Holders — by stockHoldings — by fund
EPG Wealth Management LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001803058
$417.3M
disclosed book value
318
positions
4.6%
largest position share
Positions, as of 2026-06-30
top 100 of 318 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | IVVISHARES TR | 25,907 | $19.4M | 4.6% |
| 2 | NVDANVIDIA CORPORATION | 87,024 | $17.4M | 4.2% |
| 3 | AAPLAPPLE INC | 54,655 | $15.8M | 3.8% |
| 4 | IVWISHARES TR | 89,051 | $12.2M | 2.9% |
| 5 | VYMVANGUARD WHITEHALL FDS | 77,201 | $12.2M | 2.9% |
| 6 | GOOGLALPHABET INC | 31,303 | $11.2M | 2.7% |
| 7 | VGSHVANGUARD SCOTTSDALE FDS | 175,881 | $10.2M | 2.5% |
| 8 | PWRQUANTA SVCS INC | 13,921 | $10.0M | 2.4% |
| 9 | VEAVANGUARD TAX-MANAGED FDS | 128,857 | $9.2M | 2.2% |
| 10 | IJHISHARES TR | 112,759 | $8.7M | 2.1% |
| 11 | XSMOINVESCO EXCHANGE TRADED FD T | 90,058 | $8.4M | 2% |
| 12 | MSFTMICROSOFT CORP | 21,812 | $8.1M | 1.9% |
| 13 | IWFISHARES TR | 62,252 | $7.7M | 1.9% |
| 14 | JPMJPMORGAN CHASE & CO | 23,059 | $7.5M | 1.8% |
| 15 | PANWPALO ALTO NETWORKS INC | 20,658 | $7.0M | 1.7% |
| 16 | JPIEJ P MORGAN EXCHANGE TRADED F | 145,507 | $6.7M | 1.6% |
| 17 | AMZNAMAZON COM INC | 26,254 | $6.3M | 1.5% |
| 18 | XLKSELECT SECTOR SPDR TR | 32,748 | $6.2M | 1.5% |
| 19 | LLYELI LILLY & CO | 4,768 | $5.7M | 1.4% |
| 20 | COWZPACER FDS TR | 90,177 | $5.6M | 1.3% |
| 21 | IEMGISHARES INC | 61,031 | $5.1M | 1.2% |
| 22 | CATCATERPILLAR INC | 4,685 | $5.0M | 1.2% |
| 23 | KOCOCA COLA CO | 58,620 | $4.8M | 1.1% |
| 24 | TSMTAIWAN SEMICONDUCTOR MANUFAC | 9,656 | $4.6M | 1.1% |
| 25 | AMATAPPLIED MATLS INC | 6,346 | $4.6M | 1.1% |
| 26 | CIBRFIRST TR EXCHANGE-TRADED FD | 48,203 | $4.3M | 1% |
| 27 | ANETARISTA NETWORKS INC | 24,599 | $4.2M | 1% |
| 28 | AVGOBROADCOM INC | 10,957 | $4.1M | 1% |
| 29 | DEDEERE & CO | 5,939 | $3.8M | 0.9% |
| 30 | STXSEAGATE TECHNOLOGY HLDNGS PL | 3,648 | $3.5M | 0.8% |
| 31 | IWDISHARES TR | 14,439 | $3.5M | 0.8% |
| 32 | URIUNITED RENTALS INC | 3,061 | $3.5M | 0.8% |
| 33 | BRK/BBERKSHIRE HATHAWAY INC DEL | 6,285 | $3.1M | 0.8% |
| 34 | CSCOCISCO SYS INC | 25,718 | $3.0M | 0.7% |
| 35 | VVISA INC | 8,543 | $2.9M | 0.7% |
| 36 | KLACKLA CORP | 9,684 | $2.9M | 0.7% |
| 37 | WMTWALMART INC | 24,967 | $2.8M | 0.7% |
| 38 | BLKBLACKROCK INC | 2,937 | $2.8M | 0.7% |
| 39 | FIDUFIDELITY COVINGTON TRUST | 28,310 | $2.8M | 0.7% |
| 40 | MRVLMARVELL TECHNOLOGY INC | 9,420 | $2.8M | 0.7% |
| 41 | GLDSPDR GOLD TR | 7,463 | $2.7M | 0.7% |
| 42 | AMGNAMGEN INC | 7,115 | $2.6M | 0.6% |
| 43 | METAMETA PLATFORMS INC | 4,558 | $2.6M | 0.6% |
| 44 | SNOWSNOWFLAKE INC | 9,919 | $2.5M | 0.6% |
| 45 | XLVSELECT SECTOR SPDR TR | 15,760 | $2.5M | 0.6% |
| 46 | MUMICRON TECHNOLOGY INC | 2,157 | $2.5M | 0.6% |
| 47 | LMTLOCKHEED MARTIN CORP | 4,855 | $2.5M | 0.6% |
| 48 | SHYISHARES TR | 28,016 | $2.3M | 0.6% |
| 49 | BXBLACKSTONE INC | 19,421 | $2.3M | 0.5% |
| 50 | MNSTMONSTER BEVERAGE CORP NEW | 23,135 | $2.2M | 0.5% |
| 51 | ADIANALOG DEVICES INC | 5,522 | $2.2M | 0.5% |
| 52 | CVXCHEVRON CORPORATION | 13,100 | $2.2M | 0.5% |
| 53 | XLESELECT SECTOR SPDR TR | 40,484 | $2.2M | 0.5% |
| 54 | MCDMCDONALDS CORP | 7,891 | $2.1M | 0.5% |
| 55 | BACBANK OF AMER CORP | 35,658 | $2.0M | 0.5% |
| 56 | QCOMQUALCOMM INC | 10,818 | $2.0M | 0.5% |
| 57 | NFLXNETFLIX INC. | 27,594 | $2.0M | 0.5% |
| 58 | JNJJOHNSON & JOHNSON | 7,745 | $2.0M | 0.5% |
| 59 | IBMINTERNATIONAL BUSINESS MACHS | 6,943 | $2.0M | 0.5% |
| 60 | XLCSELECT SECTOR SPDR TR | 17,282 | $1.9M | 0.4% |
| 61 | FTECFIDELITY COVINGTON TRUST | 6,471 | $1.8M | 0.4% |
| 62 | GEVGE VERNOVA INC | 1,487 | $1.7M | 0.4% |
| 63 | LOWLOWES COS INC | 7,688 | $1.7M | 0.4% |
| 64 | ITOTISHARES TR | 10,065 | $1.7M | 0.4% |
| 65 | TXNTEXAS INSTRS INC | 5,371 | $1.6M | 0.4% |
| 66 | ECLECOLAB INC | 5,509 | $1.5M | 0.4% |
| 67 | RYROYAL BK CDA | 7,202 | $1.5M | 0.4% |
| 68 | COSTCOSTCO WHOLESALE CORPORATION | 1,576 | $1.5M | 0.4% |
| 69 | SPYSTATE STR SPDR S&P 500 ETF T | 1,973 | $1.5M | 0.4% |
| 70 | SOSOUTHERN CO | 14,930 | $1.4M | 0.3% |
| 71 | COPCONOCOPHILLIPS | 13,649 | $1.4M | 0.3% |
| 72 | TJXTJX COS INC NEW | 9,353 | $1.4M | 0.3% |
| 73 | PGPROCTER & GAMBLE CO | 9,439 | $1.4M | 0.3% |
| 74 | HDHOME DEPOT INC | 3,863 | $1.4M | 0.3% |
| 75 | MCKMCKESSON CORP | 1,770 | $1.3M | 0.3% |
| 76 | AMPAMERIPRISE FINL INC | 2,910 | $1.3M | 0.3% |
| 77 | VTIVANGUARD INDEX FDS | 3,566 | $1.3M | 0.3% |
| 78 | BABOEING CO | 6,096 | $1.3M | 0.3% |
| 79 | VZVERIZON COMMUNICATIONS INC | 30,459 | $1.3M | 0.3% |
| 80 | NOWSERVICENOW INC | 12,701 | $1.3M | 0.3% |
| 81 | HOODROBINHOOD MKTS INC | 12,396 | $1.2M | 0.3% |
| 82 | ITWILLINOIS TOOL WKS INC | 4,591 | $1.2M | 0.3% |
| 83 | UBERUBER TECHNOLOGIES INC | 16,946 | $1.2M | 0.3% |
| 84 | ITAISHARES TR | 5,024 | $1.2M | 0.3% |
| 85 | FCOMFIDELITY COVINGTON TRUST | 17,495 | $1.2M | 0.3% |
| 86 | GPCGENUINE PARTS CO | 10,198 | $1.2M | 0.3% |
| 87 | NTAPNETAPP INC | 7,756 | $1.2M | 0.3% |
| 88 | AJGGALLAGHER ARTHUR J & CO | 5,012 | $1.2M | 0.3% |
| 89 | DUKDUKE ENERGY CORP NEW | 9,041 | $1.1M | 0.3% |
| 90 | HONHONEYWELL INTL INC | 5,057 | $1.1M | 0.3% |
| 91 | HONAHONEYWELL AEROSPACE INC | 5,057 | $1.1M | 0.3% |
| 92 | RTXRTX CORPORATION | 5,763 | $1.1M | 0.3% |
| 93 | QQQINVESCO QQQ TR | 1,482 | $1.1M | 0.3% |
| 94 | GOOGALPHABET INC | 3,051 | $1.1M | 0.3% |
| 95 | VNLAJANUS DETROIT STR TR | 21,729 | $1.1M | 0.3% |
| 96 | FENYFIDELITY COVINGTON TRUST | 35,794 | $1.1M | 0.3% |
| 97 | MAMASTERCARD INCORPORATED | 1,999 | $1.0M | 0.2% |
| 98 | ABTABBOTT LABORATORIES | 10,983 | $996,586 | 0.2% |
| 99 | ORCLORACLE CORP | 6,739 | $987,584 | 0.2% |
| 100 | PSXPHILLIPS 66 | 5,773 | $975,951 | 0.2% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.