Titelia

Holdings of EP Wealth Advisors, LLC

1276 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 40.8 % of the equity sleeve

Sector breakdown

  • Technology 11.0 %
  • Funds 5.1 %
  • Financials 4.2 %
  • Communication 3.1 %
  • Consumer discretionary 3.1 %
  • Health care 3.1 %
  • Industrials 2.6 %
  • Consumer staples 1.9 %
  • Energy 1.3 %
  • Utilities 0.9 %
  • Real estate 0.5 %
  • Materials 0.2 %
  • Unattributed 63.0 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 99.8 %
  • TW 0.1 %
  • NL 0.0 %
  • GB 0.0 %
  • JP 0.0 %
  • DE 0.0 %
  • ES 0.0 %
  • DK 0.0 %
  • AU 0.0 %
  • IN 0.0 %
  • IT 0.0 %
  • ZA 0.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US1,23819.4B $99.82 %
2TW311.6M $0.06 %
3NL29.6M $0.05 %
4GB95.9M $0.03 %
5JP51.8M $0.01 %
6DE2912.7K $0.00 %
7ES2897.3K $0.00 %
8DK1845.4K $0.00 %
9AU1624.5K $0.00 %
10IN2437.3K $0.00 %
11IT1433.2K $0.00 %
12ZA2346.7K $0.00 %

Positions

RankCompanySharesValueWeight
801Dow Inc 11,195466.3K $
802Brown & Brown Inc 7,145465.9K $
803Deckers Outdoor Corp 4,632463.6K $
804Hancock Whitney Corp 7,286463.3K $
805Old Republic International Corp 11,611463.3K $
806Schwab High Yield Bond ETF 17,801462.8K $
807Barrett Business Services Inc 15,817461.5K $
808Cognizant Technology Solutions Corp. 7,514461K $
809iShares MSCI EAFE Min Vol Factor ETF 5,039460.4K $
810Vanguard Russell 3000 1,600460.1K $
811Match Group Inc 14,967459.6K $
812Pediatrix Medical Group Inc 21,409457.9K $
813FNB Corp/PA 27,367457.6K $
814WisdomTree US SmallCap Dividen 12,719457.1K $
815CubeSmart 12,465456.8K $
816Toast Inc 17,202456K $
817iShares Russell Top 200 Growth 1,832456K $
818Public Service Enterprise Group Inc 5,606453.8K $
819ON Semiconductor Corp 7,299451.9K $
820Global X Funds 26,275450.6K $
821United Airlines Holdings Inc 4,885449.7K $
822Dollar Tree Inc 4,098448.8K $
823Twilio Inc 3,558447.6K $
824Labcorp Holdings Inc 1,678447.6K $
825Steven Madden Ltd 13,192447.5K $
826Pegasystems Inc 10,417443.3K $
827Valmont Industries Inc 1,108442.7K $
828Rocket Lab Corp 6,891442.6K $
829Wintrust Financial Corp 3,168440.2K $
830First Trust NASDAQ Cybersecuri 7,018439.9K $
831Bank OZK 9,555438.5K $
832Ameris Bancorp 5,611437.6K $
833Heritage Financial Corp/WA 16,814437.2K $
834Dimensional International Smal 11,047435.7K $
835WesBanco Inc 12,627435.5K $
836HealthEquity Inc 5,200434.6K $
837iShares Trust 4,999433.3K $
838Eni SpA 7,652433.2K $
839Waters Corp 1,453432.8K $
840VeriSign Inc 1,742432.7K $
841SM Energy Co 13,825431.1K $
842Selective Insurance Group Inc 5,694429.3K $
843Fidelity National Information Services Inc 9,134428.5K $
844Illumina Inc 3,472428K $
845Vanguard Russell 1000 1,450427.9K $
846First Financial Corp 6,715424.4K $
847H2O America 7,213423.2K $
848iShares 0-1 Year Treasury Bond ETF 3,831422.9K $
849Douglas Dynamics Inc 10,042422.7K $
850Blackrock Credit Allocation Income Trust 41,787422.1K $
851Carlisle Cos Inc 1,265422K $
852Globe Life Inc 3,031421.9K $
853VANGUARD SCOTTSDALE FUNDS 4,499421.7K $
854LiveRamp Holdings Inc 15,896421.6K $
855Phillips Edison & Co Inc 11,177418.2K $
856iShares Trust 4,449416.2K $
857iShares Trust 4,148414.7K $
858T Rowe Price Group Inc 4,587413.5K $
859MYR Group Inc 1,464413.3K $
860Snap-on Inc 1,136412.6K $
861Middleby Corp/The 3,111412.5K $
862Huntington Bancshares Inc/OH 26,164409.5K $
863Chord Energy Corp 2,866407.5K $
864Vanguard World Fund 2,263407K $
865Invesco Russell 1000 Dynamic Multifactor ETF 6,758406.3K $
866Invesco S&P MidCap Momentum ET 2,794405.2K $
867SUNOCO LP 6,186401.9K $
868ROBO Global Robotics and Autom 5,832399.1K $
869Chart Industries Inc 1,926398.3K $
870Koppers Holdings Inc 10,240396.1K $
871Equity LifeStyle Properties Inc 6,330395.1K $
872ISHARES U S ETF TR 7,761394.5K $
873ICICI Bank Ltd 15,213394K $
874Cincinnati Financial Corp 2,494392.4K $
875Regal Rexnord Corp 2,089391.2K $
876Blend Labs Inc 229,378389.9K $
877Albemarle Corp 2,168389.3K $
878Crown Castle Inc 4,787389.2K $
879SPDR Series Trust 1,531388.9K $
880Dimensional International Smal 11,497387.1K $
881iShares iBoxx USD Investment Grade Corporate Bond ETF 3,551387K $
882Neurocrine Biosciences Inc 2,932386.3K $
883BioNTech SE 4,334385.2K $
884Citizens Financial Group Inc 6,409384.3K $
885Eastman Chemical Co 5,021383.2K $
886Travel + Leisure Co 5,533382.8K $
887EnerSys 2,203382.7K $
888ING Groep NV 14,691382.7K $
88910X Genomics Inc 18,007382.3K $
890Northwest Natural Holding Co 7,139380K $
891Nexstar Media Group Inc 2,098379.4K $
892Finwise Bancorp 23,799377.5K $
893MongoDB Inc 1,541377.1K $
894Synchrony Financial 5,544377.1K $
895iShares Trust 3,430376.4K $
896iShares Broad USD High Yield Corporate Bond ETF 10,209376.1K $
897Sea Ltd 4,530375.1K $
898Envista Holdings Corp 14,750374.2K $
899Sumitomo Mitsui Financial Group Inc 18,947374.2K $
900Mitsubishi UFJ Financial Group Inc 22,004373.4K $