EPG Wealth Management LLC
All 13F Filings
- Location
- Atlanta, GA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 417,327
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 7/28/2026 | 318 | 417,327 | 13F-HR | EPG Wealth Management LLC |
| Q1 2026 | 5/7/2026 | 320 | 368,701 | 13F-HR | EPG Wealth Management LLC |
| 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 |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 263 K | 63.1% | 29.44 K | 0 | 29.44 K |
| ETFs | 154 K | 36.9% | 18.97 K | 0 | 18.97 K |
Swipe for more columns
Fund Snapshot
Q2 2026
Latest filed
7/28/2026
Total value ($000)
417,327
Holdings
318
QoQ value change ($000)
48,626
(13.2%)
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.