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Portfolio (Quarterly) Guide ↗

EP Wealth Advisors, LLC

· CIK 0001540569
13F Portfolio $20.3B AUM 1,497 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 145 New 557 Added 694 Reduced 125 Exited
Page 13 of 28  ·  557 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 GM GENERAL MTRS CO Consumer Cyclical 18,781.0 $1.4M 0.01% +3K +18.4% $74.50 +3.6%
242 MDLZ MONDELEZ INTL INC Consumer Defensive 23,963.0 $1.4M 0.01% +273.0 +1.1% $57.64 +6.7%
243 CCJ CAMECO CORP Energy 12,279.0 $1.3M 0.01% +2K +16.7% $108.61 -3.0%
244 F FORD MTR CO Consumer Cyclical 113,978.0 $1.3M 0.01% +19K +20.6% $11.54 +18.5%
245 HWM HOWMET AEROSPACE INC Industrials 5,702.0 $1.3M 0.01% +949.0 +20.0% $230.46 +12.8%
246 TER TERADYNE INC Technology 4,417.0 $1.3M 0.01% +34.0 +0.8% $296.44 +16.2%
247 FOXA FOX CORP Communication Services 21,545.0 $1.3M 0.01% +16K +323.3% $58.40 +10.0%
248 FCX FREEPORT MCMORAN INC Basic Materials 21,395.0 $1.3M 0.01% +5K +29.3% $58.78 +6.0%
249 SPMO INVESCO EXCH TRADED FD TR II 11,177.0 $1.3M 0.01% +662.0 +6.3% $112.11 +29.1%
250 SYY SYSCO CORP Consumer Defensive 17,359.0 $1.2M 0.01% +708.0 +4.2% $71.33 +5.8%
251 PHYS SPROTT ASSET MANAGEMENT LP Financial Services 34,735.0 $1.2M 0.01% +3K +8.0% $35.44 -3.0%
252 GRMN GARMIN LTD Technology 5,275.0 $1.2M 0.01% +555.0 +11.8% $231.99 +3.4%
253 CIEN CIENA CORP Technology 3,135.0 $1.2M 0.01% +1K +47.7% $388.23 +51.3%
254 PSCD INVESCO EXCH TRADED FD TR II 11,839.0 $1.2M 0.01% +94.0 +0.8% $102.75 +1.8%
255 DAL DELTA AIR LINES INC Industrials 18,032.0 $1.2M 0.01% +1K +7.2% $66.48 +13.8%
256 ABNB AIRBNB INC Consumer Cyclical 9,475.0 $1.2M 0.01% +2K +24.3% $126.28 +6.3%
257 DD DUPONT DE NEMOURS INC Basic Materials 26,006.0 $1.2M 0.01% +489.0 +1.9% $45.80 +2.9%
258 WPM WHEATON PRECIOUS METALS CORP Basic Materials 9,058.0 $1.2M 0.01% +148.0 +1.7% $131.01 -2.9%
259 CF CF INDUSTRIES HOLD Basic Materials 9,059.0 $1.2M 0.01% +1K +13.2% $129.84 -6.3%
260 LEN LENNAR CORP Consumer Cyclical 13,518.0 $1.2M 0.01% +1K +8.3% $86.84 +2.3%
Page 13 of 28  ·  557 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 31.4%
Financial Services 18.5%
Healthcare 9.1%
Consumer Cyclical 9.0%
Communication Services 8.8%
Industrials 8.2%
Consumer Defensive 5.3%
Energy 4.6%
Utilities 2.8%
Real Estate 1.6%