Back to EP Wealth Advisors, LLC

EP Wealth Advisors, LLC

All holdings · as of Dec 31, 2025

1,476 positions

CompanyClassValueShares% of portfolio
CHART INDUSTRIES INC$363.4K1,7620.0%
MITSUBISHI UFJ FINANCIAL GROUP INCMUFGADR$364.1K22,9570.0%
ANGLOGOLD ASHANTI PLC$366.7K4,3000.0%
APTIV PLC$367.1K4,8250.0%
ALAMO GROUP INC$367.5K2,1890.0%
Euronet Worldwide Inc$368.4K4,8410.0%
GRAYSCALE BITCOIN MINI TR ET$368.7K9,5210.0%
FIRST TR EXCHANGE TRADED FD$369.6K2,8410.0%
KB HOME$370.1K6,5610.0%
FOX CORP$372.0K5,0900.0%
AMERICAN FINANCIAL GROUP INC$373.1K2,7300.0%
ARK ETF TR$373.6K2,5290.0%
NICE Ltd.$375.0K3,3170.0%
LAS VEGAS SANDS CORP$375.5K5,7680.0%
DARDEN RESTAURANTS INC$376.4K2,0450.0%
GIBRALTAR INDUSTRIES, INC.$377.2K7,6290.0%
Ameren Corp$377.6K3,7810.0%
PINTEREST, INC.$378.2K14,6090.0%
American Airlines Group Inc.$380.0K24,7860.0%
TRUPANION, INC.$380.3K10,1770.0%
Owens Corning$381.1K3,4050.0%
Hillman Solutions Corp.$381.6K44,0600.0%
KINROSS GOLD CORP$381.7K13,5530.0%
DIMENSIONAL ETF TRUST$382.7K11,6170.0%
FIDELITY MERRIMACK STR TR$383.6K8,3310.0%
NEXSTAR MEDIA GROUP, INC.$383.8K1,8900.0%
Heritage Financial Corp/WA$384.6K16,2610.0%
Valmont Industries Inc$386.2K9600.0%
CUBESMART$386.7K10,7270.0%
Travel + Leisure Co$387.0K5,4870.0%
ATMOS ENERGY CORP$387.2K2,3100.0%
SPDR SERIES TRUST$389.1K2,2160.0%
FLEXSHARES TR$389.8K4,8230.0%
BANCO BILBAO VIZCAYA ARGENTA$390.3K16,7430.0%
STEVEN MADDEN, LTD.$390.3K9,3730.0%
LiveRamp Holdings, Inc.$391.4K13,3260.0%
SYNOVUS FINL CORP$391.7K7,8270.0%
SPDR SERIES TRUST$391.9K6,5160.0%
iShares MSCI UAE ETF$392.5K3,8340.0%
DIEBOLD NIXDORF, Inc$393.7K5,7990.0%
Axalta Coating Systems Ltd$393.7K12,1860.0%
EMCOR Group Inc$393.9K6440.0%
OSHKOSH CORP$394.5K3,1400.0%
Phillips Edison & Company, Inc.$396.7K11,1530.0%
Ecovyst Inc.$397.7K40,8690.0%
Rivian Automotive, Inc. / DE$397.7K20,1780.0%
VANGUARD SCOTTSDALE FDS$397.9K1,3250.0%
SPDR SERIES TRUST$399.3K4,2390.0%
EASTMAN CHEMICAL CO$399.7K6,2620.0%
FIRST FINANCIAL CORP /IN$400.3K6,6250.0%
← PrevPage 10 of 30Next →