Position in MAPS
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$7,162
-$1,677 QoQ
Shares Held
10,885
+1.6% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
8 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in MAPS Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026EP Wealth Advisors, LLC holds $106,704,311 across 35 Software - Application names. MAPS ranks #35 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
114,345 | $23,232,617 | |
| 2 | CRM |
Salesforce, Inc.
|
116,293 | $21,708,414 | |
| 3 | INTU |
Intuit Inc.
|
35,794 | $15,476,609 | |
| 4 | ADBE |
Adobe Inc.
|
63,094 | $15,336,889 | |
| 5 | SNOW |
Snowflake Inc.
|
46,585 | $7,025,949 | |
| 6 | UBER |
Uber Technologies, Inc
|
70,594 | $5,077,826 | |
| 7 | SHOP |
Shopify Inc.
|
21,248 | $2,520,437 | |
| 8 | NOW |
ServiceNow, Inc.
|
23,124 | $2,417,614 |
All Filings in MAPS
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,162 | 10,885 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $8,839 | 10,715 | Shares | Sole | 2026-02-18 | |
| 2025-06-30 | $9,408 | 10,500 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $11,865 | 10,500 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $14,490 | 10,500 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $9,193 | 10,567 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $10,989 | 10,567 | Shares | Sole | 2024-08-19 | |
| 2023-12-31 | $7,608 | 10,567 | Shares | Sole | 2024-02-28 | |
| No filing history on record for this holder in this stock. | ||||||