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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 5 of 8  ·  145 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 NDAQ NASDAQ INC Financial Services 2,814.0 $239K 0.00% NEW $84.88 +6.5%
82 OIH VANECK ETF TRUST 586.0 $237K 0.00% NEW $404.21 +10.1%
83 TWST TWIST BIOSCIENCE CORP Healthcare 4,974.0 $236K 0.00% NEW $47.52 +12.9%
84 PBA PEMBINA PIPELINE CORP Energy 5,276.0 $236K 0.00% NEW $44.76 +10.2%
85 EMLP FIRST TR EXCHANGE-TRADED FD 5,404.0 $236K 0.00% NEW $43.66 +1.4%
86 IGE ISHARES TR 3,679.0 $232K 0.00% NEW $62.94 -2.3%
87 WLY WILEY JOHN & SONS INC Communication Services 6,033.0 $230K 0.00% NEW $38.10 +8.6%
88 BBJP J P MORGAN EXCHANGE TRADED F 3,323.0 $229K 0.00% NEW $68.91 +7.7%
89 NFRA FLEXSHARES TR 3,579.0 $229K 0.00% NEW $63.95 +3.3%
90 IAUM ISHARES GOLD TR Financial Services 4,889.0 $228K 0.00% NEW $46.70 -3.1%
91 REPX RILEY EXPLORATION PERMIAN IN Energy 6,259.0 $228K 0.00% NEW $36.45 +6.4%
92 BROS DUTCH BROS INC Consumer Cyclical 4,484.0 $227K 0.00% NEW $50.66 +5.5%
93 UI UBIQUITI INC Technology 286.0 $226K 0.00% NEW $790.29 -24.2%
94 VSNT VERSANT MEDIA GROUP INC Industrials 6,092.0 $226K 0.00% NEW $37.02 +13.1%
95 IFF INTERNATIONAL FLAVORS&FRAGRA Basic Materials 3,096.0 $225K 0.00% NEW $72.55 +3.7%
96 HRB BLOCK H & R INC Consumer Cyclical 6,982.0 $222K 0.00% NEW $31.74 +19.4%
97 EFIV SPDR SERIES TRUST 3,495.0 $220K 0.00% NEW $63.08 +13.9%
98 MBNE SSGA ACTIVE TR 7,618.0 $220K 0.00% NEW $28.93 +0.3%
99 VREX VAREX IMAGING CORP Healthcare 20,768.0 $220K 0.00% NEW $10.61 -4.5%
100 SCCO SOUTHERN COPPER CORP Basic Materials 1,279.0 $220K 0.00% NEW $172.03 +1.2%
Page 5 of 8  ·  145 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%