PCG Wealth Advisors, LLC
PCG Wealth Advisors, LLC reported 180 positions worth $448.2M as of June 30, 2026 (13F filed August 3, 2026). Largest holding: CGDV (7.5%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | CGDV | SH | $33.6M | 7.50% | 681,934 | — | — | |
| ▸ 2 | SPY | SH | $24.4M | 5.44% | 32,638 | — | — | |
| ▸ 3 | CGBL | SH | $15.3M | 3.41% | 402,421 | — | — | |
| ▸ 4 | XMHQ | SH | $14.3M | 3.19% | 126,842 | — | — | |
| ▸ 5 | FDVV | SH | $11.0M | 2.46% | 182,800 | — | — | |
| ▸ 6 | AVDE | SH | $10.0M | 2.24% | 112,569 | — | — | |
| ▸ 7 | AVLV | SH | $9.2M | 2.05% | 100,617 | — | — | |
| ▸ 8 | GLD | SH | $9.1M | 2.04% | 24,802 | — | — | |
| ▸ 9 | SMH | SH | $9.0M | 2.01% | 13,707 | — | — | |
| ▸ 10 | QQQM | SH | $8.3M | 1.85% | 27,380 | — | — |
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Frequently Asked Questions
What stocks does PCG Wealth Advisors, LLC hold as of Q2 2026?
PCG Wealth Advisors, LLC reported 180 positions worth $448.2M in its Q2 2026 13F filing. Largest positions: CGDV (7.5%), SPY (5.4%), CGBL (3.4%), XMHQ (3.2%) and FDVV (2.5%).
What did PCG Wealth Advisors, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did PCG Wealth Advisors, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.