Long-term investor
Epg Wealth Management LLC @epgwealthmanagementllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001803058).
Record
- Tracked since 2025-06-30 (434 days), 101 trades recorded
- Returns: week n/a · month n/a · 90 days +10.0% · 6 months +9.8% · 1 year +17.2% · all +17.2%
- Max drawdown -0.8% · Sharpe 1.09 · win rate 31% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- IVV · 4.6% · long · since 2025-06-30
- NVDA · 4.2% · long · since 2025-06-30
- AAPL · 3.8% · long · since 2025-06-30
- IVW · 2.9% · long · since 2025-06-30
- VYM · 2.9% · long · since 2025-06-30
- GOOGL · 2.7% · long · since 2025-06-30
- VGSH · 2.5% · long · since 2025-06-30
- PWR · 2.4% · long · since 2025-06-30
- VEA · 2.2% · long · since 2025-06-30
- IJH · 2.1% · long · since 2025-06-30
- XSMO · 2.0% · long · since 2025-06-30
- MSFT · 1.9% · long · since 2025-06-30