§ 13F · FUND PROFILE
EPG Wealth Management LLC.
AUM · $417M (13F)Positions · 318Turnover · n/a · Q2Filed · Jul 28, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$8M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 28, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 26K | $19M | 4.6% | ±0% |
| 2 | NVDA | NVIDIA CORPORATION | 87K | $17M | 4.2% | −1% |
| 3 | AAPL | APPLE INC | 55K | $16M | 3.8% | +2% |
| 4 | IVW | ISHARES TR | 89K | $12M | 2.9% | +1% |
| 5 | VYM | VANGUARD WHITEHALL FDS | 77K | $12M | 2.9% | +2% |
| 6 | GOOGL | ALPHABET INC | 31K | $11M | 2.7% | +2% |
| 7 | VGSH | VANGUARD SCOTTSDALE FDS | 176K | $10M | 2.5% | +2% |
| 8 | PWR | QUANTA SVCS INC | 14K | $10M | 2.4% | −1% |
| 9 | VEA | VANGUARD TAX-MANAGED FDS | 129K | $9M | 2.2% | +1% |
| 10 | IJH | ISHARES TR | 113K | $9M | 2.1% | +2% |
§ 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 $417 million in assets. The fund runs a broad portfolio of 318 positions.
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