Epg Wealth Management LLC Portfolio Holdings

Epg Wealth Management LLC

  • $372 Billion
  • Q4 2025

Epg Wealth Management LLC has filed its 13F form on January 28, 2026 for Q4 2025 where it was disclosed a total value porftolio of $372 Billion distributed in 319 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $17.8B, Nvidia Corp with a value of $16.9B, Apple Inc. with a value of $14.9B, Vanguard Whitehall Fds (Vangua with a value of $10.8B, and Ishares S&P 500 Growth ETF with a value of $10.6B.

Examining the 13F form we can see an increase of $8.49B in the current position value, from $363B to 372B.

Epg Wealth Management LLC is based out at Atlanta, GA

Below you can find more details about Epg Wealth Management LLC portfolio as well as his latest detailed transactions.

Portfolio value $372 Billion
ETFs: $144 Billion
Technology: $76.9 Billion
Financial Services: $28.7 Billion
Industrials: $26 Billion
Healthcare: $20.6 Billion
Communication Services: $17.9 Billion
Consumer Cyclical: $15.7 Billion
Consumer Defensive: $12.7 Billion
Other: $16.9 Billion

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$17.8 Billion 4.79% of portfolio
25,983
Q4 2025 Added 0.11%
$0
$10.8 Billion 2.9% of portfolio
75,089
Q4 2025 Added 2.03%
$0
$10.6 Billion 2.84% of portfolio
85,749
Q4 2025 Added 0.38%
$0
$10 Billion 2.7% of portfolio
170,776
Q4 2025 Added 2.75%
$0
$8.43 Billion 2.27% of portfolio
185,421
Q4 2025 Added 0.58%
$0
$7.38 Billion 1.99% of portfolio
15,596
Q4 2025 Reduced 0.19%
$0
$7.26 Billion 1.95% of portfolio
109,971
Q4 2025 Added 1.18%
$0
$6.38 Billion 1.72% of portfolio
88,661
Q4 2025 Added 1.04%
$0
$5.86 Billion 1.58% of portfolio
126,586
Q4 2025 Added 10.07%
$0
$5.28 Billion 1.42% of portfolio
87,670
Q4 2025 Added 3.78%
$0
$4.62 Billion 1.24% of portfolio
32,071
Q4 2025 Added 101.07%
$0
$4.04 Billion 1.09% of portfolio
60,147
Q4 2025 Added 0.07%
$130B
$3.2 Billion 0.86% of portfolio
8,064
Q4 2025 Reduced 9.84%
$0
$3.17 Billion 0.85% of portfolio
44,300
Q4 2025 Added 0.39%
$0
$3.03 Billion 0.82% of portfolio
14,412
Q4 2025 Added 0.13%
$0
$2.65 Billion 0.71% of portfolio
31,980
Q4 2025 Added 4.15%
$0
$2.36 Billion 0.64% of portfolio
28,614
Q4 2025 Reduced 0.86%
$0
$2.1 Billion 0.56% of portfolio
46,931
Q4 2025 Added 104.15%
$0
$1.92 Billion 0.52% of portfolio
16,312
Q4 2025 Added 1.26%
$0
$1.45 Billion 0.39% of portfolio
6,463
Q4 2025 Added 3.24%
$0
$1.33 Billion 0.36% of portfolio
1,956
Q4 2025 Added 0.2%
$0
$1.26 Billion 0.34% of portfolio
17,227
Q4 2025 Added 1.97%
$0
$1.1 Billion 0.3% of portfolio
3,270
Q3 2025 Added 9.69%
$0
$1.12 Billion 0.3% of portfolio
45,175
Q4 2025 Reduced 1.47%
$0
$1.06 Billion 0.29% of portfolio
21,600
Q4 2025 Added 1.58%
$0
$1.04 Billion 0.28% of portfolio
6,998
Q4 2025 Added 0.5%
$5.65B
$1.04 Billion 0.28% of portfolio
25,208
Q3 2024 New
$0
$987 Million 0.27% of portfolio
4,599
Q4 2025 Added 0.15%
$0
$927 Million 0.25% of portfolio
1,509
Q4 2025 Reduced 0.79%
$0
$890 Million 0.24% of portfolio
17,408
Q4 2025 Reduced 8.97%
$0
$897 Million 0.24% of portfolio
17,832
Q4 2025 Reduced 7.39%
$0
$887 Million 0.24% of portfolio
16,194
Q4 2025 Reduced 2.06%
$0
$863 Million 0.23% of portfolio
17,438
Q4 2025 Reduced 4.07%
$65.3B
$785 Million 0.21% of portfolio
9,670
Q4 2024 Reduced 10.42%
$0
$709 Million 0.19% of portfolio
3,342
Q4 2025 Added 0.45%
$0
$601 Million 0.16% of portfolio
4,571
Q4 2025 Added 0.48%
$0
$568 Million 0.15% of portfolio
8,679
Q4 2025 Added 0.03%
$0
$550 Million 0.15% of portfolio
6,148
Q4 2025 Added 0.1%
$0
$571 Million 0.15% of portfolio
3,679
Q4 2025 Added 4.01%
$0
$527 Million 0.14% of portfolio
10,158
Q4 2025 Added 23.43%
$0
$510 Million 0.14% of portfolio
4,240
Q4 2025 Reduced 3.96%
$0
$480 Million 0.13% of portfolio
4,022
Q4 2025 Added 100.5%
$0
$427 Million 0.12% of portfolio
1,473
Q4 2025 Reduced 0.2%
$0
$461 Million 0.12% of portfolio
4,300
Q1 2025 Reduced 6.91%
$0
$347 Million 0.09% of portfolio
6,066
Q4 2025 Added 3.57%
$0
$320 Million 0.09% of portfolio
6,316
Q4 2025 Added 0.56%
$0
$280 Million 0.08% of portfolio
2,012
Q2 2025 Reduced 33.02%
$0
$296 Million 0.08% of portfolio
8,684
Q4 2025 Added 2.94%
$0
$281 Million 0.08% of portfolio
2,923
Q4 2025 Added 0.9%

Summary

  • Portfolio
  • No. of Stocks 319
  • Current Value $372 Billion
  • Prior Value $363 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 28, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 15 stocks
  • Additional Purchases 168 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 61 stocks
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