EP Wealth Advisors, LLC
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| ISHARES TR | $334.1K | 0.0% |
| VANGUARD SCOTTSDALE FDS | $334.1K | 0.0% |
| Cactus, Inc. | $334.6K | 0.0% |
| INVESCO EXCHANGE TRADED FD T | $336.8K | 0.0% |
| JAMF HLDG CORP | $336.8K | 0.0% |
| IBEX LTD | $337.3K | 0.0% |
| HAVERTY FURNITURE COMPANIES INC | $337.8K | 0.0% |
| H2O AMERICA | $338.0K | 0.0% |
| ESSEX PROPERTY TRUST, INC. | $338.5K | 0.0% |
| CALAMOS STRATEGIC TOTAL RETU | $338.8K | 0.0% |
| FRANCO NEV CORP | $340.7K | 0.0% |
| SPDR SERIES TRUST | $340.9K | 0.0% |
| Northwest Natural Holding Co | $341.7K | 0.0% |
| iShares MSCI UAE ETF | $341.9K | 0.0% |
| Match Group, Inc. | $342.0K | 0.0% |
| SPOTIFY TECHNOLOGY S A | $342.6K | 0.0% |
| CSG Systems International Inc | $342.8K | 0.0% |
| iShares MSCI UAE ETF | $344.1K | 0.0% |
| Jackson Financial Inc. | $344.7K | 0.0% |
| BITWISE BITCOIN ETF TR | $345.2K | 0.0% |
| SPDR SERIES TRUST | $346.3K | 0.0% |
| ISHARES TR | $346.7K | 0.0% |
| EQUITY LIFESTYLE PROPERTIES INC | $346.9K | 0.0% |
| CINCINNATI FINANCIAL CORP | $347.1K | 0.0% |
| ROBLOX Corp | $347.4K | 0.0% |
| Axon Enterprise Inc | $347.5K | 0.0% |
| RELX PLC | $347.7K | 0.0% |
| MCGRATH RENTCORP | $347.9K | 0.0% |
| BROOKFIELD CORP | $349.6K | 0.0% |
| NATIONAL HEALTH INVESTORS INC | $350.7K | 0.0% |
| ISHARES TR | $351.2K | 0.0% |
| REGAL REXNORD CORP | $352.7K | 0.0% |
| AGREE REALTY CORP | $352.7K | 0.0% |
| First Trust Exchange-Traded Fund VIII | $353.2K | 0.0% |
| INVESCO EXCH TRADED FD TR II | $354.2K | 0.0% |
| EPAM Systems, Inc. | $354.2K | 0.0% |
| MADRIGAL PHARMACEUTICALS, INC. | $354.8K | 0.0% |
| RBB FD INC | $355.1K | 0.0% |
| Monolithic Power Systems Inc | $355.2K | 0.0% |
| Solventum Corp | $355.7K | 0.0% |
| NUSHARES ETF TR | $355.9K | 0.0% |
| INVESCO EXCHANGE TRADED FD T | $358.8K | 0.0% |
| PENSKE AUTOMOTIVE GROUP, INC.PAG | $358.9K | 0.0% |
| AMERICAN CENTY ETF TR | $359.6K | 0.0% |
| WORTHINGTON ENTERPRISES, INC. | $359.7K | 0.0% |
| TAKEDA PHARMACEUTICAL CO LTDTAK | $359.8K | 0.0% |
| EnerSys | $362.8K | 0.0% |
| AMPLIFY ETF TR | $362.8K | 0.0% |
| Helios Technologies Inc | $363.3K | 0.0% |
| BALL Corp | $363.3K | 0.0% |