Institutions / PCG Wealth Advisors, LLC
PCG Wealth Advisors, LLC
CIK 1905393 · Institution · as of Dec 31, 2025
Portfolio value
$353.42M
Positions
152
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 152 →
| Company | Value | % of portfolio |
|---|---|---|
| SPDR S&P 500 ETF Tr | $19.72M | 5.6% |
| SPDR Series Trust | $13.96M | 3.9% |
| SPDR Gold Tr | $11.27M | 3.2% |
| VanEck ETF Trust | $10.62M | 3.0% |
| First Tr Exchange-Traded Fd | $9.45M | 2.7% |
| Global X Fds | $9.18M | 2.6% |
| American Centy ETF Tr | $8.10M | 2.3% |
| Capital Group Core Balanced | $7.98M | 2.3% |
| Global X Fds | $7.77M | 2.2% |
| VanEck ETF Trust | $7.56M | 2.1% |
| First Tr Exchange-Traded Fd | $6.85M | 1.9% |
| Invesco Exch Traded Fd Tr II | $6.80M | 1.9% |
| First Tr Exchng Traded Fd VI | $6.79M | 1.9% |
| First Tr Exchange-Traded Fd | $6.34M | 1.8% |
| American Centy ETF Tr | $6.08M | 1.7% |
| Capital Group Dividend Value | $6.04M | 1.7% |
| Invesco Exchange Traded Fd T | $5.96M | 1.7% |
| First Tr Exchange-Traded Fd | $5.76M | 1.6% |
| American Centy ETF Tr | $5.74M | 1.6% |
| Invesco Exchange Traded Fd T | $5.35M | 1.5% |
| First Tr Exchange Traded Fd | $5.32M | 1.5% |
| First Tr Exchange Traded Fd | $5.20M | 1.5% |
| American Centy ETF Tr | $4.95M | 1.4% |
| First Tr Exchange-Traded Fd | $4.85M | 1.4% |
| American Centy ETF Tr | $4.66M | 1.3% |
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.