account_balance
Investment manager · 13F filer · SEC CIK 1803058
EPG Wealth Management LLC
Reported value$434Mas of Sep 30, 2026
Positions319 15 new, 14 sold out
Top 10 weight30.1%IVV alone is 5%
FiledNov 334 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
IVViShares Tr
4.6%
NVDANVIDIA Corp
4.6%
AAPLApple Inc.
3.8%Trimmed −9%
IVWiShares Tr
2.9%
VYMVanguard Whitehall FDS
2.8%
MSFTMicrosoft Corp
2.7%Added +4%
GOOGLAlphabet Inc.
2.6%Added +4%
VEAVanguard Tax-Managed FDS
2.1%
PWRQuanta Services, Inc.
2.1%Added +2%
AMZNAmazon.com Inc
1.9%Added +29%
IJHiShares Tr
1.9%
PANWPalo Alto Networks Inc
1.8%−5%
IVViShares Tr
4.6%
NVDANVIDIA Corp
4.6%
AAPLApple Inc.
3.8%−9%
IVWiShares Tr
2.9%
VYMVanguard Whitehall FDS
2.8%
MSFTMicrosoft Corp
2.7%
GOOGLAlphabet Inc.
2.6%
VEAVanguard Tax-Managed FDS
2.1%
PWRQuanta Services, Inc.
2.1%
AMZN1.9%IJH1.9%
PANWBoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
IVV iShares Tr 4.6% Held
NVDA NVIDIA Corp 4.6% HeldAAPL Apple Inc. 3.8% Trimmed −9%IVW iShares Tr 2.9% Held
VYM Vanguard Whitehall FDS 2.8% Held
MSFT Microsoft Corp 2.7% Added +4%GOOGL Alphabet Inc. 2.6% Added +4%VEA Vanguard Tax-Managed FDS 2.1% Held
PWR Quanta Services, Inc. 2.1% Added +2%AMZN Amazon.com Inc 1.9% Added +29%IJH iShares Tr 1.9% Held
PANW Palo Alto Networks Inc 1.8% Trimmed −5%What changed
Biggest moves since Jun 30, 2026
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