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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$123B
$1.86 Billion 0.51% of portfolio
2,412
Q3 2025 Added 5.33%
$37.9B
$1.8 Billion 0.5% of portfolio
26,780
Q2 2025 Reduced 10.07%
$146B
$1.76 Billion 0.49% of portfolio
7,020
Q3 2025 Added 3.71%
$195B
$1.79 Billion 0.49% of portfolio
10,766
Q3 2025 Added 8.04%
$294B
$1.79 Billion 0.49% of portfolio
26,223
Q3 2025 Added 0.28%
$171B
$1.75 Billion 0.48% of portfolio
39,891
Q3 2025 Reduced 3.12%
$174B
$1.73 Billion 0.48% of portfolio
1,883
Q3 2025 Added 5.91%
$181B
$1.75 Billion 0.48% of portfolio
6,201
Q3 2025 Added 10.61%
$147B
$1.71 Billion 0.47% of portfolio
17,532
Q3 2025 Added 2.9%
$637B
$1.64 Billion 0.45% of portfolio
5,832
Q3 2025 Added 11.19%
$197B
$1.6 Billion 0.44% of portfolio
7,792
Q3 2025 Added 6.48%
$383B
$1.58 Billion 0.44% of portfolio
3,907
Q3 2025 Added 0.36%
$169B
$1.57 Billion 0.43% of portfolio
1,454
Q3 2025 Reduced 1.42%
$53.6B
$1.51 Billion 0.42% of portfolio
4,885
Q3 2025 Added 6.15%
$99.2B
$1.54 Billion 0.42% of portfolio
16,273
Q3 2025 Added 2.22%
$404B
$1.54 Billion 0.42% of portfolio
1,664
Q3 2025 Added 3.29%
$120B
$1.42 Billion 0.39% of portfolio
5,786
Q3 2025 Added 4.53%
$533B
$1.42 Billion 0.39% of portfolio
2,496
Q3 2025 Added 3.57%
$40.2B
$1.36 Billion 0.38% of portfolio
10,747
Q3 2025 Added 6.54%
$74.7B
$1.4 Billion 0.38% of portfolio
5,103
Q3 2025 Added 19.45%
$0
$1.39 Billion 0.38% of portfolio
6,260
Q3 2025 Reduced 9.45%
$281B
$1.38 Billion 0.38% of portfolio
13,360
Q3 2025 Added 7.31%
$116B
$1.33 Billion 0.37% of portfolio
6,172
Q3 2025 Added 3.09%
$115B
$1.33 Billion 0.37% of portfolio
14,099
Q3 2025 Added 6.05%
$507B
$1.33 Billion 0.37% of portfolio
7,177
Q3 2025 Added 1.48%
$49.6B
$1.32 Billion 0.36% of portfolio
2,693
Q3 2025 Added 7.46%
$103B
$1.3 Billion 0.36% of portfolio
7,607
Q3 2025 Added 6.88%
$0
$1.3 Billion 0.36% of portfolio
1,952
Q3 2025 Reduced 13.67%
$77.9B
$1.3 Billion 0.36% of portfolio
19,453
Q3 2025 Added 26.96%
$84.7B
$1.27 Billion 0.35% of portfolio
5,965
Q3 2025 Reduced 0.95%
$18B
$1.27 Billion 0.35% of portfolio
9,172
Q3 2025 Added 6.37%
$138B
$1.27 Billion 0.35% of portfolio
3,448
Q3 2025 Added 5.7%
$264B
$1.23 Billion 0.34% of portfolio
5,130
Q3 2025 Added 7.61%
$826M
$1.25 Billion 0.34% of portfolio
31,876
Q3 2025 Added 23.5%
$352B
$1.21 Billion 0.33% of portfolio
7,883
Q3 2025 Added 2.34%
$0
$1.2 Billion 0.33% of portfolio
16,894
Q3 2025 Reduced 13.18%
$162B
$1.2 Billion 0.33% of portfolio
2,470
Q3 2025 Added 14.4%
$71.8B
$1.16 Billion 0.32% of portfolio
4,258
Q3 2025 New
$170B
$1.17 Billion 0.32% of portfolio
8,076
Q3 2025 Added 7.12%
$0
$1.13 Billion 0.31% of portfolio
45,849
Q3 2025 Added 0.7%
$75.4B
$1.09 Billion 0.3% of portfolio
4,166
Q3 2025 Added 7.01%
$0
$1.07 Billion 0.3% of portfolio
3,270
Q3 2025 Added 9.69%
$53.3B
$1.04 Billion 0.29% of portfolio
30,216
Q3 2025 Added 21.72%
$41.8B
$1.04 Billion 0.29% of portfolio
12,438
Q3 2025 Added 1.94%
$0
$1.05 Billion 0.29% of portfolio
21,263
Q3 2025 Added 1.22%
$263B
$1.04 Billion 0.29% of portfolio
6,240
Q3 2025 Reduced 1.06%
$40.7B
$1.04 Billion 0.29% of portfolio
1,455
Q3 2025 Reduced 11.66%
$60.1B
$1.02 Billion 0.28% of portfolio
22,268
Q3 2025 Added 0.03%
$20.2B
$1.01 Billion 0.28% of portfolio
12,935
Q3 2025 Added 7.29%

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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