Stock Taper

EP WEALTH ADVISORS, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Avery Dennison CorporationAVY10.84K$1.76M
Option Care Health, Inc.OPCH10.83K$227.17K
RingCentral, Inc.RNG10.81K$421.21K
Relay Therapeutics, Inc.RLAY10.79K$201.82K
Highwoods Properties, Inc.HIW10.79K$325.28K
Glacier Bancorp, Inc.GBCI10.73K$553.61K
VICI Properties Inc.VICI10.73K$284.89K
T-Mobile US, Inc.TMUS10.68K$1.79M
First Hawaiian, Inc.FHB10.66K$312.25K
loanDepot, Inc.LDI10.65K$13.32K
Kite Realty Group TrustKRG10.62K$301.4K
MSC Income Fund, Inc.MSIF10.62K$122.87K
Petróleo Brasileiro S.A. - PetrobrasPBR10.58K$171K
Fiserv, Inc.FISV10.57K$518.51K
HEICO CorporationHEI10.57K$3.76M
WesBanco, Inc.WSBC10.55K$411.61K
IREN LimitedIREN10.53K$481.5K
Northeast Community Bancorp, Inc.NECB10.5K$291.38K
Prospect Capital CorporationPSEC10.49K$24.23K
ProShares UltraPro QQQTQQQ10.47K$848.31K