13F filer

EPG Wealth Management

As of Jun 30, 2026 Filed Jul 28, 2026 CIK 1803058 SEC filings ↗

13F Value

$417.3M

Positions

318

Top Position

IVV4.6%

Top 5

18.5%

Latest filing changes

vs Mar 31, 2026

1 ANET Arista Networks +59.2%+$1.6M

2 GEV GE Vernova +522.2%+$1.5M

3 JPM JPMorgan Chase +10.8%+$735K

4 JPIE JPMorgan Income ETF +8.9%+$546K

5 PANW Palo Alto Networks +8.4%+$543K

Holdings318

#
1	IVV iShares Core S&P 500 ETF	4.6%	$19.4M	-0.5%	25.9K	4.6%	ETF
2	NVDA NVIDIA	4.2%	$17.4M	-0.9%	87.0K	4.2%	Common Stock
3	AAPL Apple	3.8%	$15.8M	+1.5%	54.7K	3.7%	Common Stock
4	IVW iShares S&P 500 Growth ETF	2.9%	$12.2M	+1.3%	89.1K	2.7%	ETF
5	VYM Vanguard High Dividend Yield Index Fund — ETF Shares	2.9%	$12.2M	+1.6%	77.2K	3.1%	ETF
6	GOOGL Alphabet Class A Filing details 02079K305 Jun 30, 2026 31,303 reported quantity $11,186,751 reported value	2.7%	$11.2M	+2.0%	31.3K	2.4%	Common Stock
7	VGSH Vanguard Short-Term Treasury Index Fund — ETF Shares	2.5%	$10.2M	+2.0%	175.9K	2.7%	ETF
8	PWR Quanta Services	2.4%	$10.0M	-0.5%	13.9K	2.1%	Common Stock
9	VEA Vanguard Developed Markets Index Fund — ETF Shares	2.2%	$9.2M	+1.4%	128.9K	2.2%	ETF
10	IJH iShares Core S&P Mid-Cap ETF	2.1%	$8.7M	+1.7%	112.8K	2.0%	ETF
11	XSMO Invesco S&P SmallCap Momentum ETF	2.0%	$8.4M	+1.3%	90.1K	1.8%	ETF
12	MSFT Microsoft	1.9%	$8.1M	+0.3%	21.8K	2.2%	Common Stock
13	IWF iShares Russell 1000 Growth ETF	1.9%	$7.7M	+0.0%	62.3K	1.8%	ETF
14	JPM JPMorgan Chase	1.8%	$7.5M	+10.8%	23.1K	1.7%	Common Stock
15	PANW Palo Alto Networks	1.7%	$7.0M	+8.4%	20.7K	0.8%	Common Stock
16	JPIE JPMorgan Income ETF	1.6%	$6.7M	+8.9%	145.5K	1.7%	ETF
17	AMZN Amazon	1.5%	$6.3M	-0.6%	26.3K	1.5%	Common Stock
18	XLK State Street(R) Technology Select Sector SPDR(R) ETF	1.5%	$6.2M	+1.3%	32.7K	1.2%	ETF
19	LLY Eli Lilly	1.4%	$5.7M	-0.5%	4.8K	1.2%	Common Stock
20	COWZ Pacer US Cash Cows 100 ETF	1.3%	$5.6M	+2.5%	90.2K	1.5%	ETF

Change compares with the prior filing. Prior % is the share of the portfolio in that filing. Trend shows the quantity held in each of the last four filings: green rose, red fell, grey unchanged.

Exited in Latest Filing26

#	Holding	Prior %	Prior Value	Change	Prior Quantity	Trend (4Q)	Type

Compared with the immediately prior published filing (Mar 31, 2026). Prior values are shown for context and are not included in current totals.