13F Insight
DOSSIER · 13F-HR · Q2 2026

PCG Wealth Advisors, LLC

$448M in tracked AUM across 180 positions as of Q2 2026.

PW
CIK 0001905393 · last filed Jun 30, 2026
Total AUM
$448M
as of Q2 2026
Holdings
180
—
positions
Whale Score
50
50
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

PCG Wealth Advisors, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
CGDV
CAPITAL GROUP DIVIDEND VALUE
$34M682K7.5%02
SPY
STATE STR SPDR S&P 500 ETF T
$24M33K5.4%03
CGBL
CAPITAL GROUP CORE BALANCED
$15M402K3.4%04
XMHQ
INVESCO EXCHANGE TRADED FD T
$14M127K3.2%05
FDVV
FIDELITY COVINGTON TRUST
$11M183K2.5%06
AVDE
AMERICAN CENTY ETF TR
$10M113K2.2%07
AVLV
AMERICAN CENTY ETF TR
$9M101K2.0%08
GLD
SPDR GOLD TR
$9M25K2.0%09
SMH
VANECK ETF TRUST
$9M14K2.0%10
QQQM
INVESCO EXCH TRADED FD TR II
$8M27K1.9%

Filing history

2026Q2Jun 30
$448M▲ 13.3%
180 positionsView →2026Q1Mar 31
$395M▲ 11.9%
164 positionsView →2025Q4Dec 31
$353M▲ 43.1%
152 positionsView →2025Q3Sep 30
$247M▲ 26.4%
95 positionsView →2025Q2Jun 30
$196M▼ 5.2%
89 positionsLocked2025Q1Mar 31
$206M▼ 23.9%
85 positionsLocked2024Q4Dec 31
$271M▲ 4.4%
126 positionsLocked2024Q3Sep 30
$259M▲ 12.8%
122 positionsLocked2024Q2Jun 30
$230M▲ 9.3%
119 positionsLocked2024Q1Mar 31
$210M▲ 17.5%
112 positionsLocked2023Q4Dec 31
$179M▲ 17.4%
104 positionsLocked2023Q3Sep 30
$152M▼ 5.3%
104 positionsLocked
Showing 12 of 19