Universe · entity
EPG Wealth Management LLC
Institutional manager (13F) · CIK 1803058
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $250M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | ISHARES TR | $17M | 26,028 |
| 2 | NVIDIA CORPORATION | $15M | 87,826 |
| 3 | APPLE INC | $14M | 53,844 |
| 4 | VANGUARD WHITEHALL FDS | $11M | 75,998 |
| 5 | VANGUARD SCOTTSDALE FDS | $10M | 172,480 |
| 6 | ISHARES TR | $10M | 87,925 |
| 7 | ALPHABET INC | $9M | 30,699 |
| 8 | VANGUARD TAX-MANAGED FDS | $8M | 127,132 |
| 9 | MICROSOFT CORP | $8M | 21,753 |
| 10 | QUANTA SVCS INC | $8M | 13,993 |
| 11 | ISHARES TR | $7M | 110,854 |
| 12 | INVESCO EXCHANGE TRADED FD T | $7M | 88,887 |
| 13 | ISHARES TR | $7M | 15,556 |
| 14 | J P MORGAN EXCHANGE TRADED F | $6M | 133,658 |
| 15 | JPMORGAN CHASE & CO | $6M | 20,813 |
| 16 | PACER FDS TR | $6M | 87,959 |
| 17 | AMAZON COM INC | $6M | 26,418 |
| 18 | COCA COLA CO | $4M | 58,056 |
| 19 | ELI LILLY & CO | $4M | 4,792 |
| 20 | SELECT SECTOR SPDR TR | $4M | 32,334 |
| 21 | ISHARES INC | $4M | 60,246 |
| 22 | BROADCOM INC | $4M | 12,320 |
| 23 | CATERPILLAR INC | $3M | 4,698 |
| 24 | SPDR GOLD TR | $3M | 7,718 |
| 25 | TAIWAN SEMICONDUCTOR MANUFAC | $3M | 9,456 |
| 26 | CHEVRON CORPORATION | $3M | 14,900 |
| 27 | ISHARES TR | $3M | 14,427 |
| 28 | PALO ALTO NETWORKS INC | $3M | 19,065 |
| 29 | DEERE & CO | $3M | 5,364 |
| 30 | BERKSHIRE HATHAWAY INC DEL | $3M | 6,200 |
| 31 | SEAGATE TECHNOLOGY HLDNGS PL | $3M | 7,475 |
| 32 | FIRST TR EXCHANGE-TRADED FD | $3M | 46,342 |
| 33 | WALMART INC | $3M | 23,107 |
| 34 | APPLIED MATLS INC | $3M | 8,146 |
| 35 | SCHWAB CHARLES CORP | $3M | 28,762 |
| 36 | CISCO SYS INC | $3M | 42,517 |
| 37 | VISA INC | $3M | 8,676 |
| 38 | BLACKROCK INC | $3M | 2,709 |
| 39 | META PLATFORMS INC | $3M | 4,450 |
| 40 | LOCKHEED MARTIN CORP | $2M | 4,082 |
| 41 | FIDELITY COVINGTON TRUST | $2M | 28,317 |
| 42 | SELECT SECTOR SPDR TR | $2M | 39,188 |
| 43 | BLACKSTONE INC | $2M | 20,484 |
| 44 | MCDONALDS CORP | $2M | 7,553 |
| 45 | SELECT SECTOR SPDR TR | $2M | 15,818 |
| 46 | ISHARES TR | $2M | 27,807 |
| 47 | AMGEN INC | $2M | 6,503 |
| 48 | HONEYWELL INTL INC | $2M | 10,108 |
| 49 | UNITED RENTALS INC | $2M | 2,972 |
| 50 | NETFLIX INC. | $2M | 21,255 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.