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
$2.08 Million 0.0% of portfolio
16
Q3 2025 New
$0
$1.72 Million 0.0% of portfolio
34
Q3 2025 Added 6.25%
$0
$3.43 Million 0.0% of portfolio
134
Q3 2024 New
$0
$17.5 Million 0.0% of portfolio
245
Q3 2024 New
$0
$2.61 Million 0.0% of portfolio
38
Q3 2024 New
$0
$5.74 Million 0.0% of portfolio
172
Q4 2025 Added 1.18%
$0
$10.8 Million 0.0% of portfolio
409
Q3 2025 Added 0.99%
$0
$7.85 Million 0.0% of portfolio
117
Q3 2024 New
$0
$6.51 Million 0.0% of portfolio
61
Q3 2024 New
$0
$14 Million 0.0% of portfolio
625
Q2 2025 New
$0
$10.4 Million 0.0% of portfolio
111
Q2 2025 Added 0.91%
$0
$579,000 0.0% of portfolio
10
Q3 2025 New
$0
$4.02 Million 0.0% of portfolio
133
Q2 2025 New
$0
$16.2 Million 0.0% of portfolio
194
Q2 2025 Added 212.9%
$0
$1.92 Million 0.0% of portfolio
41
Q3 2025 New
$0
$1.14 Million 0.0% of portfolio
10
Q4 2025 New
$0
$5.6 Million 0.0% of portfolio
59
Q4 2025 Added 1.72%
$0
$12.6 Million 0.0% of portfolio
406
Q4 2025 Reduced 66.8%
$0
$660,000 0.0% of portfolio
8
Q3 2025 New
$0
$11.8 Million 0.0% of portfolio
99
Q1 2025 Reduced 43.75%
$0
$16 Million 0.0% of portfolio
145
Q4 2025 Reduced 24.08%
$0
$1.88 Million 0.0% of portfolio
37
Q3 2024 New
$0
$703,000 0.0% of portfolio
17
Q3 2024 New
$0
$7.56 Million 0.0% of portfolio
45
Q3 2024 New
$0
$14.9 Million 0.0% of portfolio
201
Q4 2025 Added 0.5%
$0
$4.53 Million 0.0% of portfolio
44
Q3 2024 New
$0
$6.98 Million 0.0% of portfolio
66
Q2 2025 New
$0
$8.38 Million 0.0% of portfolio
331
Q4 2025 Reduced 21.93%
$0
$1.57 Million 0.0% of portfolio
33
Q2 2025 New
$0
$3.83 Million 0.0% of portfolio
48
Q3 2024 New
$0
$17.3 Million 0.0% of portfolio
179
Q4 2025 Added 0.56%
$0
$13.7 Million 0.0% of portfolio
103
Q3 2024 New
$0
$3.01 Million 0.0% of portfolio
45
Q3 2024 New
$0
$15.2 Million 0.0% of portfolio
108
Q3 2025 Reduced 11.48%
$0
$17.8 Million 0.0% of portfolio
71
Q4 2025 Reduced 7.79%
$0
$3.52 Million 0.0% of portfolio
45
Q2 2025 Added 2.27%

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
Track This Portfolio

Track Epg Wealth Management LLC Portfolio

Follow Epg Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Epg Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Epg Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email