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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, AAPL, AVUS, MSFT, IVV, and represent 13.64% of WCG Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: IWF (+$32M), V (+$19M), MA (+$9.7M), TSLA (+$8.4M), NVDA (+$6.5M), META (+$6.1M), SHOP, BIL, MUB, WINN.
Started 36 new stock positions in WTV, SMCI, NIO, BITQ, Blackrock Etf Trust, BDX, MUB, JBND, NLR, TBLU.
Reduced shares in these 10 stocks: JGRO (-$27M), SNPE (-$18M), NUSC (-$6.2M), NUDM (-$5.7M), FRDM, SDVY, COIN, HYMB, ELV, MUNI.
Sold out of its positions in CHGX, OKLO, ADI, ELV, BCS, CHWY, COIN, PFFA, EMR, ENB.
WCG Wealth Advisors was a net seller of stock by $-53M.
WCG Wealth Advisors has $1.6B in assets under management (AUM), dropping by 3.16%.
Central Index Key (CIK): 0001855713

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Portfolio Holdings for WCG Wealth Advisors

WCG Wealth Advisors holds 331 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
NVIDIA Corporation (NVDA)	3.7	$59M	+12%	318k	186.58	View chart
Apple (AAPL)	2.8	$45M	-5%	177k	254.63	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	2.8	$45M		412k	108.70	View chart
Microsoft Corporation (MSFT)	2.1	$34M	-2%	66k	517.95	View chart
Ishares Tr Core S&p500 Etf (IVV)	2.1	$34M		51k	669.30	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	2.0	$32M	NEW	69k	468.41	View chart
J P Morgan Exchange Traded F Active Value Etf (JAVA)	2.0	$31M	+5%	455k	68.96	View chart
Visa Com Cl A (V)	1.9	$30M	+166%	89k	341.38	View chart
Pimco Etf Tr Multisector Bd (PYLD)	1.9	$30M	-8%	1.1M	26.84	View chart
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)	1.6	$26M		647k	40.57	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	1.6	$26M		324k	78.90	View chart
Amazon (AMZN)	1.6	$25M	+5%	115k	219.57	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	1.5	$24M	-10%	311k	78.34	View chart
Alphabet Cap Stk Cl C (GOOGL)	1.4	$23M		95k	243.10	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.4	$22M	-3%	44k	502.74	View chart
Lattice Strategies Tr Hartford Mlt Etf (RODM)	1.4	$22M	-10%	608k	35.52	View chart
Meta Platforms Cl A (META)	1.4	$22M	+39%	29k	734.38	View chart
Hartford Funds Exchange Traded Total Rtrn Etf Total Rtrn Etf (HTRB)	1.3	$21M	-2%	598k	34.29	View chart
Ishares Tr Core Total Usd (IUSB)	1.3	$20M		429k	46.71	View chart
Dbx Etf Tr Xtrackers Us Nat (CRTC)	1.2	$20M		542k	36.43	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	1.2	$19M	+3%	503k	37.77	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	1.2	$19M		187k	99.53	View chart
Mastercard Incorporated Cl A (MA)	1.1	$18M	+121%	31k	568.81	View chart
Ishares Tr Core Msci Eafe (IEFA)	1.0	$17M	+9%	189k	87.31	View chart
Spdr Index Shares Funds Portfolio Emg Mk Etf Cl A (SPEM)	1.0	$16M	-10%	349k	46.81	View chart
Tesla Sponsored Ads (TSLA)	1.0	$16M	+106%	37k	444.71	View chart
Dbx Etf Tr Xtrackers S&p (SNPE)	0.9	$15M	-55%	245k	60.03	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	0.9	$14M	+19%	157k	91.75	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.9	$14M		119k	120.72	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.9	$14M	-6%	119k	119.51	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.9	$14M	-3%	21k	666.19	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.8	$13M		22k	600.36	View chart
PIMCO Intermediate Mun Bond Strat Fund (MUNI)	0.8	$13M	-22%	253k	52.28	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	0.8	$13M	+14%	124k	104.96	View chart
J P Morgan Exchange Traded F ultra shrt (JPST)	0.8	$13M	-12%	254k	50.73	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.8	$13M	-3%	66k	194.50	View chart
Tcw Etf Trust Transform System (PWRD)	0.8	$12M	-22%	123k	97.69	View chart
Spdr Series Trust S&p 600 Smcp Val Etf S&p 600 Smcp Val (SLYV)	0.7	$12M	-9%	132k	88.65	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.7	$12M	-23%	157k	73.29	View chart
Dbx Etf Tr Xtrack Msci Eafe (HDEF)	0.7	$11M	-9%	381k	29.42	View chart
Spdr Series Trust S&p 600 Smcp Grw Etf Cl A (SLYG)	0.7	$11M	-10%	118k	94.31	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	0.7	$11M	+2%	151k	72.26	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.7	$11M		179k	59.20	View chart
Invesco Exchange Traded Fd T Ftse Rafi 1500 (PRFZ)	0.6	$10M	-10%	228k	45.42	View chart
Ishares Tr Us Sml Cap Eqt (SMLF)	0.6	$10M	+11%	138k	74.35	View chart
Invesco Exch Traded Fd Tr Ii S&p Intl Qulty (IDHQ)	0.6	$10M	-8%	300k	33.65	View chart
JPMorgan Chase & Co. (JPM)	0.6	$9.7M	-2%	31k	315.43	View chart
Wal-Mart Stores (WMT)	0.6	$9.7M	+3%	94k	103.06	View chart
Spdr Ser Tr Nuveen Bloomberg (HYMB)	0.6	$9.7M	-29%	388k	24.93	View chart
Select Sector Spdr Tr Technology (XLK)	0.6	$9.5M	-5%	34k	281.86	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.6	$9.4M		48k	195.86	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.5	$8.7M	+2%	116k	75.11	View chart
J P Morgan Exchange Traded F Active Growth (JGRO)	0.5	$8.4M	-76%	90k	93.75	View chart
Wisdomtree Tr Emer Mkt High Fd (DEM)	0.5	$8.1M	+10%	177k	45.99	View chart
Charles Schwab Corporation (SCHW)	0.5	$8.0M	-10%	84k	95.47	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.5	$8.0M		39k	206.51	View chart
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)	0.5	$7.9M	-8%	188k	42.13	View chart
Select Sector Spdr Tr Indl (XLI)	0.5	$7.9M	-9%	51k	154.23	View chart
Oracle Corporation (ORCL)	0.5	$7.9M	-27%	28k	281.24	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.5	$7.8M	-6%	24k	328.17	View chart
Select Sector Spdr Tr Financial (XLF)	0.5	$7.5M	-9%	139k	53.87	View chart
Ishares Tr Eafe Value Etf (EFV)	0.5	$7.2M		106k	67.83	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	0.4	$7.2M	-10%	26k	279.84	View chart
Spdr Series Trust S&p 400 Mdcp Grw Etf S&p 600 Smcp Val (MDYG)	0.4	$7.1M	-9%	77k	91.56	View chart
Spdr Series Trust S&p 400 Mdcp Val Etf S&p 600 Smcp Val (MDYV)	0.4	$7.0M	-9%	84k	83.41	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.4	$7.0M	-8%	80k	87.21	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.4	$6.9M	-22%	136k	51.04	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.4	$6.9M	+18%	69k	100.25	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.4	$6.8M	-25%	24k	279.28	View chart
T Rowe Price Etf Cap Appreciation (TCAF)	0.4	$6.6M	+35%	174k	37.70	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.4	$6.5M	-8%	47k	139.17	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.4	$6.4M	-2%	128k	50.27	View chart
Alphabet Cap Stk Cl C (GOOG)	0.4	$6.3M	+6%	26k	243.55	View chart
First Tr Exchange Traded Finls Alphadex (FXO)	0.4	$6.2M	-9%	105k	59.39	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	0.4	$6.2M	+14%	60k	104.51	View chart
First Tr Exchange Traded Utilities Alph (FXU)	0.4	$6.2M	-7%	136k	45.45	View chart
First Tr Exchange Traded Indls Prod Dur (FXR)	0.4	$6.2M	-10%	79k	78.06	View chart
First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON)	0.4	$5.7M		228k	25.19	View chart
First Tr Exchange-traded Nasdaq 100 Ex (QQXT)	0.4	$5.7M	-8%	58k	98.93	View chart
Exxon Mobil Corporation (XOM)	0.3	$5.3M	-9%	47k	112.75	View chart
Oneok (OKE)	0.3	$5.3M		73k	72.97	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.3	$5.3M		22k	239.64	View chart
Fidelity Covington Trust High Divid Etf (FDVV)	0.3	$4.8M	+2%	86k	55.71	View chart
salesforce (CRM)	0.3	$4.7M	+7%	20k	236.99	View chart
Ishares Gold Tr Ishares New (IAU)	0.3	$4.7M		64k	72.77	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.3	$4.6M	+11%	22k	209.26	View chart
Ishares Tr Mbs Etf (MBB)	0.3	$4.6M	-2%	48k	95.15	View chart
Philip Morris International (PM)	0.3	$4.5M	-15%	28k	162.20	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.3	$4.5M		18k	247.11	View chart
Nushares Etf Tr Nuveen Esg Us (NUBD)	0.3	$4.4M	-46%	197k	22.45	View chart
First Tr Exchng Traded Fd Vi Cboe Vest Us Eq (BUFR)	0.3	$4.4M		131k	33.42	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.3	$4.4M		38k	113.88	View chart
Home Depot (HD)	0.3	$4.3M	-3%	11k	405.18	View chart
Ishares Core Msci Emkt (IEMG)	0.3	$4.1M		62k	65.92	View chart
Applied Materials (AMAT)	0.3	$4.1M	-6%	20k	204.74	View chart
Bank of America Corporation (BAC)	0.2	$4.0M	-2%	77k	51.59	View chart
Ishares Msci Emrg Chn (EMXC)	0.2	$4.0M		59k	67.51	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.2	$3.9M	+5%	15k	256.46	View chart
Ishares Tr S&p 100 Etf (OEF)	0.2	$3.9M	+2%	12k	332.84	View chart
Walt Disney Company (DIS)	0.2	$3.8M	-5%	34k	114.50	View chart
Cisco Systems (CSCO)	0.2	$3.6M	-5%	53k	68.42	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.2	$3.6M		35k	102.99	View chart
Harbor Etf Trust Long Term Grower (WINN)	0.2	$3.5M	+118%	114k	31.16	View chart
Abrdn Gold Etf Trust Physcl Gold Shs (SGOL)	0.2	$3.5M		95k	36.81	View chart
Procter & Gamble Company (PG)	0.2	$3.4M	-28%	22k	153.65	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.2	$3.3M	NEW	23k	148.61	View chart
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)	0.2	$3.3M		73k	45.21	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.2	$3.3M	-7%	15k	222.17	View chart
Enterprise Products Partners (EPD)	0.2	$3.2M	-10%	103k	31.27	View chart
Wells Fargo & Company (WFC)	0.2	$3.2M	-12%	38k	83.82	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.2	$3.2M		42k	74.37	View chart
Iqvia Holdings (IQV)	0.2	$3.1M	-3%	17k	189.93	View chart
Intel Corporation (INTC)	0.2	$3.1M	+28%	93k	33.55	View chart
Ea Ser Freedom 100 Em (FRDM)	0.2	$3.1M	-59%	70k	44.31	View chart
Spdr Ser Tr Portfolio Ln Tsr (SPTL)	0.2	$3.1M		114k	26.95	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	0.2	$3.0M	+4%	56k	53.24	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	0.2	$2.9M	-2%	53k	55.33	View chart
Ishares Ethereum Tr SHS (ETHA)	0.2	$2.8M	+164%	90k	31.51	View chart
Qualcomm (QCOM)	0.2	$2.8M		17k	166.35	View chart
Starbucks Corporation (SBUX)	0.2	$2.8M		33k	84.60	View chart
Pimco Etf Tr Active Bd Etf (BOND)	0.2	$2.8M		30k	93.35	View chart
American Centy Etf Tr Avantis Us Larg (AVLC)	0.2	$2.7M	-3%	36k	76.51	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.2	$2.7M	-3%	19k	140.95	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.2	$2.6M		40k	65.26	View chart
Medtronic SHS (MDT)	0.2	$2.6M	-8%	27k	95.24	View chart
Nushares Etf Tr Nuveen Esg Intl (NUDM)	0.2	$2.6M	-68%	68k	37.62	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.2	$2.5M		13k	203.58	View chart
Spdr Ser Tr Portfoli S&p1500 (SPTM)	0.2	$2.5M		32k	80.65	View chart
Ishares Tr Core High Dv Etf (HDV)	0.2	$2.5M	-2%	21k	122.45	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.2	$2.5M	-2%	34k	73.48	View chart
Palo Alto Networks (PANW)	0.2	$2.5M	+6%	12k	203.62	View chart
Unilever Spon Adr New (UL)	0.2	$2.5M	-6%	42k	59.28	View chart
Verizon Communications (VZ)	0.2	$2.5M	+13%	56k	43.95	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.2	$2.4M	-3%	89k	27.30	View chart
Pimco Etf Tr Enhancd Short (EMNT)	0.1	$2.3M		24k	98.88	View chart
Fidelity Covington Trust Blue Chip Grwth (FBCG)	0.1	$2.3M		43k	53.66	View chart
Micron Technology (MU)	0.1	$2.3M		14k	167.32	View chart
Comcast Corporation (CMCSA)	0.1	$2.3M		72k	31.42	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.1	$2.3M	-3%	59k	38.57	View chart
Pepsi (PEP)	0.1	$2.3M	-5%	16k	140.44	View chart
ConocoPhillips (COP)	0.1	$2.3M	-9%	24k	94.59	View chart
Ishares Tr U.s. Med Dvc Etf (IHI)	0.1	$2.2M	-3%	37k	60.08	View chart
First Tr Exchange-traded A Com Shs (FAD)	0.1	$2.2M		14k	160.55	View chart
Johnson & Johnson (JNJ)	0.1	$2.2M	-7%	12k	185.41	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$2.2M		19k	118.83	View chart
Ishares Tr Core Div Grwth (DGRO)	0.1	$2.2M	-11%	32k	68.08	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.1	$2.2M		32k	68.46	View chart
Ares Capital Corporation (ARCC)	0.1	$2.2M		107k	20.41	View chart
Global X Msci Nxt Emrng (QYLD)	0.1	$2.2M		127k	17.01	View chart
Novartis Sponsored Adr (NVS)	0.1	$2.1M	-11%	17k	128.24	View chart
Lam Research Corp Com New (LRCX)	0.1	$2.1M	-15%	16k	133.90	View chart
American Centy Etf Tr Avantis All Eqt (AVGE)	0.1	$2.1M	+2%	25k	83.41	View chart
Uber Technologies (UBER)	0.1	$2.0M		21k	97.97	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$2.0M	NEW	18k	106.49	View chart
Bank of New York Mellon Corporation (BK)	0.1	$2.0M	-11%	18k	108.96	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.1	$1.9M		62k	31.38	View chart
Fidelity Covington Trust Enhanced Intl (FENI)	0.1	$1.9M	+150%	55k	35.28	View chart
Nushares Etf Tr Nuveen Esg Smlcp (NUSC)	0.1	$1.9M	-76%	43k	44.10	View chart
Becton, Dickinson and (BDX)	0.1	$1.9M	NEW	10k	187.17	View chart
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)	0.1	$1.9M	-12%	31k	60.26	View chart
Ishares U S Etf Tr Int Rt Hdg C B (LQDH)	0.1	$1.9M		20k	93.55	View chart
American Centy Etf Tr Avantis Core Fi (AVIG)	0.1	$1.8M	+27%	43k	42.08	View chart
Raytheon Technologies Corp (RTX)	0.1	$1.8M	-7%	11k	167.33	View chart
HSBC HLDGS Spon Adr New (HSBC)	0.1	$1.7M	-22%	25k	70.98	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.1	$1.7M	-4%	29k	59.91	View chart
Williams Companies (WMB)	0.1	$1.7M	+15%	27k	63.35	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.1	$1.7M	+53%	37k	46.24	View chart
Franklin Templeton Etf Tr Us Mid Cp Mltfct (FLQM)	0.1	$1.7M	-69%	30k	56.45	View chart
Airbnb Com Cl A (ABNB)	0.1	$1.6M	-7%	14k	121.42	View chart
Chevron Corporation (CVX)	0.1	$1.6M	-10%	11k	155.29	View chart
Duke Energy Corp Com New (DUK)	0.1	$1.6M		13k	123.75	View chart
American Centy Etf Tr Us Quality Grow (QGRO)	0.1	$1.6M		14k	114.40	View chart
Arista Networks Com Shs (ANET)	0.1	$1.6M		11k	145.71	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$1.6M	+4%	50k	31.91	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.1	$1.6M	+16%	61k	26.30	View chart
Spdr Ser Tr Portfolio S&p600 (SPSM)	0.1	$1.6M	-12%	34k	46.32	View chart
eBay (EBAY)	0.1	$1.6M	-50%	17k	90.95	View chart
Manulife Finl Corp (MFC)	0.1	$1.5M	+24%	49k	31.15	View chart
Manager Directed Portfolios Vert Glb Sust Re (VGSR)	0.1	$1.5M	-59%	143k	10.65	View chart
Nushares Etf Tr Nuveen Esg Lrgcp (NULG)	0.1	$1.5M	-67%	15k	99.45	View chart
Simplify Exchange Traded Fun Treasury Opt Inc (BUCK)	0.1	$1.5M	-18%	64k	23.85	View chart
At&t (T)	0.1	$1.5M	+12%	54k	28.24	View chart
Ishares Tr Hdg Msci Eafe (HEFA)	0.1	$1.5M		38k	39.61	View chart
Spdr Series Trust Portfolio S&p400 (SPMD)	0.1	$1.5M	+20%	26k	57.19	View chart
Wisdomtree Tr Us Multifactor (USMF)	0.1	$1.5M		28k	52.27	View chart
Blackrock Etf Trust Dynamic Eqty Act	0.1	$1.5M	NEW	58k	25.31	View chart
First Tr Value Line Divid In SHS (FVD)	0.1	$1.4M	-8%	31k	46.24	View chart
Pfizer (PFE)	0.1	$1.4M	-46%	56k	25.48	View chart
First Tr Exchange-traded Dorsey Wrt 5 Etf (FV)	0.1	$1.4M		23k	61.92	View chart
Spdr High Spdr Tr Tactic (SPHY)	0.1	$1.4M	+9%	59k	23.94	View chart
Coca-Cola Company (KO)	0.1	$1.4M		21k	66.32	View chart
Coreweave Com Cl A (CRWV)	0.1	$1.4M	NEW	10k	136.85	View chart
Spinnaker Etf Series Select Stoxx Eur (EUAD)	0.1	$1.4M	+2%	30k	46.97	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.1	$1.4M	+53%	32k	42.96	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.1	$1.4M	+17%	27k	50.78	View chart
Vaneck Etf Trust Uranium And Nucl (NLR)	0.1	$1.4M	NEW	10k	135.65	View chart
Blackrock Etf Trust Ii Short Duration H (SHYM)	0.1	$1.4M	NEW	61k	22.34	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	0.1	$1.4M	+7%	27k	49.83	View chart
Victory Portfolios Ii Shares Free Cash (VFLO)	0.1	$1.3M	-4%	36k	37.50	View chart
Ishares Tr Blockchain & Tec (IBLC)	0.1	$1.3M	+5%	24k	55.39	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.1	$1.3M		17k	76.45	View chart
D-wave Quantum (QBTS)	0.1	$1.3M	NEW	53k	24.71	View chart
Ark Etf Tr Innovation Etf (ARKK)	0.1	$1.3M	-15%	15k	86.30	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.1	$1.3M		13k	100.69	View chart
Global X Fds Defense Tech Etf (SHLD)	0.1	$1.3M	NEW	18k	70.24	View chart
Fs Kkr Capital Corp (FSK)	0.1	$1.3M	-8%	85k	14.93	View chart
Sanofi Sponsored Adr (SNY)	0.1	$1.2M	-38%	26k	47.20	View chart
Global X Fds Dow 30 Covered C (DJIA)	0.1	$1.2M	+3%	56k	21.85	View chart
Merck & Co (MRK)	0.1	$1.2M		14k	83.93	View chart
Southern Company (SO)	0.1	$1.2M	+4%	13k	94.77	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.1	$1.2M		12k	99.11	View chart
Vaneck Etf Trust Junior Gold Mine (GDXJ)	0.1	$1.2M		12k	99.03	View chart
Blackrock Etf Trust Disciplined Vola	0.1	$1.2M	NEW	47k	25.00	View chart
First Tr Exchange-traded Risng Divd Achiv (RDVY)	0.1	$1.2M		17k	67.26	View chart
Commerce Bancshares (CBSH)	0.1	$1.2M		19k	59.76	View chart
Ishares U S Etf Tr U.s. Tech Indepd (IETC)	0.1	$1.1M	+4%	11k	101.93	View chart
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)	0.1	$1.1M	NEW	13k	89.13	View chart
Spdr Series Trust Bloomberg High Y (JNK)	0.1	$1.1M	+2%	12k	97.99	View chart
Global X Fds Adaptive Us (AUSF)	0.1	$1.1M	NEW	24k	46.51	View chart
Red Rock Resorts Cl A (RRR)	0.1	$1.1M		18k	61.06	View chart
Wisdomtree Tr Wisdomtree Us Va (WTV)	0.1	$1.1M	NEW	12k	91.01	View chart
Ishares Msci Emerg Mrkt (EEMV)	0.1	$1.1M	-3%	17k	63.83	View chart
Super Micro Computer Com New (SMCI)	0.1	$1.1M	NEW	22k	47.94	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$1.1M	-5%	18k	59.92	View chart
Citigroup Com New (C)	0.1	$1.0M	-23%	10k	101.50	View chart
Rbb Fund Trust First Eagle Over (FEOE)	0.1	$1.0M	NEW	22k	46.12	View chart
Main Street Capital Corporation (MAIN)	0.1	$1.0M		16k	63.59	View chart
General Motors Company (GM)	0.1	$1.0M	+7%	17k	60.97	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.1	$1.0M	+7%	25k	42.03	View chart
First Tr Exchng Traded Fd Vi Tcw Opportinis (FIXD)	0.1	$1.0M	-5%	23k	44.42	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.1	$986k		10k	95.19	View chart
Invesco Exch Traded Fd Tr Ii S&p Ultra Divide (RDIV)	0.1	$969k	-26%	19k	52.12	View chart
First Tr Exchange-traded Smid Risng Etf (SDVY)	0.1	$969k	-81%	26k	38.02	View chart
Ishares Tr Cybersecurity (IHAK)	0.1	$966k	-15%	19k	52.33	View chart
Vaneck Etf Trust Fallen Angel Hg (ANGL)	0.1	$965k	+16%	33k	29.73	View chart
American Healthcare Reit Com Shs (AHR)	0.1	$960k	+29%	23k	42.01	View chart
Franklin Templeton Etf Tr Franklin Asia (FLAX)	0.1	$957k	-6%	33k	28.88	View chart
Dbx Etf Tr Xtrack Usd High (HYLB)	0.1	$956k	+13%	26k	37.11	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.1	$951k	-4%	10k	93.64	View chart
Simplify Exchange Traded Fun High Yield Etf (CDX)	0.1	$942k	NEW	41k	22.91	View chart
Neos Etf Trust Neos S&p 500 Hi (SPYI)	0.1	$936k	+28%	18k	52.30	View chart
Janus Detroit Str Tr Henderson Securi (JSI)	0.1	$935k	NEW	18k	52.27	View chart
Masco Corporation (MAS)	0.1	$935k	NEW	13k	70.39	View chart
Evergy (EVRG)	0.1	$909k	+5%	12k	76.02	View chart
Ishares Tr Us Hlthcare Etf (IYH)	0.1	$881k		15k	58.72	View chart
Marvell Technology (MRVL)	0.1	$875k	-30%	10k	84.07	View chart
Pacer Fds Tr Trendp Us Lar Cp (PTLC)	0.1	$864k	-14%	16k	54.76	View chart
Sprott Com New (SII)	0.1	$861k	-4%	10k	83.19	View chart
Docusign (DOCU)	0.1	$854k	+14%	12k	72.09	View chart
Victory Portfolios Ii Victoryshares Sm (SFLO)	0.1	$846k	-5%	29k	29.11	View chart
J P Morgan Exchange Traded F Active Bond Etf (JBND)	0.1	$844k	NEW	16k	54.16	View chart
Bristol Myers Squibb (BMY)	0.1	$843k	NEW	19k	45.10	View chart
Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR)	0.1	$838k	+5%	19k	44.48	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$836k	-29%	11k	73.46	View chart
Invesco Exchange Traded Fd T S&p Smlcp Moment (XSMO)	0.1	$829k	+3%	11k	73.57	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.1	$824k	+8%	13k	65.00	View chart
Flex Ord (FLEX)	0.1	$822k	-13%	14k	57.97	View chart
Franklin Templeton Digital H Bitcoin Etf Shs (EZBC)	0.1	$817k	+2%	12k	66.21	View chart
Wisdomtree Tr Putwire Strat (WTPI)	0.1	$805k	-5%	24k	33.27	View chart
Mizuho Financial Group Sponsored Adr (MFG)	0.0	$794k	+7%	118k	6.70	View chart
Invesco Currencyshares Japan Japanese Yen (FXY)	0.0	$783k		13k	62.21	View chart
Totalenergies Se Sponsored Ads (TTE)	0.0	$783k	+10%	13k	59.69	View chart
Amplify Etf Tr Amplify Etho Cli (ETHO)	0.0	$774k	-68%	12k	63.68	View chart
Altria (MO)	0.0	$723k	-19%	11k	66.06	View chart
J P Morgan Exchange Traded F Jpmorgan Ltd Dur (JPLD)	0.0	$713k	+13%	14k	52.48	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.0	$710k	-10%	13k	54.18	View chart
Tortoise Capital Series Trus Global Water Fd (TBLU)	0.0	$689k	NEW	13k	53.29	View chart
Chipotle Mexican Grill (CMG)	0.0	$654k	+11%	17k	39.19	View chart
Eaton Vance Tax Managed Buy Write Opport (ETV)	0.0	$646k		45k	14.25	View chart
Oppfi Com Cl A (OPFI)	0.0	$643k	NEW	57k	11.33	View chart
Eaton Vance Tax-Managed Global Buy-Write (ETW)	0.0	$635k	+6%	70k	9.05	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.0	$625k	-3%	12k	51.08	View chart
Liquidia Corporation Com New (LQDA)	0.0	$624k	NEW	28k	22.74	View chart
American Centy Etf Tr Core Muni Fxd In (AVMU)	0.0	$620k	NEW	14k	45.60	View chart
Clear Secure Com Cl A (YOU)	0.0	$619k	-12%	19k	33.38	View chart
Innovator Etfs Trust Us Eqty Buf Sep (BSEP)	0.0	$588k		12k	48.29	View chart
Beam Therapeutics (BEAM)	0.0	$586k	NEW	24k	24.27	View chart
Eaton Vance Tax-Managed Buy-Write Income (ETB)	0.0	$579k	+2%	39k	15.00	View chart
Ishares Silver Tr Ishares (SLV)	0.0	$578k		14k	42.37	View chart
Dropbox Cl A (DBX)	0.0	$576k	-3%	19k	30.21	View chart
First Tr Exchange-traded Senior Ln Fd (FTSL)	0.0	$560k		12k	45.84	View chart
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB)	0.0	$559k	-2%	11k	50.70	View chart
Ishares Tr Robotics Artif (ARTY)	0.0	$557k	+2%	12k	45.78	View chart
Franklin Templeton Etf Tr Intl Cor Div Til (DIVI)	0.0	$554k	NEW	15k	37.31	View chart
Nuveen Muni Value Fund (NUV)	0.0	$546k		61k	8.98	View chart
Global X Fds Glbl X Mlp Etf (MLPA)	0.0	$544k		11k	48.42	View chart
Calamos Strategic Total Retu Com Sh Ben Int (CSQ)	0.0	$538k		28k	19.29	View chart
First Tr Exchange Traded Buywrit Incm Etf (FTHI)	0.0	$532k	-8%	22k	23.71	View chart
Morgan Stanley Etf Trust Eaton Vance Tota (EVTR)	0.0	$528k	NEW	10k	51.45	View chart
Pimco Dynamic Income SHS (PDI)	0.0	$520k		26k	19.80	View chart
Ishares Tr Esg Scrnd S&p500 (XVV)	0.0	$516k		10k	51.52	View chart
Spdr Ser Tr Prtflo S&p500 Hi (SPYD)	0.0	$516k		12k	44.00	View chart
Haleon Spon Ads (HLN)	0.0	$515k	+10%	57k	8.97	View chart
John Hancock Exchange Traded Multifactr Sml (JHSC)	0.0	$511k		12k	41.85	View chart
Fidelity Covington Trust Cloud Computng (FCLD)	0.0	$508k	+26%	17k	29.23	View chart
BlackRock Enhanced Dividend Achievers Tr (BDJ)	0.0	$502k		55k	9.11	View chart
Maplebear (CART)	0.0	$488k		13k	36.76	View chart
Kinder Morgan (KMI)	0.0	$481k		17k	28.31	View chart
Advent Claymore Convertible Sec & Inc (AVK)	0.0	$470k		37k	12.79	View chart
Eaton Vance Tax-advntg Glbl Di (ETG)	0.0	$469k		22k	21.13	View chart
Eaton Vance Risk Managed Diversified (ETJ)	0.0	$456k		51k	8.99	View chart
Dynex Cap (DX)	0.0	$456k	+28%	37k	12.29	View chart
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX)	0.0	$442k		38k	11.60	View chart
Eaton Vance Enhanced Equity Income Fund (EOI)	0.0	$438k		21k	21.00	View chart
Wisdomtree Tr Currncy Int Eq (DDWM)	0.0	$429k		10k	41.80	View chart
Tortoise Sustainable & Socia Com Sh Ben Int (TEAF)	0.0	$429k		37k	11.76	View chart
Nushares Etf Tr Nuveen Esg Midvl (NUMV)	0.0	$429k	-68%	11k	38.69	View chart
Spdr Ser Tr Portfolio Agrgte (SPAB)	0.0	$428k	-27%	17k	25.85	View chart
Nuveen Insured Tax-Free Adv Munici (NEA)	0.0	$428k		38k	11.39	View chart
DNP Select Income Fund (DNP)	0.0	$425k		43k	10.01	View chart
Graniteshares Etf Tr Bbg Commd K 1 (COMB)	0.0	$422k	-11%	19k	21.80	View chart
Vaneck Etf Trust Emerging Mrkt Hi (HYEM)	0.0	$417k	-9%	21k	20.05	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.0	$408k	-2%	18k	23.12	View chart
Nio Spon Ads (NIO)	0.0	$399k	NEW	52k	7.62	View chart
Global X Us Pfd Etf (PFFD)	0.0	$393k		20k	19.43	View chart
Blackrock Multi-sector Incom other (BIT)	0.0	$393k		29k	13.39	View chart
Fs Credit Opportunities Corp Common Stock (FSCO)	0.0	$376k		54k	6.91	View chart
Amplify Etf Tr Amplify Junior S (SILJ)	0.0	$359k	NEW	16k	23.09	View chart
Fidelity Covington Trust Enhanced Large (FELV)	0.0	$348k	NEW	10k	33.53	View chart
New York Life Invts Active E Nyli Mackay Mun (MMIT)	0.0	$331k	+34%	14k	24.30	View chart
Rigetti Computing Common Stock (RGTI)	0.0	$331k	NEW	11k	29.79	View chart
Franklin Templeton Etf Tr Income Focus Etf (INCM)	0.0	$327k	+18%	12k	27.74	View chart
Archer Aviation Com Cl A (ACHR)	0.0	$303k	-31%	32k	9.58	View chart
Ark Etf Tr Ark Space Expl (ARKX)	0.0	$297k	NEW	10k	28.55	View chart
Exchange Traded Concepts Tru Bitwise Crypto (BITQ)	0.0	$287k	NEW	11k	25.07	View chart
Vaneck Etf Trust Africa Index Etf (AFK)	0.0	$281k	NEW	12k	24.37	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.0	$257k		15k	17.16	View chart
Telefonica S A Sponsored Adr (TEF)	0.0	$251k	+4%	49k	5.08	View chart
Eaton Vance Enhanced Equity Incm. Fd. II (EOS)	0.0	$242k	-44%	10k	23.93	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)	0.0	$218k	-7%	11k	19.71	View chart
Graniteshares Platinum Tr Shs Ben Int (PLTM)	0.0	$210k	NEW	14k	15.11	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 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
WCG Wealth Advisors 2022 Q2 filed Aug. 15, 2022

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