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

WCG Wealth Advisors LLC

WCG Wealth's asset manager based in Greenwich, CT — $3.6B in tracked AUM across 519 positions as of Q1 2026.

WW
WCG Wealth·Greenwich, CT·Asset Manager
CIK 0001855713 · last filed Mar 31, 2026
Total AUM
$3.6B
▲ 0.1%
vs prior
Holdings
519
—
positions
Whale Score
49
49
tracked
Activity
—
no data
changes this Q
Top sector
Financials
6% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

WCG 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
NVDA
NVIDIA CORPORATION
$97M559K2.7%
02
PYLD
PIMCO ETF TR
$89M3.4M2.5%
03
SPYM
SPDR SER TR
$89M1.2M2.5%
04
AAPL
APPLE INC
$81M317K2.3%
05
RODM
LATTICE STRATEGIES TR
$68M1.7M1.9%
06
CRTC
DBX ETF TR
$62M1.7M1.7%
07
AMZN
AMAZON COM INC
$61M292K1.7%
08
SNPE
DBX ETF TR
$57M958K1.6%
09
MUNI
PIMCO ETF TRUST INTER MUN BD ACT ETF
$50M963K1.4%
10
GOOGL
ALPHABET INC
$50M174K1.4%

Filing history

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