Epg Wealth Management LLC Top Holdings and 13F Report (2026) About Epg Wealth Management LLCInvestment ActivityEpg Wealth Management LLC has $434.02 million in total holdings as of September 30, 2026.Epg Wealth Management LLC owns shares of 319 different stocks, but just 74 companies or ETFs make up 80% of its holdings.Approximately 6.22% of the portfolio was purchased this quarter.About 3.22% of the portfolio was sold this quarter.This quarter, Epg Wealth Management LLC has purchased 318 new stocks and bought additional shares in 155 stocks.Epg Wealth Management LLC sold shares of 63 stocks and completely divested from 15 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $19,810,130NVIDIA $19,772,400Apple $16,513,393iShares S&P 500 Growth ETF $12,779,742Vanguard High Dividend Yield ETF $12,137,112 Largest New Holdings this Quarter 808524854 - Schwab Intermediate-Term U.S. Treasury ETF $4,609,840 Holding29444U700 - Equinix $1,142,074 Holding78433H675 - NEOS ETF TRUST $1,136,109 Holding620076307 - Motorola Solutions $783,569 Holding30233Q108 - EXXONMOBIL HOLDINGS CORP $749,525 Holding Largest Purchases this Quarter Schwab Intermediate-Term U.S. Treasury ETF 194,508 shares (about $4.61M)Amazon.com 7,528 shares (about $1.88M)Taiwan Semiconductor Manufacturing 3,174 shares (about $1.45M)Equinix 1,129 shares (about $1.14M)Freeport-McMoRan 16,265 shares (about $1.14M) Largest Sales this Quarter Vanguard Short-Term Treasury ETF 74,982 shares (about $4.32M)Apple 5,068 shares (about $1.69M)International Business Machines 3,252 shares (about $715.23K)Oracle 3,733 shares (about $512.61K)Palo Alto Networks 935 shares (about $371.48K) Sector Allocation Over TimeMap of 500 Largest Holdings ofEpg Wealth Management LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIVViShares Core S&P 500 ETF$19,810,130$30,634 ▼-0.2%25,8674.6%ETFNVDANVIDIA$19,772,400$102,086 ▼-0.5%86,5774.6%TechnologyAAPLApple$16,513,393$1,687,738 ▼-9.3%49,5873.8%TechnologyIVWiShares S&P 500 Growth ETF$12,779,742$111,389 ▲0.9%89,8342.9%ETFVYMVanguard High Dividend Yield ETF$12,137,112$155,510 ▲1.3%78,2032.8%ETFMSFTMicrosoft$11,646,658$459,055 ▲4.1%22,7072.7%TechnologyGOOGLAlphabet$11,216,471$445,920 ▲4.1%32,5992.6%Communication ServicesVEAVanguard FTSE Developed Markets ETF$9,207,266$108,669 ▲1.2%130,3962.1%ETFPWRQuanta Services$9,129,338$185,041 ▲2.1%14,2092.1%IndustrialsAMZNAmazon.com$8,416,721$1,875,587 ▲28.7%33,7821.9%Consumer DiscretionaryIJHiShares Core S&P Mid-Cap ETF$8,203,476$90,441 ▲1.1%114,0161.9%ETFPANWPalo Alto Networks$7,836,145$371,485 ▼-4.5%19,7231.8%TechnologyIWFiShares Russell 1000 Growth ETF$7,801,185$3,507 ▲0.0%62,2801.8%ETFJPMJPMorgan Chase & Co.$7,648,189$19,519 ▲0.3%23,1181.8%FinanceJPIEJPMorgan Income ETF$7,464,394$932,589 ▲14.3%166,2821.7%ETFXSMOInvesco S&P SmallCap Momentum ETF$7,416,317$69,424 ▲0.9%90,9091.7%ETFXLKTechnology Select Sector SPDR Fund$6,427,825$17,422 ▲0.3%32,8371.5%ETFCOWZPacer US Cash Cows 100 ETF$6,081,253$61,019 ▲1.0%91,0911.4%ETFTSMTaiwan Semiconductor Manufacturing$5,852,721$1,447,898 ▲32.9%12,8301.3%TechnologyVGSHVanguard Short-Term Treasury ETF$5,807,736$4,315,956 ▼-42.6%100,8991.3%ETFLLYEli Lilly and Company$5,654,321$137,685 ▲2.5%4,8871.3%HealthcareKOCoca-Cola$5,157,864$111,819 ▲2.2%59,9191.2%Consumer StaplesARISTA NETWORKS INC$5,073,870$65,760 ▲1.3%24,9221.2%COM SHSIEMGiShares Core MSCI Emerging Markets ETF$5,011,078$57,786 ▲1.2%61,7431.2%ETFCIBRFirst Trust Nasdaq Cybersecurity ETF$4,962,846$6,392 ▼-0.1%48,1411.1%ETFSCHRSchwab Intermediate-Term U.S. Treasury ETF$4,609,840$4,609,840 ▲New Holding194,5081.1%ETFAVGOBroadcom$4,174,216$326,253 ▲8.5%11,8861.0%TechnologyCATCaterpillar$3,810,790$12,162 ▲0.3%4,7000.9%IndustrialsDEDeere & Company$3,798,279$190,048 ▼-4.8%5,6560.9%IndustrialsSNOWSnowflake$3,559,858$191,847 ▲5.7%10,4840.8%TechnologyIWDiShares Russell 1000 Value ETF$3,556,189$23,553 ▼-0.7%14,3440.8%ETFVVisa$3,498,330$428,668 ▲14.0%9,7360.8%FinanceMETAMeta Platforms$3,496,654$191,439 ▲5.8%4,8220.8%Communication ServicesAMATApplied Materials$3,410,671$165,676 ▲5.1%6,6700.8%TechnologySTXSeagate Technology$3,405,227$40,582 ▲1.2%3,6920.8%TechnologyURIUnited Rentals$3,199,248$136,096 ▲4.4%3,1970.7%IndustrialsBLACKROCK INC$3,066,326$42,338 ▼-1.4%2,8970.7%COMAMGNAmgen$3,041,152$42,150 ▲1.4%7,2150.7%HealthcareBRK.BBerkshire Hathaway$2,983,581$145,893 ▼-4.7%5,9920.7%FinanceCVXChevron$2,945,488$270,371 ▲10.1%14,4240.7%EnergyWALMART INC$2,726,763$132,187 ▲5.1%26,2390.6%COMGLDSPDR Gold Shares$2,724,705$117,687 ▼-4.1%7,1540.6%ETFCSCOCisco Systems$2,616,855$151,223 ▼-5.5%24,3130.6%TechnologyLMTLockheed Martin$2,580,534$107,968 ▲4.4%5,0670.6%IndustrialsMRVLMarvell Technology$2,551,739$62,882 ▲2.5%9,6580.6%TechnologyXLEEnergy Select Sector SPDR Fund$2,544,529$54,736 ▲2.2%41,3740.6%ETFFIDUFidelity MSCI Industrials Index ETF$2,513,597$5,935 ▲0.2%28,3770.6%ETFXLVHealth Care Select Sector SPDR Fund$2,449,472$204,796 ▼-7.7%14,5440.6%ETFMCDMcDonald's$2,440,656$618,247 ▲33.9%10,5680.6%Consumer DiscretionaryADIAnalog Devices$2,406,192$215,427 ▲9.8%6,0650.6%TechnologyMUMicron Technology$2,309,313$11,717 ▲0.5%2,1680.5%TechnologySHYiShares 1-3 Year Treasury Bond ETF$2,262,413$12,505 ▼-0.5%27,8620.5%ETFBXBlackstone$2,213,969$37,101 ▲1.7%19,7520.5%FinanceNFLXNetflix$2,098,324$178,334 ▲9.3%30,1570.5%Communication ServicesJNJJohnson & Johnson$2,062,251$11,913 ▲0.6%7,7900.5%HealthcareQCOMQualcomm$2,027,469$36,441 ▲1.8%11,0160.5%TechnologyXLCCommunication Services Select Sector SPDR Fund$1,956,900$39,171 ▲2.0%17,6350.5%ETFFTECFidelity MSCI Information Technology Index ETF$1,933,910$7,802 ▼-0.4%6,4450.4%ETFMNSTMonster Beverage$1,925,757$962,879 ▲100.0%46,2700.4%Consumer StaplesBACBank of America$1,922,277$18,560 ▼-1.0%35,3170.4%FinanceKLACKLA$1,900,995$13,256 ▲0.7%9,7520.4%TechnologyNOWServiceNow$1,784,477$82,416 ▲4.8%13,3160.4%TechnologyNTAPNetApp$1,716,988$87,604 ▲5.4%8,1730.4%TechnologyCOPConocoPhillips$1,685,052$23,153 ▼-1.4%13,4640.4%EnergyECLEcolab$1,624,560$112,020 ▲7.4%5,9170.4%MaterialsMCKMcKesson$1,609,522$98,194 ▲6.5%1,8850.4%HealthcareGE VERNOVA INC$1,600,247$187,202 ▲13.2%1,6840.4%COMITOTiShares Core S&P Total U.S. Stock Market ETF$1,561,633$111,902 ▼-6.7%9,3920.4%ETFLOWLowe's Companies$1,540,437$123,655 ▲8.7%8,3590.4%Consumer DiscretionaryTXNTexas Instruments$1,524,597$20,167 ▲1.3%5,4430.4%TechnologyVZVerizon Communications$1,509,452$112,290 ▲8.0%32,9070.3%Communication ServicesSPYSPDR S&P 500 ETF Trust$1,506,735$2,288 ▲0.2%1,9760.3%ETFPSXPhillips 66$1,468,360$5,617 ▼-0.4%5,7510.3%EnergyCOSTCostco Wholesale$1,462,244$27,315 ▲1.9%1,6060.3%Consumer StaplesAMPAmeriprise Financial$1,455,908$23,141 ▲1.6%2,9570.3%FinanceRYRoyal Bank Of Canada$1,449,289$33,421 ▲2.4%7,3720.3%FinanceHOODRobinhood Markets$1,442,925$48,375 ▲3.5%12,8260.3%FinanceGPCGenuine Parts$1,437,762$155,420 ▲12.1%11,4340.3%Consumer DiscretionaryFCXFreeport-McMoRan$1,368,356$1,138,547 ▲495.4%19,5480.3%MaterialsSOSouthern$1,338,546$100,963 ▲8.2%16,1480.3%UtilitiesTJXTJX Companies$1,319,121$81,635 ▲6.6%9,9700.3%Consumer DiscretionaryFCOMFidelity MSCI Communication Services Index ETF$1,302,182$42,343 ▲3.4%18,0830.3%ETFPGProcter & Gamble$1,267,841$103,438 ▼-7.5%8,7270.3%Consumer StaplesUBERUber Technologies$1,266,613$105,642 ▲9.1%18,4880.3%IndustrialsFENYFidelity MSCI Energy Index ETF$1,227,910$14,509 ▲1.2%36,2220.3%ETFVTIVanguard Total Stock Market ETF$1,222,871$111,510 ▼-8.4%3,2680.3%ETFITWIllinois Tool Works$1,217,250$36,021 ▲3.0%4,7310.3%IndustrialsAJGArthur J. Gallagher & Co.$1,185,317$41,974 ▲3.7%5,1960.3%FinanceABTAbbott Laboratories$1,160,248$74,813 ▲6.9%11,7400.3%HealthcareEQIXEquinix$1,142,074$1,142,074 ▲New Holding1,1290.3%Real EstateMAMastercard$1,142,013$39,703 ▲3.6%2,0710.3%FinanceNEOS ETF TRUST$1,136,109$1,136,109 ▲New Holding20,4520.3%NASDAQ 100 HIGHRTXRTX$1,108,954$38,989 ▲3.6%5,9730.3%IndustrialsBABoeing$1,108,257$25,860 ▼-2.3%5,9570.3%IndustrialsHDHome Depot$1,089,087$9,958 ▼-0.9%3,8280.3%Consumer DiscretionaryHONEYWELL INTL INC$1,083,275$16,455 ▲1.5%5,1350.2%COMTMUST-Mobile US$1,069,665$137,643 ▲14.8%6,5590.2%Communication ServicesVNLAJanus Henderson Short Duration Income ETF$1,067,653$12,480 ▲1.2%21,9860.2%ETFDUKDuke Energy$1,061,325$30,555 ▲3.0%9,3090.2%UtilitiesGOOGAlphabet$1,039,7300.0%3,0510.2%Communication ServicesShowing largest 100 holdings. View all holdings. 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