Pcg Wealth Advisors, LLC Portfolio Holdings
Pcg Wealth Advisors, LLC
- $310 Million
- Q3 2025
Pcg Wealth Advisors, LLC has filed its 13F form on November 13, 2025 for Q3 2025 where it was disclosed a total value porftolio of $310 Million distributed in 147 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $18.6M, Global X Silver Miners ETF with a value of $16.3M, Spdr Portfolio S&P 500 ETF (Ma with a value of $13.3M, Spdr Gold Trust with a value of $12.3M, and Vaneck ETF Tr Gold Miners ETF with a value of $9.76M.
Examining the 13F form we can see an increase of $116M in the current position value, from $194M to 310M.
Below you can find more details about Pcg Wealth Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$310 Million
ETFs: $273 Million
Technology: $11 Million
Consumer Cyclical: $3.69 Million
Energy: $2.79 Million
Communication Services: $2.59 Million
Consumer Defensive: $1.59 Million
Basic Materials: $1.22 Million
Real Estate: $1.15 Million
Other: $1.67 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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