13F Insight
DOSSIER · 13F-HR · Q1 2026

PCG Wealth Advisors, LLC

$395M in tracked AUM across 164 positions as of Q1 2026.

PW
CIK 0001905393 · last filed Mar 31, 2026
Total AUM
$395M
as of Q1 2026
Holdings
164
—
positions
Whale Score
48
48
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

PCG Wealth Advisors, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
CGDV
CAPITAL GROUP DIVIDEND VALUE
$28M647K7.0%02
SPY
STATE STR SPDR S&P 500 ETF T
$20M30K5.0%03
XMHQ
INVESCO EXCHANGE TRADED FD T
$15M141K3.7%04
CGBL
CAPITAL GROUP CORE BALANCED
$12M347K3.0%05
GLD
SPDR GOLD TR
$10M24K2.6%06
FDVV
FIDELITY COVINGTON TRUST
$10M182K2.5%07
NLR
VANECK ETF TRUST
$9M69K2.3%08
AVDE
AMERICAN CENTY ETF TR
$9M102K2.2%09
AVLV
AMERICAN CENTY ETF TR
$8M101K2.1%10
SPYM
SPDR SERIES TRUST
$8M102K2.0%

Filing history

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 positionsLocked2023Q2Jun 30
$161M▲ 1.8%
109 positionsLocked
Showing 12 of 18