Stock Taper

EP WEALTH ADVISORS, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
RELX PlcRELX7.47K$236.56K
Workday, Inc.WDAY7.48K$915.63K
Ball CorporationBALL7.52K$469.1K
Linde plcLIN7.55K$3.92M
Dollar General CorporationDG7.57K$870.79K
Xylem Inc.XYL7.61K$899.8K
John Wiley & Sons, Inc.WLY7.63K$369.89K
Expedia Group, Inc.EXPE7.63K$1.95M
Ameren CorporationAEE7.64K$863.59K
Upstart Holdings, Inc.UPST7.66K$271.43K
ORIX CorporationIX7.74K$294.56K
First American Financial CorporationFAF7.75K$531.48K
América Móvil, S.A.B. de C.V.AMX7.76K$201.62K
Evergy, Inc.EVRG7.81K$675.12K
The Sherwin-Williams CompanySHW7.85K$2.7M
Yum China Holdings, Inc.YUMC7.91K$323.46K
Essential Utilities, Inc.WTRG8.04K$308.04K
CNA Financial CorporationCNA8.05K$391.26K
Bandwidth Inc.BAND8.11K$513.3K
ON Semiconductor CorporationON8.12K$767.15K