EP Wealth Advisors, LLC Q4 2025 Filing
Filed February 18, 2026
Portfolio Value
$19.2B
Holdings
1,476
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (1,476 positions)
| Stock | Value |
|---|---|
VOVANGUARD INDEX FDS | $10.0M |
SNOWSNOWFLAKE INC | $9.0M |
USMCPRINCIPAL EXCHANGE TRADED FD | $9.0M |
XOPSPDR SERIES TRUST | $9.0M |
SPYMSPDR SERIES TRUST | $9.0M |
DISDISNEY WALT CO | $9.0M |
GPIQGOLDMAN SACHS ETF TR | $9.0M |
VBRVANGUARD INDEX FDS | $9.0M |
CGGRCAPITAL GROUP GROWTH ETF | $9.0M |
AVUVAMERICAN CENTY ETF TR | $9.0M |
KOCOCA COLA CO | $8.0M |
CITCINTAS CORP | $8.0M |
JQUAJ P MORGAN EXCHANGE TRADED F | $8.0M |
KLACKLA CORP | $8.0M |
GIGBGOLDMAN SACHS ETF TR | $8.0M |
4I1PHILIP MORRIS INTL INC | $8.0M |
RSGREPUBLIC SVCS INC | $8.0M |
ASMLASML HOLDING N V | $8.0M |
IWOISHARES TR | $8.0M |
FAXABRDN ASIA PACIFIC INCOME FU | $8.0M |
TXNTEXAS INSTRS INC | $8.0M |
CRWDCROWDSTRIKE HLDGS INC | $7.0M |
SPYGSPDR SERIES TRUST | $7.0M |
EEMISHARES TR | $7.0M |
CMCSACOMCAST CORP NEW | $7.0M |
AQLTISHARES TR | $7.0M |
BKNGBOOKING HOLDINGS INC | $7.0M |
ISRGINTUITIVE SURGICAL INC | $7.0M |
TRVCCITIGROUP INC | $7.0M |
FNDESCHWAB STRATEGIC TR | $7.0M |
LRCXLAM RESEARCH CORP | $7.0M |
DWDMORGAN STANLEY | $7.0M |
VTWOVANGUARD SCOTTSDALE FDS | $7.0M |
USMVISHARES TR | $7.0M |
EPDENTERPRISE PRODS PARTNERS L | $7.0M |
VHTVANGUARD WORLD FD | $7.0M |
IWVISHARES TR | $6.0M |
JMSTJ P MORGAN EXCHANGE TRADED F | $6.0M |
DGROISHARES TR | $6.0M |
PLTRPALANTIR TECHNOLOGIES INC | $6.0M |
IYWISHARES TR | $6.0M |
USBUS BANCORP DEL | $6.0M |
DONSPDR DOW JONES INDL AVERAGE | $6.0M |
GWWWW GRAINGER INC | $6.0M |
GEVGE VERNOVA INC | $6.0M |
SLVISHARES SILVER TR | $6.0M |
PFEPFIZER INC | $6.0M |
FLGBFRANKLIN TEMPLETON ETF TR | $6.0M |
BACVERIZON COMMUNICATIONS INC | $6.0M |
ACWIISHARES TR | $5.0M |
ANETARISTA NETWORKS INC | $5.0M |
APDAIR PRODS & CHEMS INC | $5.0M |
BABOEING CO | $5.0M |
AVEMAMERICAN CENTY ETF TR | $5.0M |
FLRNSPDR SERIES TRUST | $5.0M |
COPCONOCOPHILLIPS | $5.0M |
GDGENERAL DYNAMICS CORP | $5.0M |
SCHVSCHWAB STRATEGIC TR | $5.0M |
SCHESCHWAB STRATEGIC TR | $5.0M |
INDAISHARES TR | $5.0M |
GDXVANECK ETF TRUST | $5.0M |
BSCQINVESCO EXCH TRD SLF IDX FD | $5.0M |
SCHASCHWAB STRATEGIC TR | $5.0M |
SBUXSTARBUCKS CORP | $5.0M |
MOALTRIA GROUP INC | $5.0M |
IJKISHARES TR | $5.0M |
IBDTISHARES TR | $5.0M |
CBCHUBB LIMITED | $5.0M |
VVVANGUARD INDEX FDS | $5.0M |
QUALISHARES TR | $5.0M |
TAT&T INC | $5.0M |
IBHFISHARES TR | $5.0M |
ITOTISHARES TR | $5.0M |
UBERUBER TECHNOLOGIES INC | $5.0M |
DFGRDIMENSIONAL ETF TRUST | $5.0M |
LHXL3HARRIS TECHNOLOGIES INC | $5.0M |
IHIISHARES TR | $5.0M |
IWSISHARES TR | $5.0M |
CVSCVS HEALTH CORP | $5.0M |
BSCRINVESCO EXCH TRD SLF IDX FD | $4.0M |
VFVAVANGUARD WELLINGTON FD | $4.0M |
IUSVISHARES TR | $4.0M |
NEMNEWMONT CORP | $4.0M |
DOVDOVER CORP | $4.0M |
APOAPOLLO GLOBAL MGMT INC | $4.0M |
VRTXVERTEX PHARMACEUTICALS INC | $4.0M |
DBEFDBX ETF TR | $4.0M |
PAYXPAYCHEX INC | $4.0M |
VCITVANGUARD SCOTTSDALE FDS | $4.0M |
XLUSELECT SECTOR SPDR TR | $4.0M |
EMREMERSON ELEC CO | $4.0M |
PLDPROLOGIS INC. | $4.0M |
IVOOVANGUARD ADMIRAL FDS INC | $4.0M |
VIOOVANGUARD ADMIRAL FDS INC | $4.0M |
MRVLMARVELL TECHNOLOGY INC | $4.0M |
MMM3M CO | $4.0M |
CGXUCAPITAL GROUP INTL FOCUS EQT | $4.0M |
FNDFSCHWAB STRATEGIC TR | $4.0M |
KMIKINDER MORGAN INC DEL | $4.0M |
VTVANGUARD INTL EQUITY INDEX F | $4.0M |