Position in Q
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,397,770
+$540,959 QoQ
Shares Held
8,559
+15.3% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#461
of 1,314 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 89%
Shared 0%
None 11%
Common Shares in Q Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026EP Wealth Advisors, LLC holds $126,570,664 across 9 Semiconductor Equipment & Materials names. Q ranks #7 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
|
66,386 | $47,997,078 | |
| 2 | ASML |
Asml Holding NV
|
12,011 | $23,895,162 | |
| 3 | LRCX |
Lam Research Corp
|
54,320 | $23,538,485 | |
| 4 | KLAC |
Kla Corp
|
74,937 | $22,609,242 | |
| 5 | AMKR |
Amkor Technology, Inc.
|
37,835 | $3,262,512 | |
| 6 | TER |
Teradyne, Inc
|
5,448 | $2,635,960 | |
| 7 | Q |
Qnity Electronics, Inc.
This page
|
8,559 | $1,397,770 | |
| 8 | ONTO |
Onto Innovation Inc.
|
1,927 | $729,273 |
All Filings in Q
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,397,770 | 8,559 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $856,811 | 7,426 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $811,927 | 9,944 | Shares | Sole | 2026-02-18 | |
| No filing history on record for this holder in this stock. | ||||||