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Home > Institutional Investor > Epg Wealth Management Llc > Profile

Instuitional Investor - Epg Wealth Management Llc

Fund Profile
Filing Period:
Fund Name: Epg Wealth Management Llc
Portfolio Value $371,513,557
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 25,983 $17,796,864 4.79%
2.
Nvidia Corp
 NVDA 90,522 $16,882,287 4.54%
3.
Apple Inc.
 AAPL 54,704 $14,871,770 4%
4.
Vanguard Whitehall Funds
 75,089 $10,776,811 2.9%
5.
Ishares Trust
 IEF 85,749 $10,569,482 2.84%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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