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
$259B
$1.91 Million 0.13% of portfolio
31,473
Q2 2025 New
$83.7B
$1.85 Million 0.13% of portfolio
20,257
Q2 2025 Reduced 0.64%
$302B
$1.7 Million 0.12% of portfolio
11,864
Q2 2025 New
$229B
$1.71 Million 0.12% of portfolio
11,690
Q2 2025 Reduced 16.18%
$139B
$1.71 Million 0.12% of portfolio
13,913
Q2 2025 New
$95.8B
$1.56 Million 0.11% of portfolio
13,234
Q2 2025 New
$89.6B
$1.62 Million 0.11% of portfolio
72,202
Q2 2025 Added 37.57%
$306B
$1.52 Million 0.11% of portfolio
21,439
Q2 2025 Added 0.6%
$203B
$1.38 Million 0.1% of portfolio
47,585
Q2 2025 Reduced 5.61%
$70.4B
$1.46 Million 0.1% of portfolio
23,271
Q2 2025 Added 3.48%
$78.6B
$1.36 Million 0.1% of portfolio
10,169
Q2 2025 New
$56.9B
$1.26 Million 0.09% of portfolio
39,321
Q2 2025 Added 19.71%
$66.3B
$1.17 Million 0.08% of portfolio
15,070
Q2 2025 New
$203B
$1.14 Million 0.08% of portfolio
14,398
Q2 2025 Added 2.31%
$102B
$1.1 Million 0.08% of portfolio
11,986
Q2 2025 New
$7.33B
$1.21 Million 0.08% of portfolio
19,393
Q2 2025 Reduced 0.36%
$5.02B
$961,000 0.07% of portfolio
16,265
Q2 2025 Added 3.5%
$78.6B
$1.06 Million 0.07% of portfolio
14,285
Q2 2025 Added 1.15%
$3.52B
$944,000 0.07% of portfolio
18,150
Q2 2025 Reduced 0.49%
$23.4B
$815,000 0.06% of portfolio
16,331
Q2 2025 Added 54.34%
$13.7B
$805,000 0.06% of portfolio
10,347
Q2 2025 Added 3.26%
$173B
$811,000 0.06% of portfolio
11,823
Q2 2025 New
$1.19B
$842,000 0.06% of portfolio
15,004
Q2 2025 New
$118B
$798,000 0.06% of portfolio
13,622
Q2 2025 Reduced 7.16%
$76.9B
$772,000 0.05% of portfolio
15,694
Q2 2025 Reduced 3.51%
$16.7B
$778,000 0.05% of portfolio
11,300
Q2 2025 New
$1.66B
$749,000 0.05% of portfolio
10,850
Q2 2025 Reduced 0.46%
$141B
$767,000 0.05% of portfolio
11,053
Q2 2025 Reduced 3.14%
$2.75B
$591,000 0.04% of portfolio
21,308
Q2 2025 Added 36.95%
$1.79B
$500,000 0.04% of portfolio
46,088
Q2 2025 New
$7.82B
$562,000 0.04% of portfolio
19,685
Q2 2025 New
$0
$508,000 0.04% of portfolio
27,888
Q2 2025 Added 63.99%
$18.2B
$509,000 0.04% of portfolio
15,712
Q2 2025 New
$0
$500,000 0.04% of portfolio
26,396
Q2 2025 Added 60.68%
$4.04B
$569,000 0.04% of portfolio
13,373
Q2 2025 New
$0
$616,000 0.04% of portfolio
44,476
Q2 2025 Added 56.61%
$0
$545,000 0.04% of portfolio
37,769
Q2 2025 Added 64.52%
$0
$569,000 0.04% of portfolio
65,797
Q2 2025 Added 61.04%
$81.5B
$612,000 0.04% of portfolio
110,110
Q2 2025 New
$0
$531,000 0.04% of portfolio
61,180
Q2 2025 Added 0.54%
$59.7B
$499,000 0.04% of portfolio
16,999
Q2 2025 Reduced 2.63%
$44.5B
$540,000 0.04% of portfolio
52,077
Q2 2025 New
$0
$438,000 0.03% of portfolio
18,100
Q2 2025 Reduced 2.95%
$0
$436,000 0.03% of portfolio
20,874
Q2 2025 Added 81.32%
$0
$409,000 0.03% of portfolio
37,543
Q2 2025 Added 84.22%
$0
$428,000 0.03% of portfolio
29,375
Q2 2025 New
$0
$494,000 0.03% of portfolio
55,600
Q2 2025 Added 65.07%
$0
$465,000 0.03% of portfolio
22,209
Q2 2025 Added 73.78%
$95.8B
$488,000 0.03% of portfolio
10,782
Q2 2025 Added 3.87%

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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