StockDriftsStockDriftsTop 50 EPG Wealth Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 4.65% | 25.9K | $19.4M | -0.46%(-121) | $328.46(+137.15%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 4.17% | 87.0K | $17.4M | -0.91%(-802) | $22.73(+894.52%) | 2026-06-30 | |
| AAPL | APPLE INC | 3.79% | 54.7K | $15.8M | +1.51%(+811) | $93.32(+227.23%) | 2026-06-30 | |
| IVW | ISHARES TR | 2.93% | 89.1K | $12.2M | +1.28%(+1.13K) | $53.99(+162.34%) | 2026-06-30 | |
| VYM | VANGUARD WHITEHALL FDS | 2.92% | 77.2K | $12.2M | +1.58%(+1.20K) | $95.28(+74.51%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 2.68% | 31.3K | $11.2M | +1.97%(+604) | $151.21(+127.97%) | 2026-06-30 | |
| VGSH | VANGUARD SCOTTSDALE FDS | 2.45% | 175.9K | $10.2M | +1.97%(+3.40K) | $58.53(-0.64%) | 2026-06-30 | |
| PWR | QUANTA SVCS INC | 2.4% | 13.9K | $10.0M | -0.51%(-72) | $178.51(+291.11%) | 2026-06-30 | |
| VEA | VANGUARD TAX-MANAGED FDS | 2.2% | 128.9K | $9.2M | +1.36%(+1.73K) | $62.93(+17.61%) | 2026-06-30 | |
| IJH | ISHARES TR | 2.08% | 112.8K | $8.7M | +1.72%(+1.91K) | $48.45(+62.13%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +21.31% | +78.54% | +11.92% | +75.61% |
| Top 20 Holdings Unweighted | +21.72% | +80.35% | +11.76% | +74.33% |
EPG Wealth Management LLC reports $417.33M in US-listed equity holdings across 318 positions in its most recent 13F filing. Its largest disclosed positions are IVV (4.7%), NVDA (4.2%) and AAPL (3.8%). The top 20 holdings account for 46.91% of reported assets. Its disclosed equity book has returned +78.54% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from EPG Wealth Management LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1803058). View EPG Wealth Management LLC’s 13F filings on SEC