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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 68 of 86  ·  1,713 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1341 MP MP MATERIALS CORP Basic Materials 4,912.0 $275K 0.00% NEW $56.01 +2.5%
1342 HGV Hilton Grand Vacations Inc Consumer Cyclical 5,251.0 $275K 0.00% NEW $52.37 -13.4%
1343 VTRS VIATRIS INC Healthcare 17,301.0 $275K 0.00% +1K +9.5% $15.88 +4.2%
1344 DIHP DIMENSIONAL ETF TRUST 8,036.0 $274K 0.00% NEW $34.13 +4.5%
1345 MHK MOHAWK INDS INC Consumer Cyclical 2,257.0 $274K 0.00% NEW $121.33 +10.5%
1346 TLH ISHARES TR 2,727.0 $274K 0.00% -305.0 -10.1% $100.35 -3.2%
1347 RDVY FIRST TR EXCHANGE TRADED FD 3,360.0 $272K 0.00% +129.0 +4.0% $81.06 +1.6%
1348 KVUE KENVUE INC Consumer Defensive 14,237.0 $272K 0.00% -2K -11.4% $19.11 +1.7%
1349 UPST UPSTART HLDGS INC Financial Services 7,661.0 $271K 0.00% -218.0 -2.8% $35.43 -15.6%
1350 SAIC SCIENCE APPLICATIONS INTL CO Technology 2,452.0 $271K 0.00% NEW $110.41 +14.9%
1351 BANR Banner Corp Financial Services 4,051.0 $269K 0.00% NEW $66.44 +6.6%
1352 RGA REINSURANCE GROUP AMER INC Financial Services 1,264.0 $269K 0.00% NEW $212.71 +15.5%
1353 RS RELIANCE INC Basic Materials 719.0 $269K 0.00% NEW $373.49 +2.4%
1354 AOK ISHARES TR 6,432.0 $267K 0.00% $41.48 -0.4%
1355 FELG FIDELITY COVINGTON TRUST 6,076.0 $266K 0.00% +257.0 +4.4% $43.75 -0.7%
1356 MT ARCELORMITTAL SA LUXEMBOURG Basic Materials 4,413.0 $266K 0.00% NEW $60.23 +20.6%
1357 EPS WISDOMTREE TR 3,412.0 $265K 0.00% NEW $77.79 +3.4%
1358 AMCOR PLC 6,122.0 $265K 0.00% NEW $43.35
1359 MTX Minerals Technologies Inc Basic Materials 3,585.0 $265K 0.00% -345.0 -8.8% $73.97 -2.8%
1360 GDDY GODADDY INC Technology 3,122.0 $265K 0.00% NEW $84.89 +18.4%
Page 68 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%