§ 13F · FUND PROFILE
EPG Wealth Management LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $363M (13F)Positions · 320Turnover · — · Q1Filed · May 7, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$6M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 7, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 26K | $17M | 4.6% | ±0% |
| 2 | NVDA | NVIDIA CORPORATION | 88K | $15M | 4.2% | −3% |
| 3 | AAPL | APPLE INC | 54K | $14M | 3.7% | −2% |
| 4 | VYM | VANGUARD WHITEHALL FDS | 76K | $11M | 3.1% | +1% |
| 5 | VGSH | VANGUARD SCOTTSDALE FDS | 172K | $10M | 2.7% | +1% |
| 6 | IVW | ISHARES TR | 88K | $10M | 2.7% | +3% |
| 7 | GOOGL | ALPHABET INC | 31K | $9M | 2.4% | +19% |
| 8 | VEA | VANGUARD TAX-MANAGED FDS | 127K | $8M | 2.2% | +3790% |
| 9 | MSFT | MICROSOFT CORP | 22K | $8M | 2.2% | +38% |
| 10 | PWR | QUANTA SVCS INC | 14K | $8M | 2.1% | −8% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE EPG SIGNAL
AC read
EPG Wealth Management LLC is a Other fund managing $363 million in assets. The fund runs a broad portfolio of 320 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed