EPG Wealth Management LLC

13F filer · CIK 0001803058

Reported Jul 28, 2026

Net seller this quarter

13F portfolio value$417MU.S. long equity reported on 13F

Positions1388 new · 15 closed

Net flow last quarter-$8.28MBuys minus sells

Top 10 positions weight24.3%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 28, 2026138 positions
NVDANvidia Corp	$17.4M	4.17%	0.00%	-0.9%	Q4 2019
AAPLApple Inc.	$15.8M	3.79%	0.00%	+1.5%	Q4 2019
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$12.2M	2.92%	Not reported	+1.6%	Q4 2019
GOOGLAlphabet Inc.	$11.2M	2.68%	0.00%	+2.0%	Q4 2019
PWRQuanta Services, Inc.	$10M	2.40%	0.01%	-0.5%	Q4 2019
MSFTMicrosoft Corp	$8.14M	1.95%	0.00%	+0.3%	Q4 2019
JPMJPMorgan Chase & Co	$7.55M	1.81%	0.00%	+10.8%	Q4 2019
PANWPalo Alto Networks Inc	$7.04M	1.69%	0.00%	+8.4%	Q4 2021
AMZNAmazon Com Inc	$6.26M	1.50%	0.00%	-0.6%	Q4 2019
LLYELI LILLY & Co	$5.72M	1.37%	0.00%	-0.5%	Q4 2019
CATCaterpillar Inc	$4.99M	1.20%	0.00%	-0.3%	Q4 2019
KOCoca Cola Co	$4.76M	1.14%	0.00%	+1.0%	Q4 2019
TSMTaiwan Semiconductor Manufacturing Co Ltd	$4.61M	1.10%	0.00%	+2.1%	Q4 2019
AMATApplied Materials Inc	$4.59M	1.10%	0.00%	-22.1%	Q1 2020
ANETArista Networks, Inc.	$4.18M	1.00%	0.00%	+59.2%	Q1 2020
AVGOBroadcom Inc.	$4.14M	0.99%	0.00%	-11.1%	Q4 2019
DEDeere & Co	$3.77M	0.90%	0.00%	+10.7%	Q4 2019
STXSeagate Technology Holdings plc	$3.52M	0.84%	0.00%	-51.2%	Q4 2020
URIUnited Rentals, Inc.	$3.47M	0.83%	0.00%	+3.0%	Q4 2019
BRK.BBerkshire Hathaway Inc	$3.14M	0.75%	Not reported	+1.4%	Q4 2019
CSCOCisco Systems, Inc.	$3.02M	0.72%	0.00%	-39.5%	Q4 2019
VVisa Inc.	$2.93M	0.70%	0.00%	-1.5%	Q4 2019
KLACKla Corp	$2.92M	0.70%	0.00%	-7.3%	Q3 2022
WMTWalmart Inc.	$2.83M	0.68%	0.00%	+8.1%	Q4 2019
BLKBlackRock, Inc.	$2.82M	0.68%	0.00%	+8.4%	Q4 2019
MRVLMarvell Technology, Inc.	$2.81M	0.67%	0.00%	-23.6%	Q4 2020
GLDSPDR Gold Trust	$2.75M	0.66%	0.00%	-3.3%	Q4 2019
AMGNAmgen Inc	$2.58M	0.62%	0.00%	+9.4%	Q4 2019
METAMeta Platforms, Inc.	$2.57M	0.62%	Not reported	+2.4%	Q4 2019
SNOWSnowflake Inc.	$2.52M	0.60%	0.00%	+23.9%	Q1 2026
MUMicron Technology Inc	$2.49M	0.60%	0.00%	-0.7%	Q4 2019
LMTLockheed Martin Corp	$2.47M	0.59%	0.00%	+18.9%	Q4 2019
BXBlackstone Inc.	$2.29M	0.55%	0.00%	-5.2%	Q4 2019
MNSTMonster Beverage Corp	$2.22M	0.53%	0.00%	Not reported	Q1 2020
ADIAnalog Devices Inc	$2.19M	0.53%	0.00%	-6.2%	Q4 2019
CVXChevron Corp	$2.17M	0.52%	0.00%	-12.1%	Q4 2019
MCDMcdonalds Corp	$2.13M	0.51%	0.00%	+4.5%	Q4 2019
BACBank of America Corp	$2.03M	0.49%	0.00%	+2.0%	Q4 2019
QCOMQualcomm Inc	$2M	0.48%	0.00%	+12.1%	Q4 2019
NFLXNetflix Inc	$1.97M	0.47%	0.00%	+29.8%	Q4 2019
JNJJohnson & Johnson	$1.97M	0.47%	0.00%	+3.7%	Q4 2019
IBMInternational Business Machines Corp	$1.95M	0.47%	0.00%	-1.6%	Q4 2019
GEVGE Vernova Inc.	$1.75M	0.42%	0.00%	+522.2%	Q1 2026
LOWLowes Companies Inc	$1.7M	0.41%	0.00%	+6.3%	Q4 2019
TXNTexas Instruments Inc	$1.6M	0.38%	0.00%	+26.4%	Q1 2020
ECLEcolab Inc.	$1.53M	0.37%	0.00%	+1.8%	Q4 2019
RYRoyal Bank of Canada	$1.49M	0.36%	0.00%	-0.5%	Q4 2019
COSTCostco Wholesale Corp	$1.47M	0.35%	0.00%	-3.1%	Q4 2019
SPYSPDR S&P 500 ETF Trust	$1.47M	0.35%	Not reported	-0.6%	Q4 2019
SOSouthern Co	$1.43M	0.34%	0.00%	-5.5%	Q4 2019

Q1 2026Reported May 7, 2026144 positions
NVDANvidia Corp	$15.3M	4.15%	0.00%	-3.0%	Q4 2019
AAPLApple Inc.	$13.7M	3.71%	0.00%	-1.6%	Q4 2019
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$11.3M	3.05%	Not reported	+1.2%	Q4 2019
GOOGLAlphabet Inc.	$8.83M	2.39%	0.00%	+19.0%	Q4 2019
MSFTMicrosoft Corp	$8.05M	2.18%	0.00%	+37.8%	Q4 2019
PWRQuanta Services, Inc.	$7.68M	2.08%	0.01%	-7.8%	Q4 2019
JPMJPMorgan Chase & Co	$6.12M	1.66%	0.00%	+0.8%	Q4 2019
AMZNAmazon Com Inc	$5.5M	1.49%	0.00%	+5.4%	Q4 2019
KOCoca Cola Co	$4.42M	1.20%	0.00%	+0.3%	Q4 2019
LLYELI LILLY & Co	$4.41M	1.20%	0.00%	-11.2%	Q4 2019
AVGOBroadcom Inc.	$3.81M	1.03%	0.00%	+3.3%	Q4 2019
CATCaterpillar Inc	$3.33M	0.90%	0.00%	-23.5%	Q4 2019
GLDSPDR Gold Trust	$3.32M	0.90%	0.00%	-4.3%	Q4 2019
TSMTaiwan Semiconductor Manufacturing Co Ltd	$3.2M	0.87%	0.00%	-13.7%	Q4 2019
CVXChevron Corp	$3.08M	0.84%	0.00%	+9.1%	Q4 2019
PANWPalo Alto Networks Inc	$3.06M	0.83%	0.00%	+22.4%	Q4 2021
DEDeere & Co	$3.02M	0.82%	0.00%	+2.7%	Q4 2019
BRK.BBerkshire Hathaway Inc	$2.97M	0.81%	Not reported	-1.5%	Q4 2019
STXSeagate Technology Holdings plc	$2.93M	0.79%	0.00%	-33.0%	Q4 2020
WMTWalmart Inc.	$2.87M	0.78%	0.00%	+66.8%	Q4 2019
AMATApplied Materials Inc	$2.78M	0.76%	0.00%	+0.8%	Q1 2020
SCHWSchwab Charles Corp	$2.7M	0.73%	0.00%	+1.7%	Q4 2019
CSCOCisco Systems, Inc.	$2.7M	0.73%	0.00%	+60.1%	Q4 2019
VVisa Inc.	$2.62M	0.71%	0.00%	+2.3%	Q4 2019
BLKBlackRock, Inc.	$2.61M	0.71%	0.00%	+7.5%	Q4 2019
METAMeta Platforms, Inc.	$2.55M	0.69%	Not reported	+4.3%	Q4 2019
LMTLockheed Martin Corp	$2.47M	0.67%	0.00%	+1.5%	Q4 2019
BXBlackstone Inc.	$2.36M	0.64%	0.00%	+148.5%	Q4 2019
MCDMcdonalds Corp	$2.35M	0.64%	0.00%	+2.5%	Q4 2019
AMGNAmgen Inc	$2.29M	0.62%	0.00%	+5.8%	Q4 2019
HONHoneywell International Inc	$2.28M	0.62%	0.00%	+0.6%	Q4 2019
URIUnited Rentals, Inc.	$2.17M	0.59%	0.00%	+3.8%	Q4 2019
NFLXNetflix Inc	$2.04M	0.55%	0.00%	+5.4%	Q4 2019
COPConocophillips	$1.96M	0.53%	0.00%	+4.1%	Q4 2019
ANETArista Networks, Inc.	$1.9M	0.51%	0.00%	+3.6%	Q1 2020
ADIAnalog Devices Inc	$1.87M	0.51%	0.00%	-0.7%	Q4 2019
JNJJohnson & Johnson	$1.82M	0.49%	0.00%	+2.6%	Q4 2019
VZVerizon Communications Inc	$1.8M	0.49%	0.00%	+0.7%	Q4 2019
IBMInternational Business Machines Corp	$1.71M	0.46%	0.00%	+1.9%	Q4 2019
LOWLowes Companies Inc	$1.71M	0.46%	0.00%	+1.0%	Q4 2019
BACBank of America Corp	$1.7M	0.46%	0.00%	+499.7%	Q4 2019
MNSTMonster Beverage Corp	$1.68M	0.45%	0.00%	-13.8%	Q1 2020
COSTCostco Wholesale Corp	$1.62M	0.44%	0.00%	-3.4%	Q4 2019
SLBSLB Limited	$1.61M	0.44%	0.00%	+0.1%	Q4 2019
MCKMckesson Corp	$1.54M	0.42%	0.00%	-27.9%	Q4 2019
KLACKla Corp	$1.54M	0.42%	0.00%	-28.4%	Q3 2022
SOSouthern Co	$1.52M	0.41%	0.00%	+0.9%	Q4 2019
ECLEcolab Inc.	$1.44M	0.39%	0.00%	+0.6%	Q4 2019
PGPROCTER & GAMBLE Co	$1.41M	0.38%	0.00%	+24.9%	Q4 2019
TJXTJX Companies Inc	$1.32M	0.36%	0.00%	+2.4%	Q4 2019

Q4 2025Reported Jan 28, 2026145 positions
NVDANvidia Corp	$16.9M	4.54%	0.00%	+0.4%	Q4 2019
AAPLApple Inc.	$14.9M	4.00%	0.00%	+0.1%	Q4 2019
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$10.8M	2.90%	Not reported	+2.0%	Q4 2019
GOOGLAlphabet Inc.	$8.08M	2.17%	0.00%	+3.4%	Q4 2019
MSFTMicrosoft Corp	$7.63M	2.05%	0.00%	-0.3%	Q4 2019
JPMJPMorgan Chase & Co	$6.66M	1.79%	0.00%	+2.8%	Q4 2019
PWRQuanta Services, Inc.	$6.4M	1.72%	0.01%	+2.4%	Q4 2019
LLYELI LILLY & Co	$5.8M	1.56%	0.00%	-0.4%	Q4 2019
AMZNAmazon Com Inc	$5.79M	1.56%	0.00%	+2.4%	Q4 2019
AVGOBroadcom Inc.	$4.13M	1.11%	0.00%	-6.2%	Q4 2019
KOCoca Cola Co	$4.05M	1.09%	0.00%	-1.2%	Q4 2019
CATCaterpillar Inc	$3.52M	0.95%	0.00%	-0.5%	Q4 2019
CRMSalesforce, Inc.	$3.49M	0.94%	0.00%	+3.1%	Q4 2019
TSMTaiwan Semiconductor Manufacturing Co Ltd	$3.33M	0.90%	0.00%	+5.1%	Q4 2019
GLDSPDR Gold Trust	$3.2M	0.86%	0.00%	-9.8%	Q4 2019
BRK.BBerkshire Hathaway Inc	$3.16M	0.85%	Not reported	-2.0%	Q4 2019
STXSeagate Technology Holdings plc	$3.07M	0.83%	0.01%	+8.4%	Q4 2020
VVisa Inc.	$2.97M	0.80%	0.00%	+4.2%	Q4 2019
PANWPalo Alto Networks Inc	$2.87M	0.77%	0.00%	+3.5%	Q4 2021
SCHWSchwab Charles Corp	$2.83M	0.76%	0.00%	+4.9%	Q4 2019
METAMeta Platforms, Inc.	$2.82M	0.76%	Not reported	+6.5%	Q4 2019
UBERUber Technologies, Inc	$2.73M	0.74%	0.00%	+0.9%	Q4 2019
BLKBlackRock, Inc.	$2.7M	0.73%	0.00%	+2.5%	Q4 2019
DEDeere & Co	$2.43M	0.65%	0.00%	+1.5%	Q4 2019
URIUnited Rentals, Inc.	$2.32M	0.62%	0.00%	+6.5%	Q4 2019
MCDMcdonalds Corp	$2.25M	0.61%	0.00%	+3.5%	Q4 2019
CVXChevron Corp	$2.08M	0.56%	0.00%	+3.5%	Q4 2019
AMATApplied Materials Inc	$2.08M	0.56%	0.00%	+3.8%	Q1 2020
MNSTMonster Beverage Corp	$2.06M	0.55%	0.00%	+0.2%	Q1 2020
IBMInternational Business Machines Corp	$2.05M	0.55%	0.00%	-1.3%	Q4 2019
CSCOCisco Systems, Inc.	$2.05M	0.55%	0.00%	+1.3%	Q4 2019
MCKMckesson Corp	$2.03M	0.55%	0.00%	+2.4%	Q4 2019
AMGNAmgen Inc	$2.01M	0.54%	0.00%	-0.9%	Q4 2019
HONHoneywell International Inc	$1.96M	0.53%	0.00%	+0.5%	Q4 2019
ANETArista Networks, Inc.	$1.96M	0.53%	0.00%	+4.0%	Q1 2020
LMTLockheed Martin Corp	$1.94M	0.52%	0.00%	+4.1%	Q4 2019
NFLXNetflix Inc	$1.89M	0.51%	0.00%	+4.9%	Q4 2019
KLACKla Corp	$1.77M	0.48%	0.00%	+0.3%	Q3 2022
QCOMQualcomm Inc	$1.76M	0.47%	0.00%	-4.7%	Q4 2019
LOWLowes Companies Inc	$1.73M	0.46%	0.00%	+2.0%	Q4 2019
BSXBoston Scientific Corp	$1.71M	0.46%	0.00%	+2.5%	Q3 2023
ADIAnalog Devices Inc	$1.61M	0.43%	0.00%	+2.4%	Q4 2019
WMTWalmart Inc.	$1.54M	0.42%	0.00%	+3.7%	Q4 2019
COFCapital One Financial Corp	$1.53M	0.41%	0.00%	+5.9%	Q4 2019
JNJJohnson & Johnson	$1.51M	0.41%	0.00%	+1.4%	Q4 2019
NOWServiceNow, Inc.	$1.48M	0.40%	0.00%	+2.5%	Q4 2019
COSTCostco Wholesale Corp	$1.45M	0.39%	0.00%	+1.3%	Q4 2019
VZVerizon Communications Inc	$1.45M	0.39%	0.00%	-10.6%	Q4 2019
MAMastercard Inc	$1.43M	0.38%	0.00%	+0.3%	Q4 2019
ABTAbbott Laboratories	$1.42M	0.38%	0.00%	+1.5%	Q4 2019

Q3 2025Reported Nov 3, 2025148 positions
NVDANvidia Corp	$16.8M	4.63%	0.00%	-6.1%	Q4 2019
AAPLApple Inc.	$13.9M	3.83%	0.00%	+1.9%	Q4 2019
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$10.4M	2.86%	Not reported	-2.9%	Q4 2019
MSFTMicrosoft Corp	$8.2M	2.26%	0.00%	+0.4%	Q4 2019
JPMJPMorgan Chase & Co	$6.34M	1.75%	0.00%	-4.1%	Q4 2019
PWRQuanta Services, Inc.	$6.14M	1.69%	0.01%	+1.3%	Q4 2019
GOOGLAlphabet Inc.	$6.06M	1.67%	0.00%	+7.1%	Q4 2019
AMZNAmazon Com Inc	$5.38M	1.48%	0.00%	+28.8%	Q4 2019
AVGOBroadcom Inc.	$4.19M	1.15%	0.00%	+1.0%	Q4 2019
LLYELI LILLY & Co	$4.14M	1.14%	0.00%	+10.0%	Q4 2019
KOCoca Cola Co	$3.89M	1.07%	0.00%	+9.7%	Q4 2019
UBERUber Technologies, Inc	$3.25M	0.90%	0.00%	+87.0%	Q4 2019
BRK.BBerkshire Hathaway Inc	$3.23M	0.89%	Not reported	-0.3%	Q4 2019
GLDSPDR Gold Trust	$3.18M	0.88%	0.00%	+3.7%	Q4 2019
PANWPalo Alto Networks Inc	$3.07M	0.84%	0.00%	+5.6%	Q4 2021
CRMSalesforce, Inc.	$3.03M	0.83%	0.00%	+64.6%	Q4 2019
CATCaterpillar Inc	$2.95M	0.81%	0.00%	+32.5%	Q4 2019
METAMeta Platforms, Inc.	$2.94M	0.81%	Not reported	-14.1%	Q4 2019
TSMTaiwan Semiconductor Manufacturing Co Ltd	$2.91M	0.80%	0.00%	+4.1%	Q4 2019
BLKBlackRock, Inc.	$2.87M	0.79%	0.00%	+2.7%	Q4 2019
VVisa Inc.	$2.78M	0.77%	0.00%	+9.2%	Q4 2019
SCHWSchwab Charles Corp	$2.57M	0.71%	0.00%	+3.0%	Q4 2019
URIUnited Rentals, Inc.	$2.57M	0.71%	0.00%	+0.3%	Q4 2019
STXSeagate Technology Holdings plc	$2.43M	0.67%	0.00%	-1.0%	Q4 2020
DEDeere & Co	$2.35M	0.65%	0.00%	+2.9%	Q4 2019
NFLXNetflix Inc	$2.31M	0.64%	0.00%	+2.9%	Q4 2019
MCDMcdonalds Corp	$2.16M	0.60%	0.00%	+4.9%	Q4 2019
HONHoneywell International Inc	$2.11M	0.58%	0.00%	+8.6%	Q4 2019
ANETArista Networks, Inc.	$2.09M	0.58%	0.00%	-10.2%	Q1 2020
CVXChevron Corp	$2.05M	0.56%	0.00%	+6.2%	Q4 2019
IBMInternational Business Machines Corp	$1.98M	0.55%	0.00%	+4.5%	Q4 2019
LMTLockheed Martin Corp	$1.93M	0.53%	0.00%	+1.6%	Q4 2019
MCKMckesson Corp	$1.86M	0.51%	0.00%	+5.3%	Q4 2019
MNSTMonster Beverage Corp	$1.8M	0.50%	0.00%	Not reported	Q1 2020
CSCOCisco Systems, Inc.	$1.79M	0.49%	0.00%	+0.3%	Q4 2019
QCOMQualcomm Inc	$1.79M	0.49%	0.00%	+8.0%	Q4 2019
LOWLowes Companies Inc	$1.76M	0.49%	0.00%	+3.7%	Q4 2019
VZVerizon Communications Inc	$1.75M	0.48%	0.00%	-3.1%	Q4 2019
AMGNAmgen Inc	$1.75M	0.48%	0.00%	+10.6%	Q4 2019
NOWServiceNow, Inc.	$1.73M	0.48%	0.00%	+5.9%	Q4 2019
BSXBoston Scientific Corp	$1.71M	0.47%	0.00%	+2.9%	Q3 2023
ORCLOracle Corp	$1.64M	0.45%	0.00%	+11.2%	Q4 2019
AMATApplied Materials Inc	$1.6M	0.44%	0.00%	+6.5%	Q1 2020
HDHome Depot, Inc.	$1.58M	0.44%	0.00%	+0.4%	Q4 2019
KLACKla Corp	$1.57M	0.43%	0.00%	-1.4%	Q3 2022
SOSouthern Co	$1.54M	0.42%	0.00%	+2.2%	Q4 2019
COSTCostco Wholesale Corp	$1.54M	0.42%	0.00%	+3.3%	Q4 2019
AJGArthur J. Gallagher & Co.	$1.51M	0.42%	0.00%	+6.2%	Q1 2023
ABTAbbott Laboratories	$1.49M	0.41%	0.00%	+5.1%	Q4 2019
ADIAnalog Devices Inc	$1.42M	0.39%	0.00%	+4.5%	Q4 2019

Premium opens every quarter this fund has filed