Position in PI
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$492,446
-$347,848 QoQ
Shares Held
4,795
-0.7% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PI 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.
| # | 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
|
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 PI
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $492,446 | 4,795 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $840,294 | 4,829 | Shares | Sole | 2026-02-18 | |
| 2025-06-30 | $305,997 | 2,755 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $207,430 | 2,287 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $235,756 | 1,623 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $293,601 | 1,356 | Shares | Sole | 2024-11-15 | |
| No filing history on record for this holder in this stock. | ||||||