Position in META
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$148,123,301
+$19,391,191 QoQ
Shares Held
262,961
+16.9% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
1.32%
of 13F equity value
Holder Rank
#391
of 5,025 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 85%
Shared 0%
None 15%
Common Shares in META Over Time
Shares Held
Position Value (USD)
Position in Internet Content & Information
Communication Services · as of Jun 30, 2026EP Wealth Advisors, LLC holds $679,611,061 across 10 Internet Content & Information names. META ranks #2 (21.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GOOGL |
Alphabet Inc.
|
1,482,027 | $528,018,880 | |
| 2 | META |
Meta Platforms, Inc.
This page
|
262,961 | $148,123,301 | |
| 3 | NBIS |
Nebius Group N.V.
|
3,768 | $1,040,608 | |
| 4 | MTCH |
Match Group, Inc.
|
20,157 | $766,973 | |
| 5 | SNAP |
Snap Inc
|
129,831 | $576,449 | |
| 6 | SPOT |
Spotify Technology S.A.
|
1,214 | $557,383 | |
| 7 | MAX |
MediaAlpha, Inc.
|
15,273 | $191,981 | |
| 8 | RUM |
RUM Group Inc.
|
23,756 | $150,613 |
All Filings in META
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $148,123,301 | 262,961 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $128,732,110 | 225,005 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $136,834,676 | 207,297 | Shares | Sole | 2026-02-18 | |
| 2025-06-30 | $133,349,244 | 180,668 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $108,269,802 | 187,851 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $111,114,574 | 189,774 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $114,491,434 | 200,006 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $89,639,727 | 177,779 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $85,242,597 | 175,548 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $63,048,771 | 178,124 | Shares | Sole | 2024-02-28 | |
| 2023-09-30 | $55,539,750 | 185,003 | Shares | Sole | 2023-11-24 | |
| 2023-06-30 | $128,280 | 447 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $882,306 | 4,163 | Shares | Sole | 2023-06-05 | |
| 2022-12-31 | $21,939,787 | 182,315 | Shares | Sole | 2023-06-12 | |
| 2022-09-30 | $20,391,211 | 150,289 | Shares | Sole | 2022-12-02 | |
| 2022-06-30 | $21,194,377 | 131,438 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $23,198,596 | 104,329 | Shares | Sole | 2022-05-20 | |
| 2021-12-31 | $35,480,216 | 105,486 | Shares | Sole | 2022-02-17 | |
| 2021-09-30 | $46,022,980 | 135,605 | Shares | Sole | 2021-11-23 | |
| 2021-06-30 | $45,915,800 | 132,052 | Shares | Sole | 2021-08-24 | |
| 2021-03-31 | $36,956,740 | 125,477 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $31,456,012 | 115,156 | Shares | Sole | 2021-02-18 | |
| 2020-09-30 | $28,826,547 | 110,067 | Shares | Sole | 2020-11-17 | |
| 2020-06-30 | $25,378,478 | 111,765 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $18,843,062 | 112,968 | Shares | Sole | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||