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 Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

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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