WCG Wealth Advisors LLC

WCG Wealth Advisors LLC is an institution, managing $1.6B across 326 long positions as of Q3 2025 with 67% ETF concentration.

Top Holdings

Largest long holdings in WCG Wealth Advisors LLC's portfolio (23.1% of total portfolio)

Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Nvidia NVDA	Semiconductors Technology	$59.2M	3.73%	+$6.5M Bought	0.00% 317.5K shares	Q2 2022 Held for 3y 5m
2 Apple AAPL	Consumer Electronics Technology	$45.2M	2.84%	-$2.7M Sold	0.00% 177.4K shares	Q2 2022 Held for 3y 5m
3 Avantis U.S. Equity AVUS	ETF ETF	$44.8M	2.82%	+$389.9K Bought	— 411.9K shares	Q3 2023 Held for 2y 2m
4 Microsoft MSFT	Software - Infrastructure Technology	$34.3M	2.16%	-$951.5K Sold	0.00% 66.2K shares	Q2 2022 Held for 3y 5m
5 iShares Core S&P 500 ETF IVV	ETF ETF	$34.1M	2.15%	+$5.4K Bought	— 51.0K shares	Q2 2023 Held for 2y 5m
6 iShares Russell 1000 Growth IWF	ETF ETF	$32.3M	2.03%	+$32.3M Bought	— 68.9K shares	Q3 2025 Held for 2 months
7 JPMorgan Active Value JAVA	ETF ETF	$31.4M	1.97%	+$1.8M Bought	— 454.6K shares	Q2 2024 Held for 1y 5m
8 Visa V	Financial - Credit Services Financial Services	$30.4M	1.91%	+$19.0M Bought	0.00% 89.1K shares	Q2 2022 Held for 3y 5m
9 PYLD PIMCO Multi Sector Bond Active PYLD	ETF ETF	$29.6M	1.86%	-$2.9M Sold	— 1.1M shares	Q2 2024 Held for 1y 5m
10 SPDR DoubleLine Total Return Tactical TOTL	ETF ETF	$26.3M	1.65%	+$419.1K Bought	— 647.2K shares	Q2 2024 Held for 1y 5m

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

Market Value

$1.6B

Prior: $1.5B

Q/Q Change

+2.96%

+$45.6M

Net Flows % of MV

-5.95%

Turnover Ratio

10.71%

New Purchases

26 stocks

$22.7M

Added To

116 stocks

+$81.0M

Sold Out Of

31 stocks

$39.8M

Reduced Holdings

164 stocks

-$158.4M

Position	Shares Δ	Change
1 Shopify SHOP	New	0 → 22.5K +$3.3M
2 CoreWeave, Inc. CRWV	New	0 → 10.3K +$1.4M
3 VanEck Uranium and Nuclear NLR	New	0 → 10.1K +$1.4M
4 BlackRock High Yield Muni Income Bond HYMU	New	0 → 61.1K +$1.4M
5 D-Wave Quantum QBTS	New	0 → 53.2K +$1.3M

Position	Shares Δ	Change
1 Coinbase Global, Inc. COIN	Sold	11.8K → 0 −$4.1M
2 Elevance Health ELV	Sold	10.3K → 0 −$4.0M
3 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund GRID	Sold	20.0K → 0 −$2.8M
4 iShares 7-10 Year Treasury Bond IEF	Sold	25.5K → 0 −$2.4M
5 Analog Devices ADI	Sold	10.2K → 0 −$2.4M