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CIK: 0001855713
Total reported value
$4.2B
$4.2B
331 檔
5.2%
In Q3 2025, WCG Wealth Advisors LLC's U.S. equity holdings reached a combined market value of $4.2B, distributed across 331 disclosed stock positions.
In Q3 2025, WCG Wealth Advisors LLC displayed an active expansion posture, initiating 67 new positions and adding to 59 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 331 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 3.71% | +0.04% | +12.25% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 2.83% | -0.12% | -5.56% | |
| 3 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 2.81% | -0.02% | +0.88% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 2.15% | -0.16% | -2.70% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.14% | +0.79% | +0.02% | |
| 6 | IWF | Ishares Russell 1000 Growth | ETF-Other | 2.02% | +0.01% | — | |
| 7 | JAVA | Jpmorgan Active Value ETF | ETF-Other | 1.97% | -0.75% | +5.91% | |
| 8 | V | Visa Inc-class A Shares | Stock-Financials | 1.91% | -0.06% | +166.95% | |
| 9 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 1.86% | +0.91% | -8.88% | |
| 10 | TOTL | Ss Doubleline Tr Tact ETF | ETF-Other | 1.65% | -0.13% | +1.62% | |
| 11 | AVDE | Avantis International Equity | ETF-Other | 1.60% | -0.05% | +1.74% | |
| 12 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.58% | -0.01% | +5.74% | |
| 13 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 1.53% | -0.25% | -11.00% | |
| 14 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.44% | +0.02% | -1.63% | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.39% | -0.15% | -3.74% | |
| 16 | RODM | Hartford Multifact Dev Mrkt | ETF-Other | 1.36% | -0.21% | -10.28% | |
| 17 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.35% | -0.15% | +39.05% | |
| 18 | HTRB | Hartford Ttl Rtrn Bnd ETF | ETF-Other | 1.28% | -0.05% | -2.70% | |
| 19 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 1.26% | +0.03% | +1.29% | |
| 20 | CRTC | Xtrackers US Ntl Critic Tech | ETF-Tech | 1.24% | +0.05% | +0.75% | |
| 21 | DUHP | Dimensional US High Profi Et | ETF-Other | 1.19% | — | +3.16% | |
| 22 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 1.17% | -0.02% | +1.42% | |
| 23 | MA | Mastercard Inc - A | Stock-Financials | 1.11% | -0.11% | +121.55% | |
| 24 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.03% | -0.05% | +9.65% | |
| 25 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 1.02% | -0.07% | -10.67% | |
| 26 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.02% | -0.04% | +106.79% | |
| 27 | SNPE | Xtrckr S&p 500 Scor&scrn ETF | ETF-Large Cap & Growth | 0.92% | -0.31% | -55.59% | |
| 28 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.90% | -0.27% | +19.78% | |
| 29 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.90% | +0.01% | -0.00% | |
| 30 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 0.89% | -0.28% | -6.59% | |
| 31 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.87% | +0.38% | -3.79% | |
| 32 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.83% | +0.01% | -0.58% | |
| 33 | MUNI | Pimco Intermediate Municipal | ETF-Other | 0.83% | +0.29% | -22.69% | |
| 34 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-Other | 0.82% | -0.02% | +14.54% | |
| 35 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.81% | -0.02% | -12.17% | |
| 36 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.81% | -0.17% | EXIT | |
| 37 | PWRD | Tcw Transform Systems ETF | ETF-Other | 0.75% | -0.01% | -22.57% | |
| 38 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 0.73% | -0.06% | -9.73% | |
| 39 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 0.72% | -0.02% | -23.60% | |
| 40 | HDEF | Xtrackers Msci Eafe High Div | ETF-Other | 0.70% | -0.34% | -9.89% | |
| 41 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-Other | 0.70% | -0.03% | -10.04% | |
| 42 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 0.69% | -0.02% | +2.76% | |
| 43 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 0.67% | -0.07% | +0.70% | |
| 44 | PRFZ | Inv Rafi US 1500 Sm-usd Inc | ETF-Other | 0.65% | +0.02% | -10.48% | |
| 45 | SMLF | Ishares US Smallcap Equity F | ETF-Other | 0.64% | — | +11.60% | |
| 46 | IDHQ | Invesco S&p International De | ETF-Other | 0.63% | +0.01% | -8.82% | |
| 47 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.61% | -0.03% | -2.67% | |
| 48 | WMT | Walmart Inc | Stock-Consumer Staples | 0.61% | -0.09% | +3.07% | |
| 49 | HYMB | Ss Spdr N Ice Hy Muni ETF | ETF-Other | 0.61% | -0.03% | -29.51% | |
| 50 | XLK | Ss Technology Select Sector | ETF-Tech | 0.60% | +0.03% | -5.44% |
According to official SEC Form 13F filings, WCG Wealth Advisors LLC reported a total U.S. public equity portfolio value of $4.2B across 331 disclosed positions in Q3 2025.
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.
In terms of portfolio concentration, the top 5 core holdings (including NVDA, AAPL, AVUS) accounted for 5.2% of total reported equity market value during Q3 2025.
Top New Position Initiated
IWF
市值: $32.3M
Top Position Liquidated / Trimmed
IEF
前期市值: $23.7M
During Q3 2025, WCG Wealth Advisors LLC's top holdings by market value included NVDA (3.7%)、AAPL (2.8%)、AVUS (2.8%). The largest single position, NVDA, represented 3.7% of total portfolio value.
In Q3 2025, WCG Wealth Advisors LLC made 200 total portfolio adjustments, initiating 67 new buys, adding to 59 positions, trimming 42 holdings, and fully liquidating 32 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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