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CIK: 0001855713
Total reported value
$4.2B
$4.2B
503 檔
10.5%
According to the latest 13F quarterly dataset, WCG Wealth Advisors LLC managed an equity portfolio of $4.2B at the end of Q4 2025, spanning 503 distinct U.S. exchange-listed positions.
In Q4 2025, WCG Wealth Advisors LLC displayed an active expansion posture, initiating 75 new positions and adding to 114 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 503 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 3.14% | +0.04% | +88.95% | |
| 2 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 2.61% | +0.91% | +215.98% | |
| 3 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 2.50% | -0.25% | +258.12% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 2.45% | -0.12% | +80.94% | |
| 5 | HTRB | Hartford Ttl Rtrn Bnd ETF | ETF-Other | 1.78% | -0.05% | +211.90% | |
| 6 | RODM | Hartford Multifact Dev Mrkt | ETF-Other | 1.76% | -0.21% | +179.22% | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.75% | -0.01% | +135.35% | |
| 8 | CRTC | Xtrackers US Ntl Critic Tech | ETF-Tech | 1.70% | +0.05% | +204.77% | |
| 9 | MSFT | Microsoft CORP | Stock-Tech | 1.69% | -0.16% | +88.19% | |
| 10 | SNPE | Xtrckr S&p 500 Scor&scrn ETF | ETF-Large Cap & Growth | 1.68% | -0.31% | +292.80% | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.50% | +0.38% | +275.77% | |
| 12 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.49% | +0.02% | +79.40% | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.39% | -0.15% | +124.30% | |
| 14 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 1.34% | -0.02% | +3.93% | |
| 15 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.34% | +0.79% | +36.44% | |
| 16 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 1.30% | -0.07% | +184.14% | |
| 17 | MUNI | Pimco Intermediate Municipal | ETF-Other | 1.27% | +0.29% | +241.49% | |
| 18 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 1.21% | -0.28% | +204.16% | |
| 19 | HDEF | Xtrackers Msci Eafe High Div | ETF-Other | 1.17% | -0.34% | +252.43% | |
| 20 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-Other | 1.06% | -0.03% | +238.27% | |
| 21 | V | Visa Inc-class A Shares | Stock-Financials | 1.02% | -0.06% | +16.08% | |
| 22 | HYMB | Ss Spdr N Ice Hy Muni ETF | ETF-Other | 1.01% | -0.03% | +274.04% | |
| 23 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.01% | -0.15% | +85.70% | |
| 24 | PWRD | Tcw Transform Systems ETF | ETF-Other | 0.97% | -0.01% | +192.87% | |
| 25 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.97% | -0.02% | +168.21% | |
| 26 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 0.94% | -0.06% | +180.57% | |
| 27 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.89% | +0.01% | -2.06% | |
| 28 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.87% | -0.04% | +89.61% | |
| 29 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.87% | -0.27% | +116.22% | |
| 30 | JAVA | Jpmorgan Active Value ETF | ETF-Other | 0.86% | -0.75% | -5.45% | |
| 31 | IDHQ | Invesco S&p International De | ETF-Other | 0.82% | +0.01% | +178.54% | |
| 32 | XLF | Ss Financial Select Sector | ETF-Other | 0.82% | -0.03% | +281.66% | |
| 33 | PRFZ | Inv Rafi US 1500 Sm-usd Inc | ETF-Other | 0.81% | +0.02% | +175.54% | |
| 34 | AVDE | Avantis International Equity | ETF-Other | 0.78% | -0.05% | +4.50% | |
| 35 | TOTL | Ss Doubleline Tr Tact ETF | ETF-Other | 0.78% | -0.13% | +6.68% | |
| 36 | XLK | Ss Technology Select Sector | ETF-Tech | 0.77% | +0.03% | +463.81% | |
| 37 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-Other | 0.72% | -0.08% | +257.61% | |
| 38 | JMST | JPM Ultra-short Muni Income | ETF-Other | 0.70% | -0.22% | +262.33% | |
| 39 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.68% | -0.03% | +143.16% | |
| 40 | MA | Mastercard Inc - A | Stock-Financials | 0.65% | -0.11% | +30.72% | |
| 41 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.61% | -0.05% | +28.19% | |
| 42 | XLI | Ss Industrial Select Sector | ETF-Other | 0.59% | -0.02% | +164.36% | |
| 43 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-Other | 0.57% | -0.02% | +187.52% | |
| 44 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.56% | +0.01% | +47.79% | |
| 45 | DUHP | Dimensional US High Profi Et | ETF-Other | 0.56% | — | +4.13% | |
| 46 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.55% | -0.02% | +3.36% | |
| 47 | SCHW | Schwab (charles) CORP | Stock-Financials | 0.54% | -0.10% | +129.97% | |
| 48 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 0.54% | +0.02% | +116.01% | |
| 49 | FDN | First Trust Dj Internet Ind | ETF-Other | 0.54% | +0.02% | +178.72% | |
| 50 | NFLX | Netflix Inc | Stock-Comm Services | 0.53% | -0.15% | — |
According to official SEC Form 13F filings, WCG Wealth Advisors LLC reported a total U.S. public equity portfolio value of $4.2B across 503 disclosed positions in Q4 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, PYLD, SPYM) accounted for 10.5% of total reported equity market value during Q4 2025.
Top New Position Initiated
NFLX
市值: $19.0M
Top Position Liquidated / Trimmed
QQXT
前期市值: $5.7M
During Q4 2025, WCG Wealth Advisors LLC's top holdings by market value included NVDA (3.1%)、PYLD (2.6%)、SPYM (2.5%). The largest single position, NVDA, represented 3.1% of total portfolio value.
In Q4 2025, WCG Wealth Advisors LLC made 200 total portfolio adjustments, initiating 75 new buys, adding to 114 positions, trimming 7 holdings, and fully liquidating 4 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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