EP Wealth Advisors, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 18, 2026, for the 2025 Q4 period, EP Wealth Advisors, LLC held in its portfolio 500 assets valued at $19,246,902,407 (i.e. $19.25B).
The most valuable assets in the portfolio included: VANGUARD INDEX FDS ($1.69B), VANGUARD INDEX FDS ($1.51B), and VANGUARD INDEX FDS ($692.82M).
The chart below shows the top 10 valuable assets, and the table below shows the top 500 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
EP Wealth Advisors, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| VANGUARD INDEX FDS | 3464230 | 1690059397 | GROWTH ETF |
| VANGUARD INDEX FDS | 7915910 | 1511859808 | VALUE ETF |
| VANGUARD INDEX FDS | 3906096 | 692824203 | MCAP VL IDXVIP |
| VANGUARD BD INDEX FDS | 8635792 | 672555432 | INTERMED TERM |
| APPLE INC | 2291304 | 622913748 | COM |
| VANGUARD WHITEHALL FDS | 6533152 | 597456759 | INTL DVD ETF |
| ISHARES TR | 10517099 | 556144171 | ISHS 1-5YR INVS |
| NVIDIA CORPORATION | 2405666 | 448656650 | COM |
| MICROSOFT CORP | 816222 | 394741348 | COM |
| VANGUARD INDEX FDS | 1405344 | 392287781 | MCAP GR IDXVIP |
| VANGUARD INTL EQUITY INDEX F | 7186168 | 386328381 | FTSE EMR MKT ETF |
| ALPHABET INC | 1056915 | 330814665 | CAP STK CL A |
| SPDR S&P 500 ETF TR | 466906 | 318392938 | TR UNIT |
| DIMENSIONAL ETF TRUST | 6098853 | 304332759 | INTERNATNAL VAL |
| BROADCOM INC | 856403 | 296401160 | COM |
| AMAZON COM INC | 1217007 | 280909609 | COM |
| ISHARES TR | 2780493 | 277715579 | CORE US AGGBD ET |
| DIMENSIONAL ETF TRUST | 4183471 | 249083877 | US TARGETED VLU |
| VANGUARD INDEX FDS | 776329 | 234536598 | SML CP GRW ETF |
| SELECT SECTOR SPDR TR | 1627052 | 234246637 | STATE STREET TEC |
| VANGUARD INDEX FDS | 353724 | 221830846 | S&P 500 ETF SHS |
| JPMORGAN CHASE & CO. | 646590 | 208344272 | COM |
| ADVISOR MANAGED PORTFOLIOS | 4090871 | 191270328 | CORNERCAP FUNDAM |
| ISHARES TR | 6570523 | 151286305 | US TREAS BD ETF |
| META PLATFORMS INC | 207297 | 136834678 | CL A |
| ISHARES TR | 198621 | 136043426 | CORE S&P500 ETF |
| SPDR SERIES TRUST | 2108485 | 135047747 | STATE STREET SPD |
| JOHNSON & JOHNSON | 627432 | 129847038 | COM |
| COSTCO WHSL CORP NEW | 149784 | 129164612 | COM |
| EXXON MOBIL CORP | 1005274 | 120974704 | COM |
| BERKSHIRE HATHAWAY INC DEL | 237648 | 119453944 | CL B NEW |
| ALPHABET INC | 355111 | 111433818 | CAP STK CL C |
| DIMENSIONAL ETF TRUST | 3126872 | 106970304 | US LARGE CAP VAL |
| J P MORGAN EXCHANGE TRADED F | 2138160 | 101684487 | SHORT DURA CORE |
| VISA INC | 286135 | 100350377 | COM CL A |
| VANGUARD INDEX FDS | 258572 | 86691383 | TOTAL STK MKT |
| SCHWAB STRATEGIC TR | 3216726 | 86562092 | US LRG CAP ETF |
| SELECT SECTOR SPDR TR | 886195 | 84467346 | STATE STREET CON |
| ISHARES TR | 784953 | 84076336 | NATIONAL MUN ETF |
| ISHARES TR | 176020 | 83310337 | RUS 1000 GRW ETF |
| CISCO SYS INC | 1053769 | 81171792 | COM |
| ELI LILLY & CO | 75278 | 80899282 | COM |
| INVESCO QQQ TR | 129784 | 79727839 | UNIT SER 1 |
| MCDONALDS CORP | 238832 | 72994212 | COM |
| DIMENSIONAL ETF TRUST | 1905347 | 72612756 | INTL CORE EQT MK |
| STRYKER CORPORATION | 205954 | 72386800 | COM |
| BONDBLOXX ETF TRUST | 1355710 | 68761611 | IR M TAXAWARE |
| BLACKROCK INC | 64217 | 68734461 | COM |
| VANGUARD SCOTTSDALE FDS | 850025 | 67772498 | SHRT TRM CORP BD |
| S&P GLOBAL INC | 128951 | 67388488 | COM |
| ISHARES TR | 1170981 | 67284571 | CALIF MUN BD ETF |
| ISHARES TR | 308352 | 64858708 | RUS 1000 VAL ETF |
| ALLSTATE CORP | 311364 | 64810518 | COM |
| NEXTERA ENERGY INC | 800964 | 64301390 | COM |
| PEPSICO INC | 436470 | 62642167 | COM |
| UNION PAC CORP | 260100 | 60166379 | COM |
| HONEYWELL INTL INC | 306642 | 59822822 | COM |
| ISHARES TR | 620901 | 59041457 | ESG AW MSCI EAFE |
| ABBVIE INC | 256734 | 58661068 | COM |
| VANGUARD TAX-MANAGED FDS | 925697 | 57828273 | VAN FTSE DEV MKT |
| VANGUARD BD INDEX FDS | 758193 | 56159334 | TOTAL BND MRKT |
| DIMENSIONAL ETF TRUST | 1375525 | 54457018 | US CORE EQUITY 2 |
| WASTE MGMT INC DEL | 245949 | 54037552 | COM |
| ADVANCED MICRO DEVICES INC | 247976 | 53106463 | COM |
| SELECT SECTOR SPDR TR | 1157946 | 51771775 | STATE STREET ENE |
| TESLA INC | 113451 | 51021000 | COM |
| DIMENSIONAL ETF TRUST | 1538016 | 50585346 | US SMALL CAP VAL |
| AMERICAN TOWER CORP NEW | 286111 | 50232430 | COM |
| HCA HEALTHCARE INC | 104455 | 48765950 | COM |
| TJX COS INC NEW | 306069 | 47015295 | COM |
| VANGUARD MUN BD FDS | 900006 | 45261314 | TAX EXEMPT BD |
| DIMENSIONAL ETF TRUST | 934455 | 43732510 | US CORE EQT MKT |
| SELECT SECTOR SPDR TR | 910166 | 41276039 | STATE STREET MAT |
| XCEL ENERGY INC | 549253 | 40567802 | COM |
| ISHARES TR | 332064 | 39907376 | CORE S&P SCP ETF |
| WELLTOWER INC | 214614 | 39834586 | COM |
| RTX CORPORATION | 214251 | 39293681 | COM |
| NETFLIX INC | 416347 | 39036682 | COM |
| ROCKWELL AUTOMATION INC | 96054 | 37371905 | COM |
| INVESCO EXCH TRADED FD TR II | 1602126 | 37153308 | NATL AMT MUNI |
| VALERO ENERGY CORP | 226213 | 36825236 | COM |
| MASTERCARD INCORPORATED | 64326 | 36722431 | CL A |
| ISHARES TR | 512232 | 36578515 | EAFE VALUE ETF |
| INVESCO EXCH TRADED FD TR II | 142501 | 36041465 | NASDAQ 100 ETF |
| GLOBAL X FDS | 748464 | 35769112 | US INFR DEV ETF |
| VANGUARD SPECIALIZED FUNDS | 161756 | 35550824 | DIV APP ETF |
| ZOETIS INC | 281074 | 35364746 | CL A |
| ORACLE CORP | 178560 | 34803138 | COM |
| SOUTHERN CO | 390880 | 34084732 | COM |
| NIKE INC | 531094 | 33836027 | CL B |
| OREILLY AUTOMOTIVE INC | 363663 | 33169687 | COM |
| AMPHENOL CORP NEW | 244194 | 33000418 | CL A |
| PALO ALTO NETWORKS INC | 179052 | 32981450 | COM |
| VANGUARD WORLD FD | 79860 | 32963705 | MEGA GRWTH IND |
| KEYSIGHT TECHNOLOGIES INC | 160988 | 32711253 | COM |
| ISHARES TR | 484377 | 31968850 | CORE S&P MCP ETF |
| SALESFORCE INC | 117707 | 31181785 | COM |
| SCHWAB CHARLES CORP | 306047 | 30577175 | COM |
| JANUS DETROIT STR TR | 595764 | 30133719 | HENDRSON AAA CL |
| VANGUARD INDEX FDS | 115796 | 29869606 | SMALL CP ETF |
| HOME DEPOT INC | 84499 | 29076110 | COM |
| ISHARES TR | 312419 | 27948942 | CORE MSCI EAFE |
| AUTOMATIC DATA PROCESSING IN | 106867 | 27489464 | COM |
| WELLS FARGO CO NEW | 288923 | 26927613 | COM |
| ISHARES TR | 276957 | 26596195 | MSCI EAFE ETF |
| PGIM ETF TR | 533930 | 26477589 | PGIM ULTRA SH BD |
| ISHARES TR | 245347 | 26178564 | SHRT NAT MUN ETF |
| ISHARES TR | 189742 | 25983307 | RUS MD CP GR ETF |
| VANGUARD MALVERN FDS | 522421 | 25838944 | STRM INFPROIDX |
| CHEVRON CORP NEW | 162709 | 24798549 | COM |
| WALMART INC | 222233 | 24758978 | COM |
| COLGATE PALMOLIVE CO | 311469 | 24612318 | COM |
| ALPS ETF TR | 518319 | 24371357 | ALERIAN MLP |
| FRANKLIN TEMPLETON ETF TR | 657085 | 24009886 | FTSE EUROPE |
| SCHWAB STRATEGIC TR | 714000 | 23290676 | US LCAP GR ETF |
| DIMENSIONAL ETF TRUST | 673660 | 23214334 | INTL CORE EQUITY |
| BROADRIDGE FINL SOLUTIONS IN | 103831 | 23171995 | COM |
| BERKSHIRE HATHAWAY INC DEL | 30 | 22644000 | CL A |
| PROCTER AND GAMBLE CO | 157914 | 22630682 | COM |
| DIMENSIONAL ETF TRUST | 309315 | 21549986 | US SMALL CAP ETF |
| INVESCO EXCHANGE TRADED FD T | 362426 | 21484615 | S&P 500 TOP 50 |
| BANK AMERICA CORP | 385240 | 21188215 | COM |
| MCKESSON CORP | 25643 | 21034921 | COM |
| SELECT SECTOR SPDR TR | 378414 | 20725742 | STATE STREET FIN |
| ISHARES TR | 181912 | 20723459 | EAFE GRWTH ETF |
| MERCK & CO INC | 195734 | 20602934 | COM |
| ADOBE INC | 58414 | 20444255 | COM |
| ACCENTURE PLC IRELAND | 76107 | 20419576 | SHS CLASS A |
| ISHARES TR | 164192 | 20238263 | S&P 500 GRWT ETF |
| SPDR S&P MIDCAP 400 ETF TR | 33406 | 20153387 | UTSER1 S&PDCRP |
| J P MORGAN EXCHANGE TRADED F | 263536 | 19733567 | INTRNL RES EQT |
| SPDR GOLD TR | 48964 | 19404736 | GOLD SHS |
| INTUIT | 28969 | 19189847 | COM |
| J P MORGAN EXCHANGE TRADED F | 379716 | 19130160 | SUSTAINABLE MUNI |
| FIDELITY COVINGTON TRUST | 310577 | 18951399 | DIVID ETF RISI |
| SCHWAB STRATEGIC TR | 771325 | 18542665 | INTL EQTY ETF |
| J P MORGAN EXCHANGE TRADED F | 322969 | 18486764 | EQUITY PREMIUM |
| SELECT SECTOR SPDR TR | 156668 | 18442909 | STATE STREET COM |
| CONSTELLATION BRANDS INC | 133455 | 18411421 | CL A |
| FIRST TR EXCHANGE-TRADED FD | 83491 | 18356534 | SHS |
| INVESCO EXCH TRADED FD TR II | 737566 | 17819590 | CALIF AMT MUN |
| LOWES COS INC | 72434 | 17468263 | COM |
| ISHARES TR | 70452 | 17342557 | RUSSELL 2000 ETF |
| VANGUARD CHARLOTTE FDS | 358606 | 17327842 | TOTAL INT BD ETF |
| SELECT SECTOR SPDR TR | 110181 | 17056025 | STATE STREET HEA |
| VANGUARD WHITEHALL FDS | 117571 | 16873750 | HIGH DIV YLD |
| ISHARES TR | 668484 | 16872516 | ESG AWRE 1 5 YR |
| ABBOTT LABS | 133927 | 16779754 | COM |
| QUALCOMM INC | 97704 | 16712355 | COM |
| DIMENSIONAL ETF TRUST | 506982 | 16512417 | EMGR CRE EQT MNG |
| ISHARES TR | 722666 | 15949247 | IBONDS DEC 2030 |
| INTERNATIONAL BUSINESS MACHS | 53750 | 15921312 | COM |
| SCHWAB STRATEGIC TR | 584018 | 15891132 | FUNDAMENTAL US L |
| ISHARES TR | 746146 | 15780998 | IBONDS DEC 2031 |
| DIMENSIONAL ETF TRUST | 475407 | 15560073 | WORLD EX US CORE |
| AMGEN INC | 46954 | 15368635 | COM |
| THERMO FISHER SCIENTIFIC INC | 26320 | 15250843 | COM |
| ISHARES INC | 225292 | 15144119 | CORE MSCI EMKT |
| ISHARES TR | 70862 | 15027614 | S&P 500 VAL ETF |
| APPLIED MATLS INC | 58094 | 14929629 | COM |
| UNITED RENTALS INC | 18344 | 14845768 | COM |
| SKYWEST INC | 137681 | 13824549 | COM |
| CLEARBRIDGE ENERGY MIDSTRM O | 305427 | 13637316 | COM |
| CAPITAL GRP FIXED INCM ETF T | 600336 | 13591610 | CORE PLUS INCM |
| TAIWAN SEMICONDUCTOR MFG LTD | 43930 | 13349898 | SPONSORED ADS |
| AMETEK INC | 64826 | 13309423 | COM |
| CATERPILLAR INC | 22257 | 12750558 | COM |
| ECOLAB INC | 48512 | 12735433 | COM |
| KKR & CO INC | 99504 | 12684791 | COM |
| TIDAL TRUST I | 521205 | 12646201 | LEATHERBACK LNG |
| NORTHROP GRUMMAN CORP | 22139 | 12624101 | COM |
| VANGUARD STAR FDS | 166295 | 12545329 | VG TL INTL STK F |
| ISHARES TR | 516198 | 12533280 | IBONDS 27 ETF |
| SELECT SECTOR SPDR TR | 79535 | 12337538 | STATE STREET IND |
| SCHWAB STRATEGIC TR | 523420 | 12232325 | US AGGREGATE B |
| UNITEDHEALTH GROUP INC | 36719 | 12121249 | COM |
| DIMENSIONAL ETF TRUST | 259781 | 12103210 | US MKTWIDE VALUE |
| EATON CORP PLC | 37432 | 11922619 | SHS |
| SCHWAB STRATEGIC TR | 433095 | 11879786 | US DIVIDEND EQ |
| ISHARES TR | 484335 | 11735432 | IBONDS DEC2026 |
| CAPITAL GROUP DIVIDEND VALUE | 268909 | 11735168 | SHS CREATION UNI |
| ISHARES TR | 31217 | 11657782 | RUS 1000 ETF |
| PARKER-HANNIFIN CORP | 13197 | 11599339 | COM |
| SPDR INDEX SHS FDS | 245014 | 11469092 | PORTFOLIO EMG MK |
| MICRON TECHNOLOGY INC | 39975 | 11409270 | COM |
| ISHARES TR | 32983 | 11312031 | S&P 100 ETF |
| VANGUARD WORLD FD | 14848 | 11192479 | INF TECH ETF |
| VANGUARD INDEX FDS | 38163 | 11075841 | MID CAP ETF |
| GOLDMAN SACHS GROUP INC | 12335 | 10842473 | COM |
| ISHARES TR | 245884 | 10759884 | CUR HD EURZN ETF |
| INVESCO EXCHANGE TRADED FD T | 55334 | 10599848 | S&P500 EQL WGT |
| ISHARES TR | 229887 | 10570191 | ESG AWARE MSCI |
| AMERICAN EXPRESS CO | 28570 | 10569521 | COM |
| ISHARES TR | 58130 | 10533761 | RUS 2000 VAL ETF |
| VANGUARD INDEX FDS | 49560 | 10364062 | EXTEND MKT ETF |
| GE AEROSPACE | 33458 | 10305947 | COM NEW |
| VANECK ETF TRUST | 28539 | 10277918 | SEMICONDUCTR ETF |
| DANAHER CORPORATION | 44270 | 10134223 | COM |
| LOCKHEED MARTIN CORP | 20805 | 10062994 | COM |
| SNOWFLAKE INC | 45071 | 9886818 | COM SHS |
| VANGUARD INDEX FDS | 46055 | 9753931 | SM CP VAL ETF |
| DISNEY WALT CO | 84535 | 9617591 | COM |
| GOLDMAN SACHS ETF TR | 181498 | 9595779 | NASDAQ-100 PREMI |
| CAPITAL GROUP GROWTH ETF | 213466 | 9492832 | SHS CREATION UNI |
| PRINCIPAL EXCHANGE TRADED FD | 133476 | 9136432 | US MEGA CP ETF |
| AMERICAN CENTY ETF TR | 89384 | 9115341 | US SML CP VALU |
| J P MORGAN EXCHANGE TRADED F | 142227 | 8985902 | US QUALTY FCTR |
| KLA CORP | 7351 | 8932628 | COM NEW |
| TEXAS INSTRS INC | 51086 | 8862922 | COM |
| PHILIP MORRIS INTL INC | 54057 | 8670705 | COM |
| ABRDN ASIA PACIFIC INCOME FU | 564502 | 8659453 | COM NEW |
| REPUBLIC SVCS INC | 40763 | 8638890 | COM |
| GOLDMAN SACHS ETF TR | 182316 | 8432133 | ACCESS INVT GR |
| COCA COLA CO | 118559 | 8288442 | COM |
| ISHARES TR | 25332 | 8182400 | RUS 2000 GRW ETF |
| ASML HOLDING N V | 7578 | 8107044 | N Y REGISTRY SHS |
| CINTAS CORP | 42588 | 8009617 | COM |
| LAM RESEARCH CORP | 46722 | 7997932 | COM NEW |
| COMCAST CORP NEW | 266031 | 7951673 | CL A |
| BOOKING HOLDINGS INC | 1472 | 7881299 | COM |
| VANGUARD SCOTTSDALE FDS | 78797 | 7841894 | VNG RUS2000IDX |
| MORGAN STANLEY | 44055 | 7821129 | COM NEW |
| SCHWAB STRATEGIC TR | 214010 | 7717206 | FUNDAMENTAL EMER |
| VANGUARD WORLD FD | 26415 | 7603595 | HEALTH CAR ETF |
| ISHARES TR | 138281 | 7565337 | MSCI EMG MKT ETF |
| CITIGROUP INC | 62686 | 7314805 | COM NEW |
| INTUITIVE SURGICAL INC | 12781 | 7238537 | COM NEW |
| ENTERPRISE PRODS PARTNERS L | 223607 | 7168832 | COM |
| CROWDSTRIKE HLDGS INC | 15243 | 7145364 | CL A |
| ISHARES TR | 75327 | 7092763 | MSCI USA MIN VOL |
| ISHARES TR | 79453 | 7091975 | US OIL GS EX ETF |
| SPDR DOW JONES INDL AVERAGE | 14329 | 6886167 | UT SER 1 |
| PALANTIR TECHNOLOGIES INC | 38509 | 6844927 | CL A |
| US BANCORP DEL | 127472 | 6801902 | COM NEW |
| WW GRAINGER INC | 6694 | 6754375 | COM |
| ISHARES TR | 33774 | 6743995 | U.S. TECH ETF |
| J P MORGAN EXCHANGE TRADED F | 130874 | 6666722 | ULTRA SHT MUNCPL |
| ISHARES TR | 17121 | 6623409 | RUSSELL 3000 ETF |
| ISHARES TR | 95122 | 6603379 | CORE DIV GRWTH |
| PFIZER INC | 258734 | 6442478 | COM |
| VERIZON COMMUNICATIONS INC | 153818 | 6264991 | COM |
| GE VERNOVA INC | 9529 | 6227821 | COM |
| FRANKLIN TEMPLETON ETF TR | 183825 | 6204094 | FTSE UNTD KGDM |
| SCHWAB STRATEGIC TR | 213232 | 6072848 | US SML CAP ETF |
| ISHARES SILVER TR | 94159 | 6065723 | ISHARES |
| ISHARES TR | 95989 | 5965708 | U.S. MED DVC ETF |
| L3HARRIS TECHNOLOGIES INC | 19895 | 5840507 | COM |
| CVS HEALTH CORP | 73535 | 5835764 | COM |
| BOEING CO | 26878 | 5835712 | COM |
| AIR PRODS & CHEMS INC | 22998 | 5680939 | COM |
| ISHARES TR | 222745 | 5669974 | IBDS DEC28 ETF |
| ISHARES TR | 104479 | 5647090 | MSCI INDIA ETF |
| ISHARES TR | 40011 | 5643533 | RUS MDCP VAL ETF |
| ISHARES TR | 39719 | 5619826 | MSCI ACWI ETF |
| AMERICAN CENTY ETF TR | 72441 | 5579435 | AVANTIS EMGMKT |
| ISHARES TR | 57188 | 5540330 | S&P MC 400GR ETF |
| ARISTA NETWORKS INC | 42235 | 5533988 | COM SHS |
| ALTRIA GROUP INC | 95944 | 5532122 | COM |
| GENERAL DYNAMICS CORP | 16386 | 5516580 | COM |
| SCHWAB STRATEGIC TR | 186219 | 5513957 | US LCAP VA ETF |
| DIMENSIONAL ETF TRUST | 207892 | 5492503 | GLOBAL REAL EST |
| CHUBB LIMITED | 17411 | 5434411 | COM |
| VANECK ETF TRUST | 62881 | 5393317 | GOLD MINERS ETF |
| SCHWAB STRATEGIC TR | 117740 | 5316188 | FUNDAMENTAL INTL |
| ISHARES TR | 35698 | 5307887 | CORE S&P TTL STK |
| ISHARES TR | 26701 | 5303264 | MSCI USA QLT FCT |
| UBER TECHNOLOGIES INC | 64793 | 5294238 | COM |
| AT&T INC | 212234 | 5271890 | COM |
| ISHARES TR | 228184 | 5266487 | IBONDS 2026 TERM |
| CONOCOPHILLIPS | 55845 | 5227628 | COM |
| SCHWAB STRATEGIC TR | 158942 | 5205360 | EMRG MKTEQ ETF |
| INVESCO EXCH TRD SLF IDX FD | 260300 | 5095375 | BULSHS 2026 CB |
| VANGUARD INDEX FDS | 15971 | 5027621 | LARGE CAP ETF |
| STARBUCKS CORP | 59612 | 5019930 | COM |
| ISHARES TR | 98455 | 4972749 | ESG SELECT SCRE |
| CSX CORP | 136754 | 4957329 | COM |
| DIREXION SHS ETF TR | 42105 | 4946864 | DLY TECH BULL 3X |
| CAPITAL GROUP INTL FOCUS EQT | 166219 | 4911778 | SHS CREATION UNI |
| ISHARES INC | 60244 | 4864101 | MSCI JAPAN ETF |
| ISHARES TR | 50371 | 4849199 | RUS MID CAP ETF |
| EMERSON ELEC CO | 36272 | 4813967 | COM |
| INVESCO EXCH TRD SLF IDX FD | 243733 | 4811293 | BULSHS 2027 CB |
| NEWMONT CORP | 47906 | 4783425 | COM |
| WISDOMTREE TR | 54176 | 4771853 | US LARGECAP DIVD |
| ISHARES BITCOIN TRUST ETF | 95427 | 4737928 | SHS BEN INT |
| SELECT SECTOR SPDR TR | 109893 | 4691350 | STATE STREET UTI |
| DBX ETF TR | 96594 | 4647118 | XTRACK MSCI EAFE |
| DIMENSIONAL ETF TRUST | 140070 | 4633530 | EMERGING MKTS CO |
| 3M CO | 28693 | 4593777 | COM |
| MARVELL TECHNOLOGY INC | 53976 | 4586892 | COM |
| PROLOGIS INC. | 35686 | 4555709 | COM |
| DOVER CORP | 23317 | 4552445 | COM |
| SEMPRA | 51258 | 4525602 | COM |
| KINDER MORGAN INC DEL | 163021 | 4481459 | COM |
| VANGUARD WELLINGTON FD | 33610 | 4462752 | US VALUE FACTR |
| VANGUARD SCOTTSDALE FDS | 53210 | 4456312 | INT-TERM CORP |
| APOLLO GLOBAL MGMT INC | 30392 | 4399571 | COM |
| VANGUARD ADMIRAL FDS INC | 38668 | 4323059 | MIDCP 400 IDX |
| NUSHARES ETF TR | 93900 | 4230200 | NUVEEN ESG LRGVL |
| ISHARES TR | 87943 | 4208041 | ESG AWR US AGRGT |
| BLACKSTONE INC | 27245 | 4199580 | COM |
| VANGUARD INTL EQUITY INDEX F | 29763 | 4198321 | TT WRLD ST ETF |
| FEDEX CORP | 14228 | 4109928 | COM |
| PAYCHEX INC | 36350 | 4077787 | COM |
| VERTEX PHARMACEUTICALS INC | 8946 | 4055967 | COM |
| VANGUARD ADMIRAL FDS INC | 36434 | 4042717 | SMLLCP 600 IDX |
| ISHARES TR | 39126 | 4011983 | CORE S&P US VLU |
| SPDR INDEX SHS FDS | 89337 | 3967495 | PORTFOLIO DEVLPD |
| SERVICENOW INC | 25797 | 3951837 | COM |
| BRISTOL-MYERS SQUIBB CO | 73210 | 3948935 | COM |
| NUSHARES ETF TR | 40366 | 3947795 | NUVEEN ESG LRGCP |
| QUANTA SVCS INC | 9347 | 3944892 | COM |
| SCHWAB STRATEGIC TR | 150381 | 3944496 | US BRD MKT ETF |
| CME GROUP INC | 14277 | 3898844 | COM |
| ISHARES TR | 34007 | 3867237 | SP SMCP600VL ETF |
| VANGUARD WHITEHALL FDS | 42388 | 3814947 | INTL HIGH ETF |
| IDEXX LABS INC | 5617 | 3799751 | COM |
| DUKE ENERGY CORP NEW | 32369 | 3794003 | COM NEW |
| DEERE & CO | 8136 | 3788109 | COM |
| EDWARDS LIFESCIENCES CORP | 44378 | 3783233 | COM |
| ISHARES TR | 22709 | 3765379 | DOW JONES US ETF |
| PROFESIONALLY MANAGED PORTFO | 56038 | 3671049 | AKRE FOCUS ETF |
| STEEL DYNAMICS INC | 21107 | 3576616 | COM |
| HEICO CORP NEW | 11035 | 3570783 | COM |
| AB ACTIVE ETFS INC | 142259 | 3557185 | NEW YORK INTERME |
| ISHARES TR | 43166 | 3554240 | MRGSTR MD CP VAL |
| FIDELITY WISE ORIGIN BITCOIN | 46536 | 3547471 | SHS |
| NUSHARES ETF TR | 97544 | 3532075 | NUVEEN ESG INTL |
| ANALOG DEVICES INC | 13010 | 3528414 | COM |
| FIRST TR EXCHANGE-TRADED FD | 13046 | 3511701 | DJ INTERNT IDX |
| BLUE OWL CAPITAL CORPORATION | 280923 | 3491868 | COM |
| GILEAD SCIENCES INC | 28291 | 3472406 | COM |
| ISHARES GOLD TR | 42634 | 3460602 | ISHARES NEW |
| INTEL CORP | 92033 | 3396024 | COM |
| ISHARES TR | 24722 | 3380232 | MSCI USA VALUE |
| ISHARES TR | 23911 | 3374794 | SELECT DIVID ETF |
| LEIDOS HOLDINGS INC | 18517 | 3340517 | COM |
| VERISK ANALYTICS INC | 14731 | 3295223 | COM |
| MEDTRONIC PLC | 34271 | 3292109 | SHS |
| GOLDMAN SACHS ETF TR | 38637 | 3288781 | EQUAL WEIGHT US |
| UNITED BANKSHARES INC WEST V | 85363 | 3277939 | COM |
| MARATHON PETE CORP | 20036 | 3258417 | COM |
| ISHARES TR | 15105 | 3242905 | US AER DEF ETF |
| FIDELITY COVINGTON TRUST | 14398 | 3234907 | MSCI INFO TECH I |
| ISHARES TR | 19116 | 3210401 | CORE S&P US GWT |
| UNITED PARCEL SERVICE INC | 31712 | 3145551 | CL B |
| THE CIGNA GROUP | 11345 | 3122565 | COM |
| LINDE PLC | 7276 | 3102495 | SHS |
| XPLR INFRASTRUCTURE LP | 301164 | 3011639 | COM UNIT PART IN |
| VANGUARD ADMIRAL FDS INC | 29725 | 3002496 | MIDCP 400 VAL |
| ISHARES TR | 20108 | 2995726 | ESG AWR MSCI USA |
| VANGUARD WORLD FD | 24739 | 2992380 | ESG US STK ETF |
| ARES MANAGEMENT CORPORATION | 18492 | 2988816 | CL A COM STK |
| FAIR ISAAC CORP | 1761 | 2977976 | COM |
| BLACKROCK ETF TRUST | 48849 | 2970482 | ISHARES US EQUIT |
| TRAVELERS COMPANIES INC | 10172 | 2950460 | COM |
| BECTON DICKINSON & CO | 15096 | 2929686 | COM |
| NORFOLK SOUTHN CORP | 10132 | 2925383 | COM |
| ISHARES TR | 62629 | 2914734 | CORE UNIVRSL USD |
| REALTY INCOME CORP | 51516 | 2903935 | COM |
| TRI CONTL CORP | 88120 | 2877999 | COM |
| WISDOMTREE TR | 31726 | 2837253 | US QTLY DIV GRT |
| RBB FD INC | 57686 | 2801521 | US TREASY 2 YR |
| VANGUARD BD INDEX FDS | 35009 | 2759081 | SHORT TRM BOND |
| ISHARES TR | 32575 | 2757124 | CORE MSCI TOTAL |
| BOSTON SCIENTIFIC CORP | 28739 | 2740295 | COM |
| CUMMINS INC | 5299 | 2704936 | COM |
| INVESCO EXCHANGE TRADED FD T | 23190 | 2699375 | DORSEY WRIGHT MO |
| SCHWAB STRATEGIC TR | 89597 | 2694178 | US MID-CAP ETF |
| FIRST AMERN FINL CORP | 43848 | 2694002 | COM |
| ASTRAZENECA PLC | 29217 | 2685939 | SPONSORED ADR |
| J P MORGAN EXCHANGE TRADED F | 52490 | 2655475 | ULTRA SHRT ETF |
| VANECK MERK GOLD ETF | 63584 | 2637464 | GOLD SHS |
| CAPITAL ONE FINL CORP | 10863 | 2632702 | COM |
| SPDR INDEX SHS FDS | 58340 | 2626459 | DJ GLB RL ES ETF |
| EOG RES INC | 25006 | 2625878 | COM |
| ISHARES TR | 111526 | 2610266 | IBONDS DEC 29 |
| FIRST CTZNS BANCSHARES INC D | 1211 | 2599891 | CL A |
| T-MOBILE US INC | 12801 | 2599017 | COM |
| ULTA BEAUTY INC | 4269 | 2582945 | COM |
| MORGAN STANLEY ETF TRUST | 36117 | 2575113 | CALVERT INTERNAT |
| ARROWHEAD PHARMACEUTICALS IN | 38683 | 2568164 | COM |
| VANGUARD WORLD FD | 6430 | 2532711 | CONSUM DIS ETF |
| XYLEM INC | 18448 | 2512245 | COM |
| JABIL INC | 10967 | 2500590 | COM |
| VANGUARD ADMIRAL FDS INC | 25311 | 2474360 | SMLCP 600 VAL |
| J P MORGAN EXCHANGE TRADED F | 50225 | 2465043 | US VALUE FACTR |
| AMERICAN CENTY ETF TR | 26134 | 2455844 | INTL SMCP VLU |
| ISHARES TR | 25307 | 2409691 | MBS ETF |
| DIMENSIONAL ETF TRUST | 32096 | 2380530 | US EQUITY MARKET |
| YUM BRANDS INC | 15710 | 2376638 | COM |
| PHILLIPS 66 | 18392 | 2373255 | COM |
| ILLINOIS TOOL WKS INC | 9622 | 2370014 | COM |
| SELECT SECTOR SPDR TR | 58264 | 2350944 | STATE STREET REA |
| NOVARTIS AG | 16977 | 2340625 | SPONSORED ADR |
| HARTFORD INSURANCE GROUP INC | 16983 | 2340221 | COM |
| FRANKLIN TEMPLETON ETF TR | 56057 | 2325244 | FRANKLN SWZLND |
| ENERGY TRANSFER L P | 139885 | 2306712 | COM UT LTD PTN |
| ISHARES TR | 17898 | 2305763 | ESG MSCI KLD 400 |
| ISHARES TR | 33628 | 2303518 | MRNING SM CP ETF |
| CONSTELLATION ENERGY CORP | 6503 | 2297384 | COM |
| SHERWIN WILLIAMS CO | 7026 | 2276581 | COM |
| SHELL PLC | 30956 | 2274683 | SPON ADS |
| APPLOVIN CORP | 3365 | 2267209 | COM CL A |
| ALIBABA GROUP HLDG LTD | 15457 | 2265747 | SPONSORED ADS |
| PROGRESSIVE CORP | 9909 | 2256457 | COM |
| IDACORP INC | 17809 | 2253946 | COM |
| ONEOK INC NEW | 30644 | 2252348 | COM |
| PNC FINL SVCS GROUP INC | 10701 | 2233626 | COM |
| SUNRUN INC | 121352 | 2232877 | COM |
| ISHARES TR | 18195 | 2212747 | CORE HIGH DV ETF |
| VANGUARD INDEX FDS | 24926 | 2205710 | REAL ESTATE ETF |
| BLOCK INC | 33120 | 2155778 | CL A |
| KROGER CO | 34294 | 2142696 | COM |
| FIDELITY COVINGTON TRUST | 27550 | 2141764 | MSCI FINLS IDX |
| PIMCO ETF TR | 22864 | 2128138 | ACTIVE BD ETF |
| AON PLC | 6014 | 2122165 | SHS CL A |
| FIDELITY COVINGTON TRUST | 37186 | 2108057 | HIGH DIVID ETF |
| NUCOR CORP | 12903 | 2104602 | COM |
| EXPEDIA GROUP INC | 7389 | 2093452 | COM NEW |
| VANECK ETF TRUST | 20081 | 2079594 | MRNGSTR WDE MOAT |
| TRACTOR SUPPLY CO | 41577 | 2079243 | COM |
| FIDELITY NATIONAL FINANCIAL | 37719 | 2059067 | COM SHS |
| SHOPIFY INC | 12716 | 2046827 | CL A SUB VTG SHS |
| BONDBLOXX ETF TRUST | 44236 | 2044598 | BLOOMBERG TEN YR |
| ELECTRONIC ARTS INC | 9986 | 2040369 | COM |
| WESTERN DIGITAL CORP | 11843 | 2040109 | COM |
| ISHARES TR | 6731 | 2027178 | ISHARES SEMICDTR |
| WILLIS TOWERS WATSON PLC LTD | 6166 | 2026179 | SHS |
| AFLAC INC | 18371 | 2025731 | COM |
| ISHARES TR | 37353 | 2012567 | ISHS 5-10YR INVT |
| INNOVATOR ETFS TRUST | 50637 | 2004719 | US EQTY PWR BUF |
| J P MORGAN EXCHANGE TRADED F | 34460 | 2002794 | NASDAQ EQT PREM |
| GOLDMAN SACHS ETF TR | 46389 | 1991960 | ACTIVEBETA INT |
| NORTHERN TR CORP | 14579 | 1991381 | COM |
| CARRIER GLOBAL CORPORATION | 37515 | 1982319 | COM |
| SIMPSON MFG INC | 12182 | 1966996 | COM |
| PACCAR INC | 17788 | 1947913 | COM |
| INVESCO EXCH TRADED FD TR II | 27204 | 1942875 | S&P500 LOW VOL |
| VANGUARD WORLD FD | 13725 | 1937421 | MEGA CAP VAL ETF |
| AMERICAN ELEC PWR CO INC | 16739 | 1930218 | COM |
| CARDINAL HEALTH INC | 9379 | 1927290 | COM |
| BERKLEY W R CORP | 27411 | 1922056 | COM |
| MARRIOTT INTL INC NEW | 6147 | 1907127 | CL A |
| NOVO-NORDISK A S | 37248 | 1895171 | ADR |
| ELEVANCE HEALTH INC FORMERLY | 5335 | 1870039 | COM |
| COLUMBIA BKG SYS INC | 66680 | 1863719 | COM |
| KIMBERLY-CLARK CORP | 18384 | 1854777 | COM |
| US FOODS HLDG CORP | 24600 | 1852858 | COM |
| VANGUARD INTL EQUITY INDEX F | 25151 | 1850124 | ALLWRLD EX US |
| INVESCO EXCHANGE TRADED FD T | 38930 | 1826611 | RAFI US 1000 ETF |
| NETAPP INC | 17031 | 1823880 | COM |
| CAPITAL GROUP GBL GROWTH EQT | 52453 | 1817498 | SHS CREATION UNI |
| AMERIPRISE FINL INC | 3701 | 1814972 | COM |
| VANGUARD SCOTTSDALE FDS | 29836 | 1788082 | INTER TERM TREAS |
| TRIMBLE INC | 22506 | 1763338 | COM |
| ISHARES TR | 35235 | 1762112 | CORE INTL AGGR |
| SCHWAB STRATEGIC TR | 55665 | 1753997 | FUNDAMENTAL US S |
| TEXTRON INC | 20087 | 1750989 | COM |
| GAMING & LEISURE PPTYS INC | 38776 | 1732907 | COM |
| MARSH & MCLENNAN COS INC | 9338 | 1732410 | COM |
| INTERCONTINENTAL EXCHANGE IN | 10599 | 1716566 | COM |
| ISHARES TR | 12866 | 1693070 | S&P MC 400VL ETF |
| SYNOPSYS INC | 3598 | 1689929 | COM |
| SLB LIMITED | 43973 | 1687677 | COM STK |
| DIMENSIONAL ETF TRUST | 44280 | 1683955 | US HIGH PROFITAB |
| ISHARES TR | 15191 | 1669687 | TIPS BD ETF |
| FIDELITY COVINGTON TRUST | 16318 | 1667098 | MSCI CONSM DIS |
| ENBRIDGE INC | 34809 | 1664933 | COM |
| PROSHARES TR | 15924 | 1657190 | S&P 500 DV ARIST |
| VIATRIS INC | 132388 | 1648226 | COM |
| FIRST TR EXCHANGE TRADED FD | 16745 | 1646368 | RBA INDL ETF |
| ISHARES TR | 32339 | 1631826 | TRS FLT RT BD |
| WORLD GOLD TR | 18979 | 1620237 | SPDR GLD MINIS |
| ISHARES TR | 20047 | 1616435 | IBOXX HI YD ETF |
| ISHARES TR | 28309 | 1612480 | CRE U S REIT ETF |
| ISHARES TR | 16675 | 1605509 | JPMORGAN USD EMG |
| TORONTO DOMINION BK ONT | 16804 | 1582896 | COM NEW |
| JOHNSON CTLS INTL PLC | 13144 | 1574031 | SHS |
| SCHWAB STRATEGIC TR | 64514 | 1572206 | SHT TM US TRES |
| ISHARES TR | 22845 | 1565872 | DEVSMCP EXNA ETF |
| EBAY INC. | 17969 | 1565109 | COM |
| ISHARES TR | 11075 | 1563406 | S&P SML 600 GWT |
| TAKE-TWO INTERACTIVE SOFTWAR | 6089 | 1559077 | COM |
| CLOUDFLARE INC | 7855 | 1548700 | CL A COM |
| CORNING INC | 17610 | 1541890 | COM |
| INVESCO EXCH TRD SLF IDX FD | 74640 | 1537586 | INVSCO BLSH 28 |
| MGIC INVT CORP WIS | 52447 | 1532508 | COM |
| VANGUARD INTL EQUITY INDEX F | 10663 | 1528340 | FTSE SMCAP ETF |
| GRANITESHARES ETF TR | 17294 | 1522045 | 2X LONG NVDA DAI |
| PPL CORP | 43405 | 1520031 | COM |
| TARGET CORP | 15473 | 1512485 | COM |
| METLIFE INC | 19116 | 1508998 | COM |
| SS&C TECHNOLOGIES HLDGS INC | 17210 | 1504518 | COM |
| ROSS STORES INC | 8320 | 1498791 | COM |
| VANGUARD WORLD FD | 11899 | 1498261 | ENERGY ETF |
| SCHWAB STRATEGIC TR | 71609 | 1495918 | US REIT ETF |
| GE HEALTHCARE TECHNOLOGIES I | 17957 | 1472832 | COMMON STOCK |
| EVERSOURCE ENERGY | 21835 | 1470180 | COM |
| FORTINET INC | 18485 | 1467855 | COM |
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