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 |
|---|---|
EMREMERSON ELEC CO | $4K |
PLDPROLOGIS INC. | $4K |
IVOOVANGUARD ADMIRAL FDS INC | $4K |
VIOOVANGUARD ADMIRAL FDS INC | $4K |
EWJISHARES INC | $4K |
TECLDIREXION SHS ETF TR | $4K |
MRVLMARVELL TECHNOLOGY INC | $4K |
BSCRINVESCO EXCH TRD SLF IDX FD | $4K |
MMM3M CO | $4K |
CGXUCAPITAL GROUP INTL FOCUS EQT | $4K |
FNDFSCHWAB STRATEGIC TR | $4K |
SCHBSCHWAB STRATEGIC TR | $3K |
EAGGISHARES TR | $3K |
IJSISHARES TR | $3K |
VYMIVANGUARD WHITEHALL FDS | $3K |
DEDEERE & CO | $3K |
STLDSTEEL DYNAMICS INC | $3K |
EWEDWARDS LIFESCIENCES CORP | $3K |
DUKDUKE ENERGY CORP NEW | $3K |
GSEWGOLDMAN SACHS ETF TR | $3K |
NULVNUSHARES ETF TR | $3K |
CITHE CIGNA GROUP | $3K |
OBDCBLUE OWL CAPITAL CORPORATION | $3K |
IDXXIDEXX LABS INC | $3K |
SPDWSPDR INDEX SHS FDS | $3K |
ADIANALOG DEVICES INC | $3K |
MPCMARATHON PETE CORP | $3K |
AKREPROFESIONALLY MANAGED PORTFO | $3K |
NYMAB ACTIVE ETFS INC | $3K |
XVVISHARES TR | $3K |
LINLINDE PLC | $3K |
FTECFIDELITY COVINGTON TRUST | $3K |
FBTCFIDELITY WISE ORIGIN BITCOIN | $3K |
SPSMSPDR SERIES TRUST | $3K |
HEIHEICO CORP NEW | $3K |
IMCVISHARES TR | $3K |
IUSGISHARES TR | $3K |
INTCINTEL CORP | $3K |
VRSKVERISK ANALYTICS INC | $3K |
GILDGILEAD SCIENCES INC | $3K |
NOWSERVICENOW INC | $3K |
IVOVVANGUARD ADMIRAL FDS INC | $3K |
IAU*ISHARES GOLD TR | $3K |
ITA*ISHARES TR | $3K |
NULGNUSHARES ETF TR | $3K |
XIFRXPLR INFRASTRUCTURE LP | $3K |
SPIBSPDR SERIES TRUST | $3K |
BMYBRISTOL-MYERS SQUIBB CO | $3K |
MDTMEDTRONIC PLC | $3K |
FDNFIRST TR EXCHANGE-TRADED FD | $3K |
UBSIUNITED BANKSHARES INC WEST V | $3K |
AQLTISHARES TR | $3K |
SPYVSPDR SERIES TRUST | $3K |
IYY*ISHARES TR | $3K |
VLUEISHARES TR | $3K |
UPSUNITED PARCEL SERVICE INC | $3K |
LDOSLEIDOS HOLDINGS INC | $3K |
CMECME GROUP INC | $3K |
PWRQUANTA SVCS INC | $3K |
WDCWESTERN DIGITAL CORP | $2K |
FICOFAIR ISAAC CORP | $2K |
JBLJABIL INC | $2K |
JEPQJ P MORGAN EXCHANGE TRADED F | $2K |
JPSTJ P MORGAN EXCHANGE TRADED F | $2K |
HIGHARTFORD INSURANCE GROUP INC | $2K |
CMICUMMINS INC | $2K |
ETENERGY TRANSFER L P | $2K |
ISCVISHARES TR | $2K |
XYZBLOCK INC | $2K |
UTWORBB FD INC | $2K |
FAFFIRST AMERN FINL CORP | $2K |
FLSWFRANKLIN TEMPLETON ETF TR | $2K |
DFUSDIMENSIONAL ETF TRUST | $2K |
BONDPIMCO ETF TR | $2K |
PDPINVESCO EXCHANGE TRADED FD T | $2K |
SPABSPDR SERIES TRUST | $2K |
XTENBONDBLOXX ETF TRUST | $2K |
BSXBOSTON SCIENTIFIC CORP | $2K |
VNQVANGUARD INDEX FDS | $2K |
TRVTRAVELERS COMPANIES INC | $2K |
ITWILLINOIS TOOL WKS INC | $2K |
IGIBISHARES TR | $2K |
MBBISHARES TR | $2K |
IDAIDACORP INC | $2K |
EOGEOG RES INC | $2K |
BILSSPDR SERIES TRUST | $2K |
FCNCAFIRST CTZNS BANCSHARES INC D | $2K |
SHELSHELL PLC | $2K |
SPTMSPDR SERIES TRUST | $2K |
XYLXYLEM INC | $2K |
KRKROGER CO | $2K |
DSIISHARES TR | $2K |
VIOVVANGUARD ADMIRAL FDS INC | $2K |
TMUST-MOBILE US INC | $2K |
HDVISHARES TR | $2K |
PNCPNC FINL SVCS GROUP INC | $2K |
YUMYUM BRANDS INC | $2K |
MOATVANECK ETF TRUST | $2K |
NUDMNUSHARES ETF TR | $2K |
FDVVFIDELITY COVINGTON TRUST | $2K |