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
$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%
$268B
$360 Million 0.1% of portfolio
2,150
Q3 2025 Added 0.09%
$190B
$346 Million 0.1% of portfolio
3,414
Q3 2025 Reduced 5.3%
Fidelity Wise Origin Bitcoin
-
$376 Million 0.1% of portfolio
-
Q3 2025 Added 46.12%
$255B
$323 Million 0.09% of portfolio
972
Q3 2025 Added 0.21%
$104B
$344 Million 0.09% of portfolio
1,173
Q3 2025 Added 0.43%
$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%
$342B
$326 Million 0.09% of portfolio
1,785
Q3 2025 Reduced 17.48%
$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%
$413B
$296 Million 0.08% of portfolio
5,736
Q3 2025 Added 1.7%
$181B
$272 Million 0.08% of portfolio
9,647
Q3 2025 Added 3.34%
$70.1B
$280 Million 0.08% of portfolio
1,645
Q3 2025 Added 0.18%
$0
$289 Million 0.08% of portfolio
1,339
Q3 2025 Reduced 3.25%
$96.9B
$302 Million 0.08% of portfolio
716
Q2 2025 Added 1.99%
$0
$263 Million 0.07% of portfolio
720
Q1 2025 Reduced 6.37%
$99.7B
$269 Million 0.07% of portfolio
1,397
Q2 2025 Added 0.07%
$99.5B
$241 Million 0.07% of portfolio
5,333
Q3 2025 Added 0.87%
$68.7B
$239 Million 0.07% of portfolio
2,858
Q3 2025 New
$0
$270 Million 0.07% of portfolio
2,897
Q3 2025 Reduced 6.61%
$0
$248 Million 0.07% of portfolio
1,984
Q3 2025 Added 0.35%
$0
$215 Million 0.06% of portfolio
4,585
Q3 2025 Added 0.79%
$59.8B
$235 Million 0.06% of portfolio
1,254
Q3 2024 New
$579M
$234 Million 0.06% of portfolio
24,676
Q3 2025 Added 1.99%
$0
$204 Million 0.06% of portfolio
1,051
Q3 2025 Reduced 1.87%
$6.15B
$209 Million 0.06% of portfolio
3,670
Q3 2025 New
$270B
$221 Million 0.06% of portfolio
1,392
Q3 2025 Reduced 3.0%
$6.76B
$204 Million 0.06% of portfolio
6,195
Q3 2025 New
$328B
$220 Million 0.06% of portfolio
731
Q3 2025 New
$418B
$230 Million 0.06% of portfolio
1,287
Q3 2025 New
$0
$218 Million 0.06% of portfolio
2,644
Q3 2025 Reduced 10.01%
$0
$195 Million 0.05% of portfolio
1,351
Q3 2025 Reduced 0.73%
$52.5B
$174 Million 0.05% of portfolio
10,140
Q3 2025 New
$0
$195 Million 0.05% of portfolio
407
Q3 2025 Reduced 14.5%
$0
$149 Million 0.04% of portfolio
1,838
Q3 2024 New
$0
$136 Million 0.04% of portfolio
1,740
Q3 2025 Added 0.4%
$0
$133 Million 0.04% of portfolio
511
Q3 2025 Added 0.2%
$0
$142 Million 0.04% of portfolio
763
Q3 2025 Reduced 13.2%
$0
$161 Million 0.04% of portfolio
8,330
Q3 2025 Added 0.81%
$0
$116 Million 0.03% of portfolio
2,171
Q3 2025 Added 0.84%
$0
$115 Million 0.03% of portfolio
1,685
Q3 2025 Reduced 10.23%
$0
$107 Million 0.03% of portfolio
607
Q3 2025 Added 0.5%
$0
$119 Million 0.03% of portfolio
1,430
Q3 2025 Added 0.49%
$0
$116 Million 0.03% of portfolio
2,557
Q3 2025 Added 0.59%
$0
$102 Million 0.03% of portfolio
2,346
Q2 2025 Added 7.96%
$0
$125 Million 0.03% of portfolio
1,394
Q3 2025 Reduced 1.76%
$5.53B
$122 Million 0.03% of portfolio
10,030
Q3 2025 Reduced 7.54%

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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