DOSSIER · 13F-HR · Q2 2026

WCG Wealth Advisors LLC

$4.2B in tracked AUM across 555 positions as of Q2 2026.

WW
CIK 0001855713 · last filed Jun 30, 2026
Total AUM
$4.2B
as of Q2 2026
Holdings
555
positions
Whale Score
55
55
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

WCG 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
PYLD
PIMCO ETF TR
$143M5.4M3.4%
02
NVDA
NVIDIA CORPORATION
$117M583K2.8%
03
SPYM
SPDR SERIES TRUST
$94M1.1M2.2%
04
AAPL
APPLE INC
$90M311K2.1%
05
CRTC
DBX ETF TR
$75M1.9M1.8%
06
RODM
LATTICE STRATEGIES TR
$72M1.8M1.7%
07
MUNI
PIMCO ETF TR
$72M1.4M1.7%
08
IVV
ISHARES TR
$71M95K1.7%
09
AMZN
AMAZON COM INC
$71M298K1.7%
10
GOOGL
ALPHABET INC
$60M167K1.4%

Filing history

2026Q2Jun 30
$4.2B 18.0%
555 positionsView →
2026Q1Mar 31
$3.6B 0.2%
519 positionsView →
2025Q4Dec 31
$3.6B 123.7%
503 positionsView →
2025Q3Sep 30
$1.6B 3.2%
331 positionsView →
2025Q2Jun 30
$1.5B 17.5%
327 positionsLocked
2025Q1Mar 31
$1.3B 13.0%
284 positionsLocked
2024Q4Dec 31
$1.5B 2.2%
293 positionsLocked
2024Q3Sep 30
$1.5B 9.7%
307 positionsLocked
2024Q2Jun 30
$1.4B 26.3%
275 positionsLocked
2024Q1Mar 31
$1.1B 21.5%
255 positionsLocked
2023Q4Dec 31
$1.4B 0.3%
293 positionsLocked
2023Q3Sep 30
$1.4B 59.4%
280 positionsLocked
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