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CIK: 0001855713
Total reported value
$4.2B
$4.2B
327 檔
4.5%
According to the latest 13F quarterly dataset, WCG Wealth Advisors LLC managed an equity portfolio of $4.2B at the end of Q2 2025, spanning 327 distinct U.S. exchange-listed positions.
During Q2 2025, WCG Wealth Advisors LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 327 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 2.89% | +0.04% | +15.30% | |
| 2 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 2.66% | -0.02% | +9.29% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 2.49% | -0.12% | +0.67% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 2.19% | -0.16% | -2.13% | |
| 5 | JGRO | Jpmorgan Active Growth ETF | ETF-Other | 2.11% | -0.02% | +4.74% | |
| 6 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 2.08% | +0.91% | +35.52% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.05% | +0.79% | +12.19% | |
| 8 | SNPE | Xtrckr S&p 500 Scor&scrn ETF | ETF-Large Cap & Growth | 1.97% | -0.31% | +49.16% | |
| 9 | JAVA | Jpmorgan Active Value ETF | ETF-Other | 1.82% | -0.75% | +4.02% | |
| 10 | TOTL | Ss Doubleline Tr Tact ETF | ETF-Other | 1.65% | -0.13% | -16.13% | |
| 11 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 1.64% | -0.25% | +12.76% | |
| 12 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.54% | -0.01% | +1.81% | |
| 13 | AVDE | Avantis International Equity | ETF-Other | 1.53% | -0.05% | +5.22% | |
| 14 | RODM | Hartford Multifact Dev Mrkt | ETF-Other | 1.50% | -0.21% | -2.20% | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.44% | -0.15% | — | |
| 16 | HTRB | Hartford Ttl Rtrn Bnd ETF | ETF-Other | 1.35% | -0.05% | -24.64% | |
| 17 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 1.27% | +0.03% | +2.84% | |
| 18 | CRTC | Xtrackers US Ntl Critic Tech | ETF-Tech | 1.18% | +0.05% | +9.49% | |
| 19 | DUHP | Dimensional US High Profi Et | ETF-Other | 1.12% | — | +7.79% | |
| 20 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.10% | +0.02% | +0.58% | |
| 21 | MUNI | Pimco Intermediate Municipal | ETF-Other | 1.09% | +0.29% | -21.25% | |
| 22 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 1.09% | -0.02% | +13.69% | |
| 23 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 1.08% | -0.07% | +1.31% | |
| 24 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.01% | -0.15% | +4.26% | |
| 25 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 0.98% | -0.28% | — | |
| 26 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.95% | -0.02% | +29.71% | |
| 27 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 0.95% | -0.02% | +6.41% | |
| 28 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.93% | -0.05% | +872.47% | |
| 29 | PWRD | Tcw Transform Systems ETF | ETF-Other | 0.93% | -0.01% | — | |
| 30 | HYMB | Ss Spdr N Ice Hy Muni ETF | ETF-Other | 0.88% | -0.03% | +49.19% | |
| 31 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.87% | +0.38% | +34.52% | |
| 32 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.85% | +0.01% | +4.19% | |
| 33 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.81% | -0.17% | EXIT | |
| 34 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.79% | +0.01% | +12.90% | |
| 35 | HDEF | Xtrackers Msci Eafe High Div | ETF-Other | 0.79% | -0.34% | -1.74% | |
| 36 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.78% | -0.27% | +48.12% | |
| 37 | V | Visa Inc-class A Shares | Stock-Financials | 0.77% | -0.06% | +2.05% | |
| 38 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-Other | 0.75% | -0.03% | +8.70% | |
| 39 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 0.75% | -0.06% | +13.83% | |
| 40 | IDHQ | Invesco S&p International De | ETF-Other | 0.70% | +0.01% | +4.95% | |
| 41 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-Other | 0.69% | -0.02% | +9.11% | |
| 42 | PRFZ | Inv Rafi US 1500 Sm-usd Inc | ETF-Other | 0.67% | +0.02% | +58.75% | |
| 43 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 0.65% | -0.02% | +0.38% | |
| 44 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 0.63% | -0.07% | — | |
| 45 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.59% | -0.03% | -0.84% | |
| 46 | XLK | Ss Technology Select Sector | ETF-Tech | 0.58% | +0.03% | — | |
| 47 | JMST | JPM Ultra-short Muni Income | ETF-Other | 0.58% | -0.22% | +47.23% | |
| 48 | WMT | Walmart Inc | Stock-Consumer Staples | 0.58% | -0.09% | +1.96% | |
| 49 | SCHW | Schwab (charles) CORP | Stock-Financials | 0.55% | -0.10% | +16.74% | |
| 50 | XLRE | Ss Real Estate Select Sector | ETF-Other | 0.55% | -0.01% | -37.96% |
According to official SEC Form 13F filings, WCG Wealth Advisors LLC reported a total U.S. public equity portfolio value of $4.2B across 327 disclosed positions in Q2 2025.
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In terms of portfolio concentration, the top 5 core holdings (including NVDA, AVUS, AAPL) accounted for 4.5% of total reported equity market value during Q2 2025.
During Q2 2025, WCG Wealth Advisors LLC's top holdings by market value included NVDA (2.9%)、AVUS (2.7%)、AAPL (2.5%). The largest single position, NVDA, represented 2.9% of total portfolio value.
In Q2 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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