EPG Wealth Management LLC
•CIK: 1803058•Filing: Q4 2025
**EPG Wealth Management LLC** manages $372M across a diversified portfolio of 319 positions. The fund exhibits significant concentration in mega-cap technology, with top holdings including IVV ($17.8M), NVDA ($16.9M), and AAPL ($14.9M). Notable allocations also include dividend-focused and sector-specific ETFs such as VYM ($10.8M) and IVW ($10.6M). This structure suggests a core strategy balancing growth exposure with established income streams.
Total AUM
$371.5M
QoQ Performance
+2.3%
Positions
158
Top 10 Concentration
30.6%
Latest Filing
Q4 2025
Top Holdings Allocation
IVV4.8%
NVDA4.5%
AAPL4.0%
VYM2.9%
IVW2.8%
VGSH2.7%
IQLT2.3%
GOOGL2.2%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other53.2%
Technology18.1%
Financial6.4%
ETF5.2%
Consumer4.9%
Healthcare3.7%
Industrial3.5%
Consumer Staples1.6%
🚪 Exited Positionssold since Q3 2025
+125 more exited positions
Changes from Q3 2025
NEW10 new positions
↑134 increased
↓45 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023