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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 53 of 86  ·  1,713 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1041 PCTY PAYLOCITY HLDG CORP Technology 4,615.0 $482K 0.00% NEW $104.54 +45.4%
1042 HLX HELIX ENERGY SOLUTIONS GRP I Energy 55,169.0 $482K 0.00% +371.0 +0.7% $8.74 +12.0%
1043 CAG CONAGRA BRANDS INC Consumer Defensive 35,786.0 $482K 0.00% +22K +157.3% $13.46 +20.3%
1044 IREN IREN LIMITED Financial Services 10,529.0 $481K 0.00% NEW $45.73 -13.4%
1045 PECO PHILLIPS EDISON & CO INC Real Estate 11,515.0 $479K 0.00% +338.0 +3.0% $41.62 -4.7%
1046 IYH ISHARES TR 7,145.0 $479K 0.00% -261.0 -3.5% $67.01 +9.5%
1047 HYG ISHARES TR 5,983.0 $478K 0.00% -2K -23.6% $79.97 -0.1%
1048 UBS UBS GROUP AG Financial Services 9,578.0 $475K 0.00% +3K +47.3% $49.56 +10.0%
1049 VTHR VANGUARD SCOTTSDALE FDS 1,430.0 $474K 0.00% -170.0 -10.6% $331.43 +2.2%
1050 VOX VANGUARD WORLD FD 2,575.0 $474K 0.00% +312.0 +13.8% $183.95 +2.2%
1051 RSPT INVESCO EXCHANGE TRADED FD T 7,323.0 $472K 0.00% +2K +40.9% $64.50 -0.8%
1052 LVS Las Vegas Sands Corp Consumer Cyclical 10,212.0 $472K 0.00% +64.0 +0.6% $46.19 +0.1%
1053 IEI ISHARES TR 4,006.0 $470K 0.00% -108.0 -2.6% $117.45 -0.6%
1054 RGLD Royal Gold Inc Basic Materials 2,356.0 $470K 0.00% +158.0 +7.2% $199.63 +33.3%
1055 MUFG MITSUBISHI UFJ FINANCIAL GRO Financial Services 23,618.0 $470K 0.00% +2K +7.3% $19.89 +12.8%
1056 BN BROOKFIELD CORP Financial Services 11,028.0 $470K 0.00% +2K +26.1% $42.59 -2.2%
1057 HNGE Hinge Health Inc Healthcare 5,658.0 $470K 0.00% +466.0 +9.0% $83.00 +9.0%
1058 BALL Ball Corp Consumer Cyclical 7,518.0 $469K 0.00% -980.0 -11.5% $62.40 +2.6%
1059 FTAI Aviation Ltd 1,722.0 $466K 0.00% +57.0 +3.4% $270.61
1060 RNP COHEN & STEERS REIT & PFD & Financial Services 22,938.0 $466K 0.00% NEW $20.30 +1.0%
Page 53 of 86  ·  1,713 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%