EPG Wealth Management LLC

CIK 0001803058 · ATLANTA, GA · Quarter end: 2026-06-30 · Filed on: 2026-07-28 · Open the SEC source

EPG Wealth Management LLC reported 318 positions worth $417.3M as of June 30, 2026 (13F filed July 28, 2026). Largest holding: IVV (4.6%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$417.3M
2026 Q2
Positions
318
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
30.3%
Est. Net Flow (Q)
2026 Q2
10 / 318 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1IVVISHARES TRSH$19.4M4.65%25,907
2NVDANVIDIA CORPORATIONSH$17.4M4.17%87,024
3AAPLAPPLE INCSH$15.8M3.79%54,655
4IVWISHARES TRSH$12.2M2.94%89,051
5VYMVANGUARD WHITEHALL FDSSH$12.2M2.92%77,201
6GOOGLALPHABET INCSH$11.2M2.68%31,303
7VGSHVANGUARD SCOTTSDALE FDSSH$10.2M2.45%175,881
8PWRQUANTA SVCS INCSH$10.0M2.40%13,921
9VEAVANGUARD TAX-MANAGED FDSSH$9.2M2.20%128,857
10IJHISHARES TRSH$8.7M2.08%112,759

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does EPG Wealth Management LLC hold as of Q2 2026?

EPG Wealth Management LLC reported 318 positions worth $417.3M in its Q2 2026 13F filing. Largest positions: IVV (4.6%), NVDA (4.2%), AAPL (3.8%), IVW (2.9%) and VYM (2.9%).

What did EPG Wealth Management LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did EPG Wealth Management LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.