EPG Wealth Management LLC

Q1 2026 13F-HR Holdings

Location
Atlanta, GA
Holdings as of
3/31/2026
Date filed
5/7/2026
Form type
13F-HR
Num holdings
320
Total value ($000)
$368,701
Net value change ($000)
-2,813 (-0.8%)
New positions
16
Sold out positions
15
Turnover %
4.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/28/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
VEA 7,943 3893.6%
BAC 1,383 430.8%
WMT 1,329 86.1%
PWR 1,279 20.0%
SNOW 1,207 NEW
AZN 1,087 NEW
BX 1,085 85.4%
CVX 1,001 48.1%
VST 766 NEW
GOOGL 752 9.3%
Top Reduces (Value $000, Stocks/ETFs)
IQLT -7,750 -92.0%
CRM -3,494 -100.0%
NVDA -1,565 -9.3%
UBER -1,542 -56.4%
COF -1,530 -100.0%
LLY -1,395 -24.0%
AAPL -1,207 -8.1%
PYPL -1,031 -100.0%
AZN -1,005 -100.0%
UNH -911 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type