Wcg Wealth Advisors Llc Portfolio Stock Holdings
Wcg Wealth Advisors Llc disclosed 519 stock positions valued at approximately $3.6 billion in its latest SEC 13F filing. The largest holdings include NVIDIA CORPORATION, PIMCO ETF TR, and SPDR SER TR. The filing reflects positions held as of March 31, 2026 and was filed on May 12, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 519
- Portfolio Value
- $3.6B
Holdings by Sector
Wcg Wealth Advisors Llc Portfolio Holdings in Q1 2026
489 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| NVIDIA CORPORATION | NVDA | Technology | 2.73% | 558,514 | -41,393 | -6.90% | $97,404,725 |
| PIMCO ETF TR | PYLD | Other | 2.49% | 3,400,247 | -85,927 | -2.46% | $89,086,456 |
| SPDR SER TR | SPLG | Other | 2.48% | 1,159,101 | +46,600 | +4.19% | $88,717,526 |
| APPLE INC | AAPL | Technology | 2.25% | 317,290 | -3,700 | -1.15% | $80,524,984 |
| LATTICE STRATEGIES TR | RODM | Other | 1.91% | 1,733,916 | +35,061 | +2.06% | $68,350,997 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 1.70% | 291,646 | +21,137 | +7.81% | $60,741,175 |
| DBX ETF TR | SNPE | Other | 1.60% | 958,234 | -3,472 | -0.36% | $57,062,818 |
| PIMCO ETF TRUST INTER MUN BD ACT ETF | MUNI | Other | 1.41% | 962,779 | +98,234 | +11.36% | $50,247,457 |
| ALPHABET INC | GOOGL | Communication Services | 1.40% | 173,859 | +3,847 | +2.26% | $49,994,688 |
| MICROSOFT CORP | MSFT | Technology | 1.40% | 134,980 | +10,435 | +8.38% | $49,965,633 |
| AMERICAN CENTY ETF TR | AVUS | Other | 1.34% | 431,250 | +3,154 | +0.74% | $47,946,357 |
| SPDR INDEX SHARES FUNDS PORTFOLIO EMG MK ETF | SPEM | Other | 1.34% | 1,018,948 | +28,455 | +2.87% | $47,798,803 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 1.30% | 97,253 | -1,565 | -1.58% | $46,603,619 |
| DBX ETF TR | HDEF | Other | 1.21% | 1,334,137 | -7,765 | -0.58% | $43,239,368 |
| SPDR SERIES TRUST S&P 600 SMCP GRW ETF | SLYG | Other | 1.17% | 433,708 | +33,856 | +8.47% | $41,904,787 |
| SPDR SER TR | HYMB | Other | 1.14% | 1,645,639 | +196,346 | +13.55% | $40,811,840 |
| SIMPLIFY EXCHANGE TRADED FUN | AGGH | Other | 1.06% | 1,867,814 | +1,867,814 | +100.00% | $38,010,083 |
| SPDR SERIES TRUST S&P 600 SMCP VAL ETF | SLYV | Other | 1.01% | 380,646 | +10,447 | +2.82% | $36,001,444 |
| TCW ETF TRUST | NETZ | Other | 1.00% | 363,898 | +4,059 | +1.13% | $35,576,789 |
| SPDR SER TR | BIL | Other | 0.94% | 366,152 | +26,108 | +7.68% | $33,554,135 |
| META PLATFORMS INC | META | Communication Services | 0.92% | 57,448 | +2,854 | +5.23% | $32,867,435 |
| ISHARES TR | IVV | Other | 0.90% | 49,286 | -20,271 | -29.14% | $32,194,421 |
| J P MORGAN EXCHANGE TRADED F | JAVA | Other | 0.88% | 438,902 | +9,057 | +2.11% | $31,491,309 |
| WISDOMTREE TR | USFR | Other | 0.87% | 616,330 | +242,214 | +64.74% | $31,026,068 |
| INVESCO EXCH TRADED FD TR II | IDHQ | Other | 0.85% | 862,647 | +28,126 | +3.37% | $30,511,792 |
| VISA INC | V | Financial Services | 0.85% | 100,071 | -3,403 | -3.29% | $30,245,517 |
| ISHARES TR | IWF | Other | 0.82% | 68,950 | +1,493 | +2.21% | $29,400,285 |
| INVESCO EXCHANGE TRADED FD T | PRFZ | Other | 0.82% | 640,455 | +12,596 | +2.01% | $29,377,599 |
| SPDR SERIES TRUST S&P 400 MDCP GRW ETF | MDYG | Other | 0.82% | 305,480 | +29,295 | +10.61% | $29,313,842 |
| AMERICAN CENTY ETF TR | AVDE | Other | 0.81% | 339,130 | +151 | +0.04% | $28,771,727 |
| SSGA ACTIVE ETF TR | TOTL | Other | 0.76% | 684,407 | -6,036 | -0.87% | $27,191,493 |
| J P MORGAN EXCHANGE TRADED F | JMST | Other | 0.75% | 525,958 | +32,908 | +6.67% | $26,813,338 |
| TESLA INC | TSLA | Consumer Cyclical | 0.71% | 68,623 | -575 | -0.83% | $25,510,633 |
| SELECT SECTOR SPDR TR | XLK | Other | 0.70% | 188,477 | -1,436 | -0.76% | $25,048,659 |
| JPMORGAN CHASE | JPM | Financial Services | 0.69% | 83,934 | +9,143 | +12.22% | $24,689,860 |
| JP MORGAN ETF TRUST ULTRA-SHORT INCOME ETF | JPST | Other | 0.64% | 451,530 | -230,660 | -33.81% | $22,851,902 |
| ISHARES TR | IEFA | Other | 0.63% | 250,319 | +8,314 | +3.44% | $22,661,329 |
| SELECT SECTOR SPDR TR | XLI | Other | 0.62% | 136,171 | +1,089 | +0.81% | $22,022,664 |
| SPDR SERIES TRUST S&P 400 MDCP VAL ETF | MDYV | Other | 0.59% | 248,762 | +7,942 | +3.30% | $21,181,991 |
| SELECT SECTOR SPDR TR | XLF | Other | 0.59% | 427,308 | -103,937 | -19.56% | $21,096,158 |
| SELECT SECTOR SPDR TR | XLU | Other | 0.59% | 455,933 | +14,165 | +3.21% | $20,922,697 |
| AMERICAN CENTY ETF TR | AVUV | Other | 0.58% | 188,356 | -4,695 | -2.43% | $20,807,577 |
| AMERICAN CENTY ETF TR | AVEM | Other | 0.58% | 257,044 | +6,786 | +2.71% | $20,712,584 |
| NETFLIX INC | NFLX | Communication Services | 0.57% | 211,770 | +9,077 | +4.48% | $20,361,755 |
| DIMENSIONAL ETF TRUST | DUHP | Other | 0.56% | 548,673 | +25,350 | +4.84% | $20,169,202 |
| MASTERCARD INCORPORATED | MA | Financial Services | 0.55% | 39,587 | -1,153 | -2.83% | $19,780,014 |
| SELECT SECTOR SPDR TR | XLRE | Other | 0.54% | 475,451 | +14,578 | +3.16% | $19,412,596 |
| FIRST TR EXCHANGE TRADED FD | FTXL | Other | 0.54% | 129,674 | +2,139 | +1.68% | $19,122,969 |
| INVESCO QQQ TR | QQQ | Other | 0.53% | 32,931 | +316 | +0.97% | $19,007,278 |
| TAIWAN SEMICONDUCTOR MFG LTD | TSM | Technology | 0.52% | 54,780 | +6,126 | +12.59% | $18,512,736 |
| SPDR S&P 500 ETF TR | SPY | Other | 0.51% | 28,280 | -50,016 | -63.88% | $18,391,292 |
| FIRST TR EXCHANGE-TRADED FD | MISL | Other | 0.51% | 409,261 | +7,566 | +1.88% | $18,298,010 |
| SCHWAB CHARLES CORP | SCHW | Financial Services | 0.51% | 192,267 | -1,126 | -0.58% | $18,069,281 |
| PALANTIR TECHNOLOGIES INC | PLTR | Technology | 0.50% | 121,248 | +24,499 | +25.32% | $17,736,138 |
| WALMART INC | WMT | Consumer Defensive | 0.49% | 140,280 | +3,602 | +2.64% | $17,434,010 |
| FIRST TR EXCHANGE TRADED FD | FXO | Other | 0.48% | 303,823 | +8,936 | +3.03% | $17,071,682 |
| SIMPLIFY EXCHANGE TRADED FUN | PINK | Other | 0.47% | 503,148 | +271 | +0.05% | $16,936,077 |
| ISHARES TR | IUSB | Other | 0.47% | 366,023 | -2,669 | -0.72% | $16,907,041 |
| NUSHARES ETF TR | NUBD | Other | 0.47% | 761,062 | +16,880 | +2.27% | $16,903,206 |
| BROADCOM INC | AVGO | Technology | 0.47% | 54,182 | +8,300 | +18.09% | $16,769,827 |
| FIRST TR EXCHANGE-TRADED FD | FDN | Other | 0.45% | 69,266 | -2,201 | -3.08% | $16,210,009 |
| EXXON MOBIL CORP | XOM | Energy | 0.43% | 89,905 | +1,105 | +1.24% | $15,253,319 |
| INVESCO EXCHANGE TRADED FD T | XMHQ | Other | 0.42% | 144,484 | +4,757 | +3.40% | $14,935,321 |
| FIRST TR EXCHANGE-TRADED FD | FBT | Other | 0.42% | 74,342 | +74,342 | +100.00% | $14,929,286 |
| APPLIED MATLS INC | AMAT | Technology | 0.42% | 43,669 | +977 | +2.29% | $14,925,487 |
| GLOBAL X FDS | CLIP | Other | 0.41% | 145,651 | +145,651 | +100.00% | $14,617,511 |
| ISHARES TR | IYW | Other | 0.39% | 76,703 | -11,966 | -13.50% | $13,915,535 |
| ISHARES TR | IVE | Other | 0.39% | 65,691 | +13,316 | +25.42% | $13,871,222 |
| EA SER | FRDM | Other | 0.38% | 248,950 | -8,289 | -3.22% | $13,605,161 |
| NUSHARES ETF TR | NUDM | Other | 0.38% | 373,696 | +4,563 | +1.24% | $13,494,133 |
| ISHARES TR | IVW | Other | 0.36% | 114,881 | +10,292 | +9.84% | $12,994,970 |
| HARTFORD FUNDS EXCHANGE TRADED TOTAL RTRN ETF | HTRB | Other | 0.36% | 385,079 | -1,478,960 | -79.34% | $12,992,551 |
| ISHARES TR | IEI | Other | 0.36% | 108,266 | -252,718 | -70.01% | $12,840,287 |
| ALPHABET INC | GOOG | Communication Services | 0.36% | 44,671 | -2,243 | -4.78% | $12,814,377 |
| VANGUARD INDEX FDS | VOO | Other | 0.36% | 21,245 | +1,466 | +7.41% | $12,694,849 |
| AMERICAN CENTY ETF TR | AVLV | Other | 0.35% | 157,081 | +26,466 | +20.26% | $12,662,296 |
| BLACKROCK ETF TRUST | DYNF | Other | 0.33% | 205,094 | +5,825 | +2.92% | $11,933,122 |
| FIRST TR EXCHNG TRADED FD VI | BUFR | Other | 0.33% | 345,296 | +19,455 | +5.97% | $11,660,657 |
| CROWDSTRIKE HLDGS INC | CRWD | Technology | 0.32% | 29,745 | +11,359 | +61.78% | $11,612,760 |
| PHILIP MORRIS INTL INC | PM | Consumer Defensive | 0.32% | 69,157 | +2,542 | +3.82% | $11,434,437 |
| ORACLE CORP | ORCL | Technology | 0.32% | 77,465 | +3,110 | +4.18% | $11,395,824 |
| ISHARES TR | SMLF | Other | 0.32% | 150,336 | +3,996 | +2.73% | $11,348,792 |
| COSTCO WHSL CORP NEW | COST | Consumer Defensive | 0.31% | 11,207 | +621 | +5.87% | $11,166,547 |
| ISHARES INC | IEMG | Other | 0.31% | 157,363 | +16,376 | +11.62% | $10,976,660 |
| APPLOVIN CORP | APP | Technology | 0.31% | 27,549 | +823 | +3.08% | $10,964,502 |
| SELECT SECTOR SPDR TR | XLY | Other | 0.31% | 100,353 | -9,268 | -8.45% | $10,936,438 |
| UBER TECHNOLOGIES INC | UBER | Technology | 0.29% | 144,645 | +44,014 | +43.74% | $10,404,328 |
| VERTIV HOLDINGS CO | VRT | Industrials | 0.28% | 40,314 | +2,271 | +5.97% | $10,101,780 |
| NUSHARES ETF TR | NUSC | Other | 0.28% | 222,001 | +387 | +0.17% | $10,003,328 |
| SPDR HIGH | SPHY | Other | 0.27% | 419,806 | +22,098 | +5.56% | $9,789,879 |
| INVESCO EXCHANGE TRADED FD T | SPHQ | Other | 0.27% | 126,889 | -31,307 | -19.79% | $9,540,778 |
| MICRON TECHNOLOGY INC | MU | Technology | 0.27% | 28,038 | +2,434 | +9.51% | $9,472,399 |
| GLOBAL X FDS | PAVE | Other | 0.26% | 181,548 | +36,543 | +25.20% | $9,224,437 |
| ISHARES TR | EFV | Other | 0.26% | 123,242 | -15,966 | -11.47% | $9,163,491 |
| CATERPILLAR INC | CAT | Industrials | 0.26% | 12,871 | -509 | -3.80% | $9,118,837 |
| SPDR GOLD TR | GLD | Other | 0.26% | 21,187 | +559 | +2.71% | $9,116,342 |
| SPDR INDEX SHS FDS | EDIV | Other | 0.25% | 230,263 | -10,697 | -4.44% | $9,090,786 |
| DBX ETF TR | HYLB | Other | 0.25% | 251,151 | +2,476 | +1.00% | $9,081,616 |
| ISHARES TR | OEF | Other | 0.25% | 28,312 | -32 | -0.11% | $9,005,889 |
| VANECK ETF TRUST | ANGL | Other | 0.25% | 312,057 | +15,525 | +5.24% | $8,962,263 |