13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001855713
Total reported value
$4.2B
$4.2B
293 檔
4.4%
During the Q4 2024 filing period, WCG Wealth Advisors LLC (CIK: 0001855713) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $4.2B across 293 reported positions.
During Q4 2024, WCG Wealth Advisors LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, NVDA, AVUS) accounted for 4.4% of total reported equity market value during Q4 2024.
Showing top 200 holdings (of 293 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 3.14% | -0.12% | -4.48% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 2.38% | +0.04% | -0.44% | |
| 3 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 2.32% | -0.02% | +3.73% | |
| 4 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 2.30% | -0.02% | +21.86% | |
| 5 | HTRB | Hartford Ttl Rtrn Bnd ETF | ETF-Other | 2.14% | -0.05% | -0.01% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 2.08% | -0.16% | +1.44% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.04% | +0.79% | +1.46% | |
| 8 | TOTL | Ss Doubleline Tr Tact ETF | ETF-Other | 1.91% | -0.13% | +104.58% | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.72% | -0.01% | -5.80% | |
| 10 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 1.70% | +0.91% | +10.95% | |
| 11 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 1.70% | -0.01% | +2.98% | |
| 12 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 1.68% | -0.25% | +0.64% | |
| 13 | MUNI | Pimco Intermediate Municipal | ETF-Other | 1.61% | +0.29% | +1.00% | |
| 14 | SNPE | Xtrckr S&p 500 Scor&scrn ETF | ETF-Large Cap & Growth | 1.58% | -0.31% | -1.17% | |
| 15 | JGRO | Jpmorgan Active Growth ETF | ETF-Other | 1.58% | -0.02% | +143.89% | |
| 16 | RODM | Hartford Multifact Dev Mrkt | ETF-Other | 1.51% | -0.21% | +0.95% | |
| 17 | JAVA | Jpmorgan Active Value ETF | ETF-Other | 1.47% | -0.75% | +179.13% | |
| 18 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 1.43% | +0.03% | +4.45% | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.33% | -0.15% | +3.50% | |
| 20 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.28% | +0.02% | +3.77% | |
| 21 | XLF | Ss Financial Select Sector | ETF-Other | 1.23% | -0.03% | -1.68% | |
| 22 | AVDE | Avantis International Equity | ETF-Other | 1.20% | -0.05% | +8.02% | |
| 23 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 1.13% | -0.07% | +0.85% | |
| 24 | XLRE | Ss Real Estate Select Sector | ETF-Other | 1.03% | -0.01% | -1.31% | |
| 25 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 1.01% | -0.02% | +3.87% | |
| 26 | DUHP | Dimensional US High Profi Et | ETF-Other | 0.97% | — | +3.27% | |
| 27 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.96% | +0.38% | -7.96% | |
| 28 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.88% | -0.15% | +2.43% | |
| 29 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.86% | -0.02% | +8.80% | |
| 30 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 0.85% | -0.06% | +0.82% | |
| 31 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-Other | 0.83% | -0.03% | +0.77% | |
| 32 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.81% | -0.17% | EXIT | |
| 33 | HDEF | Xtrackers Msci Eafe High Div | ETF-Other | 0.81% | -0.34% | +1.45% | |
| 34 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.80% | +0.01% | +0.63% | |
| 35 | PAVE | Global X US Infrastructure | ETF-Other | 0.80% | -0.08% | -4.31% | |
| 36 | XLI | Ss Industrial Select Sector | ETF-Other | 0.78% | -0.02% | -1.28% | |
| 37 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 0.77% | — | +1.95% | |
| 38 | V | Visa Inc-class A Shares | Stock-Financials | 0.75% | -0.06% | +2.82% | |
| 39 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-Other | 0.69% | — | -29.69% | |
| 40 | HYMB | Ss Spdr N Ice Hy Muni ETF | ETF-Other | 0.69% | -0.03% | +13.04% | |
| 41 | IDHQ | Invesco S&p International De | ETF-Other | 0.67% | +0.01% | +2.89% | |
| 42 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.66% | +0.01% | -2.22% | |
| 43 | NUDM | Nuveen Esg Intl Devel Mrk Eq | ETF-Other | 0.65% | +0.01% | +6.56% | |
| 44 | ✓ | Investment Managers Ser Tr I | Stock-Other | 0.64% | — | +1.26% | |
| 45 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 0.63% | -0.02% | -24.69% | |
| 46 | IHDG | Wisdomtree International Hed | ETF-Other | 0.62% | — | +72.59% | |
| 47 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-Other | 0.62% | -0.02% | +34.04% | |
| 48 | JQUA | Jpmorgan US Quality Factor | ETF-Other | 0.61% | — | +0.11% | |
| 49 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 0.61% | -0.07% | +2.29% | |
| 50 | FDN | First Trust Dj Internet Ind | ETF-Other | 0.60% | +0.02% | -1.49% |
According to official SEC Form 13F filings, WCG Wealth Advisors LLC reported a total U.S. public equity portfolio value of $4.2B across 293 disclosed positions in Q4 2024.
During Q4 2024, WCG Wealth Advisors LLC's top holdings by market value included AAPL (3.1%)、NVDA (2.4%)、AVUS (2.3%). The largest single position, AAPL, represented 3.1% of total portfolio value.
In Q4 2024, WCG Wealth Advisors LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.