Stock Taper

EP WEALTH ADVISORS, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Pfizer Inc.PFE247.21K$5.95M
Wells Fargo & CompanyWFC245.56K$20.29M
Stryker CorporationSYK243.29K$76.6M
Palo Alto Networks, Inc.PANW237.77K$81.09M
Valero Energy CorporationVLO229.68K$59.82M
Blend Labs, Inc.BLND228.66K$391.01K
The Procter & Gamble CompanyPG217.04K$31.83M
RTX CorporationRTX214K$40.6M
The Allstate CorporationALL195.66K$46.56M
Vistra Corp.VST189.13K$30M
Honeywell International Inc.HON174.25K$39.01M
Ford Motor CompanyF173.79K$2.42M
Verizon Communications Inc.VZ172.92K$7.32M
Chevron CorporationCVX172.34K$28.57M
Kinder Morgan, Inc.KMI171.31K$5.48M
Constellation Brands, Inc.STZ159.85K$22.23M
Costco Wholesale CorporationCOST155.82K$145.77M
Broadridge Financial Solutions, Inc.BR152.27K$20.85M
Automatic Data Processing, Inc.ADP152.17K$34.08M
Sunrun Inc.RUN146.52K$1.96M