Position in UI
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$226,022
New position
Shares Held
286
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Communication Equipment
Technology · as of Jun 30, 2026EP Wealth Advisors, LLC holds $129,259,803 across 9 Communication Equipment names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CSCO |
Cisco Systems, Inc.
|
1,034,410 | $121,501,798 | |
| 2 | HPE |
Hewlett Packard Enterprise Co
|
62,597 | $2,823,750 | |
| 3 | CIEN |
Ciena Corp
|
3,840 | $1,883,750 | |
| 4 | MSI |
Motorola Solutions, Inc.
|
1,957 | $812,722 | |
| 5 | LITE |
Lumentum Holdings Inc.
|
854 | $732,783 | |
| 6 | NOK |
Nokia Corp
|
50,896 | $675,898 | |
| 7 | VSAT |
Viasat Inc
|
4,122 | $370,196 | |
| 8 | EXTR |
Extreme Networks Inc
|
7,089 | $229,470 |
All Filings in UI
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $226,022 | 286 | Shares | Sole | 2026-05-14 | |
| No filing history on record for this holder in this stock. | ||||||