EPG Wealth Management LLC
RIA/Wealth
EPG Wealth Management LLC is a RIA/Wealth based in Atlanta, GA led by David Griswold Curry, reporting $495.5M in AUM as of Q3 2025 with 39% ETF concentration.
CCODavid Griswold Curry
- Portfolio Value
- $363.0M
- Positions
- 320
- Top Holding
- IVV at 4.79%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in EPG Wealth Management LLC's portfolio (30.1% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $17.4M | 4.79% | +$4.0K Bought | — 26.0K shares | |
Semiconductors Technology | $16.8M | 4.63% | -$1.1M Sold | 0.00% 90.2K shares | |
Consumer Electronics Technology | $13.9M | 3.83% | +$261.5K Bought | 0.00% 54.7K shares | |
ETF ETF | $10.4M | 2.86% | -$311.6K Sold | — 73.6K shares | |
ETF ETF | $10.3M | 2.84% | -$1.4M Sold | — 85.4K shares | |
ETF ETF | $9.8M | 2.69% | +$485.0K Bought | — 166.2K shares | |
Software - Infrastructure Technology | $8.2M | 2.26% | +$29.5K Bought | 0.00% 15.8K shares | |
ETF ETF | $8.1M | 2.24% | -$30.7K Sold | — 184.4K shares | |
ETF ETF | $7.3M | 2.02% | -$353.6K Sold | — 15.6K shares | |
ETF ETF | $7.1M | 1.95% | +$104.7K Bought | — 108.7K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in EPG Wealth Management LLC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
New | |
+210.41% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
Sold | |
Sold | |
Sold |
Analytics
Portfolio insights and performance metrics for EPG Wealth Management LLC
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