Position in AMD
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$159,212,327
+$107,879,818 QoQ
Shares Held
274,074
+8.6% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
1.41%
of 13F equity value
Holder Rank
#282
of 3,960 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 82%
Shared 0%
None 18%
Common Shares in AMD Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026EP Wealth Advisors, LLC holds $1,339,193,851 across 25 Semiconductors names. AMD ranks #3 (11.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
3,070,726 | $614,421,565 | |
| 2 | AVGO |
Broadcom Inc.
|
883,315 | $333,672,241 | |
| 3 | AMD |
Advanced Micro Devices Inc
This page
|
274,074 | $159,212,327 | |
| 4 | MU |
Micron Technology Inc
|
91,513 | $105,632,540 | |
| 5 | ADI |
Analog Devices Inc
|
56,875 | $22,589,043 | |
| 6 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
45,941 | $21,940,043 | |
| 7 | MRVL |
Marvell Technology, Inc.
|
71,092 | $21,177,595 | |
| 8 | INTC |
Intel Corp
|
138,712 | $19,368,356 |
All Filings in AMD
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $159,212,327 | 274,074 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $51,332,509 | 252,335 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $53,106,540 | 247,976 | Shares | Sole | 2026-02-18 | |
| 2025-06-30 | $34,919,603 | 246,086 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $19,052,311 | 185,442 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $7,295,957 | 60,402 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $10,850,938 | 66,132 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $9,013,360 | 55,566 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $8,278,354 | 45,866 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $6,203,455 | 42,083 | Shares | Sole | 2024-02-28 | |
| 2023-09-30 | $4,348,977 | 42,297 | Shares | Sole | 2023-11-24 | |
| 2023-06-30 | $4,548,312 | 39,929 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $3,913,441 | 39,929 | Shares | Sole | 2023-06-05 | |
| 2022-12-31 | $2,569,231 | 39,667 | Shares | Sole | 2023-06-12 | |
| 2022-09-30 | $2,621,520 | 41,375 | Shares | Sole | 2022-12-02 | |
| 2022-06-30 | $3,129,764 | 40,928 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $4,399,513 | 40,237 | Shares | Sole | 2022-05-20 | |
| 2021-12-31 | $3,021,036 | 20,994 | Shares | Sole | 2022-02-17 | |
| 2021-09-30 | $2,172,527 | 21,113 | Shares | Sole | 2021-11-23 | |
| 2021-06-30 | $2,077,543 | 22,118 | Shares | Sole | 2021-08-24 | |
| 2021-03-31 | $1,782,342 | 22,705 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $1,813,656 | 19,776 | Shares | Sole | 2021-02-18 | |
| 2020-09-30 | $428,561 | 5,227 | Shares | Sole | 2020-11-17 | |
| 2020-06-30 | $285,093 | 5,419 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $231,902 | 5,099 | Shares | Sole | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||