Wcg Wealth Advisors LLC Portfolio Holdings

Wcg Wealth Advisors LLC

  • $1.42 Billion
  • Q2 2025

Wcg Wealth Advisors LLC has filed its 13F form on August 13, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.42 Billion distributed in 527 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $44.7M, American Centy ETF Tr Avantis with a value of $41.2M, Apple Inc. with a value of $38.5M, Microsoft Corp with a value of $33.8M, and Ishares Core S&P 500 ETF with a value of $31.6M.

Examining the 13F form we can see an increase of $208M in the current position value, from $1.21B to 1.42B.

Wcg Wealth Advisors LLC is based out at Las Vegas, NV

Below you can find more details about Wcg Wealth Advisors LLC portfolio as well as his latest detailed transactions.

Portfolio value $1.42 Billion
ETFs: $981 Million
Technology: $167 Million
Financial Services: $89.9 Million
Communication Services: $47.6 Million
Consumer Cyclical: $44.2 Million
Consumer Defensive: $27.1 Million
Energy: $22.8 Million
Healthcare: $19.8 Million
Other: $8.89 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$456B
$44.7 Million 3.15% of portfolio
282,849
Q2 2025 Added 15.3%
$3.69T
$38.5 Million 2.71% of portfolio
187,854
Q2 2025 Added 0.67%
$3.95T
$33.8 Million 2.38% of portfolio
68,017
Q2 2025 Reduced 2.13%
$2.26T
$23.8 Million 1.68% of portfolio
108,697
Q2 2025 Added 1.81%
$621B
$22.2 Million 1.57% of portfolio
45,766
Q2 2025 New
$1.21T
$17 Million 1.2% of portfolio
96,332
Q2 2025 Added 0.58%
$1.78T
$15.6 Million 1.1% of portfolio
21,142
Q2 2025 Added 4.26%
$551B
$11.9 Million 0.83% of portfolio
33,393
Q2 2025 Added 2.05%
$859B
$9.16 Million 0.64% of portfolio
31,601
Q2 2025 Reduced 0.84%
$281B
$8.92 Million 0.63% of portfolio
91,209
Q2 2025 Added 1.96%
$684B
$8.46 Million 0.6% of portfolio
38,701
Q2 2025 Reduced 12.12%
$179B
$8.57 Million 0.6% of portfolio
93,935
Q2 2025 Added 16.74%
$548B
$7.9 Million 0.56% of portfolio
14,067
Q2 2025 Added 9.62%
$1.27T
$7.35 Million 0.52% of portfolio
32,472
Q2 2025 Added 22.08%
$33.1B
$6.05 Million 0.43% of portfolio
74,144
Q2 2025 Reduced 9.49%
$261B
$5.97 Million 0.42% of portfolio
32,786
Q2 2025 Added 1.24%
$1.08T
$5.61 Million 0.39% of portfolio
17,648
Q2 2025 Added 9.32%
$232B
$5.06 Million 0.36% of portfolio
18,550
Q2 2025 Added 20.96%
$368B
$4.89 Million 0.34% of portfolio
30,673
Q2 2025 Added 9.57%
$207B
$4.42 Million 0.31% of portfolio
35,635
Q2 2025 Added 3.48%
$1.24T
$4.28 Million 0.3% of portfolio
24,122
Q2 2025 Reduced 2.58%
$45.7B
$4.13 Million 0.29% of portfolio
11,787
Q2 2025 Reduced 0.03%
$405B
$4.05 Million 0.29% of portfolio
11,050
Q2 2025 Reduced 1.35%
$70.7B
$4 Million 0.28% of portfolio
10,276
Q2 2025 New
$293B
$3.91 Million 0.28% of portfolio
56,311
Q2 2025 Added 31.76%
$162B
$3.88 Million 0.27% of portfolio
21,186
Q2 2025 Added 83.67%
$381B
$3.74 Million 0.26% of portfolio
79,105
Q2 2025 Reduced 17.16%
$68.2B
$3.56 Million 0.25% of portfolio
114,681
Q2 2025 Added 70.74%
$302B
$3.46 Million 0.24% of portfolio
43,239
Q2 2025 Reduced 0.94%
$108B
$3.02 Million 0.21% of portfolio
32,907
Q2 2025 Added 2.65%
$34.5B
$2.69 Million 0.19% of portfolio
17,069
Q2 2025 Added 3.43%
$173B
$2.66 Million 0.19% of portfolio
16,707
Q2 2025 Added 16.44%
$155B
$2.76 Million 0.19% of portfolio
45,172
Q2 2025 Added 4.1%
$122B
$2.57 Million 0.18% of portfolio
29,475
Q2 2025 Added 6.74%
$53.3B
$2.6 Million 0.18% of portfolio
34,952
Q2 2025 Reduced 16.42%
$138B
$2.54 Million 0.18% of portfolio
104,890
Q2 2025 Added 35.28%
$141B
$2.59 Million 0.18% of portfolio
72,483
Q2 2025 Reduced 1.16%
$119B
$2.43 Million 0.17% of portfolio
10,212
Q2 2025 Reduced 28.39%
$0
$2.34 Million 0.17% of portfolio
106,756
Q2 2025 New
$120B
$2.37 Million 0.17% of portfolio
26,389
Q2 2025 Added 3.86%
$52.5B
$2.37 Million 0.17% of portfolio
11,561
Q2 2025 Reduced 24.96%
$202B
$2.25 Million 0.16% of portfolio
17,026
Q2 2025 Reduced 13.71%
$257B
$2.25 Million 0.16% of portfolio
18,607
Q2 2025 Added 0.94%
$182B
$2.14 Million 0.15% of portfolio
49,511
Q2 2025 Added 110.74%
$0
$1.92 Million 0.14% of portfolio
92,650
Q2 2025 Added 9.17%
$452B
$1.98 Million 0.14% of portfolio
12,965
Q2 2025 New
$182B
$1.96 Million 0.14% of portfolio
21,001
Q2 2025 Added 2.74%
$48.5B
$1.93 Million 0.14% of portfolio
14,594
Q2 2025 New
$121B
$2.06 Million 0.14% of portfolio
42,551
Q2 2025 Added 26.71%

Summary

  • Portfolio
  • No. of Stocks 527
  • Current Value $1.42 Billion
  • Prior Value $1.21 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 13, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 64 stocks
  • Additional Purchases 148 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 111 stocks
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