WCG Wealth Advisors LLC

CIK 0001855713 · LAS VEGAS, NV · Quarter end: 2026-06-30 · Filed on: 2026-08-14 · Open the SEC source

WCG Wealth Advisors LLC reported 555 positions worth $4.22B as of June 30, 2026 (13F filed August 14, 2026). Largest holding: PYLD (3.4%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$4.22B
2026 Q2
Positions
555
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
20.5%
Est. Net Flow (Q)
2026 Q2
10 / 555 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1PYLDPIMCO ETF TRSH$143.5M3.40%5,410,406
2NVDANVIDIA CORPORATIONSH$116.7M2.77%583,422
3SPYMSPDR SERIES TRUSTSH$94.0M2.23%1,069,193
4AAPLAPPLE INCSH$89.9M2.13%310,820
5CRTCDBX ETF TRSH$75.1M1.78%1,926,232
6RODMLATTICE STRATEGIES TRSH$71.7M1.70%1,773,405
7MUNIPIMCO ETF TRSH$71.5M1.70%1,359,631
8IVVISHARES TRSH$71.2M1.69%95,110
9AMZNAMAZON COM INCSH$71.1M1.69%298,497
10GOOGLALPHABET INCSH$59.8M1.42%167,248

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does WCG Wealth Advisors LLC hold as of Q2 2026?

WCG Wealth Advisors LLC reported 555 positions worth $4.22B in its Q2 2026 13F filing. Largest positions: PYLD (3.4%), NVDA (2.8%), SPYM (2.2%), AAPL (2.1%) and CRTC (1.8%).

What did WCG Wealth Advisors LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did WCG 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.