Institutional Fund
Epg Wealth Management LLC
Atlanta, GACIK 18030585 filings on record
Portfolio Value
$368.70M
Q1 2026
Holdings
320
Reported positions
New Buys
16
Opened this quarter
QoQ Change
-0.8%
from $371.51M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Ishares Tr4.6%
- Nvidia Corporation4.2%
- Apple Inc3.7%
- Vanguard Whitehall Fds3.1%
- Vanguard Scottsdale Fds2.7%
- Ishares Tr2.7%
- Other79.0%
Portfolio Holdings
320 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 26.0K | $17.00M | 4.6% | +45 | Added |
| 2 | Nvidia Corporation | 87.8K | $15.32M | 4.2% | −2.7K | Reduced |
| 3 | Apple Inc | 53.8K | $13.67M | 3.7% | −860 | Reduced |
| 4 | Vanguard Whitehall Fds | 76.0K | $11.26M | 3.1% | +909 | Added |
| 5 | Vanguard Scottsdale Fds | 172.5K | $10.10M | 2.7% | +1.7K | Added |
| 6 | Ishares Tr | 87.9K | $9.95M | 2.7% | +2.2K | Added |
| 7 | Alphabet Inc | 30.7K | $8.83M | 2.4% | +4.9K | Added |
| 8 | Vanguard Tax-Managed Fds | 127.1K | $8.15M | 2.2% | +123.9K | Added |
| 9 | Microsoft Corp | 21.8K | $8.05M | 2.2% | +6.0K | Added |
| 10 | Quanta Svcs Inc | 14.0K | $7.68M | 2.1% | −1.2K | Reduced |
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