EPG Wealth Management LLC Portfolio Holdings - 13F Filings | 13F Fund Database
EPG Wealth Management LLC 13F Holdings
CIK 0001803058 · ATLANTA, GA
As of Sep 30, 2025, EPG Wealth Management LLC reported
320 positions worth $359.6M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
| ISHARES CORE S&P 500 ETF | IVV | — | 25,954 |
|
7.4M
4.83% |
| NVIDIA CORP | NVDA | Technology | 90,165 |
6.8M | 4.68% |
| APPLE INC | AAPL | Technology | 54,671 |
3.9M | 3.87% |
| VANGUARD HIGH DIVIDEND YIELD INDEX FUND | VYM | — | 73,592 |
0.4M | 2.88% |
| ISHARES S&P 500 GROWTH ETF | IVW | — | 85,421 |
0.3M | 2.87% |
| VANGUARD SHORT-TERM TREASURY INDEX FUND | VGSH | — | 166,206 | $9.8M | 2.72% |
| MICROSOFT CORP | MSFT | Technology | 15,826 | $8.2M | 2.28% |
| ISHARES MSCI INTL QUALITY FACTOR ETF | IQLT | — | 184,350 | $8.1M | 2.27% |
| ISHARES RUSSELL 1000 GROWTH ETF | IWF | — | 15,626 | $7.3M | 2.04% |
| ISHARES CORE S&P MID-CAP ETF | IJH | — | 108,688 | $7.1M | 1.97% |
| INVESCO S&P SMALLCAP MOMENTUM ETF | XSMO | — | 87,751 | $6.5M | 1.80% |
| JPMORGAN CHASE & CO | JPM | Financial Services | 20,097 | $6.3M | 1.76% |
| QUANTA SERVICES INC | PWR | Industrials | 14,820 | $6.1M | 1.71% |
| ALPHABET INC | GOOGL | Equity | 24,948 | $6.1M | 1.69% |
| AMAZON.COM INC | AMZN | Equity | 24,490 | $5.4M | 1.50% |
| JPMORGAN INCOME ETF | JPIE | — | 115,009 | $5.3M | 1.48% |
| PACER US CASH COWS 100 ETF | COWZ | — | 84,480 | $4.9M | 1.35% |
| STATE STREET(R) TECHNOLOGY SELECT SECTOR SPDR(R) ETF | XLK | — | 15,950 | $4.5M | 1.25% |
| BROADCOM INC | AVGO | Technology | 12,706 | $4.2M | 1.17% |
| ELI LILLY & CO | LLY | Healthcare | 5,423 | $4.1M | 1.15% |
| ISHARES CORE MSCI EMERGING MARKETS ETF | IEMG | — | 60,107 | $4.0M | 1.10% |
| COCA COLA CO | KO | Consumer Defensive | 58,585 | $3.9M | 1.08% |
| FIRST TRUST NASDAQ CYBERSECURITY ETF | CIBR | — | 44,130 | $3.4M | 0.93% |
| UBER TECHNOLOGIES INC | UBER | Technology | 33,186 | $3.3M | 0.90% |
| BERKSHIRE HATHAWAY INC | BRK/B | Financial Services | 6,421 | $3.2M | 0.90% |