EPG Wealth Management LLC - Stock Holdings in 13F Filings (SEC)

Updated on March 15, 2026.

Based on 13F Filings filed with the SEC on January 28, 2026, for the 2025 Q4 period, EPG Wealth Management LLC held in its portfolio 299 assets valued at $371,513,557 (i.e. $371.51M).

The most valuable assets in the portfolio included: ISHARES TR ($17.80M), NVIDIA CORPORATION ($16.88M), and APPLE INC ($14.87M).

The chart below shows the top 10 valuable assets, and the table below shows the top 299 valuable assets.

You can see similar for other investment managers.

Related Topics: SEC Topic List.
Data Source: SEC.
Top Valuable Stocks in EPG Wealth Management LLC Portfolio
ISHARES TR
NVIDIA CORPORATION
APPLE INC
VANGUARD WHITEHALL FDS
ISHARES TR
VANGUARD SCOTTSDALE FDS
ISHARES TR
ALPHABET INC
MICROSOFT CORP
ISHARES TR
EPG Wealth Management LLC - Stock Holdings in 13F Filings (SEC)
Items per page:
0 of 0
Name of Issuer No. of Shares Value ($) Class
ISHARES TR 25983 17796864 CORE S&P500 ETF
NVIDIA CORPORATION 90522 16882287 COM
APPLE INC 54704 14871770 COM
VANGUARD WHITEHALL FDS 75089 10776811 HIGH DIV YLD
ISHARES TR 85749 10569482 S&P 500 GRWT ETF
VANGUARD SCOTTSDALE FDS 170776 10029694 SHORT TERM TREAS
ISHARES TR 185421 8427383 MSCI INTL QUALTY
ALPHABET INC 25802 8076000 CAP STK CL A
MICROSOFT CORP 15785 7634085 COM
ISHARES TR 15596 7381585 RUS 1000 GRW ETF
ISHARES TR 109971 7258057 CORE S&P MCP ETF
JPMORGAN CHASE & CO. 20658 6656417 COM
QUANTA SVCS INC 15173 6404103 COM
INVESCO EXCHANGE TRADED FD T 88661 6384511 S&P SMLCP MOMENT
J P MORGAN EXCHANGE TRADED F 126586 5859683 INCOME ETF
ELI LILLY & CO 5399 5802157 COM
AMAZON COM INC 25075 5787751 COM
PACER FDS TR 87670 5275125 US CASH COWS 100
SELECT SECTOR SPDR TR 32071 4617334 STATE STREET TEC
BROADCOM INC 11922 4126088 COM
COCA COLA CO 57872 4045810 COM
ISHARES INC 60147 4043054 CORE MSCI EMKT
CATERPILLAR INC 6142 3518539 COM
SALESFORCE INC 13188 3493643 COM
TAIWAN SEMICONDUCTOR MFG LTD 10958 3330052 SPONSORED ADS
SPDR GOLD TR 8064 3196026 GOLD SHS
FIRST TR EXCHANGE TRADED FD 44300 3165209 NASDAQ CYB ETF
BERKSHIRE HATHAWAY INC DEL 6293 3163040 CL B NEW
SEAGATE TECHNOLOGY HLDNGS PL 11157 3072425 ORD SHS
ISHARES TR 14412 3031334 RUS 1000 VAL ETF
VISA INC 8483 2974966 COM CL A
PALO ALTO NETWORKS INC 15581 2870020 COM
SCHWAB CHARLES CORP 28289 2826380 COM
META PLATFORMS INC 4266 2816089 CL A
UBER TECHNOLOGIES INC 33471 2734915 COM
BLACKROCK INC 2521 2698434 COM
ISHARES TR 31980 2648599 1 3 YR TREAS BD
SELECT SECTOR SPDR TR 15841 2452120 STATE STREET HEA
DEERE & CO 5224 2431937 COM
FIDELITY COVINGTON TRUST 28614 2360090 MSCI INDL INDX
UNITED RENTALS INC 2863 2317460 COM
MCDONALDS CORP 7369 2252279 COM
SELECT SECTOR SPDR TR 46931 2098306 STATE STREET ENE
CHEVRON CORP NEW 13658 2081606 COM
APPLIED MATLS INC 8084 2077392 COM
MONSTER BEVERAGE CORP NEW 26835 2057439 COM
INTERNATIONAL BUSINESS MACHS 6930 2052590 COM
CISCO SYS INC 26559 2045840 COM
MCKESSON CORP 2470 2025997 COM
AMGEN INC 6145 2011233 COM
HONEYWELL INTL INC 10049 1960434 COM
ARISTA NETWORKS INC 14923 1955361 COM SHS
LOCKHEED MARTIN CORP 4021 1944627 COM
SELECT SECTOR SPDR TR 16312 1920222 STATE STREET COM
NETFLIX INC 20168 1890952 COM
KLA CORP 1459 1772436 COM NEW
QUALCOMM INC 10264 1755637 COM
LOWES COS INC 7161 1726938 COM
BOSTON SCIENTIFIC CORP 17977 1714107 COM
ANALOG DEVICES INC 5926 1607012 COM
WALMART INC 13854 1543477 COM
CAPITAL ONE FINL CORP 6314 1530256 COM
JOHNSON & JOHNSON 7275 1505548 COM
SERVICENOW INC 9650 1478284 COM
COSTCO WHSL CORP NEW 1685 1452751 COM
FIDELITY COVINGTON TRUST 6463 1452152 MSCI INFO TECH I
VERIZON COMMUNICATIONS INC 35651 1452061 COM
MASTERCARD INCORPORATED 2503 1428964 CL A
ABBOTT LABS 11315 1417670 COM
ECOLAB INC 5380 1412318 COM
SOUTHERN CO 15652 1364830 COM
BOEING CO 6284 1364490 COM
HOME DEPOT INC 3917 1347966 COM
CONOCOPHILLIPS 14252 1334093 COM
SPDR S&P 500 ETF TR 1956 1333534 TR UNIT
AMERIPRISE FINL INC 2714 1330723 COM
S&P GLOBAL INC 2523 1318754 COM
GALLAGHER ARTHUR J & CO 5076 1313590 COM
BLACKSTONE INC 8242 1270365 COM
FIDELITY COVINGTON TRUST 17227 1262383 MSCI COMMNTN SVC
STRYKER CORPORATION 3547 1246570 COM
PAYCHEX INC 11076 1242468 COM
TJX COS INC NEW 8080 1241181 COM
ORACLE CORP 6186 1205626 COM
SLB LIMITED 31252 1199465 COM STK
ROYAL BK CDA 7005 1194340 COM
GENUINE PARTS CO 9238 1135894 COM
RTX CORPORATION 6164 1130445 COM
FIDELITY COVINGTON TRUST 45175 1118986 MSCI ENERGY IDX
PROCTER AND GAMBLE CO 7807 1118845 COM
TRUIST FINL CORP 22674 1115795 COM
VANGUARD INDEX FDS 3270 1096342 TOTAL STK MKT
JANUS DETROIT STR TR 21600 1061422 HENDRSN SHRT ETF
T-MOBILE US INC 5184 1052608 COM
ILLINOIS TOOL WKS INC 4246 1045835 COM
PUBLIC SVC ENTERPRISE GRP IN 12984 1042615 COM
ISHARES TR 6998 1040497 CORE S&P TTL STK
ETFS GOLD TR 25208 1035545 PHYSCL GOLD SHS
PAYPAL HLDGS INC 17666 1031315 COM
DOORDASH INC 4525 1024822 CL A
MARVELL TECHNOLOGY INC 12049 1023961 COM
ASTRAZENECA PLC 10933 1005045 SPONSORED ADR
ALPHABET INC 3203 1005020 CAP STK CL C
ISHARES TR 4599 987382 US AER DEF ETF
SHELL PLC 12959 952210 SPON ADS
SPDR SERIES TRUST 11859 932730 STATE STREET SPD
INVESCO QQQ TR 1509 927178 UNIT SER 1
UNITEDHEALTH GROUP INC 2760 911107 COM
SANOFI SA 18644 903488 SPONSORED ADR
VANGUARD MUN BD FDS 17832 896767 TAX EXEMPT BD
FIRST TR EXCH TRADED FD III 17408 890157 MANAGD MUN ETF
SELECT SECTOR SPDR TR 16194 886956 STATE STREET FIN
VANGUARD MALVERN FDS 17438 862507 STRM INFPROIDX
AXON ENTERPRISE INC 1508 856438 COM
EXXON MOBIL CORP 6737 810760 COM
ISHARES GOLD TR 9670 784914 ISHARES NEW
CELSIUS HLDGS INC 17092 781788 COM NEW
ALIBABA GROUP HLDG LTD 5266 771909 SPONSORED ADS
PHILLIPS 66 5818 750745 COM
HALLIBURTON CO 26098 737522 COM
CSX CORP 20121 729392 COM
DUKE ENERGY CORP NEW 6161 722187 COM NEW
ISHARES BITCOIN TRUST ETF 14302 710094 SHS BEN INT
ISHARES TR 3342 708670 S&P 500 VAL ETF
FIDELITY NATL INFORMATION SV 10437 693667 COM
MEDTRONIC PLC 7063 678520 SHS
JACOBS SOLUTIONS INC 5122 678509 COM
KROGER CO 10714 669408 COM
PEPSICO INC 4546 652462 COM
TOTALENERGIES SE 9713 635424 ACT
TEXAS INSTRS INC 3633 630211 COM
KIMCO RLTY CORP 30771 623727 COM
SELECT SECTOR SPDR TR 5772 616236 STATE STREET CON
MICRON TECHNOLOGY INC 2136 609576 COM
HP INC 27236 606817 COM
ISHARES TR 4571 601496 S&P MC 400VL ETF
ABBVIE INC 2566 586355 COM
SELECT SECTOR SPDR TR 3679 570739 STATE STREET IND
DUPONT DE NEMOURS INC 14149 568777 COM
JOHN HANCOCK EXCHANGE TRADED 8679 568294 MULTIFACTOR MI
TESLA INC 1255 564399 COM
ISHARES TR 6148 550026 CORE MSCI EAFE
GILEAD SCIENCES INC 4451 546338 COM
FIRST TR EXCHANGE TRADED FD 10158 526861 NASDQ ARTFCIAL
ISHARES TR 4240 509546 CORE S&P SCP ETF
DECKERS OUTDOOR CORP 4520 468588 COM
ISHARES TR 4300 460573 NATIONAL MUN ETF
ROYAL CARIBBEAN GROUP 1592 444041 COM
AVALONBAY CMNTYS INC 2416 438121 COM
VANGUARD INDEX FDS 1473 427444 MID CAP ETF
AIR PRODS & CHEMS INC 1727 426571 COM
ALTRIA GROUP INC 7207 415535 COM
CITIGROUP INC 3460 403705 COM NEW
ROBLOX CORP 4649 376708 CL A
AMERICAN EXPRESS CO 973 359817 COM
J P MORGAN EXCHANGE TRADED F 6066 347219 EQUITY PREMIUM
BANK AMERICA CORP 5830 320660 COM
J P MORGAN EXCHANGE TRADED F 6316 319536 ULTRA SHRT ETF
PALANTIR TECHNOLOGIES INC 1779 316217 CL A
FIRST TR EXCHANGE TRAD FD VI 13581 315477 FST TR GLB FD
AUTOMATIC DATA PROCESSING IN 1175 302173 COM
VANGUARD SPECIALIZED FUNDS 1348 296326 DIV APP ETF
KRANESHARES TRUST 8684 295684 CSI CHI INTERNET
BRISTOL-MYERS SQUIBB CO 5446 293751 COM
ALCOA CORP 5356 284617 COM
UNITED PARCEL SERVICE INC 2868 284459 CL B
ISHARES TR 2923 280720 MSCI EAFE ETF
SHERWIN WILLIAMS CO 864 279970 COM
TRANE TECHNOLOGIES PLC 717 278955 SHS
ISHARES TR 1991 272253 MSCI USA VALUE
ISHARES TR 720 268877 RUS 1000 ETF
ALBEMARLE CORP 1879 265782 COM
VALERO ENERGY CORP 1614 262743 COM
MORGAN STANLEY 1424 252850 COM NEW
CION INVT CORP 25156 243263 COM
ISHARES TR 2408 241746 0-3 MNTH TREASRY
AT&T INC 9713 241275 COM
SIMON PPTY GROUP INC NEW 1254 232128 COM
MARATHON PETE CORP 1414 229898 COM
ISHARES TR 1351 228052 ISHARES BIOTECH
GE AEROSPACE 732 225437 COM NEW
ISHARES TR 2649 224181 CORE MSCI TOTAL
ALPS ETF TR 4623 217388 ALERIAN MLP
VANGUARD TAX-MANAGED FDS 3268 204164 VAN FTSE DEV MKT
INVESCO EXCHANGE TRADED FD T 1042 199599 S&P500 EQL WGT
VANGUARD INDEX FDS 405 197699 GROWTH ETF
ISHARES TR 971 192877 MSCI USA QLT FCT
ENERGY TRANSFER L P 10320 170169 COM UT LTD PTN
KRANESHARES TRUST 8398 160900 QUADRTC INT RT
GOLDMAN SACHS ETF TR 1597 159604 ACCES TREASURY
ISHARES TR 1838 148198 IBOXX HI YD ETF
VANGUARD INDEX FDS 770 147016 VALUE ETF
VANECK ETF TRUST 1551 133070 GOLD MINERS ETF
VANGUARD WORLD FD 452 130111 HEALTH CAR ETF
ISHARES TR 2174 118926 MSCI EMG MKT ETF
ISHARES TR 2240 118445 ISHS 1-5YR INVS
ISHARES TR 1430 118304 MRGSTR MD CP ETF
ISHARES TR 1686 117010 CORE DIV GRWTH
FIRST TR EXCHANGE TRADED FD 2577 115981 UTILITIES ALPH
GOLDMAN SACHS ETF TR 2579 110745 ACTIVEBETA INT
ISHARES TR 610 110584 RUS 2000 VAL ETF
WISDOMTREE TR 3322 108103 INTK MLTIFACTR
SELECT SECTOR SPDR TR 2336 105958 STATE STREET MAT
ISHARES TR 2346 100573 0-5YR HI YL CP
J P MORGAN EXCHANGE TRADED F 1768 90076 ULTRA SHT MUNCPL
ISHARES TR 362 89022 RUSSELL 2000 ETF
VANECK ETF TRUST 854 88471 MRNGSTR WDE MOAT
WISDOMTREE TR 1674 84244 FLOATNG RAT TREA
VANECK ETF TRUST 232 83550 SEMICONDUCTR ETF
VANGUARD INDEX FDS 128 80280 S&P 500 ETF SHS
SELECT SECTOR SPDR TR 1835 78330 STATE STREET UTI
ISHARES TR 210 63242 ISHARES SEMICDTR
ISHARES TR 415 58503 SELECT DIVID ETF
VANECK ETF TRUST 470 58337 URANIUM AND NUCL
FIDELITY COVINGTON TRUST 734 57089 MSCI FINLS IDX
FIDELITY COVINGTON TRUST 1031 56919 MSCI UTILS INDEX
VANGUARD INDEX FDS 622 55019 REAL ESTATE ETF
VANGUARD INDEX FDS 176 53171 SML CP GRW ETF
ALPS ETF TR 1684 52964 ALERIAN ENERGY
TRANSOCEAN LTD 12701 52454 REGISTERED SHS
ISHARES TR 454 50043 TRUST ISHARE 0-1
FIDELITY COVINGTON TRUST 1231 46988 ENHANCED LARGE
VANGUARD WORLD FD 58 43719 INF TECH ETF
VANGUARD SCOTTSDALE FDS 547 43583 SHRT TRM CORP BD
VANGUARD WORLD FD 195 41134 CONSUM STP ETF
ISHARES TR 938 41047 CUR HD EURZN ETF
INVESCO EXCHANGE TRADED FD T 690 40903 S&P 500 TOP 50
VANGUARD WORLD FD 102 40229 CONSUM DIS ETF
VANGUARD WORLD FD 128 38044 INDUSTRIAL ETF
FIDELITY COVINGTON TRUST 679 33423 CONSMR STAPLES
VANGUARD INDEX FDS 119 33218 MCAP GR IDXVIP
FIRST TR EXCHANGE TRADED FD 503 31649 DORSEY WRT 5 ETF
VANGUARD SCOTTSDALE FDS 259 31533 VNG RUS1000GRW
INVESCO EXCHANGE TRADED FD T 201 31483 AEROSPACE DEFN
ISHARES TR 93 30040 RUS 2000 GRW ETF
VANGUARD INDEX FDS 165 29304 MCAP VL IDXVIP
WISDOMTREE TR 1000 29140 ARTIFICIAL INTEL
ISHARES TR 465 28539 GLB INFRASTR ETF
VANGUARD WHITEHALL FDS 316 28412 INTL HIGH ETF
FIDELITY COVINGTON TRUST 847 28221 DISRUPTIVE AUTOM
GOLDMAN SACHS ETF TR 203 26894 ACTIVEBETA US LG
PACER FDS TR 604 26788 US SMALL CAP CAS
JANUS DETROIT STR TR 586 26756 HENDERSON MTG
ISHARES TR 126 25160 U.S. TECH ETF
ISHARES TR 447 24099 ISHS 5-10YR INVT
INVESCO EXCHANGE TRADED FD T 213 23408 DORSEY WRGT BASC
ISHARES TR 205 22562 TIPS BD ETF
FIRST TR EXCHANGE TRADED FD 307 21305 RISNG DIVD ACHIV
ISHARES TR 179 20403 EAFE GRWTH ETF
ISHARES TR 71 17772 MSCI USA MMENTM
ISHARES TR 245 17495 EAFE VALUE ETF
ISHARES TR 179 17289 GLOBAL MATER ETF
VANGUARD SCOTTSDALE FDS 194 16248 INT-TERM CORP
ISHARES TR 145 15978 IBOXX INV CP ETF
ISHARES TR 108 15245 S&P SML 600 GWT
FIDELITY COVINGTON TRUST 201 14934 MSCI HLTH CARE I
VANGUARD WORLD FD 103 13749 FINANCIALS ETF
VANGUARD INDEX FDS 53 13592 SMALL CP ETF
ISHARES TR 406 12581 PFD AND INCM SEC
ISHARES TR 142 12377 20 YR TR BD ETF
ISHARES TR 99 11816 3 7 YR TREAS BD
ISHARES TR 698 11461 GL CLEAN ENE ETF
ISHARES TR 150 10802 GL TIMB FORE ETF
ISHARES TR 110 10591 JPMORGAN USD EMG
ISHARES TR 111 10422 U.S. REAL ES ETF
RING ENERGY INC 11552 10051 COM
ISHARES TR 107 9088 U.S. PHARMA ETF
VANGUARD INDEX FDS 28 8919 LARGE CAP ETF
ISHARES TR 85 8174 7-10 YR TRSY BD
ISHARES TR 117 7854 MSCI ACWI EX US
VANGUARD SCOTTSDALE FDS 163 7674 MTG-BKD SECS ETF
ISHARES TR 45 7557 CORE S&P US GWT
ISHARES TR 66 6976 EXPANDED TECH
ISHARES TR 72 6975 S&P MC 400GR ETF
ISHARES TR 61 6509 SHRT NAT MUN ETF
ISHARES TR 129 6011 CORE UNIVRSL USD
ISHARES TR 50 5686 SP SMCP600VL ETF
ISHARES TR 59 5599 MBS ETF
ISHARES TR 98 5073 USD INV GRDE ETF
ISHARES TR 75 4883 US HLTHCARE ETF
FIDELITY COVINGTON TRUST 44 4531 MSCI CONSM DIS
ISHARES TR 111 4250 CHINA LG-CAP ETF
ISHARES TR 40 3947 CORE US AGGBD ET
ISHARES TR 48 3832 MRGSTR MD CP GRW
ISHARES TR 45 3520 EAFE SML CP ETF
KRANESHARES TRUST 134 3428 KRANESHARES VALU
VANECK ETF TRUST 193 3383 LONG MUNI ETF
ISHARES TR 45 3011 US CONSM STAPLES
ISHARES TR 38 2607 EUROPE ETF
FIRST TR EXCHANGE TRADED FD 16 2081 CLOUD COMPUTING
INVESCO EXCHANGE TRADED FD T 41 1924 RAFI US 1000 ETF
ISHARES TR 37 1876 0-5YR INVT GR CP
JANUS DETROIT STR TR 34 1720 HENDRSON AAA CL
JANUS DETROIT STR TR 33 1574 B-BBB CLO ETF
INVESCO EXCHANGE TRADED FD T 10 1139 S&P 500 GARP ETF
FIRST TR EXCHANGE TRADED FD 6 780 NASDQ SEMCNDTR
ISHARES TR 17 703 HDG MSCI EAFE
ISHARES INC 4 291 MSCI EMRG CHN
ALPS ETF TR 7 228 CLEAN ENERGY