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CIK: 0001855713
Total reported value
$4.2B
$4.2B
284 檔
3.8%
At the close of Q1 2025, WCG Wealth Advisors LLC disclosed equity holdings valued at approximately $4.2B, spread across 284 reported holdings.
During Q1 2025, 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, AVUS, TOTL) accounted for 3.8% of total reported equity market value during Q1 2025.
Showing top 200 holdings (of 284 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 3.15% | -0.12% | -1.71% | |
| 2 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 2.62% | -0.02% | +3.11% | |
| 3 | TOTL | Ss Doubleline Tr Tact ETF | ETF-Other | 2.32% | -0.13% | +3.71% | |
| 4 | HTRB | Hartford Ttl Rtrn Bnd ETF | ETF-Other | 2.10% | -0.05% | -16.23% | |
| 5 | JGRO | Jpmorgan Active Growth ETF | ETF-Other | 2.03% | -0.02% | +22.74% | |
| 6 | NVDA | Nvidia CORP | Stock-Tech | 2.02% | +0.04% | -8.66% | |
| 7 | JAVA | Jpmorgan Active Value ETF | ETF-Other | 1.99% | -0.75% | +17.54% | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 1.98% | -0.16% | -6.88% | |
| 9 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.94% | +0.79% | -13.22% | |
| 10 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 1.80% | -0.01% | -10.53% | |
| 11 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 1.79% | +0.91% | -9.74% | |
| 12 | RODM | Hartford Multifact Dev Mrkt | ETF-Other | 1.63% | -0.21% | -13.89% | |
| 13 | MUNI | Pimco Intermediate Municipal | ETF-Other | 1.63% | +0.29% | -11.90% | |
| 14 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 1.55% | -0.25% | -16.00% | |
| 15 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.54% | -0.01% | -9.88% | |
| 16 | AVDE | Avantis International Equity | ETF-Other | 1.53% | -0.05% | +2.55% | |
| 17 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 1.44% | +0.03% | -14.04% | |
| 18 | SNPE | Xtrckr S&p 500 Scor&scrn ETF | ETF-Large Cap & Growth | 1.42% | -0.31% | -17.59% | |
| 19 | XLF | Ss Financial Select Sector | ETF-Other | 1.25% | -0.03% | -14.29% | |
| 20 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 1.15% | -0.07% | -13.31% | |
| 21 | DUHP | Dimensional US High Profi Et | ETF-Other | 1.14% | — | +4.31% | |
| 22 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.13% | +0.02% | -6.30% | |
| 23 | CRTC | Xtrackers US Ntl Critic Tech | ETF-Tech | 1.12% | +0.05% | — | |
| 24 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 1.07% | -0.02% | +2.74% | |
| 25 | XLRE | Ss Real Estate Select Sector | ETF-Other | 1.06% | -0.01% | -13.59% | |
| 26 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 0.97% | -0.02% | -62.74% | |
| 27 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.89% | -0.15% | -10.75% | |
| 28 | HDEF | Xtrackers Msci Eafe High Div | ETF-Other | 0.89% | -0.34% | -14.28% | |
| 29 | IHDG | Wisdomtree International Hed | ETF-Other | 0.88% | — | +23.71% | |
| 30 | V | Visa Inc-class A Shares | Stock-Financials | 0.87% | -0.06% | -8.98% | |
| 31 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.86% | -0.02% | -13.27% | |
| 32 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.84% | -0.17% | EXIT | |
| 33 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.81% | +0.01% | -4.39% | |
| 34 | XLI | Ss Industrial Select Sector | ETF-Other | 0.80% | -0.02% | -10.33% | |
| 35 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 0.80% | — | -12.32% | |
| 36 | NUDM | Nuveen Esg Intl Devel Mrk Eq | ETF-Other | 0.77% | +0.01% | -1.75% | |
| 37 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 0.77% | -0.06% | -12.98% | |
| 38 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-Other | 0.76% | -0.03% | -12.93% | |
| 39 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 0.73% | -0.02% | +2.90% | |
| 40 | PAVE | Global X US Infrastructure | ETF-Other | 0.72% | -0.08% | -16.56% | |
| 41 | IDHQ | Invesco S&p International De | ETF-Other | 0.71% | +0.01% | -12.68% | |
| 42 | HYMB | Ss Spdr N Ice Hy Muni ETF | ETF-Other | 0.71% | -0.03% | -9.27% | |
| 43 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.70% | +0.01% | +0.07% | |
| 44 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-Other | 0.69% | -0.02% | +4.55% | |
| 45 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.68% | +0.38% | -34.89% | |
| 46 | ✓ | Investment Managers Ser Tr I | Stock-Other | 0.66% | — | -8.26% | |
| 47 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.62% | -0.27% | -2.09% | |
| 48 | OKE | Oneok Inc | Stock-Energy | 0.62% | -0.04% | +64.97% | |
| 49 | WMT | Walmart Inc | Stock-Consumer Staples | 0.60% | -0.09% | +2.13% | |
| 50 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.59% | -0.03% | -6.35% |
According to official SEC Form 13F filings, WCG Wealth Advisors LLC reported a total U.S. public equity portfolio value of $4.2B across 284 disclosed positions in Q1 2025.
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During Q1 2025, WCG Wealth Advisors LLC's top holdings by market value included AAPL (3.1%)、AVUS (2.6%)、TOTL (2.3%). The largest single position, AAPL, represented 3.1% of total portfolio value.
In Q1 2025, 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.
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