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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 14 of 18  ·  350 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 VVX V2X Inc Industrials 4,388.0 $327K 0.00% -98.0 -2.2% $74.56 +5.3%
262 EFX Equifax Inc Industrials 2,051.0 $326K 0.00% -1K -35.6% $158.71 +21.4%
263 XSMO INVESCO EXCHANGE TRADED FD T 3,468.0 $325K 0.00% -130.0 -3.6% $93.63 -8.1%
264 GVA GRANITE CONSTR INC Industrials 2,038.0 $322K 0.00% -299.0 -12.8% $158.08 -21.7%
265 HVT HAVERTY FURNITURE COS INC Consumer Cyclical 12,459.0 $318K 0.00% -1K -8.3% $25.53 +7.2%
266 YMAR FIRST TR EXCHNG TRADED FD VI 11,074.0 $317K 0.00% -1K -8.3% $28.66 +2.4%
267 THG HANOVER INS GROUP INC Financial Services 1,473.0 $315K 0.00% -210.0 -12.5% $214.12 +4.2%
268 EXPD EXPEDITORS INTL WASH INC Industrials 1,922.0 $313K 0.00% -454.0 -19.1% $163.02 +15.2%
269 WTRG ESSENTIAL UTILS INC Utilities 8,041.0 $308K 0.00% -975.0 -10.8% $38.31 +4.9%
270 MELI Mercadolibre Inc Consumer Cyclical 181.0 $308K 0.00% -16.0 -8.1% $1701.81 +13.0%
271 OC OWENS CORNING NEW Industrials 1,929.0 $307K 0.00% -809.0 -29.6% $158.92 -6.8%
272 IDU ISHARES TR 2,643.0 $303K 0.00% -50.0 -1.9% $114.61 -4.9%
273 ANGLOGOLD ASHANTI PLC 3,711.0 $300K 0.00% -175.0 -4.5% $80.89
274 COMP COMPASS INC Technology 24,344.0 $300K 0.00% -484.0 -1.9% $12.33 -4.7%
275 CHE CHEMED CORP NEW Healthcare 644.0 $300K 0.00% -41.0 -6.0% $465.75 +16.1%
276 CTRE CareTrust REIT Inc Real Estate 7,398.0 $299K 0.00% -1K -14.6% $40.35 -1.9%
277 OMFL INVESCO EXCH TRD SLF IDX FD 4,352.0 $298K 0.00% -2K -35.6% $68.54 +3.1%
278 CRBN ISHARES TR 1,175.0 $297K 0.00% -15.0 -1.3% $252.97 +2.4%
279 PHIN Phinia Inc Consumer Cyclical 3,551.0 $292K 0.00% -285.0 -7.4% $82.37 -11.7%
280 TLTE FLEXSHARES TR 3,772.0 $292K 0.00% -650.0 -14.7% $77.39 -0.5%
Page 14 of 18  ·  350 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%