DOSSIER · 13F-HR · Q2 2026

EPG Wealth Management LLC

$417M in tracked AUM across 318 positions as of Q2 2026.

EW
CIK 0001803058 · last filed Jun 30, 2026
Total AUM
$417M
as of Q2 2026
Holdings
318
positions
Whale Score
48
48
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

EPG Wealth Management LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
IVV
ISHARES TR
$19M26K4.6%
02
NVDA
NVIDIA CORPORATION
$17M87K4.2%
03
AAPL
APPLE INC
$16M55K3.8%
04
IVW
ISHARES TR
$12M89K2.9%
05
VYM
VANGUARD WHITEHALL FDS
$12M77K2.9%
06
GOOGL
ALPHABET INC
$11M31K2.7%
07
VGSH
VANGUARD SCOTTSDALE FDS
$10M176K2.5%
08
PWR
QUANTA SVCS INC
$10M14K2.4%
09
VEA
VANGUARD TAX-MANAGED FDS
$9M129K2.2%
10
IJH
ISHARES TR
$9M113K2.1%

Filing history

2026Q2Jun 30
$417M 13.2%
318 positionsView →
2026Q1Mar 31
$369M 0.8%
321 positionsView →
2025Q4Dec 31
$372M 2.3%
319 positionsView →
2025Q3Sep 30
$363M 9.0%
320 positionsView →
2025Q2Jun 30
$333M 111.7%
310 positionsLocked
2025Q1Mar 31
$157M 58.5%
276 positionsLocked
2024Q4Dec 31
$379M 4.3%
555 positionsLocked
2024Q3Sep 30
$396M 7.5%
507 positionsLocked
2024Q2Jun 30
$429M 5.0%
445 positionsLocked
2024Q1Mar 31
$408M 7.4%
445 positionsLocked
2023Q4Dec 31
$380M 14.7%
425 positionsLocked
2023Q3Sep 30
$332M 1.9%
420 positionsLocked
Showing 12 of 27