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 Market Cap. of $10 Billions to $200 Billions
