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WCG Wealth Advisors

Latest statistics and disclosures from WCG Wealth Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are NVDA, PYLD, SPYM, AAPL, HTRB, and represent 12.47% of WCG Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: SPYM (+$64M), PYLD (+$64M), NVDA (+$53M), SNPE (+$45M), HTRB (+$43M), CRTC (+$41M), RODM (+$40M), SPY (+$39M), AAPL (+$39M), AMZN (+$36M).
Started 190 new stock positions in ADSK, TFLO, CTA, MS, BKLN, FPE, PDX, TEVA, VRT, EDIV.
Reduced shares in these 10 stocks: DEM (-$7.0M), , XLV (-$5.6M), FXR (-$5.5M), UCON (-$5.4M), EFG, EMXC, QUAL, IUSB, Unilever.
Sold out of its positions in AVMU, CRWV, EOS, TEAF, Bitwise Crypto Industry Innovators Etf, FELV, QQXT, MLPA, FXY, EFG. EMXC, HEFA, RGTI, JNK, EUAD, Telefonica, Total, Unilever.
WCG Wealth Advisors was a net buyer of stock by $2.0B.
WCG Wealth Advisors has $3.6B in assets under management (AUM), dropping by 123.69%.
Central Index Key (CIK): 0001855713

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Positions held by WCG Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for WCG Wealth Advisors

WCG Wealth Advisors holds 503 positions in its portfolio as reported in the December 2025 quarterly 13F filing

WCG Wealth Advisors has 503 total positions. Only the first 250 positions are shown.

Sign up to view all of the WCG Wealth Advisors Dec. 31, 2025 positions
Download the WCG Wealth Advisors December 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
NVIDIA Corporation (NVDA)	3.1	$112M	+88%	600k	186.50	View chart
Pimco Etf Tr Multisector Bd (PYLD)	2.6	$93M	+215%	3.5M	26.68	View chart
Spdr Ser Tr Portfolio S&p500 (SPYM)	2.5	$89M	+258%	1.1M	80.22	View chart
Apple (AAPL)	2.4	$87M	+80%	321k	271.86	View chart
Hartford Funds Exchange Traded Total Rtrn Etf Total Rtrn Etf (HTRB)	1.8	$64M	+211%	1.9M	34.15	View chart
Lattice Strategies Tr Hartford Mlt Etf (RODM)	1.8	$63M	+179%	1.7M	36.98	View chart
Amazon (AMZN)	1.7	$62M	+135%	271k	230.82	View chart
Dbx Etf Tr Xtrackers Us Nat (CRTC)	1.7	$61M	+204%	1.7M	36.66	View chart
Microsoft Corporation (MSFT)	1.7	$60M	+88%	125k	483.62	View chart
Dbx Etf Tr Xtrackers S&p (SNPE)	1.7	$60M	+292%	962k	62.45	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.5	$53M	+275%	78k	681.92	View chart
Alphabet Cap Stk Cl C (GOOGL)	1.5	$53M	+79%	170k	313.00	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.4	$50M	+124%	99k	502.66	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	1.3	$48M	+3%	428k	111.78	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.3	$48M	+36%	70k	684.95	View chart
Spdr Index Shares Funds Portfolio Emg Mk Etf Cl A (SPEM)	1.3	$46M	+184%	991k	46.81	View chart
PIMCO Intermediate Mun Bond Strat Fund (MUNI)	1.3	$45M	+241%	865k	52.41	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	1.2	$43M	+204%	361k	119.35	View chart
Dbx Etf Tr Xtrack Msci Eafe (HDEF)	1.2	$42M	+252%	1.3M	30.99	View chart
Spdr Series Trust S&p 600 Smcp Grw Etf Cl A (SLYG)	1.1	$38M	+238%	400k	94.19	View chart
Visa Com Cl A (V)	1.0	$36M	+16%	104k	350.71	View chart
Spdr Ser Tr Nuveen Bloomberg (HYMB)	1.0	$36M	+274%	1.4M	24.94	View chart
Meta Platforms Cl A (META)	1.0	$36M	+85%	55k	660.11	View chart
Tcw Etf Trust Transform System (PWRD)	1.0	$35M	+192%	360k	96.16	View chart
J P Morgan Exchange Traded F ultra shrt (JPST)	1.0	$35M	+168%	682k	50.59	View chart
Spdr Series Trust S&p 600 Smcp Val Etf S&p 600 Smcp Val (SLYV)	0.9	$34M	+180%	370k	90.97	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.9	$32M	-2%	68k	473.30	View chart
Tesla Sponsored Ads (TSLA)	0.9	$31M	+89%	69k	449.72	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	0.9	$31M	+116%	340k	91.38	View chart
J P Morgan Exchange Traded F Active Value Etf (JAVA)	0.9	$31M	-5%	430k	71.72	View chart
Invesco Exch Traded Fd Tr Ii S&p Intl Qulty (IDHQ)	0.8	$29M	+178%	835k	35.15	View chart
Select Sector Spdr Tr Financial (XLF)	0.8	$29M	+281%	531k	54.77	View chart
Invesco Exchange Traded Fd T Ftse Rafi 1500 (PRFZ)	0.8	$29M	+175%	628k	45.89	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.8	$28M	+4%	339k	82.32	View chart
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)	0.8	$28M	+6%	690k	40.25	View chart
Select Sector Spdr Tr Technology (XLK)	0.8	$27M	+463%	190k	143.97	View chart
Spdr Series Trust S&p 400 Mdcp Grw Etf S&p 600 Smcp Val (MDYG)	0.7	$26M	+257%	276k	92.43	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.7	$25M	+262%	493k	50.94	View chart
JPMorgan Chase & Co. (JPM)	0.7	$24M	+143%	75k	322.22	View chart
Mastercard Incorporated Cl A (MA)	0.7	$23M	+30%	41k	570.87	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.6	$22M	+28%	242k	89.46	View chart
Select Sector Spdr Tr Indl (XLI)	0.6	$21M	+164%	135k	155.12	View chart
Spdr Series Trust S&p 400 Mdcp Val Etf S&p 600 Smcp Val (MDYV)	0.6	$20M	+187%	241k	84.65	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.6	$20M	+47%	33k	614.30	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	0.6	$20M	+4%	523k	38.03	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.6	$20M	+3%	193k	101.98	View chart
Charles Schwab Corporation (SCHW)	0.5	$19M	+129%	193k	99.91	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.5	$19M	+116%	250k	77.02	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	0.5	$19M	+178%	72k	269.18	View chart
Netflix (NFLX)	0.5	$19M	NEW	203k	93.76	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.5	$19M	+454%	442k	42.69	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.5	$19M	+192%	374k	50.32	View chart
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)	0.5	$19M	+144%	461k	40.35	View chart
Simplify Exchange Traded Fun Health Care Etf (PINK)	0.5	$18M	NEW	503k	36.60	View chart
Applovin Corp Com Cl A (APP)	0.5	$18M	NEW	27k	673.81	View chart
First Tr Exchange Traded Finls Alphadex (FXO)	0.5	$18M	+180%	295k	60.35	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.5	$18M	+85%	89k	199.68	View chart
Palantir Technologies Cl A (PLTR)	0.5	$17M	NEW	97k	177.75	View chart
First Tr Exchange-traded Indxx Aerospace (MISL)	0.5	$17M	NEW	402k	42.79	View chart
Ishares Tr Core Total Usd (IUSB)	0.5	$17M	-14%	369k	46.54	View chart
First Tr Exchange Traded Utilities Alph (FXU)	0.5	$17M	+172%	372k	45.01	View chart
Nushares Etf Tr Nuveen Esg Us (NUBD)	0.5	$17M	+277%	744k	22.36	View chart
First Tr Exchange Traded Nasdq Semcndtr (FTXL)	0.5	$17M	NEW	128k	129.54	View chart
Broadcom (AVGO)	0.4	$16M	NEW	46k	346.10	View chart
Wal-Mart Stores (WMT)	0.4	$15M	+45%	137k	111.41	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.4	$15M	+100%	49k	303.90	View chart
Alphabet Cap Stk Cl C (GOOG)	0.4	$15M	+82%	47k	313.80	View chart
Oracle Corporation (ORCL)	0.4	$15M	+165%	74k	194.91	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	0.4	$14M	+12%	140k	102.42	View chart
Nushares Etf Tr Nuveen Esg Intl (NUDM)	0.4	$13M	+440%	369k	36.21	View chart
Ea Ser Freedom 100 Em (FRDM)	0.4	$13M	+267%	257k	51.27	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.4	$13M	+394%	110k	119.41	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.4	$13M	-12%	105k	123.27	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.4	$13M	+83%	126k	99.88	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.3	$12M	NEW	20k	627.14	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.3	$12M	+11%	199k	60.82	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.3	$12M		158k	75.05	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.3	$12M	+216%	71k	160.97	View chart
First Tr Exchng Traded Fd Vi Cboe Vest Us Eq (BUFR)	0.3	$11M	+148%	326k	34.26	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.3	$11M	+34%	52k	212.10	View chart
Applied Materials (AMAT)	0.3	$11M	+115%	43k	257.00	View chart
Ishares Tr Us Sml Cap Eqt (SMLF)	0.3	$11M	+5%	146k	74.88	View chart
Exxon Mobil Corporation (XOM)	0.3	$11M	+87%	89k	120.34	View chart
Philip Morris International (PM)	0.3	$11M	+139%	67k	160.40	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.3	$10M	-21%	52k	198.63	View chart
salesforce (CRM)	0.3	$10M	+89%	38k	264.91	View chart
Ishares Tr Eafe Value Etf (EFV)	0.3	$9.9M	+31%	139k	71.42	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	0.3	$9.9M	-13%	131k	75.77	View chart
Nushares Etf Tr Nuveen Esg Smlcp (NUSC)	0.3	$9.9M	+415%	222k	44.65	View chart
Ishares Tr S&p 100 Etf (OEF)	0.3	$9.7M	+144%	28k	342.99	View chart
Ishares Core Msci Emkt (IEMG)	0.3	$9.5M	+126%	141k	67.23	View chart
Spdr Index Shs Fds S&p Em Mkt Div (EDIV)	0.3	$9.4M	NEW	241k	39.15	View chart
Spdr High Spdr Tr Tactic (SPHY)	0.3	$9.4M	+572%	398k	23.67	View chart
Dbx Etf Tr Xtrack Usd High (HYLB)	0.3	$9.2M	+865%	249k	36.83	View chart
Wells Fargo & Company (WFC)	0.3	$9.2M	+158%	98k	93.20	View chart
Costco Wholesale Corporation (COST)	0.3	$9.1M	NEW	11k	862.34	View chart
Vaneck Etf Trust Fallen Angel Hg (ANGL)	0.2	$8.7M	+813%	297k	29.36	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$8.7M	+8%	26k	335.27	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.2	$8.6M	NEW	18k	468.76	View chart
AmerisourceBergen (COR)	0.2	$8.4M	NEW	25k	337.75	View chart
T Rowe Price Etf Cap Appreciation (TCAF)	0.2	$8.4M	+26%	220k	38.22	View chart
Cisco Systems (CSCO)	0.2	$8.3M	+101%	107k	77.03	View chart
Uber Technologies (UBER)	0.2	$8.2M	+385%	101k	81.71	View chart
Spdr Gold Tr Gold Shs (GLD)	0.2	$8.2M	NEW	21k	396.30	View chart
Pimco Etf Tr Enhancd Short (EMNT)	0.2	$8.1M	+249%	82k	98.57	View chart
Caterpillar (CAT)	0.2	$7.7M	NEW	13k	572.88	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	0.2	$7.6M	+19%	71k	106.64	View chart
Iqvia Holdings (IQV)	0.2	$7.6M	+103%	34k	225.42	View chart
Kraneshares Trust Csi Chi Internet (KWEB)	0.2	$7.5M	NEW	220k	34.05	View chart
Micron Technology (MU)	0.2	$7.3M	+85%	26k	285.41	View chart
Home Depot (HD)	0.2	$7.3M	+97%	21k	344.10	View chart
Walt Disney Company (DIS)	0.2	$7.2M	+89%	63k	113.77	View chart
Robinhood Mkts Com Cl A (HOOD)	0.2	$7.2M	NEW	64k	113.10	View chart
J P Morgan Exchange Traded F Active Growth (JGRO)	0.2	$7.2M	-14%	77k	92.80	View chart
Nushares Etf Tr Nuveen Esg Lrgcp (NULG)	0.2	$7.2M	+381%	73k	97.80	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.2	$7.2M	+50%	33k	214.69	View chart
Johnson & Johnson (JNJ)	0.2	$7.1M	+187%	34k	206.95	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.2	$6.9M	NEW	145k	47.79	View chart
Alibaba Group Hldg Sponsored Ads (BABA)	0.2	$6.9M	NEW	47k	146.58	View chart
Sea Sponsord Ads (SE)	0.2	$6.8M	NEW	53k	127.57	View chart
Cameco Corporation (CCJ)	0.2	$6.6M	NEW	73k	91.49	View chart
Analog Devices (ADI)	0.2	$6.6M	NEW	24k	271.21	View chart
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)	0.2	$6.6M	+249%	108k	61.13	View chart
Medtronic SHS (MDT)	0.2	$6.5M	+150%	68k	96.06	View chart
Palo Alto Networks (PANW)	0.2	$6.2M	+173%	34k	184.20	View chart
Qualcomm (QCOM)	0.2	$6.2M	+113%	36k	171.05	View chart
Vertiv Holdings Com Cl A (VRT)	0.2	$6.2M	NEW	38k	162.01	View chart
Unilever Spon Adr New (UL)	0.2	$6.1M	NEW	94k	65.40	View chart
Spdr Ser Tr Portfolio S&p600 (SPSM)	0.2	$6.0M	+271%	128k	46.86	View chart
Veeva Sys Cl A Com (VEEV)	0.2	$5.9M	NEW	26k	223.23	View chart
Toast Cl A (TOST)	0.2	$5.9M	NEW	165k	35.51	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.2	$5.9M	+66%	58k	101.68	View chart
General Dynamics Corporation (GD)	0.2	$5.9M	NEW	17k	336.65	View chart
J P Morgan Exchange Traded F Betabuilders Usd (BBHY)	0.2	$5.9M	NEW	126k	46.50	View chart
Starbucks Corporation (SBUX)	0.2	$5.7M	+104%	68k	84.21	View chart
Ishares Gold Tr Ishares New (IAU)	0.2	$5.6M	+8%	69k	81.17	View chart
First Tr Exchange Traded Nasdq Cln Edge (GRID)	0.2	$5.6M	NEW	37k	153.02	View chart
Rocket Cos Com Cl A (RKT)	0.2	$5.6M	NEW	288k	19.36	View chart
Manager Directed Portfolios Vert Glb Sust Re (VGSR)	0.2	$5.5M	+272%	534k	10.40	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.2	$5.5M	+330%	55k	100.34	View chart
Harbor Etf Trust Long Term Grower (WINN)	0.2	$5.5M	+55%	177k	31.10	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.2	$5.5M	NEW	22k	246.16	View chart
Oneok (OKE)	0.1	$5.3M		72k	73.50	View chart
Novartis Sponsored Adr (NVS)	0.1	$5.2M	+128%	38k	137.87	View chart
Autodesk (ADSK)	0.1	$5.1M	NEW	17k	296.01	View chart
Texas Pacific Land Corp (TPL)	0.1	$5.0M	NEW	18k	287.22	View chart
ConocoPhillips (COP)	0.1	$5.0M	+124%	53k	93.61	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.1	$5.0M	+8%	20k	252.87	View chart
Bank of New York Mellon Corporation (BK)	0.1	$4.9M	+136%	43k	116.09	View chart
Fidelity Covington Trust High Divid Etf (FDVV)	0.1	$4.9M		86k	56.77	View chart
Bank of America Corporation (BAC)	0.1	$4.8M	+13%	87k	55.00	View chart
Becton, Dickinson and (BDX)	0.1	$4.7M	+142%	24k	194.07	View chart
Intel Corporation (INTC)	0.1	$4.7M	+37%	127k	36.90	View chart
Lam Research Corp Com New (LRCX)	0.1	$4.6M	+70%	27k	171.18	View chart
Blackrock Etf Trust Ishares Us Thema (THRO)	0.1	$4.6M	NEW	119k	38.56	View chart
Blackrock Etf Trust Ishares A I Inno (BAI)	0.1	$4.6M	NEW	137k	33.30	View chart
Ishares Tr Mbs Etf (MBB)	0.1	$4.6M		48k	95.22	View chart
Amphenol Corp Cl A (APH)	0.1	$4.5M	NEW	34k	135.14	View chart
Baker Hughes Company Cl A (BKR)	0.1	$4.4M	NEW	97k	45.54	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$4.4M	+67%	67k	66.00	View chart
RBB Motley Fol Etf (TMFC)	0.1	$4.4M	NEW	61k	71.77	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$4.4M	NEW	20k	219.77	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	0.1	$4.3M	+43%	76k	56.81	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$4.2M	+89%	35k	120.18	View chart
Airbnb Com Cl A (ABNB)	0.1	$4.2M	+129%	31k	135.73	View chart
HSBC HLDGS Spon Adr New (HSBC)	0.1	$4.2M	+119%	54k	78.67	View chart
Celestica (CLS)	0.1	$4.2M	NEW	14k	295.61	View chart
Dominion Resources (D)	0.1	$4.2M	NEW	72k	58.59	View chart
Enterprise Products Partners (EPD)	0.1	$4.2M	+27%	131k	32.06	View chart
Servicenow (NOW)	0.1	$4.2M	NEW	27k	153.19	View chart
Newmont Mining Corporation (NEM)	0.1	$4.2M	NEW	42k	99.85	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.1	$4.1M	NEW	70k	58.12	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.1	$4.1M	+7%	16k	250.34	View chart
Amplify Etf Tr Amplify Etho Cli (ETHO)	0.1	$4.0M	+403%	61k	65.30	View chart
Procter & Gamble Company (PG)	0.1	$4.0M	+26%	28k	143.31	View chart
Abrdn Gold Etf Trust Physcl Gold Shs (SGOL)	0.1	$3.9M		96k	41.08	View chart
Pimco Etf Tr Active Bd Etf (BOND)	0.1	$3.9M	+41%	42k	93.05	View chart
Abbvie (ABBV)	0.1	$3.9M	NEW	17k	228.49	View chart
Raytheon Technologies Corp (RTX)	0.1	$3.9M	+94%	21k	183.40	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.1	$3.9M	NEW	50k	77.88	View chart
Constellation Energy (CEG)	0.1	$3.8M	NEW	11k	353.27	View chart
Bitwise 10 Crypto Index Etf Unit Beneficial (BITW)	0.1	$3.8M	NEW	65k	58.76	View chart
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)	0.1	$3.8M	+10%	81k	46.86	View chart
Chevron Corporation (CVX)	0.1	$3.8M	+132%	25k	152.43	View chart
Check Point Software Tech Lt Ord (CHKP)	0.1	$3.7M	NEW	20k	185.55	View chart
Arista Networks Com Shs (ANET)	0.1	$3.7M	+157%	29k	131.03	View chart
Illinois Tool Works (ITW)	0.1	$3.7M	NEW	15k	246.29	View chart
Manulife Finl Corp (MFC)	0.1	$3.6M	+105%	100k	36.28	View chart
eBay (EBAY)	0.1	$3.6M	+139%	42k	87.10	View chart
First Tr Exchange-traded Risng Divd Achiv (RDVY)	0.1	$3.6M	+201%	52k	69.47	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.1	$3.5M	+103%	58k	59.93	View chart
Pepsi (PEP)	0.1	$3.5M	+51%	24k	143.52	View chart
Simplify Exchange Traded Fun High Yield Etf (CDX)	0.1	$3.4M	+274%	154k	22.27	View chart
Tortoise Capital Series Trus Global Water Fd (TBLU)	0.1	$3.4M	+422%	68k	50.81	View chart
Ge Aerospace Com New (GE)	0.1	$3.4M	NEW	11k	308.04	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$3.4M	+7%	46k	74.02	View chart
Coca-Cola Company (KO)	0.1	$3.4M	+126%	48k	69.91	View chart
International Business Machines (IBM)	0.1	$3.4M	NEW	11k	296.20	View chart
Astrazeneca Sponsored Adr	0.1	$3.3M	NEW	36k	91.93	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.1	$3.3M	+34%	46k	71.42	View chart
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)	0.1	$3.3M	NEW	46k	71.45	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.1	$3.3M	NEW	66k	50.01	View chart
Cadence Design Systems (CDNS)	0.1	$3.3M	NEW	11k	312.57	View chart
Fortinet (FTNT)	0.1	$3.3M	NEW	41k	79.41	View chart
Williams Companies (WMB)	0.1	$3.2M	+100%	54k	60.11	View chart
Verizon Communications (VZ)	0.1	$3.2M	+40%	79k	40.73	View chart
Air Products & Chemicals (APD)	0.1	$3.2M	NEW	13k	247.02	View chart
Advanced Micro Devices (AMD)	0.1	$3.2M	NEW	15k	214.16	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.1	$3.2M	-4%	14k	224.68	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$3.1M	+18%	15k	210.35	View chart
Ishares Ethereum Tr SHS (ETHA)	0.1	$3.1M	+51%	137k	22.43	View chart
Coinbase Global Com Cl A (COIN)	0.1	$3.0M	NEW	13k	226.14	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.1	$3.0M	+177%	68k	43.64	View chart
Sanofi Sponsored Adr (SNY)	0.1	$3.0M	+132%	61k	48.46	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	0.1	$3.0M		56k	52.77	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$2.9M	+5%	20k	143.52	View chart
Boeing Company (BA)	0.1	$2.9M	NEW	13k	217.12	View chart
Rbb Fund Trust First Eagle Over (FEOE)	0.1	$2.9M	+164%	59k	48.36	View chart
Global X Msci Nxt Emrng (QYLD)	0.1	$2.8M	+26%	161k	17.67	View chart
Tidal Trust I Fundstrat Granny (GRNY)	0.1	$2.8M	NEW	115k	24.76	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$2.8M	+13%	101k	27.43	View chart
Union Pacific Corporation (UNP)	0.1	$2.7M	NEW	12k	231.32	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$2.7M	+37%	25k	107.11	View chart
American Centy Etf Tr Avantis Us Larg (AVLC)	0.1	$2.7M	-5%	34k	78.62	View chart
Duke Energy Corp Com New (DUK)	0.1	$2.7M	+71%	23k	117.21	View chart
Spdr Ser Tr Portfoli S&p1500 (SPTM)	0.1	$2.6M		32k	82.45	View chart
Ishares Tr Core Div Grwth (DGRO)	0.1	$2.6M	+16%	38k	69.42	View chart
Bristol Myers Squibb (BMY)	0.1	$2.6M	+154%	48k	53.94	View chart
Southern Company (SO)	0.1	$2.5M	+130%	29k	87.20	View chart
Ishares Tr Core High Dv Etf (HDV)	0.1	$2.5M		21k	121.61	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$2.5M	NEW	26k	96.03	View chart
At&t (T)	0.1	$2.5M	+84%	99k	24.84	View chart
Merck & Co (MRK)	0.1	$2.4M	+62%	23k	105.26	View chart
Simplify Exchange Traded Fun Treasury Opt Inc (BUCK)	0.1	$2.4M	+62%	103k	23.70	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.1	$2.4M	+5%	34k	69.67	View chart
Bitmine Immersion Tecnologie Com New (BMNR)	0.1	$2.4M	NEW	87k	27.15	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.1	$2.3M	+59%	27k	85.37	View chart
Fidelity Covington Trust Blue Chip Grwth (FBCG)	0.1	$2.3M		43k	54.84	View chart
Ishares Tr U.s. Med Dvc Etf (IHI)	0.1	$2.3M		37k	62.15	View chart
First Tr Exchange-traded Dorsey Wrt 5 Etf (FV)	0.1	$2.3M	+58%	36k	62.92	View chart
TJX Companies (TJX)	0.1	$2.3M	NEW	15k	153.61	View chart
First Tr Value Line Divid In SHS (FVD)	0.1	$2.3M	+57%	49k	46.08	View chart
Morgan Stanley Com New (MS)	0.1	$2.2M	NEW	13k	177.53	View chart
Apollo Global Mgmt (APO)	0.1	$2.2M	NEW	16k	144.76	View chart
Fidelity Covington Trust Enhanced Intl (FENI)	0.1	$2.2M	+12%	61k	36.58	View chart
Nushares Etf Tr Nuveen Esg Midvl (NUMV)	0.1	$2.2M	+406%	56k	39.10	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.1	$2.2M	-5%	55k	39.59	View chart
Nucor Corporation (NUE)	0.1	$2.2M	NEW	13k	163.11	View chart
Pfizer (PFE)	0.1	$2.2M	+55%	87k	24.90	View chart
First Tr Exchange-traded A Com Shs (FAD)	0.1	$2.2M	-3%	13k	161.85	View chart

Past Filings by WCG Wealth Advisors

SEC 13F filings are viewable for WCG Wealth Advisors going back to 2022

WCG Wealth Advisors 2025 Q4 filed Feb. 10, 2026
WCG Wealth Advisors 2025 Q3 filed Nov. 13, 2025
WCG Wealth Advisors 2025 Q2 filed Aug. 13, 2025
WCG Wealth Advisors 2025 Q1 restated filed May 15, 2025
WCG Wealth Advisors 2025 Q1 filed May 14, 2025
WCG Wealth Advisors 2024 Q4 filed Feb. 19, 2025
WCG Wealth Advisors 2024 Q3 filed Nov. 13, 2024
WCG Wealth Advisors 2024 Q2 filed Aug. 12, 2024
WCG Wealth Advisors 2024 Q1 filed May 13, 2024
WCG Wealth Advisors 2023 Q4 filed Feb. 8, 2024
WCG Wealth Advisors 2023 Q3 filed Nov. 13, 2023
WCG Wealth Advisors 2023 Q2 filed Aug. 14, 2023
WCG Wealth Advisors 2023 Q1 filed May 15, 2023
WCG Wealth Advisors 2022 Q4 filed Feb. 14, 2023
WCG Wealth Advisors 2022 Q3 filed Nov. 14, 2022
WCG Wealth Advisors 2022 Q2 amended filed Aug. 23, 2022

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