EPG Wealth Management LLC
All 13F Filings
- Location
- Atlanta, GA
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 371,514
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 1/28/2026 | 319 | 371,514 | 13F-HR | EPG Wealth Management LLC |
| Q3 2025 | 11/3/2025 | 320 | 363,021 | 13F-HR | EPG Wealth Management LLC |
| Q2 2025 | 8/5/2025 | 310 | 333,034 | 13F-HR | EPG Wealth Management LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 306.3 K | 82.5% | 7.419 K | 0 | 7.419 K |
| ETFs | 65.07 K | 17.5% | 1.063 K | 0 | 1.063 K |
| Other | 17 | 0.0% | 1 | 0 | 1 |
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Fund Snapshot
Q4 2025
Latest filed
1/28/2026
Total value ($000)
371,514
Holdings
319
QoQ value change ($000)
8,493
(2.3%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.