CIK 1855713
WCG Wealth Advisors LLC
Institutional 13F holdings & portfolio
Holdings
503
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
3
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 503
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 600K | $1M+ | SH |
| PYLD | PIMCO ETF TR | 3.5M | $1M+ | SH |
| SPYM | SPDR SER TR | 1.1M | $1M+ | SH |
| AAPL | APPLE INC | 321K | $1M+ | SH |
| HTRB | HARTFORD FUNDS EXCHANGE TRADED TOTAL RTRN ETF | 1.9M | $1M+ | SH |
| RODM | LATTICE STRATEGIES TR | 1.7M | $1M+ | SH |
| AMZN | AMAZON COM INC | 271K | $1M+ | SH |
| CRTC | DBX ETF TR | 1.7M | $1M+ | SH |
| MSFT | MICROSOFT CORP | 125K | $1M+ | SH |
| SNPE | DBX ETF TR | 962K | $1M+ | SH |
| SPY | SPDR S&P 500 ETF TR | 78K | $1M+ | SH |
| GOOGL | ALPHABET INC | 170K | $1M+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 99K | $1M+ | SH |
| AVUS | AMERICAN CENTY ETF TR | 428K | $1M+ | SH |
| IVV | ISHARES TR | 70K | $1M+ | SH |
| SPEM | SPDR INDEX SHARES FUNDS PORTFOLIO EMG MK ETF | 990K | $1M+ | SH |
| MUNI | PIMCO ETF TRUST INTER MUN BD ACT ETF | 865K | $1M+ | SH |
| IEI | ISHARES TR | 361K | $1M+ | SH |
| HDEF | DBX ETF TR | 1.3M | $1M+ | SH |
| SLYG | SPDR SERIES TRUST S&P 600 SMCP GRW ETF | 400K | $1M+ | SH |
| V | VISA INC | 103K | $1M+ | SH |
| HYMB | SPDR SER TR | 1.4M | $1M+ | SH |
| META | META PLATFORMS INC | 55K | $1M+ | SH |
| PWRD | TCW ETF TRUST | 360K | $1M+ | SH |
| JPST | JP MORGAN ETF TRUST ULTRA-SHORT INCOME ETF | 682K | $1M+ | SH |
| SLYV | SPDR SERIES TRUST S&P 600 SMCP VAL ETF | 370K | $1M+ | SH |
| IWF | ISHARES TR | 67K | $1M+ | SH |
| TSLA | TESLA INC | 69K | $1M+ | SH |
| BIL | SPDR SER TR | 340K | $1M+ | SH |
| JAVA | J P MORGAN EXCHANGE TRADED F | 430K | $1M+ | SH |
| IDHQ | INVESCO EXCH TRADED FD TR II | 835K | $1M+ | SH |
| XLF | SELECT SECTOR SPDR TR | 531K | $1M+ | SH |
| PRFZ | INVESCO EXCHANGE TRADED FD T | 628K | $1M+ | SH |
| AVDE | AMERICAN CENTY ETF TR | 339K | $1M+ | SH |
| TOTL | SSGA ACTIVE ETF TR | 690K | $1M+ | SH |
| XLK | SELECT SECTOR SPDR TR | 190K | $1M+ | SH |
| MDYG | SPDR SERIES TRUST S&P 400 MDCP GRW ETF | 276K | $1M+ | SH |
| JMST | J P MORGAN EXCHANGE TRADED F | 493K | $1M+ | SH |
| JPM | JPMORGAN CHASE | 75K | $1M+ | SH |
| MA | MASTERCARD INCORPORATED | 41K | $1M+ | SH |
| IEFA | ISHARES TR | 242K | $1M+ | SH |
| XLI | SELECT SECTOR SPDR TR | 135K | $1M+ | SH |
| MDYV | SPDR SERIES TRUST S&P 400 MDCP VAL ETF | 241K | $1M+ | SH |
| QQQ | INVESCO QQQ TR | 33K | $1M+ | SH |
| DUHP | DIMENSIONAL ETF TRUST | 523K | $1M+ | SH |
| AVUV | AMERICAN CENTY ETF TR | 193K | $1M+ | SH |
| SCHW | SCHWAB CHARLES CORP | 193K | $1M+ | SH |
| AVEM | AMERICAN CENTY ETF TR | 250K | $1M+ | SH |
| FDN | FIRST TR EXCHANGE-TRADED FD | 71K | $1M+ | SH |
| NFLX | NETFLIX INC | 203K | $1M+ | SH |