Institutions / WCG Wealth Advisors LLC
WCG Wealth Advisors LLC
CIK 1855713 · Institution · as of Dec 31, 2025
Portfolio value
$3.57B
Positions
503
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 503 →
| Company | Value | % of portfolio |
|---|---|---|
| NVIDIA Corp | $111.88M | 3.1% |
| PIMCO ETF Tr | $93.01M | 2.6% |
| SPDR Ser Tr | $89.25M | 2.5% |
| Apple Inc. | $87.26M | 2.4% |
| Hartford Funds Exchange Traded Total Rtrn ETF | $63.66M | 1.8% |
| Lattice Strategies Tr | $62.82M | 1.8% |
| Amazon.com Inc | $62.44M | 1.7% |
| Dbx ETF Tr | $60.58M | 1.7% |
| Microsoft Corp | $60.23M | 1.7% |
| Dbx ETF Tr | $60.06M | 1.7% |
| SPDR S&P 500 ETF Tr | $53.39M | 1.5% |
| Alphabet Inc. | $53.21M | 1.5% |
| Warren E. Buffett | $49.67M | 1.4% |
| American Centy ETF Tr | $47.85M | 1.3% |
| iShares Tr | $47.64M | 1.3% |
| SPDR Index Shares Funds Portfolio Emg Mk ETF | $46.37M | 1.3% |
| PIMCO ETF Trust Inter Mun Bd Act ETF | $45.31M | 1.3% |
| iShares Tr | $43.08M | 1.2% |
| Dbx ETF Tr | $41.59M | 1.2% |
| SPDR Series Trust S&P 600 Smcp Grw ETF | $37.66M | 1.1% |
| Visa Inc | $36.29M | 1.0% |
| SPDR Ser Tr | $36.15M | 1.0% |
| Meta Platforms Inc | $36.04M | 1.0% |
| Tcw ETF Trust | $34.60M | 1.0% |
| Jp Morgan ETF Trust Ultra-Short Income ETF | $34.51M | 1.0% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.