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
$73.7B
$1 Billion 0.28% of portfolio
11,952
Q3 2025 Added 8.12%
$0
$1.01 Billion 0.28% of portfolio
6,963
Q3 2025 Added 0.26%
$204B
$979 Million 0.27% of portfolio
6,642
Q3 2025 Added 0.5%
$301B
$996 Million 0.27% of portfolio
2,884
Q3 2025 Added 20.67%
$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%
$3.24B
$938 Million 0.26% of portfolio
16,313
Q3 2025 Added 13.96%
$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%
$56.6B
$956 Million 0.26% of portfolio
6,531
Q3 2025 Added 16.83%
$270B
$916 Million 0.25% of portfolio
12,804
Q3 2025 Added 0.73%
$131B
$904 Million 0.25% of portfolio
19,154
Q3 2025 Added 10.6%
$25.4B
$919 Million 0.25% of portfolio
33,764
Q3 2025 Added 4.27%
$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%
$55.9B
$834 Million 0.23% of portfolio
4,137
Q3 2025 Added 7.87%
$68.5B
$801 Million 0.22% of portfolio
5,885
Q3 2025 Added 7.94%
$1.69T
$786 Million 0.22% of portfolio
3,226
Q3 2025 Reduced 1.04%
$94.5B
$763 Million 0.21% of portfolio
6,164
Q3 2025 Added 6.18%
$201B
$756 Million 0.21% of portfolio
5,382
Q3 2025 Reduced 8.27%
Jacobs Solutions Inc
-
$758 Million 0.21% of portfolio
-
Q3 2025 Added 8.35%
$497B
$758 Million 0.21% of portfolio
6,720
Q3 2025 Reduced 0.84%
$24.8B
$728 Million 0.2% of portfolio
29,581
Q3 2025 Added 3.29%
$73.4B
$723 Million 0.2% of portfolio
20,351
Q3 2025 Added 11.75%
$47.8B
$681 Million 0.19% of portfolio
10,107
Q3 2025 Added 11.2%
$0
$687 Million 0.19% of portfolio
3,327
Q3 2025 Added 0.39%
$39.1B
$686 Million 0.19% of portfolio
10,403
Q3 2025 Added 9.37%
$65.3B
$704 Million 0.19% of portfolio
9,670
Q4 2024 Reduced 10.42%
$127B
$658 Million 0.18% of portfolio
6,909
Q3 2025 Added 3.46%
$12.6B
$661 Million 0.18% of portfolio
30,241
Q3 2025 Added 4.52%
Ishares Bitcoin Trust ETF
-
$567 Million 0.16% of portfolio
-
Q3 2025 New
$173B
$596 Million 0.16% of portfolio
9,987
Q3 2025 Added 11.3%
$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%
$411B
$552 Million 0.15% of portfolio
2,384
Q3 2025 Reduced 0.08%
$0
$546 Million 0.15% of portfolio
3,537
Q3 2025 Reduced 8.89%
$1.28T
$553 Million 0.15% of portfolio
1,243
Q3 2025 Added 18.95%
$0
$536 Million 0.15% of portfolio
6,142
Q3 2025 Reduced 1.57%
$57.5B
$523 Million 0.14% of portfolio
1,919
Q3 2025 Added 6.02%
$0
$525 Million 0.14% of portfolio
4,415
Q3 2025 Reduced 19.73%
$157B
$494 Million 0.14% of portfolio
4,448
Q3 2025 Reduced 3.87%
$2.2B
$476 Million 0.13% of portfolio
4,698
Q3 2025 Added 31.08%
$24.8B
$469 Million 0.13% of portfolio
2,428
Q3 2025 Added 9.03%
$0
$458 Million 0.13% of portfolio
4,300
Q1 2025 Reduced 6.91%
$104B
$454 Million 0.13% of portfolio
6,872
Q3 2025 Added 0.31%
$0
$481 Million 0.13% of portfolio
2,006
Q3 2025 Reduced 3.46%
$2.79B
$450 Million 0.12% of portfolio
9,384
Q3 2025 Added 1.75%
$0
$434 Million 0.12% of portfolio
1,476
Q3 2025 Added 5.65%

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
Track This Portfolio

Track Epg Wealth Management LLC Portfolio

Follow Epg Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Epg Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Epg Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email