Position in STM
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$620,838
+$400,205 QoQ
Shares Held
8,290
+62.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#311
of 602 holders
Holding Since
Jun 2023
3 quarters on record
Voting authority
Sole 88%
Shared 0%
None 12%
Common Shares in STM 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. STM ranks #21 (0.0% 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
|
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 STM
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $620,838 | 8,290 | Shares | Sole | 2026-08-12 | |
| 2023-09-30 | $220,633 | 5,112 | Shares | Sole | 2023-11-24 | |
| 2023-06-30 | $155,518 | 3,111 | Shares | Sole | 2023-08-14 | |
| No filing history on record for this holder in this stock. | ||||||