Institutions / EPG Wealth Management LLC
EPG Wealth Management LLC
CIK 1803058 · Institution · as of Dec 31, 2025
Portfolio value
$371.51M
Positions
319
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 319 →
| Company | Value | % of portfolio |
|---|---|---|
| iShares Tr | $17.80M | 4.8% |
| NVIDIA Corp | $16.88M | 4.5% |
| Apple Inc. | $14.87M | 4.0% |
| Vanguard Whitehall Fds | $10.78M | 2.9% |
| iShares Tr | $10.57M | 2.8% |
| Vanguard Scottsdale Fds | $10.03M | 2.7% |
| iShares Tr | $8.43M | 2.3% |
| Alphabet Inc. | $8.08M | 2.2% |
| Microsoft Corp | $7.63M | 2.1% |
| iShares Tr | $7.38M | 2.0% |
| iShares Tr | $7.26M | 2.0% |
| JPMorgan Chase & Co | $6.66M | 1.8% |
| Quanta Services Inc | $6.40M | 1.7% |
| Invesco Exchange Traded Fd T | $6.38M | 1.7% |
| J P Morgan Exchange Traded F | $5.86M | 1.6% |
| ELI LILLY & Co | $5.80M | 1.6% |
| Amazon.com Inc | $5.79M | 1.6% |
| Pacer Fds Tr | $5.28M | 1.4% |
| Select Sector SPDR Tr | $4.62M | 1.2% |
| Broadcom Inc. | $4.13M | 1.1% |
| Coca Cola Co | $4.05M | 1.1% |
| iShares Inc | $4.04M | 1.1% |
| Caterpillar Inc | $3.52M | 0.9% |
| Salesforce Inc | $3.49M | 0.9% |
| Taiwan Semiconductor Manufacturing Co LtdTSM | $3.33M | 0.9% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.