Position in SE
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$400,186
+$25,057 QoQ
Shares Held
4,176
-7.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#497
of 770 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in SE Over Time
Shares Held
Position Value (USD)
Position in Internet Retail
Consumer Cyclical · as of Jun 30, 2026EP Wealth Advisors, LLC holds $347,497,179 across 7 Internet Retail names. SE ranks #5 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMZN |
Amazon Com Inc
|
1,431,137 | $341,097,192 | |
| 2 | EBAY |
Ebay Inc
|
36,349 | $4,062,000 | |
| 3 | ETSY |
Etsy Inc
|
9,431 | $710,437 | |
| 4 | BABA |
Alibaba Group Holding Ltd
|
7,147 | $685,969 | |
| 5 | SE |
Sea Ltd
This page
|
4,176 | $400,186 | |
| 6 | MELI |
Mercadolibre Inc
|
181 | $307,227 | |
| 7 | DASH |
DoorDash, Inc.
|
1,269 | $234,168 |
All Filings in SE
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $400,186 | 4,176 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $375,129 | 4,530 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $479,408 | 3,758 | Shares | Sole | 2026-02-18 | |
| No filing history on record for this holder in this stock. | ||||||