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Portfolio (Quarterly) Guide ↗

EP Wealth Advisors, LLC

· CIK 0001540569
13F Portfolio $26.2B AUM 1,714 positions Filed Aug 12, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 413 New 861 Added 350 Reduced 196 Exited
Page 42 of 44  ·  861 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
821 CHY CALAMOS CONV & HIGH INCOME F Financial Services 17,298.0 $236K 0.00% +811.0 +4.9% $13.62 -4.3%
822 TAK Takeda Pharmaceutical Co Ltd Healthcare 14,674.0 $235K 0.00% +595.0 +4.2% $16.03 +13.4%
823 INMD INMODE LTD Healthcare 16,015.0 $234K 0.00% +553.0 +3.6% $14.62 +3.0%
824 IAUM ISHARES GOLD TRUST MICRO Financial Services 5,844.0 $234K 0.00% +955.0 +19.5% $40.01 +14.9%
825 FLOT ISHARES TR 4,580.0 $234K 0.00% +433.0 +10.4% $51.05 -0.1%
826 PDI PIMCO DYNAMIC INCOME FD Financial Services 13,998.0 $234K 0.00% +2K +18.2% $16.70 -9.5%
827 FTCS FIRST TR EXCHANGE-TRADED FD 2,481.0 $233K 0.00% +75.0 +3.1% $93.92 +8.1%
828 HLN HALEON PLC Healthcare 24,572.0 $229K 0.00% +2K +8.9% $9.33 +7.2%
829 OPCH Option Care Health Inc Healthcare 10,833.0 $227K 0.00% +768.0 +7.6% $20.97 +13.0%
830 CGW INVESCO EXCH TRADED FD TR II 3,439.0 $226K 0.00% +53.0 +1.6% $65.73 -1.0%
831 IDV ISHARES TR 5,454.0 $226K 0.00% +250.0 +4.8% $41.43 +8.8%
832 SNY SANOFI SA Healthcare 5,281.0 $225K 0.00% +343.0 +7.0% $42.66 +7.5%
833 AGNC AGNC INVT CORP Real Estate 19,136.0 $209K 0.00% +7K +52.0% $10.90 -0.1%
834 RLAY Relay Therapeutics Inc Healthcare 10,787.0 $202K 0.00% +353.0 +3.4% $18.71 +3.9%
835 AMR ALPHA METALLURGICAL RESOUR I Energy 1,216.0 $201K 0.00% +144.0 +13.4% $164.94 +27.3%
836 FTCA PUTNAM ETF TRUST 26,912.0 $200K 0.00% +7K +35.9% $7.42 -2.4%
837 NMR NOMURA HLDGS INC Financial Services 22,452.0 $197K 0.00% +3K +15.9% $8.78 +10.7%
838 RKT ROCKET COS INC Financial Services 11,995.0 $189K 0.00% +2K +15.0% $15.75 -11.6%
839 LYG LLOYDS BANKING GROUP PLC Financial Services 30,696.0 $179K 0.00% +6K +22.3% $5.83 +3.3%
840 SMR NUSCALE PWR CORP Utilities 17,427.0 $175K 0.00% +6K +57.0% $10.03 -6.3%
Page 42 of 44  ·  861 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 39.6%
Financial Services 17.8%
Healthcare 8.5%
Consumer Cyclical 8.0%
Industrials 7.3%
Communication Services 7.0%
Consumer Defensive 4.5%
Utilities 2.9%
Real Estate 1.8%
Energy 1.7%