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EPG Wealth Management

Latest statistics and disclosures from EPG Wealth Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are IVV, NVDA, AAPL, IVW, VYM, and represent 18.47% of EPG Wealth Management's stock portfolio.
Added to shares of these 10 stocks: IWF (+$5.8M), KLAC, ANET, GEV, HOOD, NTAP, HON, HONA, JPM, DD.
Started 26 new stock positions in SCHA, EZM, IBIT, INTC, SCMB, EES, DD, SCHX, SCHM, DLS.
Reduced shares in these 10 stocks: STX, SCHW, Honeywell International, CSCO, AMAT, BSX, SYK, , MRVL, DASH.
Sold out of its positions in BABA, AXON, BSX, CION, DASH, Dupont De Nemours, ET, Honeywell International, PRF, GOVT.
EPG Wealth Management was a net buyer of stock by $3.6M.
EPG Wealth Management has $417M in assets under management (AUM), dropping by 13.00%.
Central Index Key (CIK): 0001803058

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Portfolio Holdings for EPG Wealth Management

EPG Wealth Management holds 318 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	4.6	$19M		26k	748.89	View chart
NVIDIA Corporation (NVDA)	4.2	$17M		87k	200.09	View chart
Apple (AAPL)	3.8	$16M		55k	289.36	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	2.9	$12M		89k	137.53	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	2.9	$12M		77k	158.03	View chart
Alphabet Cap Stk Cl A (GOOGL)	2.7	$11M		31k	357.37	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	2.5	$10M		176k	58.20	View chart
Quanta Services (PWR)	2.4	$10M		14k	720.05	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	2.2	$9.2M		129k	71.25	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	2.1	$8.7M		113k	77.11	View chart
Invesco Exchange Traded Fd T S&p Smlcp Moment (XSMO)	2.0	$8.4M		90k	93.63	View chart
Microsoft Corporation (MSFT)	1.9	$8.1M		22k	373.03	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	1.9	$7.7M	+300%	62k	124.17	View chart
JPMorgan Chase & Co. (JPM)	1.8	$7.5M	+10%	23k	327.33	View chart
Palo Alto Networks (PANW)	1.7	$7.0M	+8%	21k	341.02	View chart
J P Morgan Exchange Traded F Income Etf (JPIE)	1.6	$6.7M	+8%	146k	46.05	View chart
Amazon (AMZN)	1.5	$6.3M		26k	238.34	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	1.5	$6.2M		33k	190.52	View chart
Eli Lilly & Co. (LLY)	1.4	$5.7M		4.8k	1199.44	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	1.3	$5.6M	+2%	90k	62.20	View chart
Ishares Core Msci Emkt (IEMG)	1.2	$5.1M		61k	82.84	View chart
Caterpillar (CAT)	1.2	$5.0M		4.7k	1064.90	View chart
Coca-Cola Company (KO)	1.1	$4.8M		59k	81.27	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	1.1	$4.6M	+2%	9.7k	477.56	View chart
Applied Materials (AMAT)	1.1	$4.6M	-22%	6.3k	723.04	View chart
First Tr Exchange-traded Nasdaq Cyb Etf (CIBR)	1.0	$4.3M	+4%	48k	89.85	View chart
Arista Networks Com Shs (ANET)	1.0	$4.2M	+59%	25k	169.88	View chart
Broadcom (AVGO)	1.0	$4.1M	-11%	11k	377.76	View chart
Deere & Company (DE)	0.9	$3.8M	+10%	5.9k	634.37	View chart
Seagate Technology Hldngs Pl Ord Shs (STX)	0.8	$3.5M	-51%	3.6k	964.91	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.8	$3.5M		14k	242.43	View chart
United Rentals (URI)	0.8	$3.5M	+2%	3.1k	1132.97	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.8	$3.1M		6.3k	500.37	View chart
Cisco Systems (CSCO)	0.7	$3.0M	-39%	26k	117.46	View chart
Visa Com Cl A (V)	0.7	$2.9M		8.5k	343.10	View chart
Kla Corp Com New (KLAC)	0.7	$2.9M	+826%	9.7k	301.72	View chart
Wal-Mart Stores (WMT)	0.7	$2.8M	+8%	25k	113.26	View chart
Blackrock (BLK)	0.7	$2.8M	+8%	2.9k	961.44	View chart
Fidelity Covington Trust Msci Indl Indx (FIDU)	0.7	$2.8M		28k	99.61	View chart
Marvell Technology (MRVL)	0.7	$2.8M	-23%	9.4k	297.89	View chart
Spdr Gold Tr Gold Shs (GLD)	0.7	$2.7M	-3%	7.5k	368.40	View chart
Amgen (AMGN)	0.6	$2.6M	+9%	7.1k	362.14	View chart
Meta Platforms Cl A (META)	0.6	$2.6M	+2%	4.6k	563.32	View chart
Snowflake Com Shs (SNOW)	0.6	$2.5M	+23%	9.9k	254.50	View chart
Select Sector Spdr Tr St Str Care Etf (XLV)	0.6	$2.5M		16k	158.66	View chart
Micron Technology (MU)	0.6	$2.5M		2.2k	1154.23	View chart
Lockheed Martin Corporation (LMT)	0.6	$2.5M	+18%	4.9k	509.50	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.6	$2.3M		28k	82.11	View chart
Blackstone Group Inc Com Cl A (BX)	0.5	$2.3M	-5%	19k	117.67	View chart
Monster Beverage Corp (MNST)	0.5	$2.2M		23k	96.12	View chart
Analog Devices (ADI)	0.5	$2.2M	-6%	5.5k	397.15	View chart
Chevron Corporation (CVX)	0.5	$2.2M	-12%	13k	165.77	View chart
Select Sector Spdr Tr St Str Energ Etf (XLE)	0.5	$2.2M	+3%	41k	53.11	View chart
McDonald's Corporation (MCD)	0.5	$2.1M	+4%	7.9k	270.30	View chart
Bank of America Corporation (BAC)	0.5	$2.0M		36k	56.98	View chart
Qualcomm (QCOM)	0.5	$2.0M	+12%	11k	184.79	View chart
Netflix (NFLX)	0.5	$2.0M	+29%	28k	71.40	View chart
Johnson & Johnson (JNJ)	0.5	$2.0M	+3%	7.7k	253.97	View chart
International Business Machines (IBM)	0.5	$2.0M		6.9k	281.20	View chart
Select Sector Spdr Tr St Str Svc Etf (XLC)	0.4	$1.9M	+3%	17k	107.13	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.4	$1.8M		6.5k	285.59	View chart
Ge Vernova (GEV)	0.4	$1.7M	+522%	1.5k	1175.23	View chart
Lowe's Companies (LOW)	0.4	$1.7M	+6%	7.7k	220.50	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.4	$1.7M	+43%	10k	164.27	View chart
Texas Instruments Incorporated (TXN)	0.4	$1.6M	+26%	5.4k	298.06	View chart
Ecolab (ECL)	0.4	$1.5M		5.5k	278.63	View chart
Rbc Cad (RY)	0.4	$1.5M		7.2k	206.98	View chart
Costco Wholesale Corporation (COST)	0.4	$1.5M	-3%	1.6k	935.39	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.4	$1.5M		2.0k	746.73	View chart
Southern Company (SO)	0.3	$1.4M	-5%	15k	95.71	View chart
ConocoPhillips (COP)	0.3	$1.4M	-8%	14k	103.96	View chart
TJX Companies (TJX)	0.3	$1.4M	+13%	9.4k	151.50	View chart
Procter & Gamble Company (PG)	0.3	$1.4M	-3%	9.4k	146.64	View chart
Home Depot (HD)	0.3	$1.4M		3.9k	352.68	View chart
McKesson Corporation (MCK)	0.3	$1.3M		1.8k	755.47	View chart
Ameriprise Financial (AMP)	0.3	$1.3M	+3%	2.9k	458.70	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.3	$1.3M	+5%	3.6k	370.06	View chart
Boeing Company (BA)	0.3	$1.3M		6.1k	216.45	View chart
Verizon Communications (VZ)	0.3	$1.3M	-15%	31k	42.34	View chart
Servicenow (NOW)	0.3	$1.3M	+27%	13k	99.28	View chart
Robinhood Mkts Com Cl A (HOOD)	0.3	$1.2M	NEW	12k	100.28	View chart
Illinois Tool Works (ITW)	0.3	$1.2M	+5%	4.6k	270.49	View chart
Uber Technologies (UBER)	0.3	$1.2M	+2%	17k	72.16	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.3	$1.2M	+8%	5.0k	242.40	View chart
Fidelity Covington Trust Msci Commntn Svc (FCOM)	0.3	$1.2M		18k	69.48	View chart
Genuine Parts Company (GPC)	0.3	$1.2M	+19%	10k	117.98	View chart
NetApp (NTAP)	0.3	$1.2M	NEW	7.8k	154.76	View chart
Arthur J. Gallagher & Co. (AJG)	0.3	$1.2M	-2%	5.0k	229.57	View chart
Duke Energy Corp Com New (DUK)	0.3	$1.1M	+38%	9.0k	126.59	View chart
Honeywell International (HON)	0.3	$1.1M	NEW	5.1k	223.90	View chart
Honeywell Aerospace (HONA)	0.3	$1.1M	NEW	5.1k	221.08	View chart
Raytheon Technologies Corp (RTX)	0.3	$1.1M	-4%	5.8k	189.72	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.3	$1.1M	-2%	1.5k	736.47	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$1.1M	-4%	3.1k	353.28	View chart
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)	0.3	$1.1M		22k	48.86	View chart
Fidelity Covington Trust Msci Energy Idx (FENY)	0.3	$1.1M		36k	29.56	View chart
Mastercard Incorporated Cl A (MA)	0.2	$1.0M	-18%	2.0k	513.52	View chart
Abbott Laboratories (ABT)	0.2	$997k	+4%	11k	90.74	View chart
Oracle Corporation (ORCL)	0.2	$988k	-2%	6.7k	146.55	View chart
Phillips 66 (PSX)	0.2	$976k	-2%	5.8k	169.05	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.2	$973k		19k	50.23	View chart
S&p Global (SPGI)	0.2	$966k	-3%	2.4k	407.29	View chart
CSX Corporation (CSX)	0.2	$965k		20k	47.53	View chart
Etfs Gold Tr Physcl Gold Shs (SGOL)	0.2	$964k		25k	38.23	View chart
SLB Com Stk (SLB)	0.2	$960k	-34%	21k	46.49	View chart
Metropcs Communications (TMUS)	0.2	$959k	+6%	5.7k	167.74	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.2	$953k		19k	50.58	View chart
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB)	0.2	$943k	+2%	18k	51.37	View chart
Public Service Enterprise (PEG)	0.2	$932k	-14%	12k	81.16	View chart
Truist Financial Corp equities (TFC)	0.2	$919k	-11%	18k	49.82	View chart
Paychex (PAYX)	0.2	$917k	-10%	9.3k	98.33	View chart
Pepsi (PEP)	0.2	$861k	-10%	6.4k	135.41	View chart
Unilever Spon Adr New (UL)	0.2	$853k	+10%	14k	60.12	View chart
Vistra Energy (VST)	0.2	$831k	+2%	5.2k	158.64	View chart
Bristol Myers Squibb (BMY)	0.2	$814k	+161%	14k	57.62	View chart
Select Sector Spdr Tr St Str Indl Etf (XLI)	0.2	$789k	+6%	4.3k	185.23	View chart
Select Sector Spdr Tr St Str Finl Etf (XLF)	0.2	$772k	-10%	14k	53.61	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.2	$764k		3.4k	227.07	View chart
Dex (DXCM)	0.2	$764k	+3%	11k	67.35	View chart
Astrazeneca Ord (AZN)	0.2	$763k	-26%	4.0k	189.62	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.2	$732k		15k	49.55	View chart
Ishares Gold Tr Ishares New (IAU)	0.2	$730k		9.7k	75.51	View chart
Shell Spon Ads (SHEL)	0.2	$724k	-29%	9.3k	77.54	View chart
Medtronic SHS (MDT)	0.2	$720k	+27%	9.2k	78.23	View chart
Dupont De Nemours Common Stock (DD)	0.2	$698k	NEW	5.1k	135.64	View chart
First Tr Exchange Traded Nasdq Artfcial (ROBT)	0.2	$681k	+9%	12k	56.26	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.2	$671k		4.5k	147.72	View chart
John Hancock Exchange Traded Multifactor Mi (JHMM)	0.2	$651k		8.7k	74.96	View chart
Exxon Mobil Corporation (XOM)	0.2	$642k	-30%	4.7k	136.72	View chart
Kroger (KR)	0.2	$639k	+3%	12k	55.53	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$628k		4.2k	148.32	View chart
Totalenergies Se Act (TTE)	0.1	$624k	-21%	8.0k	77.76	View chart
Abbvie (ABBV)	0.1	$618k		2.5k	251.59	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$593k		6.1k	96.59	View chart
Halliburton Company (HAL)	0.1	$590k	-34%	17k	33.95	View chart
Celsius Hldgs Com New (CELH)	0.1	$574k	+7%	20k	29.28	View chart
Citigroup Com New (C)	0.1	$574k	+9%	4.1k	139.98	View chart
L3harris Technologies (LHX)	0.1	$555k		1.9k	290.63	View chart
Royal Caribbean Cruises (RCL)	0.1	$554k	+7%	1.7k	317.61	View chart
Air Products & Chemicals (APD)	0.1	$553k	-4%	1.9k	293.12	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.1	$546k	NEW	16k	33.29	View chart
Altria (MO)	0.1	$522k		7.2k	71.95	View chart
Tesla Motors (TSLA)	0.1	$509k	+2%	1.2k	420.60	View chart
Gilead Sciences (GILD)	0.1	$508k	-6%	4.0k	126.33	View chart
AvalonBay Communities (AVB)	0.1	$504k	+6%	2.7k	188.66	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$475k	+300%	5.9k	80.57	View chart
Deckers Outdoor Corporation (DECK)	0.1	$472k	+2%	4.8k	99.29	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$463k		4.3k	107.62	View chart
Select Sector Spdr Tr St Str Discr Etf (XLY)	0.1	$461k	-2%	3.9k	117.27	View chart
Kimco Realty Corporation (KIM)	0.1	$453k	-33%	18k	25.35	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.1	$386k	+8%	6.8k	56.48	View chart
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC)	0.1	$356k		13k	27.05	View chart
Trane Technologies SHS (TT)	0.1	$353k		718.00	491.11	View chart
Ishares Tr Msci Usa Value (VLUE)	0.1	$341k	-14%	1.7k	199.78	View chart
American Express Company (AXP)	0.1	$330k		975.00	338.21	View chart
Sherwin-Williams Company (SHW)	0.1	$324k		939.00	344.47	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.1	$323k		6.4k	50.57	View chart
Spdr Series Trust St Str Sp Div (SDY)	0.1	$322k	+4%	2.1k	152.22	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$314k	-2%	1.3k	236.57	View chart
United Parcel Svcs CL B (UPS)	0.1	$310k		2.9k	107.51	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$306k		2.9k	103.89	View chart
Morgan Stanley Com New (MS)	0.1	$300k		1.4k	209.02	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$298k	NEW	391.00	762.43	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$295k		720.00	409.50	View chart
Simon Property (SPG)	0.1	$281k		1.3k	223.65	View chart
Intel Corporation (INTC)	0.1	$280k	NEW	2.0k	139.63	View chart
Ge Aerospace Com New (GE)	0.1	$274k		733.00	373.88	View chart
Ishares Tr Core Msci Total (IXUS)	0.1	$272k		2.9k	95.46	View chart
Automatic Data Processing (ADP)	0.1	$243k		1.1k	223.97	View chart
Albemarle Corporation (ALB)	0.1	$235k	-3%	1.7k	135.00	View chart
Direxion Shares Etf Trust Nasdaq 100 Eq Wt (QQQE)	0.1	$234k	NEW	1.9k	122.01	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.1	$233k		4.5k	51.85	View chart
Ishares Silver Tr Ishares (SLV)	0.1	$230k	+34%	4.3k	53.47	View chart
Ishares Tr Ishares Biotech (IBB)	0.1	$223k		1.2k	190.15	View chart
Quest Diagnostics Incorporated (DGX)	0.1	$221k	NEW	1.0k	211.98	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$213k		972.00	219.38	View chart
Cincinnati Financial Corporation (CINF)	0.1	$213k	NEW	1.1k	185.13	View chart
Kraneshares Trust Csi Chi Internet (KWEB)	0.1	$213k		8.7k	24.47	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$212k	+440%	2.5k	86.12	View chart
Merck & Co (MRK)	0.0	$209k	-4%	1.6k	128.48	View chart
Freeport Mcmoran CL B (FCX)	0.0	$207k	-5%	3.3k	62.90	View chart
At&t (T)	0.0	$204k		9.8k	20.70	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.0	$159k	+4%	242.00	655.89	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.0	$158k	+15%	742.00	212.88	View chart
Wisdomtree Tr Emer Mkt High Fd (DEM)	0.0	$152k	NEW	2.8k	53.79	View chart
Vanguard Index Fds Value Etf (VTV)	0.0	$150k	-10%	688.00	218.06	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.0	$149k		2.2k	68.41	View chart
Kraneshares Trust Quadrtc Int Rt (IVOL)	0.0	$148k		8.5k	17.29	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.0	$147k		1.8k	79.97	View chart
Select Sector Spdr Tr St Str Stapl Etf (XLP)	0.0	$146k		1.8k	83.06	View chart
Ishares Tr Mrgstr Md Cp Etf (IMCB)	0.0	$138k		1.4k	96.56	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.0	$136k		614.00	221.26	View chart
Vanguard World Health Car Etf (VHT)	0.0	$136k		453.00	299.31	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.0	$135k		210.00	640.76	View chart
Spdr Series Trust St Str Sp Biot (XBI)	0.0	$129k		812.00	158.20	View chart
Ishares Tr Core Div Grwth (DGRO)	0.0	$128k		1.7k	75.78	View chart
First Tr Exchange-traded Utilities Alph (FXU)	0.0	$128k		2.6k	49.34	View chart
Goldman Sachs Etf Tr Activebeta Int (GSIE)	0.0	$120k		2.6k	45.71	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.0	$118k		2.2k	52.41	View chart
Spdr Series Trust St Str Conv Etf (CWB)	0.0	$117k		1.1k	107.82	View chart
Select Sector Spdr Tr St Str Util Etf (XLU)	0.0	$116k		2.6k	45.34	View chart
Wisdomtree Tr Intk Mltifactr (DWMF)	0.0	$115k		3.4k	33.95	View chart
Select Sector Spdr Tr St Str Mater Etf (XLB)	0.0	$110k	-7%	2.2k	50.84	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.0	$109k		362.00	300.28	View chart
Cleveland-cliffs (CLF)	0.0	$104k	NEW	11k	9.39	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	0.0	$92k	-7%	2.2k	42.41	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.0	$90k		1.2k	75.48	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.0	$89k	+333%	130.00	686.97	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.0	$89k	NEW	2.8k	31.71	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.0	$89k		854.00	104.00	View chart
Spdr Series Trust St Bloo High Etf (JNK)	0.0	$89k		920.00	96.37	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.0	$86k		1.7k	51.01	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.0	$86k		1.7k	50.34	View chart
Goldman Sachs Etf Tr Acces Treasury (GBIL)	0.0	$80k		799.00	100.16	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.0	$79k	NEW	2.3k	33.83	View chart
Spdr Series Trust Sp O&g Expl Pro (XOP)	0.0	$77k		500.00	154.26	View chart
Spdr Series Trust St Str Blo 1 Etf (BIL)	0.0	$73k		799.00	91.64	View chart
Ishares Tr Select Divid Etf (DVY)	0.0	$65k		415.00	156.49	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.0	$64k		176.00	365.70	View chart
Alps Etf Tr Alerian Energy (ENFR)	0.0	$64k		1.7k	38.10	View chart
Fidelity Covington Trust Msci Utils Index (FUTY)	0.0	$61k		1.0k	58.40	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.0	$60k		617.00	96.43	View chart
Vaneck Etf Trust Bdc Income Etf (BIZD)	0.0	$57k	+12%	4.5k	12.66	View chart
Fidelity Covington Trust Msci Finls Idx (FNCL)	0.0	$56k		737.00	76.57	View chart
Vanguard World Inf Tech Etf (VGT)	0.0	$56k	+700%	464.00	119.52	View chart
Vaneck Etf Trust Urani Nucle Etf (NLR)	0.0	$54k		469.00	115.98	View chart
Fidelity Covington Trust Enhanced Large (FELC)	0.0	$52k		1.2k	41.91	View chart
Ishares Tr Trust Ishare 0-1 (SHV)	0.0	$50k		454.00	110.43	View chart
Wisdomtree Tr Arti Int Inn Fd (WTAI)	0.0	$48k		1.0k	47.47	View chart
Ishares Tr Cur Hd Eurzn Etf (HEZU)	0.0	$47k		938.00	50.15	View chart
Vanguard World Industrial Etf (VIS)	0.0	$46k		128.00	360.62	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.0	$44k		557.00	78.99	View chart
Vanguard World Consum Stp Etf (VDC)	0.0	$44k		195.00	225.38	View chart
Wisdomtree Tr Us Midcap Fund (EZM)	0.0	$43k	NEW	569.00	75.78	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.0	$42k		690.00	61.23	View chart
Vanguard World Consum Dis Etf (VCR)	0.0	$41k		103.00	394.74	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.0	$37k		93.00	393.96	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.0	$36k		119.00	306.30	View chart
Spdr Series Trust St Nuve High Etf (HYMB)	0.0	$36k		1.4k	25.44	View chart
Fidelity Covington Trust Consmr Staples (FSTA)	0.0	$36k		685.00	52.54	View chart
Invesco Exchange Traded Fd T Aerospace Defn (PPA)	0.0	$36k		201.00	176.65	View chart
Spdr Series Trust St Sho Treas Etf (SPTS)	0.0	$34k		1.2k	29.00	View chart
Fidelity Covington Trust Disru Autom Etf (FBOT)	0.0	$34k		847.00	39.58	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.0	$33k		259.00	127.81	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.0	$33k		166.00	197.58	View chart
Fidelity Covington Trust Qlty Fctor Etf (FQAL)	0.0	$33k	NEW	401.00	81.28	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.0	$32k		126.00	252.23	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.0	$32k		322.00	98.24	View chart
Ishares Tr Glb Infrastr Etf (IGF)	0.0	$31k		472.00	66.55	View chart
Pacer Fds Tr Us Sm Cap Ca Etf (CALF)	0.0	$31k		607.00	50.63	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.0	$29k		204.00	142.06	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.0	$27k		336.00	81.10	View chart
Invesco Exchange Traded Fd T Dorsey Wrgt Basc (PYZ)	0.0	$27k		213.00	125.54	View chart
Janus Detroit Str Tr Henderson Mtg (JMBS)	0.0	$27k		591.00	45.02	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.0	$25k	+99%	814.00	30.48	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.0	$24k		71.00	342.83	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	0.0	$24k		451.00	53.17	View chart
Ishares Tr Tips Bd Etf (TIP)	0.0	$23k		209.00	109.28	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.0	$22k		179.00	124.68	View chart
Spdr Series Trust St Str P500val (SPYV)	0.0	$20k		329.00	60.79	View chart
Schwab Strategic Tr Mun Bd Etf (SCMB)	0.0	$19k	NEW	750.00	25.82	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.0	$19k		108.00	178.60	View chart
Ishares Tr Global Mater Etf (MXI)	0.0	$19k		181.00	105.65	View chart
First Tr Exchange Traded Dorsey Wrt 5 Etf (FV)	0.0	$19k		252.00	75.88	View chart
Ishares Tr Eafe Value Etf (EFV)	0.0	$19k		245.00	76.55	View chart
Spdr Series Trust ST STR SP600 SML (SPSM)	0.0	$19k		325.00	57.61	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.0	$16k		53.00	302.38	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.0	$16k		145.00	109.07	View chart
Fidelity Covington Trust Msci Hlth Care I (FHLC)	0.0	$16k		202.00	77.42	View chart
Spdr Series Trust St Str P500etf (SPYM)	0.0	$14k		164.00	87.88	View chart
Ishares Tr Gl Clean Ene Etf (ICLN)	0.0	$14k		698.00	20.48	View chart
Vanguard World Financials Etf (VFH)	0.0	$14k		103.00	131.60	View chart
Ring Energy (REI)	0.0	$13k		12k	1.08	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.0	$12k		142.00	86.42	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.0	$12k		99.00	117.45	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.0	$11k	NEW	324.00	34.81	View chart
Ishares Tr U.s. Real Es Etf (IYR)	0.0	$11k		110.00	102.25	View chart
Ishares Tr U.s. Pharma Etf (IHE)	0.0	$11k		108.00	98.84	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.0	$11k		110.00	96.44	View chart
Ishares Tr Gl Timb Fore Etf (WOOD)	0.0	$9.9k		150.00	66.25	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.0	$9.8k		28.00	350.04	View chart
Spdr Series Trust St Str Dow Reit (RWR)	0.0	$9.5k		84.00	113.36	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.0	$9.3k	NEW	400.00	23.13	View chart
Ishares Tr Msci Acwi Ex Us (ACWX)	0.0	$8.9k		117.00	76.11	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.0	$8.5k		45.00	188.09	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.0	$8.5k		72.00	117.50	View chart
Spdr Series Trust St Term High Etf (SJNK)	0.0	$8.3k		331.00	25.03	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.0	$8.0k		85.00	94.56	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.0	$7.6k		163.00	46.81	View chart
Spdr Series Trust ST STR P500GRW (SPYG)	0.0	$7.1k	-49%	60.00	118.98	View chart
Spdr Series Trust Sp Kensho Smart (HAIL)	0.0	$6.9k		173.00	39.97	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.0	$6.8k		50.00	136.68	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.0	$6.5k		61.00	106.48	View chart
Ishares Tr Expanded Tech (IGV)	0.0	$6.1k		67.00	90.60	View chart
Ishares Tr Mbs Etf (MBB)	0.0	$5.6k		60.00	93.88	View chart
Ishares Tr Core Univrsl Usd (IUSB)	0.0	$5.6k		122.00	46.15	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.0	$5.1k	-68%	62.00	82.65	View chart
Ishares Tr Usd Inv Grde Etf (USIG)	0.0	$5.0k		98.00	51.29	View chart
Ishares Tr Us Hlthcare Etf (IYH)	0.0	$5.0k		75.00	67.01	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.0	$4.9k	NEW	175.00	27.78	View chart
Wisdomtree Tr Intl Smcap Div (DLS)	0.0	$4.8k	NEW	57.00	83.79	View chart
Ishares Tr MRGSTR MD CP GRW (IMCG)	0.0	$4.7k		48.00	98.29	View chart
Fidelity Covington Trust Msci Consm Dis (FDIS)	0.0	$4.6k	+2%	45.00	101.76	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.0	$4.0k		40.00	99.42	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.0	$3.8k	+2%	46.00	82.33	View chart
Kraneshares Trust Valu Line Dy Etf (KVLE)	0.0	$3.8k		134.00	28.16	View chart
Ishares Tr China Lg-cap Etf (FXI)	0.0	$3.5k		111.00	31.59	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.0	$3.5k	NEW	96.00	36.12	View chart
Vaneck Etf Trust Long Muni Etf (MLN)	0.0	$3.4k		193.00	17.78	View chart
Ishares Tr Us Consm Staples (IYK)	0.0	$3.3k		45.00	72.67	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.0	$3.0k	NEW	81.00	36.86	View chart
Ishares Tr Europe Etf (IEV)	0.0	$2.8k		38.00	72.84	View chart
Wisdomtree Tr Us Smallcap Fund (EES)	0.0	$2.7k	NEW	40.00	67.80	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.0	$2.4k	NEW	80.00	29.43	View chart
Ishares Tr 0-5yr Invt Gr Cp (SLQD)	0.0	$1.9k		37.00	50.38	View chart
First Tr Exchange Traded Nasdq Semcndtr (FTXL)	0.0	$1.7k		6.00	286.00	View chart
Ishares Tr Hdg Msci Eafe (HEFA)	0.0	$798.000400		17.00	46.94	View chart
Ishares Msci Emrg Chn (EMXC)	0.0	$409.000000		4.00	102.25	View chart

Past Filings by EPG Wealth Management

SEC 13F filings are viewable for EPG Wealth Management going back to 2019

EPG Wealth Management 2026 Q2 filed July 28, 2026
EPG Wealth Management 2026 Q1 filed May 7, 2026
EPG Wealth Management 2025 Q4 filed Jan. 28, 2026
EPG Wealth Management 2025 Q3 filed Nov. 3, 2025
EPG Wealth Management 2025 Q2 filed Aug. 5, 2025
EPG Wealth Management 2025 Q1 filed May 13, 2025
EPG Wealth Management 2024 Q4 filed Feb. 14, 2025
EPG Wealth Management 2024 Q3 filed Nov. 13, 2024
EPG Wealth Management 2024 Q2 filed Aug. 13, 2024
EPG Wealth Management 2024 Q1 filed May 14, 2024
EPG Wealth Management 2023 Q4 filed Feb. 15, 2024
EPG Wealth Management 2023 Q3 filed Nov. 13, 2023
EPG Wealth Management 2023 Q2 filed Aug. 15, 2023
EPG Wealth Management 2023 Q1 filed May 15, 2023
EPG Wealth Management 2022 Q4 filed Feb. 15, 2023
EPG Wealth Management 2022 Q3 filed Nov. 15, 2022

View all past filings

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