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David Curry

Epg Wealth Management Llc

Assets Managed
$368.701M
Holdings
320
Last Quarter
2026 - Q1
Filed Date
10d ago
Growth Rate
-0.75%(2Q avg: 0.8%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Epg Wealth Management Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 320 positions.

Assets under management

The assets under management (AUM) of Epg Wealth Management Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 368.701M in assets, with a quarterly growth rate of -0.75% and a 2-quarter average growth rate of 0.8%. The portfolio is managed by David Curry, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 0.18%
4.62%
$17.002M
26,028 shares@ $653.22 avg price
NVDA
Nvidia Corp
Recent Activity
Decreased -2.97%
4.16%
$15.317M
87,826 shares@ $174.4 avg price
AAPL
Apple Inc
Recent Activity
Decreased -1.57%
3.71%
$13.665M
53,844 shares@ $253.8 avg price
VYM
Vanguard High Dvd Yield Etf
Recent Activity
Increased 1.22%
3.06%
$11.255M
75,998 shares@ $148.1 avg price
VGSH
Vanguard Short-term Treasury
Recent Activity
Increased 1%
2.74%
$10.097M
172,480 shares@ $58.55 avg price
IVW
Ishares S&p 500 Growth Etf
Recent Activity
Increased 2.54%
2.7%
$9.945M
87,925 shares@ $113.11 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Increased 18.98%
2.4%
$8.828M
30,699 shares@ $287.57 avg price
VEA
Vanguard Ftse Developed Etf
Recent Activity
Increased 3790.21%
2.21%
$8.147M
127,132 shares@ $64.08 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 37.81%
2.19%
$8.052M
21,753 shares@ $370.17 avg price
PWR
Quanta Services Inc
Recent Activity
Decreased -7.77%
2.09%
$7.683M
13,993 shares@ $549.04 avg price

1-10 of 320