EPG Wealth Management LLC - Portfolio overview

EPG Wealth Management LLC has 344 reported holdings in this dataset, with the latest filing dated 2026-05-07.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. IVV - ISHARES TR, 4.46%
2. NVDA - NVIDIA CORPORATION, 4.01%
3. AAPL - APPLE INC, 3.58%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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