Question 1

How many shares of SOXX does EP Wealth Advisors, LLC own?

Accepted Answer

As of 2026-Q2, EP Wealth Advisors, LLC holds 15,833 shares of SOXX (ISHARES SEMICONDUCTOR ETF).

Question 2

What is EP Wealth Advisors, LLC's SOXX position worth?

Accepted Answer

As of 2026-Q2, EP Wealth Advisors, LLC's SOXX position is worth $10.1M.

Question 3

Is EP Wealth Advisors, LLC buying or selling SOXX?

Accepted Answer

In 2026-Q2, EP Wealth Advisors, LLC increased their SOXX position (+108.2% change in shares).

Question 4

When did EP Wealth Advisors, LLC first buy SOXX?

Accepted Answer

Based on available 13F filings, EP Wealth Advisors, LLC first reported a position in SOXX in 2024-Q3. They have held the position across 30 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	15,833	+108.2%	$10.1M	0.0%	$640.76	45
2026-Q1	Increased	7,604	+13.0%	$2.5M	0.0%	$334.78	30
2025-Q4	Decreased	6,731	-4.8%	$2M	0.0%	$304.92	0
2025-Q2	Increased	7,068	+2.9%	$1.7M	0.0%	$238.01	26
2025-Q1	Decreased	6,871	-29.8%	$1.3M	0.0%	$187.60	0
2024-Q4	Decreased	9,783	-4.1%	$2.1M	0.0%	$215.76	0
2024-Q3	Increased	10,204	+0.3%	$2.4M	0.0%	$230.69	26