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 401–450 of 1,476
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| YUM | YUM BRANDS INC | 16K | $1M+ | SH |
| PSX | PHILLIPS 66 | 18K | $1M+ | SH |
| ITW | ILLINOIS TOOL WKS INC | 10K | $1M+ | SH |
| XLRE | SELECT SECTOR SPDR TR | 58K | $1M+ | SH |
| NVS | NOVARTIS AG | 17K | $1M+ | SH |
| HIG | HARTFORD INSURANCE GROUP INC | 17K | $1M+ | SH |
| FLSW | FRANKLIN TEMPLETON ETF TR | 56K | $1M+ | SH |
| ET | ENERGY TRANSFER L P | 140K | $1M+ | SH |
| DSI | ISHARES TR | 18K | $1M+ | SH |
| ISCV | ISHARES TR | 34K | $1M+ | SH |
| CEG | CONSTELLATION ENERGY CORP | 7K | $1M+ | SH |
| SHW | SHERWIN WILLIAMS CO | 7K | $1M+ | SH |
| SHEL | SHELL PLC | 31K | $1M+ | SH |
| APP | APPLOVIN CORP | 3K | $1M+ | SH |
| BABA | ALIBABA GROUP HLDG LTD | 15K | $1M+ | SH |
| PGR | PROGRESSIVE CORP | 10K | $1M+ | SH |
| IDA | IDACORP INC | 18K | $1M+ | SH |
| OKE | ONEOK INC NEW | 31K | $1M+ | SH |
| SPTM | SPDR SERIES TRUST | 27K | $1M+ | SH |
| PNC | PNC FINL SVCS GROUP INC | 11K | $1M+ | SH |
| RUN | SUNRUN INC | 121K | $1M+ | SH |
| HDV | ISHARES TR | 18K | $1M+ | SH |
| VNQ | VANGUARD INDEX FDS | 25K | $1M+ | SH |
| XVV | ISHARES TR | 42K | $1M+ | SH |
| XYZ | BLOCK INC | 33K | $1M+ | SH |
| KR | KROGER CO | 34K | $1M+ | SH |
| FNCL | FIDELITY COVINGTON TRUST | 28K | $1M+ | SH |
| BOND | PIMCO ETF TR | 23K | $1M+ | SH |
| AON | AON PLC | 6K | $1M+ | SH |
| FDVV | FIDELITY COVINGTON TRUST | 37K | $1M+ | SH |
| NUE | NUCOR CORP | 13K | $1M+ | SH |
| EXPE | EXPEDIA GROUP INC | 7K | $1M+ | SH |
| MOAT | VANECK ETF TRUST | 20K | $1M+ | SH |
| TSCO | TRACTOR SUPPLY CO | 42K | $1M+ | SH |
| FNF | FIDELITY NATIONAL FINANCIAL | 38K | $1M+ | SH |
| SHOP | SHOPIFY INC | 13K | $1M+ | SH |
| XTEN | BONDBLOXX ETF TRUST | 44K | $1M+ | SH |
| EA | ELECTRONIC ARTS INC | 10K | $1M+ | SH |
| WDC | WESTERN DIGITAL CORP | 12K | $1M+ | SH |
| SOXX | ISHARES TR | 7K | $1M+ | SH |
| WTW | WILLIS TOWERS WATSON PLC LTD | 6K | $1M+ | SH |
| AFL | AFLAC INC | 18K | $1M+ | SH |
| IGIB | ISHARES TR | 37K | $1M+ | SH |
| PMAY | INNOVATOR ETFS TRUST | 51K | $1M+ | SH |
| JEPQ | J P MORGAN EXCHANGE TRADED F | 34K | $1M+ | SH |
| GSIE | GOLDMAN SACHS ETF TR | 46K | $1M+ | SH |
| NTRS | NORTHERN TR CORP | 15K | $1M+ | SH |
| CARR | CARRIER GLOBAL CORPORATION | 38K | $1M+ | SH |
| SPAB | SPDR SERIES TRUST | 76K | $1M+ | SH |
| SSD | SIMPSON MFG INC | 12K | $1M+ | SH |