Position in MU
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$105,632,540
+$88,155,064 QoQ
Shares Held
91,513
+76.9% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.94%
of 13F equity value
Holder Rank
#409
of 3,878 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 87%
Shared 0%
None 13%
Common Shares in MU 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. MU ranks #4 (7.9% 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
|
274,074 | $159,212,327 | |
| 4 | MU |
Micron Technology Inc
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|
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 MU
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $105,632,540 | 91,513 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $17,477,476 | 51,733 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $11,409,264 | 39,975 | Shares | Sole | 2026-02-18 | |
| 2025-06-30 | $4,794,425 | 38,900 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,330,824 | 26,825 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,394,856 | 28,456 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $3,000,330 | 28,930 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $2,194,709 | 16,686 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $1,374,833 | 11,662 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $854,594 | 10,014 | Shares | Sole | 2024-02-28 | |
| 2023-09-30 | $941,058 | 13,833 | Shares | Sole | 2023-11-24 | |
| 2023-06-30 | $2,912,526 | 46,150 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $134,558 | 2,230 | Shares | Sole | 2023-06-05 | |
| 2022-12-31 | $563,174 | 11,268 | Shares | Sole | 2023-06-12 | |
| 2022-09-30 | $639,676 | 12,768 | Shares | Sole | 2022-12-02 | |
| 2022-06-30 | $1,296,316 | 23,450 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $1,688,187 | 21,674 | Shares | Sole | 2022-05-20 | |
| 2021-12-31 | $798,481 | 8,572 | Shares | Sole | 2022-02-17 | |
| 2021-09-30 | $621,784 | 8,760 | Shares | Sole | 2021-11-23 | |
| 2021-06-30 | $780,796 | 9,188 | Shares | Sole | 2021-08-24 | |
| 2021-03-31 | $819,118 | 9,286 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $698,121 | 9,286 | Shares | Sole | 2021-02-18 | |
| 2020-09-30 | $388,359 | 8,270 | Shares | Sole | 2020-11-17 | |
| 2020-06-30 | $349,563 | 6,785 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $386,405 | 9,187 | Shares | Sole | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||