EP Wealth Advisors, LLC Q2 2025 Filing
Filed August 14, 2025
Portfolio Value
$15.2B
Holdings
1,421
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (1,421 positions)
| Stock | Value |
|---|---|
RBLXROBLOX CORP | $219K |
HLITHarmonic Inc | $219K |
FSLRFIRST SOLAR INC | $219K |
FTCSFIRST TR EXCHANGE-TRADED FD | $219K |
HRBBLOCK H & R INC | $219K |
IEFISHARES TR | $218K |
DTMDT MIDSTREAM INC | $218K |
IQDFFLEXSHARES TR | $217K |
USHYISHARES TR | $217K |
IYFISHARES TR | $217K |
GKDGRAND CANYON ED INC | $216K |
AVUSAMERICAN CENTY ETF TR | $216K |
IYGISHARES TR | $215K |
VVXV2X Inc | $215K |
TOLTOLL BROTHERS INC | $215K |
HBNCHORIZON BANCORP INC | $215K |
HUBSHUBSPOT INC | $215K |
HYDVANECK ETF TRUST | $213K |
VTYVERINT SYS INC | $213K |
MEGMONTROSE ENVIRONMENTAL GROUP | $213K |
SPTLSPDR SERIES TRUST | $212K |
HIMUBLACKROCK ETF TRUST II | $211K |
SPGPINVESCO EXCHANGE TRADED FD T | $211K |
IDIINTERDIGITAL INC | $211K |
EDENISHARES TR | $210K |
SEICSEI INVTS CO | $210K |
RINGISHARES INC | $210K |
PDPAGERDUTY INC | $210K |
HLNHALEON PLC | $210K |
FOXAFOX CORP | $209K |
SAICSCIENCE APPLICATIONS INTL CO | $208K |
CVLTCOMMVAULT SYS INC | $208K |
MCBMETROPOLITAN BK HLDG CORP | $208K |
RGAREINSURANCE GRP OF AMERICA I | $208K |
TAPMOLSON COORS BEVERAGE CO | $208K |
GRCGORMAN RUPP CO | $208K |
VPLVANGUARD INTL EQUITY INDEX F | $207K |
PFFISHARES TR | $206K |
MOG/AMoog Inc | $206K |
DOCUDocusign INC | $205K |
RALRALLIANT CORP | $205K |
SNEXStoneX Group Inc | $205K |
SMPSTANDARD MTR PRODS INC | $205K |
BOTZGLOBAL X FDS | $205K |
AMWDAMERICAN WOODMARK CORPORATIO | $204K |
APY1EURCHAMPIONX CORPORATION | $204K |
BAIBLACKROCK ETF TRUST | $204K |
XFRAXBLACKROCK FLOATING RATE INCO | $204K |
IYKISHARES TR | $203K |
DBXDROPBOX INC | $203K |
OMCLOMNICELL COM | $203K |
NSZNETSCOUT SYS INC | $202K |
RHCRH PLC | $202K |
NBNNORTHEAST BK PORTLAND ME | $202K |
MTZMastec Inc | $201K |
KEYKeyCorp | $201K |
TMFGRBB FD INC | $201K |
IVZINVESCO EXCHANGE TRADED FD T | $201K |
GMEDGLOBUS MED INC | $200K |
GOODGLADSTONE COMMERCIAL CORP | $200K |
OLMAOLEMA PHARMACEUTICALS INC | $200K |
UDMYUDEMY INC | $200K |
SANBANCO SANTANDER S.A. | $199K |
PWVINVESCO EXCHANGE TRADED FD T | $196K |
XMLVINVESCO EXCH TRADED FD TR II | $195K |
RPGINVESCO EXCHANGE TRADED FD T | $191K |
EMLPFIRST TR EXCHANGE-TRADED FD | $189K |
IVZINVESCO LTD | $189K |
GOVIINVESCO EXCH TRADED FD TR II | $189K |
AQLTISHARES TR | $189K |
BNLBROADSTONE NET LEASE INC | $188K |
RSPHINVESCO EXCHANGE TRADED FD T | $187K |
IGRCBRE GBL REAL ESTATE INC FD | $186K |
DFIPDIMENSIONAL ETF TRUST | $185K |
DFISDIMENSIONAL ETF TRUST | $185K |
G2CEveri Hldgs Inc | $185K |
KGCKinross Gold Corp | $183K |
IYEISHARES TR | $183K |
CWKCUSHMAN WAKEFIELD PLC | $183K |
SMFGSUMITOMO MITSUI FINL GROUP I | $182K |
XFEBFIRST TR EXCHNG TRADED FD VI | $181K |
XCHYXCALAMOS CONV & HIGH INCOME F | $181K |
ITBISHARES TR | $180K |
LYGLLOYDS BANKING GROUP PLC | $178K |
IYMISHARES TR | $177K |
PTHINVESCO EXCHANGE TRADED FD T | $176K |
MBCMasterBrand Inc | $175K |
IMTMISHARES TR | $175K |
IQLTISHARES TR | $174K |
KCESPDR SERIES TRUST | $173K |
AVNSAVANOS MED INC | $171K |
UMHUMH PPTYS INC | $171K |
DDECFIRST TR EXCHNG TRADED FD VI | $169K |
BBVABANCO BILBAO VIZCAYA ARGENTA | $169K |
SHYISHARES TR | $169K |
JAMFJAMF HLDG CORP | $168K |
AGNCAGNC INVT CORP | $168K |
IGFISHARES TR | $168K |
ACWXISHARES TR | $167K |
WBAWALGREENS BOOTS ALLIANCE INC | $165K |