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 451–500 of 503
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| NEA | NUVEEN AMT FREE QLTY MUN INC | 41K | $100K–$500K | SH |
| PDI | PIMCO DYNAMIC INCOME FD | 26K | $100K–$500K | SH |
| FSCO | FS CREDIT OPPORTUNITIES CORP | 73K | $100K–$500K | SH |
| AVK | ADVENT CONV & INCOME FD | 37K | $100K–$500K | SH |
| DNP | DNP SELECT INCOME FD INC | 45K | $100K–$500K | SH |
| PDX | PIMCO DYNAMIC INCOME STRATEG | 24K | $100K–$500K | SH |
| DDWM | WISDOMTREE TR | 10K | $100K–$500K | SH |
| ETJ | EATON VANCE RISK-MANAGED DIV | 51K | $100K–$500K | SH |
| FPE | FIRST TR EXCH TRADED FD III | 25K | $100K–$500K | SH |
| JHSC | JOHN HANCOCK EXCHANGE TRADED | 11K | $100K–$500K | SH |
| SPTI | SPDR SERIES TRUST | 15K | $100K–$500K | SH |
| HEGD | LISTED FDS TR | 18K | $100K–$500K | SH |
| EOI | EATON VANCE ENHANCED EQUITY | 21K | $100K–$500K | SH |
| JOBY | JOBY AVIATION INC | 32K | $100K–$500K | SH |
| HYEM | VANECK ETF TRUST | 21K | $100K–$500K | SH |
| CTA | SIMPLIFY EXCHANGE TRADED FUN | 15K | $100K–$500K | SH |
| GGN | GAMCO GLOBAL GOLD NAT RES & | 80K | $100K–$500K | SH |
| COMB | GRANITESHARES ETF TR | 19K | $100K–$500K | SH |
| INCM | FRANKLIN TEMPLETON ETF TR | 14K | $100K–$500K | SH |
| GOVT | ISHARES TR | 17K | $100K–$500K | SH |
| TEVA | TEVA PHARMACEUTICAL INDS LTD | 12K | $100K–$500K | SH |
| BIT | BLACKROCK MULTI SECTOR INC T | 29K | $100K–$500K | SH |
| PHYS | SPROTT ASSET MANAGEMENT LP | 11K | $100K–$500K | SH |
| PFFD | GLOBAL X | 19K | $100K–$500K | SH |
| FCLD | FIDELITY COVINGTON TRUST | 12K | $100K–$500K | SH |
| SILJ | AMPLIFY ETF TR | 13K | $100K–$500K | SH |
| UCON | FIRST TR EXCHNG TRADED FD VI | 14K | $100K–$500K | SH |
| STWD | STARWOOD PPTY TR INC | 19K | $100K–$500K | SH |
| BUFZ | FIRST TR EXCHNG TRADED FD VI | 13K | $100K–$500K | SH |
| FTHI | FIRST TR EXCHANGE TRADED FD | 15K | $100K–$500K | SH |
| SMCI | SUPER MICRO COMPUTER INC | 12K | $100K–$500K | SH |
| MMIT | NEW YORK LIFE INVTS ACTIVE E | 14K | $100K–$500K | SH |
| BUFD | FIRST TR EXCHNG TRADED FD VI | 12K | $100K–$500K | SH |
| NVTS | NAVITAS SEMICONDUCTOR CORP | 46K | $100K–$500K | SH |
| SERV | SERVE ROBOTICS INC | 31K | $100K–$500K | SH |
| MSIF | MSC INCOME FUND INC | 24K | $100K–$500K | SH |
| SONY | SONY GROUP CORP | 12K | $100K–$500K | SH |
| AFK | VANECK ETF TRUST | 11K | $100K–$500K | SH |
| MICC | MAGNUM ICE CREAM CO NV | 19K | $100K–$500K | SH |
| SPMB | SPDR SERIES TRUST | 13K | $100K–$500K | SH |
| RIVN | RIVIAN AUTOMOTIVE INC | 15K | $100K–$500K | SH |
| ARKX | ARK ETF TR | 10K | $100K–$500K | SH |
| NIO | NIO INC | 56K | $100K–$500K | SH |
| PLTM | GRANITESHARES PLATINUM TR | 14K | $100K–$500K | SH |
| ACHR | ARCHER AVIATION INC | 33K | $100K–$500K | SH |
| PGX | INVESCO EXCH TRADED FD TR II | 22K | $100K–$500K | SH |
| RXRX | RECURSION PHARMACEUTICALS IN | 60K | $100K–$500K | SH |
| PAGP | PLAINS GP HLDGS L P | 13K | $100K–$500K | SH |
| OSCR | OSCAR HEALTH INC | 16K | $100K–$500K | SH |
| PFFA | ETFIS SER TR I | 11K | $100K–$500K | SH |