§ 13F · FUND PROFILE
WCG Wealth Advisors LLC.
AUM · $4.2B (13F)Positions · 555Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$197M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | PYLD | PIMCO ETF TR | 5.41M | $143M | 3.4% | +59% |
| 2 | NVDA | NVIDIA CORPORATION | 583K | $117M | 2.8% | +4% |
| 3 | SPYM | SPDR SERIES TRUST | 1.07M | $94M | 2.2% | −8% |
| 4 | AAPL | APPLE INC | 311K | $90M | 2.1% | −2% |
| 5 | CRTC | DBX ETF TR | 1.93M | $75M | 1.8% | +11% |
| 6 | RODM | LATTICE STRATEGIES TR | 1.77M | $72M | 1.7% | +2% |
| 7 | MUNI | PIMCO ETF TR | 1.36M | $72M | 1.7% | +41% |
| 8 | IVV | ISHARES TR | 95K | $71M | 1.7% | +93% |
| 9 | AMZN | AMAZON COM INC | 298K | $71M | 1.7% | +2% |
| 10 | GOOGL | ALPHABET INC | 167K | $60M | 1.4% | −4% |
§ 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 $4.2 billion in assets. The fund runs a broad portfolio of 555 positions.
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