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EP Wealth Advisors, LLC

All holdings · as of Dec 31, 2025

1,476 positions

CompanyClassValueShares% of portfolio
Fresh Del Monte Produce Inc$255.6K7,1750.0%
American Healthcare REIT, Inc.$256.7K5,4550.0%
DIMENSIONAL ETF TRUST$257.8K6,0580.0%
OGE Energy Corp$258.5K6,0540.0%
FIDELITY COVINGTON TRUST$260.4K7,1180.0%
SPDR INDEX SHS FDS$260.7K7,2580.0%
NATWEST GROUP PLC$261.1K14,9170.0%
AMERICAN CENTY ETF TR$261.6K3,4520.0%
SPROTT ETF TRUST$261.7K3,7590.0%
VICI PROPERTIES INC.$261.9K9,3140.0%
VANGUARD WORLD FD$262.0K1,0430.0%
Civitas Resources, Inc.CIVICommon Stock$262.0K9,6720.0%
ARK ETF TR$262.6K2,2900.0%
TTM Technologies Inc$263.0K3,8120.0%
CANADIAN IMPERIAL BANK OF COMMERCE /CAN$263.7K2,9100.0%
ISHARES TR$263.7K1,7130.0%
BITMINE IMMERSION TECHNOLOGIES, INC.BMNRCommon Stock$264.3K9,7350.0%
ISHARES TR$264.8K2,4020.0%
ETF SER SOLUTIONS$265.0K9,4400.0%
NEW YORK TIMES CO$265.1K3,8180.0%
Mettler-Toledo International Inc$265.2K1900.0%
GLOBAL X FDS$265.7K8,8450.0%
Marketaxess Holdings Inc$266.1K1,4680.0%
Freshworks Inc.$266.3K21,7370.0%
Alnylam Pharmaceuticals Inc$266.8K6710.0%
Mercantile Bank Corporation$267.1K5,5540.0%
SUN LIFE FINANCIAL INC.$267.9K4,2930.0%
GORMAN RUPP CO$267.9K5,6110.0%
KFORCE INC$268.8K8,6920.0%
Jefferies Financial Group Inc.$268.9K4,3390.0%
ARMSTRONG WORLD INDUSTRIES INC$269.8K1,4120.0%
First Trust Exchange-Traded Fund VIII$270.1K10,3150.0%
Etsy Inc$271.2K4,8920.0%
Jones Lang LaSalle Inc$272.9K8110.0%
Kontoor Brands, Inc.$273.2K4,4720.0%
FRANKLIN COVEY CO$274.4K16,3530.0%
MINERALS TECHNOLOGIES INC$274.8K4,5080.0%
Progyny, Inc.$274.9K10,7050.0%
ENI S P A$274.9K7,2470.0%
ISHARES TR$275.3K1,1940.0%
DIREXION SHS ETF TR$275.4K6,5510.0%
TWILIO INC$275.4K1,9360.0%
MOOG INC.$276.7K1,1360.0%
FIRST HORIZON CORP$277.0K11,5920.0%
ROYALTY PHARMA PLC$277.8K7,1900.0%
TACTILE SYSTEMS TECHNOLOGY INC$277.9K9,5840.0%
Encompass Health Corp$278.8K2,6270.0%
VIASAT INC$279.4K8,1080.0%
ISHARES TR$279.8K7,4110.0%
Kite Realty Group Trust$280.0K11,6810.0%
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