Epg Wealth Management LLC Top Holdings and 13F Report (2026)

About Epg Wealth Management LLC

Investment Activity

Epg Wealth Management LLC has $417.33 million in total holdings as of June 30, 2026.
Epg Wealth Management LLC owns shares of 318 different stocks, but just 72 companies or ETFs make up 80% of its holdings.
Approximately 7.30% of the portfolio was purchased this quarter.
About 6.43% of the portfolio was sold this quarter.
This quarter, Epg Wealth Management LLC has purchased 320 new stocks and bought additional shares in 139 stocks.
Epg Wealth Management LLC sold shares of 68 stocks and completely divested from 28 stocks this quarter.

Largest Holdings

iShares Core S&P 500 ETF: $19,401,399
NVIDIA: $17,412,560
Apple: $15,814,928
iShares S&P 500 Growth ETF: $12,247,220
Vanguard High Dividend Yield ETF: $12,200,057

Largest New Holdings this Quarter

770700102 - Robinhood Markets: $1,243,071 Holding
64110D104 - NetApp: $1,200,319 Holding
438516205 - HONEYWELL INTL INC: $1,132,262 Holding
43849R105 - HONEYWELL AEROSPACE INC: $1,118,002 Holding
26614N201 - DUPONT DE NEMOURS INC: $697,461 Holding

Largest Purchases this Quarter

iShares Russell 1000 Growth ETF: 46,696 shares (about $5.80M)
KLA: 8,639 shares (about $2.61M)
ARISTA NETWORKS INC: 9,144 shares (about $1.55M)
GE VERNOVA INC: 1,248 shares (about $1.47M)
Robinhood Markets: 12,396 shares (about $1.24M)

Largest Sales this Quarter

Seagate Technology: 3,827 shares (about $3.69M)
Cisco Systems: 16,799 shares (about $1.97M)
Applied Materials: 1,800 shares (about $1.30M)
Marvell Technology: 2,911 shares (about $867.15K)
Broadcom: 1,363 shares (about $514.88K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
IVV iShares Core S&P 500 ETF	$19,401,399	$90,615 â–¼	-0.5%	25,907	4.6%	ETF
NVDA NVIDIA	$17,412,560	$160,472 â–¼	-0.9%	87,024	4.2%	Technology
AAPL Apple	$15,814,928	$234,670 â–²	1.5%	54,655	3.8%	Technology
IVW iShares S&P 500 Growth ETF	$12,247,220	$154,859 â–²	1.3%	89,051	2.9%	ETF
VYM Vanguard High Dividend Yield ETF	$12,200,057	$190,110 â–²	1.6%	77,201	2.9%	ETF
GOOGL Alphabet	$11,186,751	$215,851 â–²	2.0%	31,303	2.7%	Communication Services
VGSH Vanguard Short-Term Treasury ETF	$10,236,245	$197,938 â–²	2.0%	175,881	2.5%	ETF
PWR Quanta Services	$10,023,817	$51,844 â–¼	-0.5%	13,921	2.4%	Industrials
VEA Vanguard FTSE Developed Markets ETF	$9,181,088	$122,907 â–²	1.4%	128,857	2.2%	ETF
IJH iShares Core S&P Mid-Cap ETF	$8,694,838	$146,894 â–²	1.7%	112,759	2.1%	ETF
XSMO Invesco S&P SmallCap Momentum ETF	$8,432,152	$109,641 â–²	1.3%	90,058	2.0%	ETF
MSFT Microsoft	$8,136,454	$22,009 â–²	0.3%	21,812	1.9%	Technology
IWF iShares Russell 1000 Growth ETF	$7,729,805	$5,798,223 â–²	300.2%	62,252	1.9%	ETF
JPM JPMorgan Chase & Co.	$7,547,834	$735,177 â–²	10.8%	23,059	1.8%	Finance
PANW Palo Alto Networks	$7,044,791	$543,245 â–²	8.4%	20,658	1.7%	Technology
JPIE JPMorgan Income ETF	$6,700,607	$545,647 â–²	8.9%	145,507	1.6%	ETF
AMZN Amazon.com	$6,257,316	$39,087 â–¼	-0.6%	26,254	1.5%	Consumer Discretionary
XLK Technology Select Sector SPDR Fund	$6,239,147	$78,875 â–²	1.3%	32,748	1.5%	ETF
LLY Eli Lilly and Company	$5,718,946	$28,787 â–¼	-0.5%	4,768	1.4%	Healthcare
COWZ Pacer US Cash Cows 100 ETF	$5,609,032	$137,960 â–²	2.5%	90,177	1.3%	ETF
IEMG iShares Core MSCI Emerging Markets ETF	$5,055,817	$65,030 â–²	1.3%	61,031	1.2%	ETF
CAT Caterpillar	$4,989,065	$13,844 â–¼	-0.3%	4,685	1.2%	Industrials
KO CocaCola	$4,764,079	$45,837 â–²	1.0%	58,620	1.1%	Consumer Staples
TSM Taiwan Semiconductor Manufacturing	$4,611,340	$95,512 â–²	2.1%	9,656	1.1%	Technology
AMAT Applied Materials	$4,588,394	$1,301,467 â–¼	-22.1%	6,346	1.1%	Technology
CIBR First Trust Nasdaq Cybersecurity ETF	$4,331,029	$167,210 â–²	4.0%	48,203	1.0%	ETF
ARISTA NETWORKS INC	$4,178,878	$1,553,383 â–²	59.2%	24,599	1.0%	COM SHS
AVGO Broadcom	$4,139,066	$514,881 â–¼	-11.1%	10,957	1.0%	Technology
DE Deere & Company	$3,767,508	$364,761 â–²	10.7%	5,939	0.9%	Industrials
STX Seagate Technology	$3,519,988	$3,692,707 â–¼	-51.2%	3,648	0.8%	Technology
IWD iShares Russell 1000 Value ETF	$3,500,447	$2,909 â–²	0.1%	14,439	0.8%	ETF
URI United Rentals	$3,468,017	$100,834 â–²	3.0%	3,061	0.8%	Industrials
BRK.B Berkshire Hathaway	$3,144,816	$42,531 â–²	1.4%	6,285	0.8%	Finance
CSCO Cisco Systems	$3,020,790	$1,973,180 â–¼	-39.5%	25,718	0.7%	Technology
V Visa	$2,931,142	$45,633 â–¼	-1.5%	8,543	0.7%	Finance
KLAC KLA	$2,921,840	$2,606,544 â–²	826.7%	9,684	0.7%	Technology
WALMART INC	$2,827,730	$210,661 â–²	8.0%	24,967	0.7%	COM
BLACKROCK INC	$2,823,759	$219,209 â–²	8.4%	2,937	0.7%	COM
FIDU Fidelity MSCI Industrials Index ETF	$2,819,947	$697 â–¼	0.0%	28,310	0.7%	ETF
MRVL Marvell Technology	$2,806,114	$867,155 â–¼	-23.6%	9,420	0.7%	Technology
GLD SPDR Gold Shares	$2,749,389	$93,943 â–¼	-3.3%	7,463	0.7%	ETF
AMGN Amgen	$2,576,621	$221,629 â–²	9.4%	7,115	0.6%	Healthcare
META Meta Platforms	$2,567,601	$60,838 â–²	2.4%	4,558	0.6%	Communication Services
SNOW Snowflake	$2,524,386	$486,859 â–²	23.9%	9,919	0.6%	Technology
XLV Health Care Select Sector SPDR Fund	$2,500,460	$9,202 â–¼	-0.4%	15,760	0.6%	ETF
MU Micron Technology	$2,489,669	$18,468 â–¼	-0.7%	2,157	0.6%	Technology
LMT Lockheed Martin	$2,473,620	$393,843 â–²	18.9%	4,855	0.6%	Industrials
SHY iShares 1-3 Year Treasury Bond ETF	$2,300,426	$17,161 â–²	0.8%	28,016	0.6%	ETF
BX Blackstone	$2,285,228	$125,081 â–¼	-5.2%	19,421	0.5%	Finance
MNST Monster Beverage	$2,223,736		0.0%	23,135	0.5%	Consumer Staples
ADI Analog Devices	$2,193,082	$144,961 â–¼	-6.2%	5,522	0.5%	Technology
CVX Chevron	$2,171,534	$298,379 â–¼	-12.1%	13,100	0.5%	Energy
XLE Energy Select Sector SPDR Fund	$2,150,107	$68,831 â–²	3.3%	40,484	0.5%	ETF
MCD McDonald's	$2,132,966	$91,363 â–²	4.5%	7,891	0.5%	Consumer Discretionary
BAC Bank of America	$2,031,771	$39,772 â–²	2.0%	35,658	0.5%	Finance
QCOM Qualcomm	$1,999,104	$215,285 â–²	12.1%	10,818	0.5%	Technology
NFLX Netflix	$1,970,212	$452,605 â–²	29.8%	27,594	0.5%	Communication Services
JNJ Johnson & Johnson	$1,967,024	$70,859 â–²	3.7%	7,745	0.5%	Healthcare
IBM International Business Machines	$1,952,392	$32,338 â–¼	-1.6%	6,943	0.5%	Technology
XLC Communication Services Select Sector SPDR Fund	$1,851,371	$69,633 â–²	3.9%	17,282	0.4%	ETF
FTEC Fidelity MSCI Information Technology Index ETF	$1,848,055	$13,994 â–²	0.8%	6,471	0.4%	ETF
GE VERNOVA INC	$1,747,574	$1,466,693 â–²	522.2%	1,487	0.4%	COM
LOW Lowe's Companies	$1,695,196	$100,768 â–²	6.3%	7,688	0.4%	Consumer Discretionary
ITOT iShares Core S&P Total U.S. Stock Market ETF	$1,653,370	$497,900 â–²	43.1%	10,065	0.4%	ETF
TXN Texas Instruments	$1,600,888	$334,425 â–²	26.4%	5,371	0.4%	Technology
ECL Ecolab	$1,534,966	$27,027 â–²	1.8%	5,509	0.4%	Materials
RY Royal Bank Of Canada	$1,490,650	$7,244 â–¼	-0.5%	7,202	0.4%	Finance
COST Costco Wholesale	$1,474,171	$47,705 â–¼	-3.1%	1,576	0.4%	Consumer Staples
SPY SPDR S&P 500 ETF Trust	$1,473,291	$8,961 â–¼	-0.6%	1,973	0.4%	ETF
SO Southern	$1,428,954	$82,789 â–¼	-5.5%	14,930	0.3%	Utilities
COP ConocoPhillips	$1,418,995	$123,820 â–¼	-8.0%	13,649	0.3%	Energy
TJX TJX Companies	$1,416,971	$164,074 â–²	13.1%	9,353	0.3%	Consumer Discretionary
PG Procter & Gamble	$1,384,166	$45,459 â–¼	-3.2%	9,439	0.3%	Consumer Staples
HD Home Depot	$1,362,412	$21,514 â–¼	-1.6%	3,863	0.3%	Consumer Discretionary
MCK McKesson	$1,337,187	$7,555 â–¼	-0.6%	1,770	0.3%	Healthcare
AMP Ameriprise Financial	$1,334,819	$50,457 â–²	3.9%	2,910	0.3%	Finance
VTI Vanguard Total Stock Market ETF	$1,319,628	$74,382 â–²	6.0%	3,566	0.3%	ETF
BA Boeing	$1,319,494	$216 â–²	0.0%	6,096	0.3%	Industrials
VZ Verizon Communications	$1,289,636	$229,695 â–¼	-15.1%	30,459	0.3%	Communication Services
NOW ServiceNow	$1,260,955	$268,255 â–²	27.0%	12,701	0.3%	Technology
HOOD Robinhood Markets	$1,243,071	$1,243,071 â–²	New Holding	12,396	0.3%	Finance
ITW Illinois Tool Works	$1,241,804	$62,212 â–²	5.3%	4,591	0.3%	Industrials
UBER Uber Technologies	$1,222,823	$25,617 â–²	2.1%	16,946	0.3%	Industrials
ITA iShares U.S. Aerospace & Defense ETF	$1,217,823	$93,082 â–²	8.3%	5,024	0.3%	ETF
FCOM Fidelity MSCI Communication Services Index ETF	$1,215,549	$22,164 â–²	1.9%	17,495	0.3%	ETF
GPC Genuine Parts	$1,203,171	$196,438 â–²	19.5%	10,198	0.3%	Consumer Discretionary
NTAP NetApp	$1,200,319	$1,200,319 â–²	New Holding	7,756	0.3%	Technology
AJG Arthur J. Gallagher & Co.	$1,150,614	$24,335 â–¼	-2.1%	5,012	0.3%	Finance
DUK Duke Energy	$1,144,456	$319,248 â–²	38.7%	9,041	0.3%	Utilities
HONEYWELL INTL INC	$1,132,262	$1,132,262 â–²	New Holding	5,057	0.3%	COM
HONEYWELL AEROSPACE INC	$1,118,002	$1,118,002 â–²	New Holding	5,057	0.3%	COM
RTX RTX	$1,093,349	$54,829 â–¼	-4.8%	5,763	0.3%	Industrials
QQQ Invesco QQQ	$1,091,447	$26,513 â–¼	-2.4%	1,482	0.3%	ETF
GOOG Alphabet	$1,077,849	$54,051 â–¼	-4.8%	3,051	0.3%	Communication Services
VNLA Janus Henderson Short Duration Income ETF	$1,061,786	$1,759 â–¼	-0.2%	21,729	0.3%	ETF
FENY Fidelity MSCI Energy Index ETF	$1,058,066	$10,050 â–²	1.0%	35,794	0.3%	ETF
MA Mastercard	$1,026,530	$236,734 â–¼	-18.7%	1,999	0.2%	Finance
ABT Abbott Laboratories	$996,586	$42,012 â–²	4.4%	10,983	0.2%	Healthcare
ORCL Oracle	$987,584	$25,939 â–¼	-2.6%	6,739	0.2%	Technology
PSX Phillips 66	$975,951	$29,246 â–¼	-2.9%	5,773	0.2%	Energy

Showing largest 100 holdings. View all holdings.

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Epg Wealth Management LLC Top Holdings and 13F Report (2026)

About Epg Wealth Management LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

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Epg Wealth Management LLC Top Holdings and 13F Report (2026)

About Epg Wealth Management LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofEpg Wealth Management LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools