Universe · entity

EPG Wealth Management LLC

Institutional manager (13F) · CIK 1803058
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $250M
#IssuerValueShares
1ISHARES TR$17M26,028
2NVIDIA CORPORATION$15M87,826
3APPLE INC$14M53,844
4VANGUARD WHITEHALL FDS$11M75,998
5VANGUARD SCOTTSDALE FDS$10M172,480
6ISHARES TR$10M87,925
7ALPHABET INC$9M30,699
8VANGUARD TAX-MANAGED FDS$8M127,132
9MICROSOFT CORP$8M21,753
10QUANTA SVCS INC$8M13,993
11ISHARES TR$7M110,854
12INVESCO EXCHANGE TRADED FD T$7M88,887
13ISHARES TR$7M15,556
14J P MORGAN EXCHANGE TRADED F$6M133,658
15JPMORGAN CHASE & CO$6M20,813
16PACER FDS TR$6M87,959
17AMAZON COM INC$6M26,418
18COCA COLA CO$4M58,056
19ELI LILLY & CO$4M4,792
20SELECT SECTOR SPDR TR$4M32,334
21ISHARES INC$4M60,246
22BROADCOM INC$4M12,320
23CATERPILLAR INC$3M4,698
24SPDR GOLD TR$3M7,718
25TAIWAN SEMICONDUCTOR MANUFAC$3M9,456
26CHEVRON CORPORATION$3M14,900
27ISHARES TR$3M14,427
28PALO ALTO NETWORKS INC$3M19,065
29DEERE & CO$3M5,364
30BERKSHIRE HATHAWAY INC DEL$3M6,200
31SEAGATE TECHNOLOGY HLDNGS PL$3M7,475
32FIRST TR EXCHANGE-TRADED FD$3M46,342
33WALMART INC$3M23,107
34APPLIED MATLS INC$3M8,146
35SCHWAB CHARLES CORP$3M28,762
36CISCO SYS INC$3M42,517
37VISA INC$3M8,676
38BLACKROCK INC$3M2,709
39META PLATFORMS INC$3M4,450
40LOCKHEED MARTIN CORP$2M4,082
41FIDELITY COVINGTON TRUST$2M28,317
42SELECT SECTOR SPDR TR$2M39,188
43BLACKSTONE INC$2M20,484
44MCDONALDS CORP$2M7,553
45SELECT SECTOR SPDR TR$2M15,818
46ISHARES TR$2M27,807
47AMGEN INC$2M6,503
48HONEYWELL INTL INC$2M10,108
49UNITED RENTALS INC$2M2,972
50NETFLIX INC.$2M21,255
All filings on EDGAR ↗

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.