EP Wealth Advisors, LLC

EP Wealth Advisors, LLC declares $4.8B in 129 of the 230 AI and semiconductor companies tracked on Silicon Floor, as of Jun 30, 2026 (Form 13F): 18.2% of its $26.2B 13F portfolio. Largest positions: Apple (0.02% of the company) and NVIDIA (0.01% of the company). Over time: $4.8B in 129 of these companies for Q2 2026, against $330.0M in 39 for Q4 2019 (13F values as filed). From Mar 31, 2026 to Jun 30, 2026, it bought $953.9M and sold $39.2M of these stocks, at the quarter's prices: a net purchase of $914.8M; 19 new positions and 9 sold out.

Performance of its AI picks

The AI-stock portfolio EP Wealth Advisors, LLC declared for Q2 2026 (Form 13F), held unchanged, returned +7.1% in Q3 2026 (SMH -7.1%), ranked 319 of 1,785 active managers. Trades made during a quarter are not visible in 13F filings: this measures its declared picks, not the return of its funds.

Largest positions

1. Apple (AAPL): $907.7M, 3.1M shares, 0.02% of the company, 3.5% of its portfolio (added this quarter); held since Q4 2019 or earlier
2. NVIDIA (NVDA): $614.4M, 3.1M shares, 0.01% of the company, 2.3% of its portfolio (added this quarter); held since Q4 2019 or earlier
3. Alphabet (GOOGL): $528.0M, 1.5M shares, 0.01% of the company, 2.0% of its portfolio (added this quarter); held since Q4 2019 or earlier
4. Microsoft (MSFT): $350.3M, 939,168 shares, 0.01% of the company, 1.3% of its portfolio (added this quarter); held since Q4 2019 or earlier
5. Amazon (AMZN): $341.1M, 1.4M shares, 0.01% of the company, 1.3% of its portfolio (added this quarter); held since Q4 2019 or earlier
6. Broadcom (AVGO): $333.7M, 883,315 shares, 0.02% of the company, 1.3% of its portfolio (added this quarter); held since Q4 2019 or earlier
7. AMD (AMD): $159.2M, 274,074 shares, 0.02% of the company, 0.61% of its portfolio (added this quarter); held since Q4 2019 or earlier
8. Meta Platforms (META): $148.1M, 262,961 shares, 0.01% of the company, 0.57% of its portfolio (added this quarter); held since Q4 2019 or earlier
9. Cisco (CSCO): $121.5M, 1.0M shares, 0.03% of the company, 0.46% of its portfolio (trimmed this quarter); held since Q4 2019 or earlier
10. Micron (MU): $105.6M, 91,513 shares, 0.01% of the company, 0.40% of its portfolio (added this quarter); held since Q4 2019 or earlier
11. Palo Alto Networks (PANW): $81.1M, 237,773 shares, 0.03% of the company, 0.31% of its portfolio (added this quarter); held since Q4 2022
12. Snowflake (SNOW): $69.1M, 271,679 shares, 0.08% of the company, 0.26% of its portfolio (added this quarter); held since Q2 2025
13. Oracle (ORCL): $68.4M, 466,837 shares, 0.02% of the company, 0.26% of its portfolio (added this quarter); held since Q4 2019 or earlier
14. NextEra Energy (NEE): $64.7M, 736,854 shares, 0.04% of the company, 0.25% of its portfolio (added this quarter); held since Q4 2019 or earlier
15. Amphenol (APH): $55.3M, 627,510 shares, 0.03% of the company, 0.21% of its portfolio (added this quarter); held since Q1 2023

By sector

• Cloud & AI giants: $2.3B, 48% of its AI holdings, 6 companies
• Chips & compute: $1.2B, 26% of its AI holdings, 20 companies
• Power, electrical & cooling: $353.0M, 7% of its AI holdings, 34 companies
• AI software: $308.6M, 6% of its AI holdings, 20 companies
• Interconnect: $185.0M, 4% of its AI holdings, 7 companies
• Equipment & test: $181.9M, 4% of its AI holdings, 12 companies
• Memory & storage: $133.5M, 3% of its AI holdings, 6 companies
• Servers & systems: $84.9M, 2% of its AI holdings, 8 companies
• Neoclouds & data centers: $14.9M, 0% of its AI holdings, 12 companies
• Optics: $8.8M, 0% of its AI holdings, 4 companies

Biggest changes this quarter

• added to Apple (AAPL): +$243.3M at the quarter's price
• added to NVIDIA (NVDA): +$88.7M at the quarter's price
• added to Snowflake (SNOW): +$57.3M at the quarter's price
• added to Dell (DELL): +$46.7M at the quarter's price
• added to Micron (MU): +$45.9M at the quarter's price
• added to Oracle (ORCL): +$45.9M at the quarter's price
• added to Microsoft (MSFT): +$40.2M at the quarter's price
• added to Alphabet (GOOGL): +$32.7M at the quarter's price
• added to Vistra (VST): +$28.3M at the quarter's price
• added to Broadcom (AVGO): +$27.1M at the quarter's price

Other holders of this size

• LONDON CO OF VIRGINIA: $4.7B in 18 of these companies
• LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA: $4.8B in 79 of these companies
• ASR Vermogensbeheer N.V.: $4.7B in 93 of these companies
• Blue Sparrow, LLC /DE: $4.8B in 30 of these companies
• OP Asset Management Ltd: $4.7B in 118 of these companies
• WT Asset Management Ltd: $4.8B in 16 of these companies
• INTECH INVESTMENT MANAGEMENT LLC: $4.7B in 185 of these companies
• MAI Capital Management: $4.8B in 136 of these companies

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