EP Wealth Advisors, LLC
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| ALLSTATE CORP | $64.81M | 0.3% |
| NEXTERA ENERGY INC | $64.30M | 0.3% |
| PEPSICO INC | $62.64M | 0.3% |
| Union Pacific Corp | $60.17M | 0.3% |
| HONEYWELL INTERNATIONAL INC | $59.82M | 0.3% |
| ISHARES TR | $59.04M | 0.3% |
| AbbVie Inc. | $58.66M | 0.3% |
| VANGUARD TAX-MANAGED FDS | $57.83M | 0.3% |
| VANGUARD BD INDEX FDS | $56.16M | 0.3% |
| DIMENSIONAL ETF TRUST | $54.46M | 0.3% |
| WASTE MANAGEMENT INC | $54.04M | 0.3% |
| ADVANCED MICRO DEVICES INC | $53.11M | 0.3% |
| SELECT SECTOR SPDR TR | $51.77M | 0.3% |
| Tesla Inc | $51.02M | 0.3% |
| DIMENSIONAL ETF TRUST | $50.59M | 0.3% |
| American Tower Corp | $50.23M | 0.3% |
| HCA Healthcare, Inc. | $48.77M | 0.3% |
| SPDR SERIES TRUST | $47.60M | 0.2% |
| TJX Cos Inc/The | $47.02M | 0.2% |
| VANGUARD MUN BD FDS | $45.26M | 0.2% |
| SELECT SECTOR SPDR TR | $44.72M | 0.2% |
| DIMENSIONAL ETF TRUST | $43.73M | 0.2% |
| SELECT SECTOR SPDR TR | $41.28M | 0.2% |
| XCEL ENERGY INC | $40.57M | 0.2% |
| ISHARES TR | $39.91M | 0.2% |
| Welltower, Inc. | $39.83M | 0.2% |
| SELECT SECTOR SPDR TR | $39.75M | 0.2% |
| RTX Corp | $39.29M | 0.2% |
| Netflix Inc | $39.04M | 0.2% |
| Rockwell Automation Inc | $37.37M | 0.2% |
| INVESCO EXCH TRADED FD TR II | $37.15M | 0.2% |
| Valero Energy Corp | $36.83M | 0.2% |
| Mastercard Inc | $36.72M | 0.2% |
| ISHARES TR | $36.58M | 0.2% |
| INVESCO EXCH TRADED FD TR II | $36.04M | 0.2% |
| GLOBAL X FDS | $35.77M | 0.2% |
| VANGUARD SPECIALIZED FUNDS | $35.55M | 0.2% |
| Zoetis Inc. | $35.36M | 0.2% |
| ORACLE CORP | $34.80M | 0.2% |
| SOUTHERN CO | $34.08M | 0.2% |
| NIKE, Inc. | $33.84M | 0.2% |
| O REILLY AUTOMOTIVE INC | $33.17M | 0.2% |
| AMPHENOL CORP /DE | $33.00M | 0.2% |
| Palo Alto Networks Inc | $32.98M | 0.2% |
| VANGUARD WORLD FD | $32.96M | 0.2% |
| Keysight Technologies, Inc. | $32.71M | 0.2% |
| ISHARES TR | $31.97M | 0.2% |
| Salesforce Inc | $31.18M | 0.2% |
| SCHWAB CHARLES CORP | $30.58M | 0.2% |
| JANUS DETROIT STR TR | $30.13M | 0.2% |