWAB STRATEGIC TR | 90K | $1M+ | SH |
| FAF | FIRST AMERN FINL CORP | 44K | $1M+ | SH |
| AZN | ASTRAZENECA PLC | 29K | $1M+ | SH |
| BILS | SPDR SERIES TRUST | 27K | $1M+ | SH |
| JPST | J P MORGAN EXCHANGE TRADED F | 52K | $1M+ | SH |
| SPYD | SPDR SERIES TRUST | 61K | $1M+ | SH |
| OUNZ | VANECK MERK GOLD ETF | 64K | $1M+ | SH |
| COF | CAPITAL ONE FINL CORP | 11K | $1M+ | SH |
| RWO | SPDR INDEX SHS FDS | 58K | $1M+ | SH |
| EOG | EOG RES INC | 25K | $1M+ | SH |
| IBDU | ISHARES TR | 112K | $1M+ | SH |
| FCNCA | FIRST CTZNS BANCSHARES INC D | 1K | $1M+ | SH |
| TMUS | T-MOBILE US INC | 13K | $1M+ | SH |
| ULTA | ULTA BEAUTY INC | 4K | $1M+ | SH |
| CVIE | MORGAN STANLEY ETF TRUST | 36K | $1M+ | SH |
| ARWR | ARROWHEAD PHARMACEUTICALS IN | 39K | $1M+ | SH |
| ESGV | VANGUARD WORLD FD | 21K | $1M+ | SH |
| VCR | VANGUARD WORLD FD | 6K | $1M+ | SH |
| XYL | XYLEM INC | 18K | $1M+ | SH |
| JBL | JABIL INC | 11K | $1M+ | SH |
| VIOV | VANGUARD ADMIRAL FDS INC | 25K | $1M+ | SH |
| JVAL | J P MORGAN EXCHANGE TRADED F | 50K | $1M+ | SH |
| AVDV | AMERICAN CENTY ETF TR | 26K | $1M+ | SH |
| MBB | ISHARES TR | 25K | $1M+ | SH |
| DFUS | DIMENSIONAL ETF TRUST | 32K | $1M+ | SH |