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
$0
$445,000 0.03% of portfolio
36,752
Q2 2025 Added 91.44%
$0
$415,000 0.03% of portfolio
42,492
Q2 2025 Added 82.13%
$0
$450,000 0.03% of portfolio
36,775
Q2 2025 Added 92.94%
$0
$458,000 0.03% of portfolio
50,686
Q2 2025 Added 72.04%
$191M
$263,000 0.02% of portfolio
123,234
Q2 2025 New
$80.9B
$233,000 0.02% of portfolio
12,554
Q2 2025 Reduced 4.43%
$552M
$352,000 0.02% of portfolio
28,807
Q2 2025 New
$31.5B
$247,000 0.02% of portfolio
47,394
Q2 2025 Added 5.88%
$53.7B
$271,000 0.02% of portfolio
14,976
Q2 2025 Added 3.37%
-
$0 0.0% of portfolio
-
Q2 2025 Reduced 5.66%
$0
$0 0.0% of portfolio
36,236
Q2 2025 New
-
$0 0.0% of portfolio
-
Q2 2025 Added 4.74%
-
$0 0.0% of portfolio
-
Q2 2025 New
-
$0 0.0% of portfolio
-
Q2 2025 New
-
$0 0.0% of portfolio
-
Q2 2025 Reduced 2.35%

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
Track This Portfolio

Track Wcg Wealth Advisors LLC Portfolio

Follow Wcg Wealth Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wcg Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wcg Wealth Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email