Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

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, RODM, and represent 11.87% of WCG Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: TMB (+$44M), MFSB (+$42M), AGGH (+$38M), FBT (+$15M), CLIP (+$15M), USFR (+$12M), FXZ (+$7.0M), DOW (+$6.3M), MUNI (+$5.1M), AZN (+$5.1M).
Started 52 new stock positions in HBAN, NOK, FELG, MFSB, PKST, FBT, DJD, IONQ, IWY, KHPI.
Reduced shares in these 10 stocks: HTRB (-$50M), SPY (-$33M), IEI (-$30M), FXU (-$17M), IVV (-$13M), JPST (-$12M), KWEB (-$7.5M), NVDA (-$7.2M), SE (-$6.8M), VEEV (-$5.9M).
Sold out of its positions in ARKX, BLOK, ACHR, AstraZeneca, BITQ, BSX, CDNS, CPNG, ONEQ, FCLD.
WCG Wealth Advisors was a net buyer of stock by $96M.
WCG Wealth Advisors has $3.6B in assets under management (AUM), dropping by 0.17%.
Central Index Key (CIK): 0001855713

Tip: Access up to 7 years of quarterly data

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

Download as csv

Download as Excel

Portfolio Holdings for WCG Wealth Advisors

WCG Wealth Advisors holds 519 positions in its portfolio as reported in the March 2026 quarterly 13F filing

WCG Wealth Advisors has 519 total positions. Only the first 250 positions are shown.

Sign up to view all of the WCG Wealth Advisors March 31, 2026 positions
Download the WCG Wealth Advisors March 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
NVIDIA Corporation (NVDA)	2.7	$97M	-6%	559k	174.40	View chart
Pimco Etf Tr Multisector Bd (PYLD)	2.5	$89M	-2%	3.4M	26.20	View chart
Spdr Ser Tr Portfolio S&p500 (SPYM)	2.5	$89M	+4%	1.2M	76.54	View chart
Apple (AAPL)	2.3	$81M		317k	253.79	View chart
Lattice Strategies Tr Hartford Mlt Etf (RODM)	1.9	$68M	+2%	1.7M	39.42	View chart
Dbx Etf Tr Xtrackers Us Nat (CRTC)	1.7	$62M	+5%	1.7M	35.45	View chart
Amazon (AMZN)	1.7	$61M	+7%	292k	208.27	View chart
Dbx Etf Tr Xtrackers S&p (SNPE)	1.6	$57M		958k	59.55	View chart
PIMCO Intermediate Mun Bond Strat Fund (MUNI)	1.4	$50M	+11%	963k	52.19	View chart
Alphabet Cap Stk Cl C (GOOGL)	1.4	$50M	+2%	174k	287.56	View chart
Microsoft Corporation (MSFT)	1.4	$50M	+8%	135k	370.17	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	1.3	$48M		431k	111.18	View chart
Spdr Index Shares Funds Portfolio Emg Mk Etf Cl A (SPEM)	1.3	$48M	+2%	1.0M	46.91	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.3	$47M		97k	479.20	View chart
Thornburg Etf Tr Multi Sector Bd (TMB)	1.2	$44M	NEW	1.7M	25.51	View chart
Dbx Etf Tr Xtrack Msci Eafe (HDEF)	1.2	$43M		1.3M	32.41	View chart
Mfs Active Exchange Traded F Core Plus Bd Etf (MFSB)	1.2	$42M	NEW	1.7M	24.89	View chart
Spdr Series Trust S&p 600 Smcp Grw Etf Cl A (SLYG)	1.2	$42M	+8%	434k	96.62	View chart
Spdr Ser Tr Nuveen Bloomberg (HYMB)	1.1	$41M	+13%	1.6M	24.80	View chart
Simplify Exchange Traded Fun Aggregate Bond E (AGGH)	1.1	$38M	NEW	1.9M	20.35	View chart
Spdr Series Trust S&p 600 Smcp Val Etf S&p 600 Smcp Val (SLYV)	1.0	$36M	+2%	381k	94.58	View chart
Tcw Etf Trust Transform System (PWRD)	1.0	$36M		364k	97.77	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	0.9	$34M	+7%	366k	91.64	View chart
Meta Platforms Cl A (META)	0.9	$33M	+5%	57k	572.12	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.9	$32M	-29%	49k	653.22	View chart
J P Morgan Exchange Traded F Active Value Etf (JAVA)	0.9	$32M	+2%	439k	71.75	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.9	$31M	+64%	616k	50.34	View chart
Invesco Exch Traded Fd Tr Ii S&p Intl Qulty (IDHQ)	0.9	$31M	+3%	863k	35.37	View chart
Visa Com Cl A (V)	0.8	$30M	-3%	100k	302.24	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.8	$29M	+2%	69k	426.40	View chart
Invesco Exchange Traded Fd T Ftse Rafi 1500 (PRFZ)	0.8	$29M	+2%	641k	45.87	View chart
Spdr Series Trust S&p 400 Mdcp Grw Etf S&p 600 Smcp Val (MDYG)	0.8	$29M	+10%	306k	95.96	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.8	$29M		339k	84.84	View chart
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)	0.8	$27M		684k	39.73	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.8	$27M	+6%	526k	50.98	View chart
Tesla Sponsored Ads (TSLA)	0.7	$26M		69k	371.75	View chart
Select Sector Spdr Tr Technology (XLK)	0.7	$25M		189k	132.90	View chart
JPMorgan Chase & Co. (JPM)	0.7	$25M	+12%	84k	294.16	View chart
J P Morgan Exchange Traded F ultra shrt (JPST)	0.6	$23M	-33%	452k	50.61	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.6	$23M	+3%	250k	90.53	View chart
Select Sector Spdr Tr Indl (XLI)	0.6	$22M		136k	161.73	View chart
Spdr Series Trust S&p 400 Mdcp Val Etf S&p 600 Smcp Val (MDYV)	0.6	$21M	+3%	249k	85.15	View chart
Select Sector Spdr Tr Financial (XLF)	0.6	$21M	-19%	427k	49.37	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.6	$21M	+3%	456k	45.89	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.6	$21M	-2%	188k	110.47	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.6	$21M	+2%	257k	80.58	View chart
Netflix (NFLX)	0.6	$20M	+4%	212k	96.15	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	0.6	$20M	+4%	549k	36.76	View chart
Mastercard Incorporated Cl A (MA)	0.6	$20M	-2%	40k	499.66	View chart
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)	0.5	$19M	+3%	476k	40.83	View chart
First Tr Exchange Traded Nasdq Semcndtr (FTXL)	0.5	$19M		130k	147.47	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.5	$19M		33k	577.18	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.5	$19M	+12%	55k	337.95	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.5	$18M	-63%	28k	650.33	View chart
First Tr Exchange-traded Indxx Aerospace (MISL)	0.5	$18M		409k	44.71	View chart
Charles Schwab Corporation (SCHW)	0.5	$18M		192k	93.98	View chart
Palantir Technologies Cl A (PLTR)	0.5	$18M	+25%	121k	146.28	View chart
Wal-Mart Stores (WMT)	0.5	$17M	+2%	140k	124.28	View chart
First Tr Exchange Traded Finls Alphadex (FXO)	0.5	$17M	+3%	304k	56.19	View chart
Simplify Exchange Traded Fun Health Care Etf (PINK)	0.5	$17M		503k	33.66	View chart
Ishares Tr Core Total Usd (IUSB)	0.5	$17M		366k	46.19	View chart
Nushares Etf Tr Nuveen Esg Us (NUBD)	0.5	$17M	+2%	761k	22.21	View chart
Broadcom (AVGO)	0.5	$17M	+18%	54k	309.51	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	0.5	$16M	-3%	69k	234.03	View chart
Exxon Mobil Corporation (XOM)	0.4	$15M		90k	169.66	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	0.4	$15M	+3%	145k	103.37	View chart
First Tr Exchange-traded Ny Arca Biotech (FBT)	0.4	$15M	NEW	74k	200.82	View chart
Applied Materials (AMAT)	0.4	$15M	+2%	44k	341.79	View chart
Global X Fds 1-3 Month T-bill (CLIP)	0.4	$15M	NEW	146k	100.36	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.4	$14M	-13%	77k	181.42	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.4	$14M	+25%	66k	211.16	View chart
Ea Ser Freedom 100 Em (FRDM)	0.4	$14M	-3%	249k	54.65	View chart
Nushares Etf Tr Nuveen Esg Intl (NUDM)	0.4	$14M		374k	36.11	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.4	$13M	+9%	115k	113.12	View chart
Hartford Funds Exchange Traded Total Rtrn Etf Total Rtrn Etf (HTRB)	0.4	$13M	-79%	385k	33.74	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.4	$13M	-70%	108k	118.60	View chart
Alphabet Cap Stk Cl C (GOOG)	0.4	$13M	-4%	45k	286.86	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.4	$13M	+7%	21k	597.55	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	0.4	$13M	+20%	157k	80.61	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.3	$12M	+2%	205k	58.18	View chart
First Tr Exchng Traded Fd Vi Cboe Vest Us Eq (BUFR)	0.3	$12M	+5%	345k	33.77	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.3	$12M	+61%	30k	390.41	View chart
Philip Morris International (PM)	0.3	$11M	+3%	69k	165.34	View chart
Oracle Corporation (ORCL)	0.3	$11M	+4%	78k	147.11	View chart
Ishares Tr Us Sml Cap Eqt (SMLF)	0.3	$11M	+2%	150k	75.49	View chart
Costco Wholesale Corporation (COST)	0.3	$11M	+5%	11k	996.39	View chart
Ishares Core Msci Emkt (IEMG)	0.3	$11M	+11%	157k	69.75	View chart
Applovin Corp Com Cl A (APP)	0.3	$11M	+3%	28k	398.00	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.3	$11M	-8%	100k	108.98	View chart
Uber Technologies (UBER)	0.3	$10M	+43%	145k	71.93	View chart
Vertiv Holdings Com Cl A (VRT)	0.3	$10M	+5%	40k	250.58	View chart
Nushares Etf Tr Nuveen Esg Smlcp (NUSC)	0.3	$10M		222k	45.06	View chart
Spdr High Spdr Tr Tactic (SPHY)	0.3	$9.8M	+5%	420k	23.32	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.3	$9.5M	-19%	127k	75.19	View chart
Micron Technology (MU)	0.3	$9.5M	+9%	28k	337.84	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.3	$9.2M	+25%	182k	50.81	View chart
Ishares Tr Eafe Value Etf (EFV)	0.3	$9.2M	-11%	123k	74.35	View chart
Caterpillar (CAT)	0.3	$9.1M	-3%	13k	708.48	View chart
Spdr Gold Tr Gold Shs (GLD)	0.3	$9.1M	+2%	21k	430.28	View chart
Spdr Index Shs Fds S&p Em Mkt Div (EDIV)	0.3	$9.1M	-4%	230k	39.48	View chart
Dbx Etf Tr Xtrack Usd High (HYLB)	0.3	$9.1M		251k	36.16	View chart
Ishares Tr S&p 100 Etf (OEF)	0.3	$9.0M		28k	318.09	View chart
Vaneck Etf Trust Fallen Angel Hg (ANGL)	0.3	$9.0M	+5%	312k	28.72	View chart
First Tr Exchange Traded Nasdq Cln Edge (GRID)	0.2	$8.8M	+47%	54k	163.58	View chart
Texas Pacific Land Corp (TPL)	0.2	$8.4M		18k	474.57	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$8.3M		26k	320.81	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.2	$8.2M	-2%	69k	118.62	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.2	$8.2M	-34%	83k	99.27	View chart
Pimco Etf Tr Enhancd Short (EMNT)	0.2	$8.0M		81k	98.93	View chart
AmerisourceBergen (COR)	0.2	$8.0M	+2%	26k	314.13	View chart
Robinhood Mkts Com Cl A (HOOD)	0.2	$7.8M	+75%	112k	69.30	View chart
Cisco Systems (CSCO)	0.2	$7.6M	-8%	98k	77.59	View chart
Johnson & Johnson (JNJ)	0.2	$7.5M	-10%	31k	244.44	View chart
ConocoPhillips (COP)	0.2	$7.4M	+5%	56k	132.00	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.2	$7.2M		33k	218.76	View chart
Home Depot (HD)	0.2	$7.2M	+3%	22k	328.89	View chart
Tidal Trust I Fundstrat Granny (GRNY)	0.2	$7.2M	+162%	300k	23.87	View chart
First Tr Exchange-traded Materials Alph (FXZ)	0.2	$7.0M	NEW	91k	76.21	View chart
Nushares Etf Tr Nuveen Esg Lrgcp (NULG)	0.2	$6.8M	+2%	75k	90.94	View chart
Wells Fargo & Company (WFC)	0.2	$6.7M	-13%	85k	79.61	View chart
T Rowe Price Etf Cap Appreciation (TCAF)	0.2	$6.6M	-15%	187k	35.59	View chart
Medtronic SHS (MDT)	0.2	$6.6M	+12%	77k	86.65	View chart
Analog Devices (ADI)	0.2	$6.5M	-15%	21k	318.14	View chart
Ishares Gold Tr Ishares New (IAU)	0.2	$6.5M	+6%	74k	88.16	View chart
Walt Disney Company (DIS)	0.2	$6.4M	+5%	67k	96.38	View chart
J P Morgan Exchange Traded F Active Growth (JGRO)	0.2	$6.3M	-3%	75k	84.52	View chart
Dow (DOW)	0.2	$6.3M	NEW	152k	41.65	View chart
Starbucks Corporation (SBUX)	0.2	$6.3M	+3%	70k	89.59	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.2	$6.2M	+12%	62k	100.57	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.2	$6.2M	+11%	25k	248.00	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.2	$6.2M	-38%	32k	191.82	View chart
General Dynamics Corporation (GD)	0.2	$6.1M	+2%	18k	343.21	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.2	$6.0M	+3%	60k	100.72	View chart
Baker Hughes Company Cl A (BKR)	0.2	$6.0M		98k	61.05	View chart
Novartis Sponsored Adr (NVS)	0.2	$6.0M	+3%	39k	152.75	View chart
Iqvia Holdings (IQV)	0.2	$5.9M	+3%	35k	170.54	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	0.2	$5.8M	-16%	60k	97.91	View chart
John Hancock Exchange Traded Multifactor Mi (JHMM)	0.2	$5.8M	+583%	86k	67.12	View chart
Alibaba Group Hldg Sponsored Ads (BABA)	0.2	$5.8M	-2%	46k	125.46	View chart
salesforce (CRM)	0.2	$5.7M	-19%	31k	186.67	View chart
Intel Corporation (INTC)	0.2	$5.7M		128k	44.13	View chart
Manager Directed Portfolios Vert Glb Sust Re (VGSR)	0.2	$5.6M	+2%	546k	10.33	View chart
Procter & Gamble Company (PG)	0.2	$5.6M	+39%	39k	144.44	View chart
Oneok (OKE)	0.2	$5.6M	-14%	62k	90.39	View chart
J P Morgan Exchange Traded F Betabuilders Usd (BBHY)	0.2	$5.6M	-3%	121k	45.83	View chart
Unilever Spon Adr New (UL)	0.2	$5.5M	+3%	96k	56.97	View chart
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)	0.2	$5.4M	-17%	89k	60.12	View chart
Dominion Resources (D)	0.1	$5.3M	+20%	86k	61.82	View chart
Chevron Corporation (CVX)	0.1	$5.2M		25k	206.90	View chart
Rocket Cos Com Cl A (RKT)	0.1	$5.1M	+23%	357k	14.25	View chart
Astrazeneca Ord (AZN)	0.1	$5.1M	NEW	26k	197.22	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.1	$5.0M	+7%	21k	237.62	View chart
Sanofi Sponsored Adr (SNY)	0.1	$5.0M	+68%	103k	48.18	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.1	$4.9M	+26%	21k	240.01	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$4.9M	+8%	73k	67.53	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$4.9M	+11%	39k	124.31	View chart
Fidelity Covington Trust High Divid Etf (FDVV)	0.1	$4.9M		88k	55.24	View chart
American Centy Etf Tr Avantis Us Small (AVSC)	0.1	$4.8M	NEW	77k	62.30	View chart
Blackrock Etf Trust Ishares A I Inno (BAI)	0.1	$4.8M	+5%	145k	32.95	View chart
Becton, Dickinson and (BDX)	0.1	$4.8M	+24%	30k	157.23	View chart
Spdr Ser Tr Portfolio S&p600 (SPSM)	0.1	$4.8M	-22%	99k	48.32	View chart
Qualcomm (QCOM)	0.1	$4.8M	+2%	37k	128.78	View chart
Ishares Tr Mbs Etf (MBB)	0.1	$4.7M	+4%	50k	94.95	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$4.7M	+10%	22k	215.06	View chart
Palo Alto Networks (PANW)	0.1	$4.6M	-14%	29k	160.32	View chart
Huntington Bancshares Incorporated (HBAN)	0.1	$4.6M	NEW	297k	15.65	View chart
Abrdn Gold Etf Trust Physcl Gold Shs (SGOL)	0.1	$4.6M	+6%	102k	44.62	View chart
Raytheon Technologies Corp (RTX)	0.1	$4.5M	+9%	23k	192.90	View chart
Verizon Communications (VZ)	0.1	$4.5M	+12%	89k	50.20	View chart
Bank of New York Mellon Corporation (BK)	0.1	$4.4M	-11%	38k	118.63	View chart
Amphenol Corp Cl A (APH)	0.1	$4.4M	+4%	35k	126.35	View chart
Blackrock Etf Trust Ishares Us Thema (THRO)	0.1	$4.3M		119k	36.22	View chart
RBB Motley Fol Etf (TMFC)	0.1	$4.2M	+3%	63k	65.97	View chart
Enterprise Products Partners (EPD)	0.1	$4.2M	-15%	110k	37.84	View chart
Amgen (AMGN)	0.1	$4.1M	NEW	12k	351.85	View chart
Celestica (CLS)	0.1	$4.1M	+2%	15k	281.68	View chart
Amplify Etf Tr Amplify Etho Cli (ETHO)	0.1	$4.1M		62k	66.08	View chart
Airbnb Com Cl A (ABNB)	0.1	$4.1M	+3%	32k	126.28	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.1	$4.0M	+2%	72k	55.52	View chart
Coca-Cola Company (KO)	0.1	$3.9M	+7%	52k	76.05	View chart
Pepsi (PEP)	0.1	$3.9M	+3%	25k	155.29	View chart
Air Products & Chemicals (APD)	0.1	$3.9M	+3%	13k	290.48	View chart
Pimco Etf Tr Active Bd Etf (BOND)	0.1	$3.9M		42k	92.28	View chart
First Tr Exchange-traded Risng Divd Achiv (RDVY)	0.1	$3.8M	+6%	55k	68.28	View chart
Arista Networks Com Shs (ANET)	0.1	$3.7M	+6%	30k	122.78	View chart
Abbvie (ABBV)	0.1	$3.7M		17k	217.49	View chart
Simplify Exchange Traded Fun High Yield Etf (CDX)	0.1	$3.7M	+12%	173k	21.34	View chart
Bank of America Corporation (BAC)	0.1	$3.7M	-13%	76k	48.75	View chart
Autodesk (ADSK)	0.1	$3.7M	-11%	15k	239.39	View chart
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)	0.1	$3.6M	-5%	76k	47.53	View chart
HSBC HLDGS Spon Adr New (HSBC)	0.1	$3.6M	-18%	44k	82.49	View chart
At&t (T)	0.1	$3.6M	+24%	123k	28.99	View chart
Tortoise Capital Series Trus Global Water Fd (TBLU)	0.1	$3.5M	+3%	70k	50.42	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.1	$3.5M	+21%	82k	42.54	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.1	$3.5M		58k	59.78	View chart
Constellation Energy (CEG)	0.1	$3.4M	+13%	12k	279.26	View chart
Manulife Finl Corp (MFC)	0.1	$3.4M		100k	34.44	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.1	$3.4M	+4%	69k	50.04	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.1	$3.4M	-10%	44k	77.18	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	0.1	$3.4M	-21%	60k	56.58	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$3.4M	+12%	23k	148.10	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$3.4M		46k	73.64	View chart
Impax Funds Series Trust I Global Infrastru (BLDX)	0.1	$3.3M	NEW	130k	25.65	View chart
Harbor Etf Trust Long Term Grower (WINN)	0.1	$3.3M	-32%	120k	27.73	View chart
Advanced Micro Devices (AMD)	0.1	$3.3M	+7%	16k	203.43	View chart
Fortinet (FTNT)	0.1	$3.2M	-3%	40k	81.72	View chart
Ishares Tr Core Div Grwth (DGRO)	0.1	$3.2M	+21%	46k	70.18	View chart
Ge Aerospace Com New (GE)	0.1	$3.2M	+2%	11k	283.78	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$3.2M		15k	213.67	View chart
Bitmine Immersion Tecnologie Com New (BMNR)	0.1	$3.1M	+82%	159k	19.78	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$3.1M	NEW	16k	191.91	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$3.1M		102k	30.68	View chart
Check Point Software Tech Lt Ord (CHKP)	0.1	$3.1M	+8%	22k	142.85	View chart
Duke Energy Corp Com New (DUK)	0.1	$3.1M	+4%	24k	130.94	View chart
Cameco Corporation (CCJ)	0.1	$3.1M	-60%	28k	108.61	View chart
International Business Machines (IBM)	0.1	$3.1M	+11%	13k	242.39	View chart
Lam Research Corp Com New (LRCX)	0.1	$3.1M	-46%	14k	213.65	View chart
Williams Companies (WMB)	0.1	$3.0M	-22%	42k	72.78	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	0.1	$3.0M	+4%	59k	51.93	View chart
Union Pacific Corporation (UNP)	0.1	$3.0M	+5%	13k	242.62	View chart
Bitwise 10 Crypto Index Etf Unit Beneficial (BITW)	0.1	$3.0M	+4%	68k	44.61	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$3.0M	+11%	28k	106.15	View chart
Intercontinental Exchange (ICE)	0.1	$3.0M	NEW	19k	157.28	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.1	$3.0M	-11%	41k	73.14	View chart
TJX Companies (TJX)	0.1	$2.9M	+24%	18k	159.70	View chart
Global X Msci Nxt Emrng (QYLD)	0.1	$2.9M	+6%	171k	17.15	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.1	$2.9M	NEW	12k	248.84	View chart
Merck & Co (MRK)	0.1	$2.9M		24k	120.29	View chart
Almonty Inds Com New (ALM)	0.1	$2.8M	NEW	196k	14.48	View chart
Ishares Tr Core High Dv Etf (HDV)	0.1	$2.8M		21k	135.72	View chart
First Tr Exchange Traded Nasdq Oil Gas (FTXN)	0.1	$2.8M		72k	38.60	View chart
Invesco Exchange Traded Fd T Dj Indl Avg Dv (DJD)	0.1	$2.8M	NEW	46k	59.74	View chart
Ishares Ethereum Tr SHS (ETHA)	0.1	$2.7M	+24%	171k	15.83	View chart
Coinbase Global Com Cl A (COIN)	0.1	$2.7M	+15%	15k	174.61	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$2.7M	NEW	14k	196.20	View chart
Spdr Ser Tr Portfoli S&p1500 (SPTM)	0.1	$2.6M	+4%	34k	79.06	View chart
Boeing Company (BA)	0.1	$2.6M		13k	199.02	View chart
Adobe Systems Incorporated (ADBE)	0.1	$2.6M	NEW	11k	243.08	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.1	$2.6M	+6%	36k	71.13	View chart
Southern Company (SO)	0.1	$2.6M	-8%	27k	96.52	View chart
Pfizer (PFE)	0.1	$2.5M		89k	28.08	View chart
Newmont Mining Corporation (NEM)	0.1	$2.5M	-45%	23k	108.25	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.1	$2.5M	-3%	27k	92.69	View chart
Bristol Myers Squibb (BMY)	0.1	$2.4M	-15%	40k	60.65	View chart
Amrize SHS (AMRZ)	0.1	$2.4M	NEW	43k	56.02	View chart
American Centy Etf Tr Avantis Us Larg (AVLC)	0.1	$2.4M	-9%	31k	77.55	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.1	$2.3M	+34%	38k	61.26	View chart
American Centy Etf Tr Avantis Core Fi (AVIG)	0.1	$2.3M	+9%	56k	41.54	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.1	$2.3M	-21%	11k	208.06	View chart
Fidelity Covington Trust Enhanced Intl (FENI)	0.1	$2.3M		62k	37.20	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 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
WCG Wealth Advisors 2022 Q3 filed Nov. 14, 2022

View all past filings

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z