PCG Wealth Advisors, LLC

RIA/Wealth

PCG Wealth Advisors, LLC is a RIA/Wealth based in Overland Park, KS led by Craig Joseph Kurth, reporting $765.5M in AUM as of Q3 2025 with 81% ETF concentration and minimal technology exposure.

CEOCraig Joseph Kurth

Portfolio Value: $340.0M
Positions: 145
Top Holding: SPY at 5.48%
Last Reported: Q3 2025

Address5700 W. 112th Street,, Suite 120, Overland Park, KS, 66211, United States

Top Holdings

Largest long holdings in PCG Wealth Advisors, LLC's portfolio (32.3% of total portfolio)

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GthenH

Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 SPDR S&P 500 ETF Trust SPY	ETF ETF	$18.6M	5.48%	+$1.0M Bought	— 28.0K shares	Q4 2021 Held for 3y 11m
2 Global X Silver Miners SIL	Unknown Unknown	$16.3M	4.78%	-$6.4M Sold	— 227.1K shares	Q4 2022 Held for 2y 11m
3 SPDR Portfolio S&P 500 ETF SPLG	ETF ETF	$13.3M	3.92%	+$1.6M Bought	— 170.0K shares	Q4 2021 Held for 3y 11m
4 GLD SPDR Gold Trust GLD	Unknown Unknown	$12.3M	3.63%	-$113.0K Sold	— 34.7K shares	Q4 2022 Held for 2y 11m
5 VanEck Gold Miners GDX	ETF ETF	$9.8M	2.87%	-$6.4M Sold	— 127.7K shares	Q1 2022 Held for 3y 8m
6 First Trust Value Line Dividend Fund FVD	ETF ETF	$9.5M	2.81%	+$226.3K Bought	— 206.5K shares	Q4 2021 Held for 3y 11m
7 AVLV Avantis U.S. Large Cap Value AVLV	ETF ETF	$9.2M	2.71%	+$9.2M Bought	— 127.7K shares	Q4 2022 Held for 2y 11m
8 CGBL Capital Group Core Balanced CGBL	ETF ETF	$7.1M	2.09%	+$7.1M Bought	— 205.2K shares	Q4 2024 Held for 11 months
9 First Trust Capital Strength FTCS	ETF ETF	$6.9M	2.02%	-$183.2K Sold	— 73.3K shares	Q4 2021 Held for 3y 11m
10 FT Vest Laddered Buffer BUFR	ETF ETF	$6.6M	1.95%	+$6.6M Bought	— 197.9K shares	Q4 2023 Held for 1y 11m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in PCG Wealth Advisors, LLC's latest filing

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Market Value

$340.0M

Prior: $195.5M

Q/Q Change

+73.92%

+$144.5M

Net Flows % of MV

+0.99%

Turnover Ratio

25.38%

New Purchases

21 stocks

$18.7M

Added To

33 stocks

+$12.5M

Sold Out Of

6 stocks

$5.7M

Reduced Holdings

34 stocks

-$22.1M

Increased Positions

Position	Shares Δ	Change
1 T. Rowe Price International Equity TOUS	New	0 → 82.5K +$2.8M
2 JIRE JPMorgan International Research Enhanced Equity JIRE	New	0 → 31.5K +$2.3M
3 iShares U.S. Broker-Dealers & Securities Exchanges IAI	New	0 → 11.3K +$2.0M
4 Invesco S&P 500 Top 50 ETF XLG	New	0 → 28.7K +$1.7M
5 Fidelity Enhanced International FENI	New	0 → 41.6K +$1.5M

Decreased Positions

Position	Shares Δ	Change
1 WisdomTree International Hedged Quality Dividend Growth IHDG	Sold	40.7K → 0 −$1.8M
2 First Trust BuyWrite Income FTHI	Sold	74.7K → 0 −$1.7M
3 Financial Select Sector SPDR Fund XLF	Sold	29.9K → 0 −$1.6M
4 Colgate-Palmolive CL	Sold	2.5K → 0 −$226.0K
5 Hecla Mining HL	Sold	35.5K → 0 −$212.8K