Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
EPG Wealth Management LLC (CIK 1803058) reported $368.7M across 320 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IVV ($17.0M, 4.61%), NVDA ($15.3M, 4.15%), AAPL ($13.7M, 3.71%), VYM ($11.3M, 3.05%), VGSH ($10.1M, 2.74%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $17.0M | 4.61% | 26,028 | Added |
| 2 | NVDA | NVIDIA CORPORATION | $15.3M | 4.15% | 87,826 | Trimmed |
| 3 | AAPL | APPLE INC | $13.7M | 3.71% | 53,844 | Trimmed |
| 4 | VYM | VANGUARD WHITEHALL FDS | $11.3M | 3.05% | 75,998 | Added |
| 5 | VGSH | VANGUARD SCOTTSDALE FDS | $10.1M | 2.74% | 172,480 | Added |
| 6 | IVW | ISHARES TR | $9.9M | 2.70% | 87,925 | Added |
| 7 | GOOGL | ALPHABET INC | $8.8M | 2.39% | 30,699 | Added |
| 8 | VEA | VANGUARD TAX-MANAGED FDS | $8.1M | 2.21% | 127,132 | Added |
| 9 | MSFT | MICROSOFT CORP | $8.1M | 2.18% | 21,753 | Added |
| 10 | PWR | QUANTA SVCS INC | $7.7M | 2.08% | 13,993 | Trimmed |
| 11 | IJH | ISHARES TR | $7.5M | 2.03% | 110,854 | Added |
| 12 | XSMO | INVESCO EXCHANGE TRADED FD T | $6.8M | 1.83% | 88,887 | Added |
| 13 | IWF | ISHARES TR | $6.6M | 1.80% | 15,556 | Trimmed |
| 14 | JPIE | J P MORGAN EXCHANGE TRADED F | $6.2M | 1.67% | 133,658 | Added |
| 15 | JPM | JPMORGAN CHASE & CO | $6.1M | 1.66% | 20,813 | Added |
| 16 | COWZ | PACER FDS TR | $5.5M | 1.49% | 87,959 | Added |
| 17 | AMZN | AMAZON COM INC | $5.5M | 1.49% | 26,418 | Added |
| 18 | LLY | ELI LILLY & CO | $4.4M | 1.20% | 4,792 | Trimmed |
| 19 | KO | COCA COLA CO | $4.4M | 1.20% | 58,056 | Added |
| 20 | XLK | SELECT SECTOR SPDR TR | $4.3M | 1.17% | 32,334 | Added |
| 21 | IEMG | ISHARES INC | $4.2M | 1.14% | 60,246 | Added |
| 22 | AVGO | BROADCOM INC | $3.8M | 1.03% | 12,320 | Added |
| 23 | GLD | SPDR GOLD TR | $3.3M | 0.90% | 7,718 | Trimmed |
| 24 | CAT | CATERPILLAR INC | $3.3M | 0.90% | 4,698 | Trimmed |
| 25 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $3.2M | 0.87% | 9,456 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31