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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 PYLD, NVDA, SPYM, AAPL, CRTC, and represent 12.31% of WCG Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: PYLD (+$53M), IVV (+$34M), PRF (+$30M), SNDK (+$28M), IWF (+$27M), MUNI (+$21M), BKNG (+$17M), SPY (+$16M), LLY (+$13M), CHGX (+$11M).
Started 72 new stock positions in TMUS, XAIX, IDEF, SMR, JXN, LQTI, TDVI, REG, BITQ, SAN.
Reduced shares in these 10 stocks: JAVA (-$29M), CLIP (-$15M), FTXL (-$14M), USFR (-$13M), SNPE (-$11M), IEI (-$9.3M), OEF (-$9.0M), SPYM (-$7.9M), AMAT (-$7.9M), HDEF (-$6.3M).
Sold out of its positions in BABA, C, DXYZ, DBX, EBAY, KDEF, FELG, FDL, FXR, FTHI.
WCG Wealth Advisors was a net buyer of stock by $253M.
WCG Wealth Advisors has $4.2B in assets under management (AUM), dropping by 18.04%.
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 555 positions in its portfolio as reported in the June 2026 quarterly 13F filing

WCG Wealth Advisors has 555 total positions. Only the first 250 positions are shown.

Sign up to view all of the WCG Wealth Advisors June 30, 2026 positions
Download the WCG Wealth Advisors June 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Pimco Etf Tr Multisector Bd (PYLD)	3.4	$144M	+59%	5.4M	26.52	View chart
NVIDIA Corporation (NVDA)	2.8	$117M	+4%	583k	200.09	View chart
Spdr Series Trust St Str P500etf (SPYM)	2.2	$94M	-7%	1.1M	87.88	View chart
Apple (AAPL)	2.1	$90M	-2%	311k	289.36	View chart
Dbx Etf Tr Xtra Us Natl Etf (CRTC)	1.8	$75M	+10%	1.9M	38.99	View chart
Lattice Strategies Tr Hartford Mlt Etf (RODM)	1.7	$72M	+2%	1.8M	40.41	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	1.7	$72M	+41%	1.4M	52.60	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.7	$71M	+92%	95k	748.89	View chart
Amazon (AMZN)	1.7	$71M	+2%	299k	238.34	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.4	$60M	-3%	167k	357.37	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	1.3	$56M		434k	128.08	View chart
Dbx Etf Tr Xtrackrs S&p 500 (SNPE)	1.3	$55M	-17%	792k	68.86	View chart
Thornburg Etf Tr Multi Sector Bd (TMB)	1.3	$54M	+22%	2.1M	25.35	View chart
Spdr Index Shs Fds St Port Mark Etf (SPEM)	1.3	$54M		1.0M	51.78	View chart
Microsoft Corporation (MSFT)	1.2	$52M	+3%	140k	373.02	View chart
Mfs Active Exchange Traded F Core Plus Bd Etf (MFSB)	1.2	$52M	+22%	2.1M	24.93	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.1	$49M		97k	500.39	View chart
Spdr Series Trust St Str Sp600grwo (SLYG)	1.1	$48M	-6%	404k	119.13	View chart
Spdr Series Trust St Nuve High Etf (HYMB)	1.1	$47M	+11%	1.8M	25.44	View chart
Simplify Exchange Traded Fun Aggregate Bd Etf (AGGH)	1.1	$46M	+22%	2.3M	20.17	View chart
Tcw Etf Trust Trans Syste Etf (PWRD)	1.0	$42M	-6%	340k	122.96	View chart
Spdr Series Trust ST STR SP600SM C (SLYV)	1.0	$40M	-3%	368k	109.11	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.9	$38M	+77%	50k	746.77	View chart
Dbx Etf Tr Xtrack Msci Eafe (HDEF)	0.9	$37M	-14%	1.1M	32.14	View chart
Micron Technology (MU)	0.9	$36M	+11%	31k	1154.28	View chart
Invesco Exch Traded Fd Tr Ii S&p Intl Qulty (IDHQ)	0.9	$36M	-4%	828k	43.71	View chart
Invesco Exchange Traded Fd T Rafi Us 1500 (PRFZ)	0.8	$35M		635k	55.77	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.8	$35M	+310%	283k	124.17	View chart
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)	0.8	$34M	+718%	622k	54.03	View chart
Visa Com Cl A (V)	0.8	$33M	-3%	97k	343.09	View chart
Meta Platforms Cl A (META)	0.8	$33M		58k	563.29	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.7	$32M	+4%	354k	89.20	View chart
Spdr Series Trust ST STR SP400GRW (MDYG)	0.7	$31M	-8%	280k	112.09	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.7	$31M	-14%	161k	190.52	View chart
Spdr Series Trust St Str Blo 1 Etf (BIL)	0.7	$28M	-15%	309k	91.64	View chart
Broadcom (AVGO)	0.7	$28M	+37%	75k	377.75	View chart
Tesla Motors (TSLA)	0.7	$28M	-2%	67k	420.60	View chart
Sandisk Corp (SNDK)	0.7	$28M	NEW	12k	2273.74	View chart
JPMorgan Chase & Co. (JPM)	0.7	$28M		85k	327.33	View chart
Ssga Active Etf Tr St Str Total Etf (TOTL)	0.6	$26M	-2%	670k	39.47	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.6	$26M		55k	477.57	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.6	$26M	+14%	518k	50.57	View chart
Select Sector Spdr Tr St Str Indl Etf (XLI)	0.6	$25M		136k	185.23	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.6	$25M		261k	96.49	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.6	$24M		253k	96.58	View chart
Spdr Series Trust St Str Sp400val (MDYV)	0.6	$24M		252k	94.85	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.6	$24M		191k	124.76	View chart
Applied Materials (AMAT)	0.6	$24M	-25%	33k	722.99	View chart
Select Sector Spdr Tr St Str Finl Etf (XLF)	0.6	$24M	+3%	441k	53.61	View chart
Dimensional Etf Trust Us High Prof Etf (DUHP)	0.6	$24M	+2%	564k	41.73	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.5	$23M	-5%	31k	736.40	View chart
First Tr Exchange Traded Nasdq Semcndtr (FTXL)	0.5	$23M	-38%	80k	284.96	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.5	$23M	-15%	442k	51.00	View chart
Select Sector Spdr Tr St Str Real Etf (XLRE)	0.5	$22M	+6%	508k	44.03	View chart
Select Sector Spdr Tr St Str Util Etf (XLU)	0.5	$22M	+5%	483k	45.34	View chart
Ishares Tr Core Univrsl Usd (IUSB)	0.5	$21M	+25%	461k	46.15	View chart
Simplify Exchange Traded Fun Health Care Etf (PINK)	0.5	$21M	+7%	541k	39.15	View chart
First Tr Exchange-traded Ny Arca Biotech (FBT)	0.5	$21M	+12%	84k	247.89	View chart
First Tr Exchange-traded Finls Alphadex (FXO)	0.5	$20M	+6%	325k	62.46	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	0.5	$20M	+8%	75k	264.72	View chart
First Tr Exchange-traded Indxx Aerospace (MISL)	0.5	$19M	+3%	425k	45.77	View chart
Mastercard Incorporated Cl A (MA)	0.4	$19M	-8%	36k	513.60	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.4	$18M	-41%	364k	50.35	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.4	$18M	-5%	72k	252.23	View chart
Netflix (NFLX)	0.4	$18M	+17%	249k	71.40	View chart
Charles Schwab Corporation (SCHW)	0.4	$17M		189k	92.27	View chart
Booking Holdings (BKNG)	0.4	$17M	NEW	96k	178.24	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	0.4	$17M	+3%	150k	112.88	View chart
Wal-Mart Stores (WMT)	0.4	$17M	+6%	149k	113.26	View chart
Nushares Etf Tr Nuveen Esg Intl (NUDM)	0.4	$17M	+11%	415k	40.02	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.4	$16M	-27%	21k	763.14	View chart
Alphabet Cap Stk Cl C (GOOG)	0.4	$16M		45k	353.33	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.4	$16M	-2%	113k	137.53	View chart
Palantir Technologies Cl A (PLTR)	0.4	$15M	+7%	130k	116.67	View chart
Applovin Corp Com Cl A (APP)	0.3	$15M	+2%	28k	515.23	View chart
Ea Series Trust Freedom 100 Em (FRDM)	0.3	$14M	-20%	197k	72.90	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.3	$14M	-2%	21k	686.80	View chart
Oracle Corporation (ORCL)	0.3	$14M	+25%	97k	146.55	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	0.3	$14M		154k	91.21	View chart
Caterpillar (CAT)	0.3	$14M		13k	1064.93	View chart
Ishares Tr Us Sml Cap Eqt (SMLF)	0.3	$14M		152k	89.14	View chart
Vertiv Holdings Com Cl A (VRT)	0.3	$13M		40k	334.82	View chart
Hartford Fds Exchange Traded Total Rtrn Etf (HTRB)	0.3	$13M		392k	33.73	View chart
Robinhood Mkts Com Cl A (HOOD)	0.3	$13M	+16%	130k	100.28	View chart
First Tr Exchng Traded Fd Vi Ft Ladd Buff Etf (BUFR)	0.3	$13M	+2%	353k	36.53	View chart
Exxon Mobil Corporation (XOM)	0.3	$13M	+2%	92k	136.72	View chart
Eli Lilly & Co. (LLY)	0.3	$13M	NEW	11k	1199.45	View chart
Nushares Etf Tr Nuveen Esg Smlcp (NUSC)	0.3	$12M	+7%	238k	52.12	View chart
Ea Series Trust Stan Su Beta Etf (CHGX)	0.3	$12M	+850%	360k	33.21	View chart
Nushares Etf Tr Nuveen Esg Us (NUBD)	0.3	$12M	-29%	539k	22.14	View chart
Spdr Series Trust St Port High Etf (SPHY)	0.3	$12M	+20%	507k	23.44	View chart
Advanced Micro Devices (AMD)	0.3	$12M	+26%	20k	580.91	View chart
Intel Corporation (INTC)	0.3	$12M	-34%	84k	139.63	View chart
Select Sector Spdr Tr St Str Discr Etf (XLY)	0.3	$12M		99k	117.28	View chart
Costco Wholesale Corporation (COST)	0.3	$11M	+8%	12k	935.47	View chart
Philip Morris International (PM)	0.3	$11M	-10%	62k	180.91	View chart
Dbx Etf Tr Xtrack Usd High (HYLB)	0.3	$11M	+21%	304k	36.52	View chart
Tidal Trust I Fund Gran Us Etf (GRNY)	0.3	$11M	+33%	402k	27.65	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.3	$11M	-20%	163k	68.01	View chart
Vaneck Etf Trust Fallen Angel Hg (ANGL)	0.3	$11M	+17%	367k	29.24	View chart
Uber Technologies (UBER)	0.3	$11M		147k	72.16	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.3	$11M	-7%	117k	90.10	View chart
Johnson & Johnson (JNJ)	0.2	$10M	+33%	41k	253.97	View chart
Airbnb Com Cl A (ABNB)	0.2	$10M	+124%	72k	143.10	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.2	$10M	-31%	45k	227.06	View chart
Spdr Index Shs Fds St Mar Divid Etf (EDIV)	0.2	$10M	+6%	245k	40.96	View chart
Cisco Systems (CSCO)	0.2	$9.8M	-14%	84k	117.46	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$9.2M	-3%	25k	370.04	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.2	$9.0M	+10%	91k	98.98	View chart
New York Life Investments Et Ftse Intl Eqty C (HFXI)	0.2	$9.0M	NEW	236k	38.09	View chart
Home Depot (HD)	0.2	$9.0M	+16%	25k	352.69	View chart
AmerisourceBergen (COR)	0.2	$8.8M	+22%	31k	282.99	View chart
Spdr Gold Tr Gold Shs (GLD)	0.2	$8.8M	+12%	24k	368.37	View chart
Anthem (ELV)	0.2	$8.8M	NEW	23k	386.73	View chart
Impax Funds Series Trust I Glob Sus Inf Etf (BLDX)	0.2	$8.7M	+155%	333k	26.06	View chart
Iqvia Holdings (IQV)	0.2	$8.6M	+28%	45k	193.22	View chart
Analog Devices (ADI)	0.2	$8.4M	+2%	21k	397.18	View chart
Medtronic SHS (MDT)	0.2	$8.3M	+39%	107k	78.23	View chart
Nushares Etf Tr Nuveen Esg Lrgcp (NULG)	0.2	$8.3M	-5%	71k	117.06	View chart
Palo Alto Networks (PANW)	0.2	$8.0M	-18%	24k	341.02	View chart
Texas Pacific Land Corp (TPL)	0.2	$7.9M		18k	437.63	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.2	$7.8M	+3%	26k	300.44	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.2	$7.7M	-27%	131k	58.92	View chart
Ishares Core Msci Emkt (IEMG)	0.2	$7.6M	-41%	92k	82.84	View chart
Wells Fargo & Company (WFC)	0.2	$7.3M	+4%	89k	82.64	View chart
General Dynamics Corporation (GD)	0.2	$7.3M	+15%	21k	354.24	View chart
Manager Directed Portfolios Vert Glb Sust Re (VGSR)	0.2	$7.1M	+14%	625k	11.38	View chart
American Centy Etf Tr Avan Us Smal Etf (AVSC)	0.2	$7.0M	+23%	95k	73.34	View chart
Novartis Sponsored Adr (NVS)	0.2	$6.9M	+12%	44k	156.72	View chart
Walt Disney Company (DIS)	0.2	$6.7M	+4%	70k	96.25	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.2	$6.7M	-15%	59k	114.18	View chart
J P Morgan Exchange Traded F Active Growth (JGRO)	0.2	$6.7M	-9%	68k	98.59	View chart
Intercontinental Exchange (ICE)	0.2	$6.7M	+183%	54k	123.11	View chart
Spdr Series Trust ST STR P500GRW (SPYG)	0.2	$6.6M	-6%	56k	118.99	View chart
Comcast Corp Cl A (CMCSA)	0.2	$6.6M	+268%	269k	24.55	View chart
Ishares Tr Expanded Tech (IGV)	0.2	$6.6M	NEW	72k	90.60	View chart
John Hancock Exchange Traded Multifactor Mi (JHMM)	0.2	$6.5M		87k	74.96	View chart
Amphenol Corp Cl A (APH)	0.2	$6.4M	+3%	36k	176.32	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.1	$6.3M		63k	100.81	View chart
Dominion Resources (D)	0.1	$6.2M	+6%	91k	68.29	View chart
Procter & Gamble Company (PG)	0.1	$6.2M	+9%	43k	146.64	View chart
ConocoPhillips (COP)	0.1	$6.2M	+6%	60k	103.96	View chart
Becton, Dickinson and (BDX)	0.1	$6.1M	+33%	41k	151.33	View chart
J P Morgan Exchange Traded F Bet Usd Hig Etf (BBHY)	0.1	$6.1M	+9%	133k	46.10	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.1	$6.1M	NEW	49k	124.42	View chart
salesforce (CRM)	0.1	$6.0M	+26%	38k	156.66	View chart
Arista Networks Com Shs (ANET)	0.1	$6.0M	+16%	35k	169.88	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.1	$6.0M	-6%	20k	302.97	View chart
Celestica (CLS)	0.1	$6.0M	+12%	16k	364.80	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$6.0M	+6%	78k	77.11	View chart
First Tr Exchange-traded Nasdq Cln Edge (GRID)	0.1	$6.0M	-42%	31k	191.75	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$6.0M	+2%	40k	148.31	View chart
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)	0.1	$5.9M	-4%	85k	68.54	View chart
Fortinet (FTNT)	0.1	$5.7M	-6%	37k	153.62	View chart
J P Morgan Exchange Traded F Active Value Etf (JAVA)	0.1	$5.6M	-83%	71k	79.41	View chart
Space Exploration Techn Corp Class A Com Stk (SPCX)	0.1	$5.5M	NEW	32k	170.86	View chart
Blackrock Etf Trust Isha I In Te Etf (BAI)	0.1	$5.5M	-28%	104k	52.72	View chart
Simplify Exchange Traded Fun High Yield Etf (CDX)	0.1	$5.4M	+48%	257k	21.12	View chart
Baker Hughes Company Cl A (BKR)	0.1	$5.4M		97k	55.50	View chart
Bank of New York Mellon Corporation (BNY)	0.1	$5.4M		37k	144.61	View chart
Fidelity Covington Trust High Divid Etf (FDVV)	0.1	$5.3M		89k	60.29	View chart
Pimco Etf Tr Enhancd Short (EMNT)	0.1	$5.3M	-33%	54k	98.94	View chart
Oneok (OKE)	0.1	$5.3M	-2%	61k	86.94	View chart
Coca-Cola Company (KO)	0.1	$5.2M	+24%	65k	81.27	View chart
Amplify Etf Tr Etho Cli Lea Etf (ETHO)	0.1	$5.2M	+5%	65k	80.61	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.1	$5.2M	+16%	65k	81.06	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$5.2M		22k	236.62	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.1	$5.2M	-25%	15k	342.82	View chart
RBB Motley Fol Etf (TMFC)	0.1	$5.1M	+6%	67k	76.16	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.1	$5.0M	+950%	220k	22.78	View chart
Spdr Series Trust ST STR SP600 SML (SPSM)	0.1	$5.0M	-12%	87k	57.67	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.1	$4.9M	+11%	80k	61.46	View chart
Coreweave Com Cl A (CRWV)	0.1	$4.8M	NEW	49k	99.54	View chart
Ishares Tr Mbs Etf (MBB)	0.1	$4.8M	+2%	51k	94.52	View chart
Amgen (AMGN)	0.1	$4.8M	+12%	13k	362.12	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.1	$4.7M	-21%	47k	100.35	View chart
Manulife Finl Corp (MFC)	0.1	$4.7M	+15%	115k	40.51	View chart
First Tr Exchange-traded Materials Alph (FXZ)	0.1	$4.6M	-36%	58k	79.44	View chart
Unilever Spon Adr New (UL)	0.1	$4.6M	-20%	77k	60.12	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.1	$4.6M	-42%	19k	242.42	View chart
Blackrock Etf Trust Isha La Core Etf (BLCR)	0.1	$4.6M	NEW	90k	50.37	View chart
Qualcomm (QCOM)	0.1	$4.6M	-33%	25k	184.79	View chart
Tortoise Capital Series Trus Global Water Etf (TBLU)	0.1	$4.5M	+24%	88k	51.60	View chart
Lam Research Corp Com New (LRCX)	0.1	$4.5M	-27%	10k	433.31	View chart
Dow (DOW)	0.1	$4.5M	+7%	163k	27.36	View chart
Capital Group Dividend Value Shs Creat Unit (CGDV)	0.1	$4.4M	+7%	89k	49.28	View chart
UnitedHealth (UNH)	0.1	$4.3M	NEW	11k	415.64	View chart
S&p Global (SPGI)	0.1	$4.3M	NEW	11k	407.25	View chart
Constellation Energy (CEG)	0.1	$4.3M	+38%	17k	248.37	View chart
Abbvie (ABBV)	0.1	$4.2M		17k	251.63	View chart
Circle Internet Group Com Cl A (CRCL)	0.1	$4.2M	+456%	67k	62.63	View chart
Air Products & Chemicals (APD)	0.1	$4.2M	+7%	14k	293.19	View chart
Chevron Corporation (CVX)	0.1	$4.1M		25k	165.76	View chart
Verizon Communications (VZ)	0.1	$4.1M	+9%	97k	42.34	View chart
Ge Aerospace Com New (GE)	0.1	$4.0M	-3%	11k	373.71	View chart
Blackrock Etf Trust Ishares Defense (IDEF)	0.1	$4.0M	NEW	126k	31.78	View chart
Blackrock Etf Trust Isha In Ctry Etf (CORO)	0.1	$4.0M	NEW	109k	36.60	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.1	$4.0M	+18%	14k	290.62	View chart
Enterprise Products Partners (EPD)	0.1	$3.9M	-2%	107k	36.76	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$3.9M	-29%	52k	75.51	View chart
Etfs Gold Tr Physcl Gold Shs (SGOL)	0.1	$3.9M		103k	38.23	View chart
Arthur J. Gallagher & Co. (AJG)	0.1	$3.9M	NEW	17k	229.56	View chart
T Rowe Price Exchange-traded Cap Appreciation (TCAF)	0.1	$3.9M	-49%	94k	41.10	View chart
Bitmine Immersion Techs Com New (BMNR)	0.1	$3.9M	+82%	290k	13.31	View chart
Credo Technology Group Holdi Ordinary Shares (CRDO)	0.1	$3.8M	+19%	14k	271.95	View chart
Masco Corporation (MAS)	0.1	$3.8M	+35%	47k	81.37	View chart
International Business Machines (IBM)	0.1	$3.8M	+6%	14k	281.21	View chart
Ishares Tr Eafe Value Etf (EFV)	0.1	$3.8M	-59%	50k	76.55	View chart
Mizuho Financial Group Sponsored Adr (MFG)	0.1	$3.8M	+91%	395k	9.58	View chart
Capital Group Core Balanced SHS (CGBL)	0.1	$3.8M	NEW	99k	37.96	View chart
Blackrock Etf Trust Isha Syst Al Etf (IALT)	0.1	$3.7M	NEW	132k	28.05	View chart
HSBC HLDGS Spon Adr New (HSBC)	0.1	$3.7M	-10%	39k	95.09	View chart
Bank of America Corporation (BAC)	0.1	$3.6M	-15%	64k	56.98	View chart
Stryker Corporation (SYK)	0.1	$3.6M	NEW	12k	314.84	View chart
Pepsi (PEP)	0.1	$3.5M	+4%	26k	135.40	View chart
Check Point Software Tech Lt Ord (CHKP)	0.1	$3.5M	+23%	27k	131.43	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$3.5M		15k	242.43	View chart
Mfs Active Exchange Traded F Value Etf (MFSV)	0.1	$3.5M	NEW	124k	28.57	View chart
Williams Companies (WMB)	0.1	$3.5M	+13%	48k	74.34	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.1	$3.5M		58k	59.73	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$3.5M	NEW	40k	86.14	View chart
Pimco Etf Tr Active Bd Etf (BOND)	0.1	$3.4M	-11%	37k	92.21	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$3.4M	-5%	22k	158.03	View chart
Union Pacific Corporation (UNP)	0.1	$3.4M		13k	272.01	View chart
TJX Companies (TJX)	0.1	$3.4M	+20%	22k	151.50	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.1	$3.4M	-73%	29k	117.45	View chart
Itron (ITRI)	0.1	$3.3M	NEW	39k	86.53	View chart
Expedia Group Com New (EXPE)	0.1	$3.3M	NEW	13k	255.87	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$3.3M	+7%	30k	107.62	View chart
Almonty Inds Com New (ALM)	0.1	$3.3M		196k	16.56	View chart
At&t (T)	0.1	$3.2M	+26%	156k	20.70	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$3.2M	-4%	44k	73.41	View chart
Blackrock Etf Trust Isha Us Them Etf (THRO)	0.1	$3.2M	-37%	74k	43.11	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.1	$3.1M	+4%	38k	82.34	View chart
Spdr Series Trust St Str P500val (SPYV)	0.1	$3.1M	-15%	51k	60.79	View chart
Marvell Technology (MRVL)	0.1	$3.1M	-13%	10k	297.88	View chart
Ishares Tr Core Div Grwth (DGRO)	0.1	$3.1M	-11%	41k	75.79	View chart
Spdr Series Trust ST STR PR SP1500 (SPTM)	0.1	$3.1M		34k	90.79	View chart
Merck & Co (MRK)	0.1	$3.1M		24k	128.50	View chart
Invesco Exchange Traded Fd T Dj Indl Avg Dv (DJD)	0.1	$3.1M	+4%	48k	63.37	View chart
First Tr Exchange-traded A Com Shs (FAD)	0.1	$3.0M	+11%	15k	199.97	View chart
Duke Energy Corp Com New (DUK)	0.1	$3.0M		24k	126.58	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.1	$3.0M	-4%	11k	285.59	View chart
Veeva Sys Cl A Com (VEEV)	0.1	$3.0M	NEW	17k	177.47	View chart
Autodesk (ADSK)	0.1	$3.0M		15k	194.42	View chart
Trust For Professional Man Convergence Lng (CLSE)	0.1	$3.0M	+93%	87k	34.14	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$2.9M	NEW	36k	80.57	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$2.9M	-9%	92k	31.71	View chart
Blackrock Etf Trust Ii Isha Glo Usd Etf (GGOV)	0.1	$2.9M	NEW	58k	50.29	View chart
Global X Fds Nasdaq 100 Cover (QYLD)	0.1	$2.9M	-8%	156k	18.43	View chart

Past Filings by WCG Wealth Advisors

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

WCG Wealth Advisors 2026 Q2 filed Aug. 14, 2026
WCG Wealth Advisors 2026 Q1 filed May 12, 2026
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

View all past filings

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