EPG Wealth Management LLC
CIK 1803058
13F filing for Q2 2026・No. 4,377
- Holdings
- US$417.33M
- Quarter change
- +US$48.63M
- Entries
- 318
- Net bought (estimate)
- +US$1.98M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 26
- Sold out 28
- Cut 67
- Added 139
- Corporate actions 2
- Unchanged 86
Largest holdings
318 stocks worth US$417.33M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| IVVISHARES TRCORE S&P500 ETF | Cut | 25,907 | US$19.4M | 4.65% |
| NVDANvidiaCOM | Cut | 87,024 | US$17.41M | 4.17% |
| AAPLAppleCOM | Added | 54,655 | US$15.81M | 3.79% |
| ISHARES TRS&P 500 GRWT ETF | Added | 89,051 | US$12.25M | 2.93% |
| VANGUARD WHITEHALL FDSHIGH DIV YLD | Added | 77,201 | US$12.2M | 2.92% |
| GOOGLAlphabetCAP STK CL A | Added | 31,303 | US$11.19M | 2.68% |
| VANGUARD SCOTTSDALE FDSSHORT TERM TREAS | Added | 175,881 | US$10.24M | 2.45% |
| PWRQUANTA SVCS INCCOM | Cut | 13,921 | US$10.02M | 2.40% |
| VANGUARD TAX-MANAGED FDSVAN FTSE DEV MKT | Added | 128,857 | US$9.18M | 2.20% |
| IJHISHARES TRCORE S&P MCP ETF | Added | 112,759 | US$8.69M | 2.08% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 28, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.