§ 13F · FUND PROFILE
WCG Wealth Advisors LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $1.6B (13F)Positions · 331Turnover · — · Q1Filed · May 12, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$236M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 12, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | 559K | $97M | 2.7% | −7% |
| 2 | PYLD | PIMCO ETF TR | 3.40M | $89M | 2.5% | −2% |
| 3 | SPYM | SPDR SER TR | 1.16M | $89M | 2.5% | +4% |
| 4 | AAPL | APPLE INC | 317K | $81M | 2.3% | −1% |
| 5 | RODM | LATTICE STRATEGIES TR | 1.73M | $68M | 1.9% | +2% |
| 6 | CRTC | DBX ETF TR | 1.74M | $62M | 1.7% | +5% |
| 7 | AMZN | AMAZON COM INC | 292K | $61M | 1.7% | +8% |
| 8 | SNPE | DBX ETF TR | 958K | $57M | 1.6% | ±0% |
| 9 | MUNI | PIMCO ETF TRUST INTER MUN BD ACT ETF | 963K | $50M | 1.4% | +11% |
| 10 | GOOGL | ALPHABET INC | 174K | $50M | 1.4% | +2% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE WCG SIGNAL
AC read
WCG Wealth Advisors LLC is a Other fund managing $1.6 billion in assets. The fund runs a broad portfolio of 331 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed