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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 67 of 86  ·  1,713 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1321 ADM ARCHER DANIELS MIDLAND CO Consumer Defensive 3,765.0 $288K 0.00% -806.0 -17.6% $76.40 +2.3%
1322 ALKS ALKERMES PLC Healthcare 5,489.0 $288K 0.00% NEW $52.40 -6.7%
1323 SCHK SCHWAB STRATEGIC TR 7,946.0 $287K 0.00% NEW $36.06 +2.2%
1324 ARMK Aramark Industrials 5,035.0 $286K 0.00% NEW $56.90 +4.2%
1325 CSQ CALAMOS STRATEGIC TOTAL RETU Financial Services 13,857.0 $285K 0.00% -2K -14.2% $20.56 +0.3%
1326 VICI VICI PPTYS INC Real Estate 10,730.0 $285K 0.00% -605.0 -5.3% $26.55 +0.9%
1327 CWI SPDR INDEX SHS FDS 6,987.0 $284K 0.00% -181.0 -2.5% $40.67 +1.5%
1328 ARE ALEXANDRIA REAL ESTATE EQ IN Real Estate 5,324.0 $281K 0.00% NEW $52.85 +2.2%
1329 CLOB VANECK ETF TRUST 5,555.0 $281K 0.00% +1K +31.6% $50.51 -0.2%
1330 AOM ISHARES TR 5,616.0 $280K 0.00% -748.0 -11.8% $49.89 -0.3%
1331 TMFC RBB FD INC 3,676.0 $280K 0.00% +577.0 +18.6% $76.15 +2.9%
1332 RPG INVESCO EXCHANGE TRADED FD T 4,380.0 $280K 0.00% NEW $63.85 -10.3%
1333 PKX POSCO HOLDINGS INC Basic Materials 5,413.0 $278K 0.00% NEW $51.38 +14.2%
1334 RDVI FIRST TR EXCHANGE-TRADED FD 9,450.0 $278K 0.00% $29.40 -0.2%
1335 AGX Argan Inc Industrials 347.0 $277K 0.00% NEW $798.55 -41.3%
1336 TTD THE TRADE DESK INC Technology 15,320.0 $277K 0.00% -611.0 -3.8% $18.08 -26.6%
1337 HUM Humana Inc Healthcare 696.0 $276K 0.00% NEW $396.96 -2.6%
1338 EXG EATON VANCE TAX-MANAGED GLOB Financial Services 28,121.0 $276K 0.00% +7K +32.7% $9.81 +0.6%
1339 EFAV ISHARES TR 3,145.0 $276K 0.00% -2K -37.6% $87.70 +7.8%
1340 BUD ANHEUSER BUSCH INBEV SA NV Consumer Defensive 3,343.0 $275K 0.00% NEW $82.39 -3.8%
Page 67 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%