Epg Wealth Management LLC Portfolio Holdings

Epg Wealth Management LLC

  • $363 Billion
  • Q3 2025

Epg Wealth Management LLC has filed its 13F form on November 03, 2025 for Q3 2025 where it was disclosed a total value porftolio of $363 Billion distributed in 320 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 $17.4B, Nvidia Corp with a value of $16.8B, Apple Inc. with a value of $13.9B, Vanguard Whitehall Fds (Vangua with a value of $10.4B, and Ishares S&P 500 Growth ETF with a value of $10.3B.

Examining the 13F form we can see an increase of $30B in the current position value, from $333B to 363B.

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 $363 Billion
ETFs: $140 Billion
Technology: $75.5 Billion
Financial Services: $27.7 Billion
Industrials: $25.7 Billion
Healthcare: $18.4 Billion
Communication Services: $17.3 Billion
Consumer Cyclical: $16 Billion
Consumer Defensive: $12.6 Billion
Other: $17.7 Billion

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$17.4 Billion 4.79% of portfolio
25,954
Q3 2025 Added 0.02%
$0
$10.4 Billion 2.86% of portfolio
73,592
Q3 2025 Reduced 2.92%
$0
$10.3 Billion 2.84% of portfolio
85,421
Q3 2025 Reduced 11.95%
$0
$9.78 Billion 2.69% of portfolio
166,206
Q3 2025 Added 5.22%
$0
$8.15 Billion 2.24% of portfolio
184,350
Q3 2025 Reduced 0.38%
$0
$7.32 Billion 2.02% of portfolio
15,626
Q3 2025 Reduced 4.61%
$0
$7.09 Billion 1.95% of portfolio
108,688
Q3 2025 Added 1.5%
$0
$6.46 Billion 1.78% of portfolio
87,751
Q3 2025 Added 12.82%
$0
$5.34 Billion 1.47% of portfolio
115,009
Q3 2025 Added 136.52%
$0
$4.86 Billion 1.34% of portfolio
84,480
Q3 2025 Added 9.86%
$0
$4.5 Billion 1.24% of portfolio
15,950
Q3 2025 Reduced 4.24%
$0
$3.96 Billion 1.09% of portfolio
60,107
Q3 2025 Reduced 6.91%
$0
$3.35 Billion 0.92% of portfolio
44,130
Q3 2025 Reduced 10.33%
$130B
$3.18 Billion 0.88% of portfolio
8,944
Q3 2025 Added 3.65%
$0
$2.93 Billion 0.81% of portfolio
14,393
Q3 2025 Reduced 4.42%
$0
$2.55 Billion 0.7% of portfolio
30,705
Q3 2025 Added 6.98%
$0
$2.18 Billion 0.6% of portfolio
15,684
Q3 2025 Reduced 3.71%
$0
$2.05 Billion 0.57% of portfolio
22,989
Q3 2025 Added 2.98%
$0
$1.91 Billion 0.53% of portfolio
16,109
Q3 2025 Reduced 16.06%
$0
$1.39 Billion 0.38% of portfolio
6,260
Q3 2025 Reduced 9.45%
$0
$1.3 Billion 0.36% of portfolio
1,952
Q3 2025 Reduced 13.67%
$0
$1.2 Billion 0.33% of portfolio
16,894
Q3 2025 Reduced 13.18%
$0
$1.13 Billion 0.31% of portfolio
45,849
Q3 2025 Added 0.7%
$0
$1.07 Billion 0.3% of portfolio
3,270
Q3 2025 Added 9.69%
$0
$1.05 Billion 0.29% of portfolio
21,263
Q3 2025 Added 1.22%
$0
$1.01 Billion 0.28% of portfolio
6,963
Q3 2025 Added 0.26%
$0
$964 Million 0.27% of portfolio
19,254
Q3 2025 Added 19.6%
$0
$970 Million 0.27% of portfolio
19,124
Q3 2025 Added 19.57%
$5.65B
$928 Million 0.26% of portfolio
25,208
Q3 2024 New
$0
$961 Million 0.26% of portfolio
4,592
Q3 2025 Reduced 14.22%
$0
$891 Million 0.25% of portfolio
16,534
Q3 2025 Reduced 3.0%
$0
$913 Million 0.25% of portfolio
1,521
Q3 2025 Reduced 3.12%
$0
$920 Million 0.25% of portfolio
18,178
Q3 2025 Reduced 71.39%
$0
$687 Million 0.19% of portfolio
3,327
Q3 2025 Added 0.39%
$65.3B
$704 Million 0.19% of portfolio
9,670
Q4 2024 Reduced 10.42%
$0
$590 Million 0.16% of portfolio
4,549
Q3 2025 Reduced 4.11%
$0
$561 Million 0.15% of portfolio
8,676
Q2 2025 Reduced 12.28%
$0
$546 Million 0.15% of portfolio
3,537
Q3 2025 Reduced 8.89%
$0
$536 Million 0.15% of portfolio
6,142
Q3 2025 Reduced 1.57%
$0
$525 Million 0.14% of portfolio
4,415
Q3 2025 Reduced 19.73%
$0
$458 Million 0.13% of portfolio
4,300
Q1 2025 Reduced 6.91%
$0
$481 Million 0.13% of portfolio
2,006
Q3 2025 Reduced 3.46%
$0
$434 Million 0.12% of portfolio
1,476
Q3 2025 Added 5.65%
$0
$435 Million 0.12% of portfolio
8,230
Q3 2025 Reduced 7.68%
$0
$354 Million 0.1% of portfolio
8,436
Q2 2025 Reduced 13.35%
$0
$319 Million 0.09% of portfolio
6,281
Q3 2025 Added 0.58%
$0
$334 Million 0.09% of portfolio
5,857
Q3 2025 Added 5.99%
$0
$282 Million 0.08% of portfolio
2,012
Q2 2025 Reduced 33.02%
$0
$307 Million 0.08% of portfolio
11,841
Q3 2025 Reduced 1.73%

Summary

  • Portfolio
  • No. of Stocks 320
  • Current Value $363 Billion
  • Prior Value $333 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 03, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 19 stocks
  • Additional Purchases 151 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 66 stocks
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