EP Wealth Advisors, LLC
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| LAUREATE EDUCATION, INC. | $237.1K | 0.0% |
| Worthington Steel, Inc. | $237.4K | 0.0% |
| CAMDEN NATIONAL CORP | $237.8K | 0.0% |
| DIMENSIONAL ETF TRUST | $238.9K | 0.0% |
| PROSHARES TR | $239.0K | 0.0% |
| OLD DOMINION FREIGHT LINE, INC. | $239.0K | 0.0% |
| FactSet Research Systems Inc | $239.1K | 0.0% |
| NorthEast Community Bancorp, Inc./MDNECB | $239.3K | 0.0% |
| V2X, Inc.VVX | $239.7K | 0.0% |
| BioMarin Pharmaceutical Inc | $240.0K | 0.0% |
| RELIANCE, INC. | $240.1K | 0.0% |
| CORNERSTONE STRATEGIC INVEST | $240.2K | 0.0% |
| Coursera, Inc. | $240.3K | 0.0% |
| CenterPoint Energy Inc | $240.5K | 0.0% |
| Alarm.com Holdings, Inc. | $240.8K | 0.0% |
| ISHARES TR | $241.2K | 0.0% |
| Paylocity Holding Corp | $242.0K | 0.0% |
| FIDELITY COVINGTON TRUST | $242.5K | 0.0% |
| TC ENERGY CORP | $244.5K | 0.0% |
| ROBERT HALF INC. | $244.8K | 0.0% |
| SUMITOMO MITSUI FINANCIAL GROUP, INC.SMFG | $245.3K | 0.0% |
| Victory Capital Holdings, Inc. | $245.7K | 0.0% |
| Primoris Services Corp | $245.8K | 0.0% |
| DEUTSCHE BANK A G | $246.7K | 0.0% |
| OCEANFIRST FINANCIAL CORP | $247.4K | 0.0% |
| IQVIA HOLDINGS INC. | $247.5K | 0.0% |
| First Trust Exchange-Traded Fund IV | $248.0K | 0.0% |
| NATIONAL BEVERAGE CORP | $248.7K | 0.0% |
| AMPLIFY ETF TR | $248.9K | 0.0% |
| Essential Properties Realty Trust, Inc. | $249.5K | 0.0% |
| INVESCO EXCHANGE TRADED FD T | $249.7K | 0.0% |
| CACI INTERNATIONAL INC /DE | $249.9K | 0.0% |
| Olema Pharmaceuticals, Inc. | $250.2K | 0.0% |
| SPDR SERIES TRUST | $250.3K | 0.0% |
| Stock Yards Bancorp, Inc. | $250.4K | 0.0% |
| ISHARES TR | $250.9K | 0.0% |
| Thermon Group Holdings, Inc. | $251.0K | 0.0% |
| AMERICAN CENTY ETF TR | $251.1K | 0.0% |
| Cheniere Energy, Inc. | $251.2K | 0.0% |
| Blackbaud Inc | $251.6K | 0.0% |
| AGCO CORP /DE | $251.8K | 0.0% |
| Macy's, Inc. | $252.8K | 0.0% |
| PHINIA INC. | $253.1K | 0.0% |
| ARM HOLDINGS PLC /UKARM | $253.2K | 0.0% |
| HORIZON BANCORP INC /IN | $253.9K | 0.0% |
| SoFi Technologies, Inc. | $254.1K | 0.0% |
| FUNDX INVT TR | $254.5K | 0.0% |
| Accel Entertainment, Inc.ACEL | $254.6K | 0.0% |
| ISHARES TR | $254.8K | 0.0% |
| FIDELITY COVINGTON TRUST | $255.2K | 0.0% |