EPG Wealth Management LLC

Institutional InvestorSimilar funds →SEC EDGAR: CIK 1803058
Institutional-grade research for retail investors

13F Reported Value

$368.7M

Holdings

320

Latest Filing

2026-03-31

Filing Quarter

Q1 2026

Portfolio Overview

EPG Wealth Management LLC disclosed 320 positions worth $368.7M in its Form 13F-HR for Q1 2026, followed by $NVDA and $AAPL. During the quarter the fund opened 10 new positions and exited 10 — including a new stake in $SNOW and a full exit from $CRM. The portfolio is most concentrated in Other (37.0% of disclosed assets). All figures are sourced directly from EPG Wealth Management LLC’s Form 13F-HR filing with the SEC under CIK 1803058.

Sector Allocation

OtherTechnologyFinancialsIndustrialsConsumer DiscretionaryHealthcare

AUM History

Top Equity Holdings by Value

Quarterly Activity — Q1 2026

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Top Holdings

AI Quality Scored

Unlock AI quality scores for every holding

32-signal composite ranking on each of EPG Wealth Management LLC's 320 positions.

Showing top 10 of 320 holdings.

Sector Allocation

Other

$136.5M

Technology

$85.0M

Financials

$41.7M

Industrials

$30.2M

Consumer Discretionary

$18.3M

Healthcare

$17.0M

Energy

$13.0M

Consumer Staples

$12.1M

Full Holdings — EPG Wealth Management LLC (Q1 2026)

All 320 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.

#TickerCompanyValueWeightQoQQuality
1ISHARES TR$17.0M4.6%+0%
2NVDA$NVDANVIDIA CORP$15.3M4.2%-3%90.2
3AAPL$AAPLApple Inc.$13.7M3.7%-2%76.1
4VANGUARD WHITEHALL FDS$11.3M3.0%+1%
5VANGUARD SCOTTSDALE FDS$10.1M2.7%+1%
6ISHARES TR$9.9M2.7%+3%
7GOOG$GOOGAlphabet Inc.$8.8M2.4%+19%80.2
8VANGUARD TAX-MANAGED FDS$8.1M2.2%+3790%
9MSFT$MSFTMICROSOFT CORP$8.1M2.2%+38%83.7
10PWR$PWRQUANTA SERVICES, INC.$7.7M2.1%-8%62.6
11ISHARES TR$7.5M2.0%+1%
12IVZ$IVZInvesco Ltd.$6.8M1.8%+0%
13ISHARES TR$6.6M1.8%-0%
14J P MORGAN EXCHANGE TRADED F$6.2M1.7%+6%
15JPM$JPMJPMORGAN CHASE & CO$6.1M1.7%+1%35.6
16PACER FDS TR$5.5M1.5%+0%
17AMZN$AMZNAMAZON COM INC$5.5M1.5%+5%74.6
18KO$KOCOCA COLA CO$4.4M1.2%+0%74
19LLY$LLYELI LILLY & Co$4.4M1.2%-11%89.3
20SELECT SECTOR SPDR TR$4.3M1.2%+1%
21ISHARES INC$4.2M1.1%+0%
22AVGO$AVGOBroadcom Inc.$3.8M1.0%+3%86.4
23CAT$CATCATERPILLAR INC$3.3M0.9%-24%67.8
24GLD$GLDSPDR GOLD TRUST$3.3M0.9%-4%
25TSM$TSMTAIWAN SEMICONDUCTOR MANUFACTURING CO LTD$3.2M0.9%-14%
26CVX$CVXCHEVRON CORP$3.1M0.8%+9%54.7
27ISHARES TR$3.1M0.8%+0%
28PANW$PANWPalo Alto Networks Inc$3.1M0.8%+22%66.5
29DE$DEDEERE & CO$3.0M0.8%+3%57.4
30BRK.B$BRK.BBERKSHIRE HATHAWAY INC$3.0M0.8%-1%64.5
31STX$STXSeagate Technology Holdings plc$2.9M0.8%-33%
32FIRST TR EXCHANGE-TRADED FD$2.9M0.8%+5%
33WMT$WMTWalmart Inc.$2.9M0.8%+67%63.2
34AMAT$AMATAPPLIED MATERIALS INC /DE$2.8M0.8%+1%74.8
35SCHW$SCHWSCHWAB CHARLES CORP$2.7M0.7%+2%77.2
36CSCO$CSCOCISCO SYSTEMS, INC.$2.7M0.7%+60%72.3
37V$VVISA INC.$2.6M0.7%+2%83.5
38BLK$BLKBlackRock, Inc.$2.6M0.7%+7%70.3
39META$METAMeta Platforms, Inc.$2.5M0.7%+4%80.9
40LMT$LMTLOCKHEED MARTIN CORP$2.5M0.7%+2%65
41FIDELITY COVINGTON TRUST$2.4M0.7%-1%
42SELECT SECTOR SPDR TR$2.4M0.7%-16%
43BX$BXBlackstone Inc.$2.4M0.6%+149%68
44MCD$MCDMCDONALDS CORP$2.3M0.6%+2%73.9
45SELECT SECTOR SPDR TR$2.3M0.6%-0%
46ISHARES TR$2.3M0.6%-13%
47AMGN$AMGNAMGEN INC$2.3M0.6%+6%79.5
48HON$HONHONEYWELL INTERNATIONAL INC$2.3M0.6%+1%65.7
49URI$URIUNITED RENTALS, INC.$2.2M0.6%+4%70.7
50NFLX$NFLXNETFLIX INC$2.0M0.6%+5%86.7
51COP$COPCONOCOPHILLIPS$2.0M0.5%+4%74.8
52ANET$ANETArista Networks, Inc.$1.9M0.5%+4%86
53ADI$ADIANALOG DEVICES INC$1.9M0.5%-1%76.2
54SELECT SECTOR SPDR TR$1.8M0.5%+2%
55JNJ$JNJJOHNSON & JOHNSON$1.8M0.5%+3%72.8
56VZ$VZVERIZON COMMUNICATIONS INC$1.8M0.5%+1%71.6
57IBM$IBMINTERNATIONAL BUSINESS MACHINES CORP$1.7M0.5%+2%66.7
58LOW$LOWLOWES COMPANIES INC$1.7M0.5%+1%63.5
59BAC$BACBANK OF AMERICA CORP /DE/$1.7M0.5%+500%68.4
60MNST$MNSTMonster Beverage Corp$1.7M0.5%-14%77
61COST$COSTCOSTCO WHOLESALE CORP /NEW$1.6M0.4%-3%67
62SLB$SLBSLB LIMITED/NV$1.6M0.4%+0%63.2
63MCK$MCKMCKESSON CORP$1.5M0.4%-28%63.7
64KLAC$KLACKLA CORP$1.5M0.4%-28%84.4
65SO$SOSOUTHERN CO$1.5M0.4%+1%65.1
66ECL$ECLECOLAB INC.$1.4M0.4%+1%64.3
67PG$PGPROCTER & GAMBLE Co$1.4M0.4%+25%72.9
68FIDELITY COVINGTON TRUST$1.3M0.4%-1%
69TJX$TJXTJX COMPANIES INC /DE/$1.3M0.4%+2%70.7
70SPY$SPYSPDR S&P 500 ETF TRUST$1.3M0.3%+1%
71HD$HDHOME DEPOT, INC.$1.3M0.3%+0%69.2
72AMP$AMPAMERIPRISE FINANCIAL INC$1.2M0.3%+3%70.2
73QCOM$QCOMQUALCOMM INC/DE$1.2M0.3%-6%81.9
74SHEL$SHELShell plc$1.2M0.3%+2%
75MA$MAMastercard Inc$1.2M0.3%-2%81.7
76MRVL$MRVLMarvell Technology, Inc.$1.2M0.3%+2%77.3
77BSX$BSXBOSTON SCIENTIFIC CORP$1.2M0.3%+8%79.9
78BA$BABOEING CO$1.2M0.3%-3%51.8
79SNOW$SNOWSnowflake Inc.$1.2M0.3%NEW49.6
80FIDELITY COVINGTON TRUST$1.2M0.3%-22%
81UBER$UBERUber Technologies, Inc$1.2M0.3%-50%79.3
82RY$RYROYAL BANK OF CANADA$1.2M0.3%+3%
83FIDELITY COVINGTON TRUST$1.2M0.3%-0%
84SYK$SYKSTRYKER CORP$1.2M0.3%+0%69.8
85RTX$RTXRTX Corp$1.2M0.3%-2%70
86XOM$XOMEXXON MOBIL CORP$1.1M0.3%+0%61.8
87ITW$ITWILLINOIS TOOL WORKS INC$1.1M0.3%+3%71.2
88TMUS$TMUST-Mobile US, Inc.$1.1M0.3%+4%72.7
89SGOL$SGOLabrdn Gold ETF Trust$1.1M0.3%+0%
90AJG$AJGArthur J. Gallagher & Co.$1.1M0.3%+1%72.1
91PEP$PEPPEPSICO INC$1.1M0.3%+56%62.7
92PEG$PEGPUBLIC SERVICE ENTERPRISE GROUP INC$1.1M0.3%+4%74.6
93AZN$AZNASTRAZENECA PLC$1.1M0.3%-50%
94PSX$PSXPhillips 66$1.1M0.3%+2%47.6
95ABT$ABTABBOTT LABORATORIES$1.1M0.3%-7%67
96VANGUARD INDEX FDS$1.1M0.3%+3%
97JANUS DETROIT STR TR$1.1M0.3%+1%
98NOW$NOWServiceNow, Inc.$1.0M0.3%+4%76
99SPGI$SPGIS&P Global Inc.$1.0M0.3%-3%79.4
100HAL$HALHALLIBURTON CO$1.0M0.3%+2%50.9
101ORCL$ORCLORACLE CORP$1.0M0.3%+12%67.2
102ISHARES TR$1.0M0.3%+1%
103ISHARES TR$1.0M0.3%+1%
104VANGUARD MALVERN FDS$967,0610.3%+11%
105PAYX$PAYXPAYCHEX INC$962,2270.3%-6%75.1
106TFC$TFCTRUIST FINANCIAL CORP$958,6150.3%-8%
107VANGUARD MUN BD FDS$928,8330.3%+4%
108TTE$TTETotalEnergies SE$926,7220.3%+5%
109GOOGL$GOOGLAlphabet Inc.$919,0240.3%+0%80.2
110FIRST TR EXCH TRADED FD III$907,0250.3%+3%
111SNY$SNYSanofi$903,1340.2%+1%
112GPC$GPCGENUINE PARTS CO$902,3990.2%-8%54.2
113QQQ$QQQINVESCO QQQ TRUST, SERIES 1$876,4280.2%+1%
114DUK$DUKDuke Energy CORP$853,6580.2%+6%64
115IAU$IAUISHARES GOLD TRUST$852,5070.2%+0%
116CSX$CSXCSX CORP$831,7160.2%+1%66.4
117TXN$TXNTEXAS INSTRUMENTS INC$824,8500.2%+17%70.4
118KR$KRKROGER CO$804,8660.2%+4%51.1
119SELECT SECTOR SPDR TR$796,6000.2%-0%
120VST$VSTVistra Corp.$766,4930.2%NEW62.9
121MU$MUMICRON TECHNOLOGY INC$734,2410.2%+2%88.4
122UL$ULUNILEVER PLC$733,6600.2%NEW
123ISHARES TR$708,0940.2%+0%
124DASH$DASHDoorDash, Inc.$699,2490.2%+3%70.6
125BABA$BABAAlibaba Group Holding Ltd$696,8210.2%+5%
126DD$DDDuPont de Nemours, Inc.$692,6860.2%+7%31.1
127DXCM$DXCMDEXCOM INC$689,1670.2%NEW77.9
128ISHARES TR$676,9660.2%-92%
129LHX$LHXL3HARRIS TECHNOLOGIES, INC. /DE/$647,6280.2%NEW66.5
130SELECT SECTOR SPDR TR$645,9660.2%+9%
131CELH$CELHCelsius Holdings, Inc.$645,7360.2%+6%63
132MDT$MDTMedtronic plc$626,0450.2%+2%
133AXON$AXONAXON ENTERPRISE, INC.$619,1980.2%-3%55.6
134RBLX$RBLXRoblox Corp$614,1850.2%+134%53.7
135ISHARES TR$607,2550.2%+0%
136KIM$KIMKIMCO REALTY CORP$606,1620.2%-12%70.1
137GILD$GILDGILEAD SCIENCES, INC.$596,7520.2%-4%77.8
138JOHN HANCOCK EXCHANGE TRADED$582,5280.2%+0%
139APD$APDAir Products & Chemicals, Inc.$575,3600.2%+15%41.2
140ISHARES TR$555,7750.1%-0%
141ABBV$ABBVAbbVie Inc.$536,3850.1%-4%59.3
142ISHARES TR$516,9310.1%-2%
143FIRST TR EXCHANGE TRADED FD$510,1450.1%+9%
144MO$MOALTRIA GROUP, INC.$477,0510.1%+0%72.1
145DECK$DECKDECKERS OUTDOOR CORP$463,1160.1%+2%83.2
146ISHARES TR$456,4450.1%+0%
147RCL$RCLROYAL CARIBBEAN CRUISES LTD$446,9400.1%+2%
148TSLA$TSLATesla, Inc.$440,5240.1%-6%50.1
149SELECT SECTOR SPDR TR$438,9370.1%+0%
150VANGUARD INDEX FDS$423,0240.1%+0%
151C$CCITIGROUP INC$422,6540.1%+8%54.8
152AVB$AVBAVALONBAY COMMUNITIES INC$408,7650.1%+4%57.5
153VLO$VLOVALERO ENERGY CORP/TX$398,7870.1%+0%51.4
154FIRST TR EXCHANGE TRAD FD VI$375,0770.1%-4%
155J P MORGAN EXCHANGE TRADED F$356,1390.1%+4%
156MPC$MPCMarathon Petroleum Corp$345,2890.1%+0%50.7
157BMY$BMYBRISTOL MYERS SQUIBB CO$327,2780.1%-1%70.1
158ALB$ALBALBEMARLE CORP$325,1890.1%-4%50.2
159J P MORGAN EXCHANGE TRADED F$321,4000.1%+1%
160SHW$SHWSHERWIN WILLIAMS CO$301,0650.1%+9%65.3
161TT$TTTrane Technologies plc$298,9580.1%+0%
162AXP$AXPAMERICAN EXPRESS CO$294,4890.1%+0%73.2
163SPDR SERIES TRUST$294,2720.1%+0%
164VANGUARD SPECIALIZED FUNDS$290,9330.1%+0%
165UPS$UPSUNITED PARCEL SERVICE INC$287,1610.1%+2%58.2
166ISHARES TR$283,9350.1%+0%
167ISHARES TR$283,8990.1%+0%
168T$TAT&T INC.$283,4410.1%+1%71.9
169ISHARES TR$256,7230.1%+0%
170KRANESHARES TRUST$246,8810.1%+0%
171ISHARES TR$246,8060.1%+8%
172MS$MSMORGAN STANLEY$235,3220.1%+0%
173ALPS ETF TR$234,7630.1%-4%
174SPG$SPGSIMON PROPERTY GROUP INC.$233,9090.1%+0%76.9
175PLTR$PLTRPalantir Technologies Inc.$226,8800.1%-13%85.8
176ADP$ADPAUTOMATIC DATA PROCESSING INC$218,8080.1%-8%77.9
177SLV$SLViShares Silver Trust$216,8900.1%NEW
178PECO$PECOPhillips Edison & Company, Inc.$214,3050.1%NEW50.4
179GEV$GEVGE Vernova Inc.$208,9620.1%NEW70.1
180GE$GEGENERAL ELECTRIC CO$207,8530.1%+0%74.8
181MRK$MRKMerck & Co., Inc.$205,6160.1%NEW70.9
182FCX$FCXFREEPORT-MCMORAN INC$204,4940.1%NEW73.1
183ET$ETEnergy Transfer LP$202,3300.1%+2%64.5
184VANGUARD INDEX FDS$198,8940.1%+12%
185ISHARES TR$198,3380.1%-13%
186ISHARES TR$186,3390.1%+0%
187CICB$CICBCION Investment Corp$173,1280.1%+1%
188KRANESHARES TRUST$158,3880.0%+1%
189VANGUARD INDEX FDS$151,7510.0%+0%
190ISHARES TR$146,2310.0%+0%
191SELECT SECTOR SPDR TR$143,9720.0%+0%
192FIRST TR EXCHANGE-TRADED FD$128,3770.0%+0%
193ISHARES TR$123,4480.0%+0%
194IVZ$IVZInvesco Ltd.$123,3570.0%-38%
195VANGUARD WORLD FD$123,3010.0%+0%
196ISHARES TR$119,3050.0%+0%
197ISHARES TR$118,7930.0%+0%
198ISHARES TR$117,7720.0%+0%
199SELECT SECTOR SPDR TR$116,9780.0%+0%
200SELECT SECTOR SPDR TR$116,4250.0%+38%
201ISHARES TR$116,0210.0%+0%
202WT$WTWisdomTree, Inc.$112,2570.0%+0%62.9
203GS$GSGOLDMAN SACHS GROUP INC$111,6150.0%+0%
204VANECK ETF TRUST$108,8830.0%-24%
205SPDR SERIES TRUST$103,6030.0%-1%
206SPDR SERIES TRUST$99,5740.0%+0%
207ISHARES TR$99,2590.0%+0%
208SPDR SERIES TRUST$90,9150.0%+0%
209ISHARES TR$89,8040.0%+0%
210VANECK ETF TRUST$88,9490.0%+0%
211SPDR SERIES TRUST$88,0620.0%+0%
212J P MORGAN EXCHANGE TRADED F$85,5590.0%-5%
213WT$WTWisdomTree, Inc.$85,0300.0%+1%62.9
214VANECK ETF TRUST$82,6110.0%+0%
215GS$GSGOLDMAN SACHS GROUP INC$80,0520.0%-50%
216SPDR SERIES TRUST$73,2200.0%-50%
217ISHARES TR$69,0190.0%+0%
218ALPS ETF TR$64,3380.0%+0%
219ISHARES TR$62,8340.0%+0%
220VANECK ETF TRUST$62,5590.0%+0%
221FIDELITY COVINGTON TRUST$61,2010.0%+0%
222ISHARES TR$58,2940.0%+43%
223VANGUARD INDEX FDS$54,4280.0%-1%
224VANGUARD INDEX FDS$53,1960.0%+0%
225FIDELITY COVINGTON TRUST$51,6590.0%+0%
226VANECK ETF TRUST$51,2000.0%+1973%
227ISHARES TR$51,1880.0%+400%
228ISHARES TR$50,1520.0%+0%
229ISHARES TR$50,0300.0%+21%
230FIDELITY COVINGTON TRUST$44,7730.0%+0%
231ISHARES TR$43,8380.0%-28%
232VANGUARD WORLD FD$43,7540.0%+0%
233VANGUARD SCOTTSDALE FDS$43,6410.0%+1%
234ISHARES TR$40,9910.0%+0%
235VANGUARD WORLD FD$40,4680.0%+0%
236VANGUARD WORLD FD$39,9070.0%+0%
237IVZ$IVZInvesco Ltd.$37,6400.0%+0%
238VANGUARD WORLD FD$36,7380.0%+0%
239FIDELITY COVINGTON TRUST$35,7010.0%+0%
240SPDR SERIES TRUST$35,2410.0%+0%
241SPDR SERIES TRUST$34,0670.0%+1%
242IVZ$IVZInvesco Ltd.$33,3060.0%+0%
243ISHARES TR$31,1620.0%+0%
244VANGUARD INDEX FDS$30,6250.0%+0%
245VANGUARD INDEX FDS$30,5220.0%+1%
246VANGUARD WHITEHALL FDS$29,9790.0%+1%
247ISHARES TR$29,1840.0%+0%
248VANGUARD SCOTTSDALE FDS$28,4100.0%+0%
249WT$WTWisdomTree, Inc.$28,2300.0%+0%62.9
250FIDELITY COVINGTON TRUST$28,0270.0%+0%
251PACER FDS TR$27,2320.0%+0%
252JANUS DETROIT STR TR$26,4690.0%+0%
253GOLDMAN SACHS ETF TR$25,4940.0%+0%
254INVESCO EXCHANGE TRADED FD T$25,4640.0%+0%
255ISHARES TR$23,8800.0%+0%
256FIRST TR EXCHANGE TRADED FD$22,9120.0%+9%
257ISHARES TR$22,8590.0%+0%
258ISHARES TR$22,6540.0%+0%
259ISHARES TR$19,9460.0%+0%
260ISHARES TR$19,0030.0%+0%
261SPDR SERIES TRUST$18,4450.0%+658%
262ISHARES TR$18,2160.0%+0%
263VANGUARD INDEX FDS$17,9390.0%-77%
264REI$REIRING ENERGY, INC.$17,6750.0%+0%32.2
265ISHARES TR$17,0390.0%+0%
266VANGUARD SCOTTSDALE FDS$16,0540.0%+0%
267ISHARES TR$15,8040.0%+0%
268SPDR SERIES TRUST$15,6310.0%+0%
269ISHARES TR$15,6290.0%+0%
270FIRST TR EXCHANGE TRADED FD$15,2300.0%-50%
271FIDELITY COVINGTON TRUST$14,1920.0%+0%
272SPDR SERIES TRUST$13,9940.0%+0%
273VANGUARD INDEX FDS$13,8270.0%+0%
274ISHARES TR$12,7590.0%+0%
275VANGUARD WORLD FD$12,4430.0%+0%
276ISHARES TR$12,3940.0%+1%
277SPDR SERIES TRUST$12,3230.0%+5%
278ISHARES TR$12,3100.0%+0%
279ISHARES TR$11,7410.0%+0%
280SPDR SERIES TRUST$11,6510.0%+148%
281SPDR SERIES TRUST$10,7570.0%+0%
282ISHARES TR$10,6420.0%+0%
283ISHARES TR$10,4020.0%-1%
284ISHARES TR$10,3320.0%+0%
285ISHARES TR$9,3170.0%+0%
286VANGUARD INDEX FDS$8,4920.0%+0%
287SPDR SERIES TRUST$8,4380.0%+1%
288SPDR SERIES TRUST$8,2680.0%+0%
289ISHARES TR$8,1120.0%+0%
290ISHARES TR$8,0110.0%+0%
291VANGUARD SCOTTSDALE FDS$7,6530.0%+0%
292ISHARES TR$7,2450.0%+0%
293ISHARES TR$6,9800.0%+0%
294ISHARES TR$6,4970.0%+0%
295ISHARES TR$5,9230.0%+0%
296ISHARES TR$5,6350.0%-5%
297ISHARES TR$5,6130.0%+0%
298SPDR SERIES TRUST$5,6070.0%+1%
299ISHARES TR$5,2830.0%+0%
300ISHARES TR$5,0210.0%+0%
301ISHARES TR$4,6230.0%+0%
302FIDELITY COVINGTON TRUST$4,1440.0%+0%
303SPDR SERIES TRUST$3,9990.0%+0%
304ISHARES TR$3,9850.0%+0%
305ISHARES TR$3,9480.0%+0%
306ISHARES TR$3,7810.0%+0%
307ISHARES TR$3,5600.0%+0%
308VANECK ETF TRUST$3,3660.0%+0%
309KRANESHARES TRUST$3,3340.0%+0%
310ISHARES TR$3,1510.0%+0%
311ISHARES TR$2,5820.0%+0%
312IVZ$IVZInvesco Ltd.$1,9490.0%+0%
313ISHARES TR$1,8680.0%+0%
314JANUS DETROIT STR TR$1,7130.0%+0%
315JANUS DETROIT STR TR$1,5380.0%+0%
316FIRST TR EXCHANGE TRADED FD$8880.0%+0%
317ISHARES TR$7220.0%+0%
318SPDR SERIES TRUST$6320.0%+0%
319SPDR SERIES TRUST$5920.0%+0%
320ISHARES INC$3150.0%+0%

New Positions (10)

SNOW$SNOW Snowflake Inc.$1.2M
VST$VST Vistra Corp.$766,493
UL$UL UNILEVER PLC$733,660
DXCM$DXCM DEXCOM INC$689,167
LHX$LHX L3HARRIS TECHNOLOGIES, INC. /DE/$647,628
SLV$SLV iShares Silver Trust$216,890
PECO$PECO Phillips Edison & Company, Inc.$214,305
GEV$GEV GE Vernova Inc.$208,962
MRK$MRK Merck & Co., Inc.$205,616
FCX$FCX FREEPORT-MCMORAN INC$204,494

Exited Positions (10)

CRM$CRM Salesforce, Inc.
COF$COF CAPITAL ONE FINANCIAL CORP
PYPL$PYPL PayPal Holdings, Inc.
UNH$UNH UNITEDHEALTH GROUP INC
IBIT$IBIT iShares Bitcoin Trust ETF
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13F Pro tracks comprehensive institutional data for EPG Wealth Management LLC including:

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Accumulation & distribution patterns
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AI-Powered Hedge Fund Analysis: EPG Wealth Management LLC

13F Pro is an AI hedge fund tracker and stock research platform. For EPG Wealth Management LLC (SEC CIK: 1803058), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.

Every holding in EPG Wealth Management LLC's portfolio is scored on a 32-signal AI quality ranking (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.