EPG Wealth Management LLC: 13F holdings
CIK 18030582026Q2
| Positions | 318 |
|---|
| Reported value | $417.3m |
|---|
| Filed | 2026-07-28 |
|---|
Change since last quarter
| Positions | 318 (-2 vs prior quarter) |
|---|
| Reported value | $417.3m (+13.2%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| IVV ISHARES TR | 25,907 | $19.4m | 4.6% |
| NVDA NVIDIA CORPORATION | 87,024 | $17.4m | 4.2% |
| AAPL APPLE INC | 54,655 | $15.8m | 3.8% |
| IWF ISHARES TR | 89,051 | $12.2m | 2.9% |
| VYM VANGUARD WHITEHALL FDS | 77,201 | $12.2m | 2.9% |
| GOOGL ALPHABET INC | 31,303 | $11.2m | 2.7% |
| VGSH VANGUARD SCOTTSDALE FDS | 175,881 | $10.2m | 2.5% |
| PWR QUANTA SVCS INC | 13,921 | $10.0m | 2.4% |
| VEA VANGUARD TAX-MANAGED FDS | 128,857 | $9.2m | 2.2% |
| IJH ISHARES TR | 112,759 | $8.7m | 2.1% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1803058")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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