Position in NVDA
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$614,421,565
+$156,158,359 QoQ
Shares Held
3,070,726
+16.9% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
5.46%
of 13F equity value
Holder Rank
#325
of 5,878 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 87%
Shared 0%
None 13%
Common Shares in NVDA 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. NVDA ranks #1 (45.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
This page
|
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
|
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 NVDA
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $614,421,565 | 3,070,726 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $458,263,206 | 2,627,656 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $448,656,708 | 2,405,666 | Shares | Sole | 2026-02-18 | |
| 2025-06-30 | $294,018,758 | 1,860,996 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $157,500,200 | 1,453,222 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $191,763,299 | 1,427,979 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $178,978,879 | 1,473,805 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $168,798,508 | 1,366,347 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $71,156,253 | 78,751 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $39,189,729 | 79,136 | Shares | Sole | 2024-02-28 | |
| 2023-09-30 | $33,388,527 | 76,757 | Shares | Sole | 2023-11-24 | |
| 2023-06-30 | $1,925,587 | 4,552 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,606,621 | 5,784 | Shares | Sole | 2023-06-05 | |
| 2022-12-31 | $7,927,218 | 54,244 | Shares | Sole | 2023-06-12 | |
| 2022-09-30 | $5,520,574 | 45,478 | Shares | Sole | 2022-12-02 | |
| 2022-06-30 | $4,158,720 | 27,434 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $6,586,840 | 24,140 | Shares | Sole | 2022-05-20 | |
| 2021-12-31 | $6,206,897 | 21,104 | Shares | Sole | 2022-02-17 | |
| 2021-09-30 | $3,499,761 | 16,894 | Shares | Sole | 2021-11-23 | |
| 2021-06-30 | $3,019,577 | 3,774 | Shares | Sole | 2021-08-24 | |
| 2021-03-31 | $1,709,116 | 3,201 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $1,700,283 | 3,256 | Shares | Sole | 2021-02-18 | |
| 2020-09-30 | $1,629,613 | 3,011 | Shares | Sole | 2020-11-17 | |
| 2020-06-30 | $1,174,307 | 3,091 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $779,992 | 2,959 | Shares | Sole | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||