EPG Wealth Management LLC holds a diversified book of 318 stocks worth $417.3M as of Q2 2026 (disclosed Jul 28, 2026, a ~45-day 13F lag). This quarter they opened Robinhood Markets Inc - A and trimmed Ishares Core S&P 500 ETF. Their largest long position is Ishares Core S&P 500 ETF at 5% of the equity book. Cloning the disclosed picks since 2024 would be +30% (+16.5%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1803058/holdings"
Use Arkolith to show EPG Wealth Management LLC's latest holdings, largest changes, and filing provenance.
Following at the filing date actually beat the quarter-end book by 1.7 points over this window.
Growth of $10,000 cloning EPG Wealth Management LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
60% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as EPG Wealth Management LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| BlackRock, Inc. | 80 / 80 | $2.4T |
| FMR LLC | 80 / 80 | $855.8B |
| MORGAN STANLEY | 80 / 80 | $638.9B |
| JPMORGAN CHASE & CO | 80 / 80 | $561.0B |
| BANK OF AMERICA CORP /DE/ | 80 / 80 | $443.1B |
| WELLS FARGO & COMPANY/MN | 80 / 80 | $195.8B |
| ROYAL BANK OF CANADA | 80 / 80 | $195.2B |
| UBS Group AG | 80 / 80 | $170.5B |
Ranked by how many of EPG Wealth Management LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Ishares TR CORE S&P500 ETF | $19.4M | 25.9K | 4.6% | ▼−0.5% Reduced · −121 sh | |
| 2 | Nvidia Corporation COM | $17.4M | 87.0K | 4.2% | ▼−0.9% Reduced · −802 sh | |
| 3 | Apple Inc COM | $15.8M | 54.7K | 3.8% | ▲+1.5% Added · +811 sh | |
| 4 | Ishares TR S&P 500 GRWT ETF | $12.2M | 89.1K | 2.9% | ▲+1.3% Added · +1K sh | |
| 5 | Vanguard Whitehall FDS HIGH DIV YLD | $12.2M | 77.2K | 2.9% | ▲+1.6% Added · +1K sh | |
| 6 | Alphabet Inc CAP STK CL A | $11.2M | 31.3K | 2.7% | ▲+2.0% Added · +604 sh | |
| 7 | Vanguard Scottsdale FDS SHORT TERM TREAS | $10.2M | 175.9K | 2.5% | ▲+2.0% Added · +3K sh | |
| 8 | Quanta Svcs Inc COM | $10.0M | 13.9K | 2.4% | ▼−0.5% Reduced · −72 sh | |
| 9 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $9.2M | 128.9K | 2.2% | ▲+1.4% Added · +2K sh | |
| 10 | Ishares TR CORE S&P MCP ETF | $8.7M | 112.8K | 2.1% | ▲+1.7% Added · +2K sh | |
| 11 | Invesco Exchange Traded FD T S&P SMLCP MOMENT | $8.4M | 90.1K | 2.0% | ▲+1.3% Added · +1K sh | |
| 12 | Microsoft Corp COM | $8.1M | 21.8K | 1.9% | ▲+0.3% Added · +59 sh | |
| 13 | Ishares TR RUS 1000 GRW ETF | $7.7M | 62.3K | 1.9% | ▲+300% Added · +47K sh | |
| 14 | JPMorgan Chase & Co COM | $7.5M | 23.1K | 1.8% | ▲+11% Added · +2K sh | |
| 15 | Palo Alto Networks Inc COM | $7.0M | 20.7K | 1.7% | ▲+8.3% Added · +2K sh | |
| 16 | J P Morgan Exchange Traded F INCOME ETF | $6.7M | 145.5K | 1.6% | ▲+8.9% Added · +12K sh | |
| 17 | Amazon Com Inc COM | $6.3M | 26.3K | 1.5% | ▼−0.6% Reduced · −164 sh | |
| 18 | Select Sector SPDR TR ST STR TECHN ETF | $6.2M | 32.7K | 1.5% | ▲+1.3% Added · +414 sh | |
| 19 | Eli Lilly & Co COM | $5.7M | 4.8K | 1.4% | ▼−0.5% Reduced · −24 sh | |
| 20 | Pacer FDS TR US CASH COWS 100 | $5.6M | 90.2K | 1.3% | ▲+2.5% Added · +2K sh | |
| 21 | Ishares Inc CORE MSCI EMKT | $5.1M | 61.0K | 1.2% | ▲+1.3% Added · +785 sh | |
| 22 | Caterpillar Inc COM | $5.0M | 4.7K | 1.2% | ▼−0.3% Reduced · −13 sh | |
| 23 | Coca Cola Co COM | $4.8M | 58.6K | 1.1% | ▲+1.0% Added · +564 sh | |
| 24 | Taiwan Semiconductor Manufac SPONSORED ADS | $4.6M | 9.7K | 1.1% | ▲+2.1% Added · +200 sh | |
| 25 | Applied Matls Inc COM | $4.6M | 6.3K | 1.1% | ▼−22% Reduced · −2K sh | |
| 26 | First TR Exchange-Traded FD NASDAQ CYB ETF | $4.3M | 48.2K | 1.0% | ▲+4.0% Added · +2K sh | |
| 27 | Arista Networks Inc COM SHS | $4.2M | 24.6K | 1.0% | ▲+59% Added · +9K sh | |
| 28 | Broadcom Inc COM | $4.1M | 11.0K | 1.0% | ▼−11% Reduced · −1K sh | |
| 29 | Deere & Co COM | $3.8M | 5.9K | 0.9% | ▲+11% Added · +575 sh | |
| 30 | Seagate Technology HLDNGS PL ORD SHS | $3.5M | 3.6K | 0.8% | ▼−51% Reduced · −4K sh | |
| 31 | Ishares TR RUS 1000 VAL ETF | $3.5M | 14.4K | 0.8% | ▲+0.1% Added · +12 sh | |
| 32 | United Rentals Inc COM | $3.5M | 3.1K | 0.8% | ▲+3.0% Added · +89 sh | |
| 33 | Berkshire Hathaway Inc Del CL B NEW | $3.1M | 6.3K | 0.8% | ▲+1.4% Added · +85 sh | |
| 34 | Cisco Sys Inc COM | $3.0M | 25.7K | 0.7% | ▼−40% Reduced · −17K sh | |
| 35 | Visa Inc COM CL A | $2.9M | 8.5K | 0.7% | ▼−1.5% Reduced · −133 sh | |
| 36 | Kla Corp COM NEW | $2.9M | 9.7K | 0.7% | ▲+827% Added · +9K sh | |
| 37 | Walmart Inc COM | $2.8M | 25.0K | 0.7% | ▲+8.0% Added · +2K sh | |
| 38 | BlackRock Inc COM | $2.8M | 2.9K | 0.7% | ▲+8.4% Added · +228 sh | |
| 39 | Fidelity Covington Trust MSCI INDL INDX | $2.8M | 28.3K | 0.7% | ▼~0% Reduced · −7 sh | |
| 40 | Marvell Technology Inc COM | $2.8M | 9.4K | 0.7% | ▼−24% Reduced · −3K sh | |
| 41 | SPDR Gold TR GOLD SHS | $2.7M | 7.5K | 0.7% | ▼−3.3% Reduced · −255 sh | |
| 42 | Amgen Inc COM | $2.6M | 7.1K | 0.6% | ▲+9.4% Added · +612 sh | |
| 43 | Meta Platforms Inc CL A | $2.6M | 4.6K | 0.6% | ▲+2.4% Added · +108 sh | |
| 44 | Snowflake Inc COM SHS | $2.5M | 9.9K | 0.6% | ▲+24% Added · +2K sh | |
| 45 | Select Sector SPDR TR ST STR CARE ETF | $2.5M | 15.8K | 0.6% | ▼−0.4% Reduced · −58 sh | |
| 46 | Micron Technology Inc COM | $2.5M | 2.2K | 0.6% | ▼−0.7% Reduced · −16 sh | |
| 47 | Lockheed Martin Corp COM | $2.5M | 4.9K | 0.6% | ▲+19% Added · +773 sh | |
| 48 | Ishares TR 1 3 YR TREAS BD | $2.3M | 28.0K | 0.6% | ▲+0.8% Added · +209 sh | |
| 49 | Blackstone Inc COM | $2.3M | 19.4K | 0.5% | ▼−5.2% Reduced · −1K sh | |
| 50 | Monster Beverage Corp New COM | $2.2M | 23.1K | 0.5% | —Held |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 28, 2026 | 318 | $417.3M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 7, 2026 | 321 | $368.7M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 28, 2026 | 319 | $371.5M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 3, 2025 | 320 | $363.0M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 5, 2025 | 310 | $333.0M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 13, 2025 | 539 | $359.2M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 14, 2025 | 555 | $379.3M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 13, 2024 | 507 | $396.4M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.