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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$8.24 Million 0.58% of portfolio
47,579
Q2 2025 Reduced 1.09%
$0
$8.23 Million 0.58% of portfolio
369,935
Q2 2025 Added 18.11%
$0
$8.05 Million 0.57% of portfolio
153,636
Q2 2025 Reduced 53.38%
$519B
$7.9 Million 0.56% of portfolio
14,067
Q2 2025 Added 9.62%
$0
$7.79 Million 0.55% of portfolio
219,479
Q2 2025 Reduced 31.43%
$0
$7.75 Million 0.55% of portfolio
25,490
Q2 2025 Reduced 0.53%
$0
$7.73 Million 0.54% of portfolio
28,688
Q2 2025 Reduced 6.56%
$0
$7.72 Million 0.54% of portfolio
112,609
Q2 2025 Added 7.51%
$0
$7.48 Million 0.53% of portfolio
38,278
Q2 2025 Added 2.85%
$0
$7.52 Million 0.53% of portfolio
184,566
Q2 2025 Added 8.57%
$1.58T
$7.35 Million 0.52% of portfolio
32,472
Q2 2025 Added 22.08%
$0
$7.34 Million 0.52% of portfolio
92,410
Q2 2025 Added 4.18%
$0
$7.42 Million 0.52% of portfolio
85,390
Q2 2025 Added 4.69%
$0
$7.23 Million 0.51% of portfolio
159,634
Q2 2025 Added 46.2%
$0
$7.05 Million 0.5% of portfolio
174,390
Q2 2025 Reduced 21.8%
$0
$7.09 Million 0.5% of portfolio
86,812
Q2 2025 New
$0
$6.63 Million 0.47% of portfolio
131,797
Q2 2025 Reduced 11.41%
$0
$6.7 Million 0.47% of portfolio
105,526
Q2 2025 Added 2.19%
$0
$6.52 Million 0.46% of portfolio
116,260
Q2 2025 Added 11.29%
$0
$6.51 Million 0.46% of portfolio
87,760
Q2 2025 Added 4.03%
$0
$6.22 Million 0.44% of portfolio
62,909
Q2 2025 New
$0
$6.27 Million 0.44% of portfolio
147,893
Q2 2025 New
$29.2B
$6.05 Million 0.43% of portfolio
74,144
Q2 2025 Reduced 9.49%
$224B
$5.97 Million 0.42% of portfolio
32,786
Q2 2025 Added 1.24%
$0
$5.75 Million 0.4% of portfolio
57,958
Q2 2025 New
$0
$5.62 Million 0.4% of portfolio
225,734
Q2 2025 Added 9.06%
$474B
$5.65 Million 0.4% of portfolio
52,366
Q2 2025 Added 5.46%
$1.48T
$5.61 Million 0.39% of portfolio
17,648
Q2 2025 Added 9.32%
$0
$5.27 Million 0.37% of portfolio
97,090
Q2 2025 Added 20.45%
$261B
$5.06 Million 0.36% of portfolio
18,550
Q2 2025 Added 20.96%
$0
$4.97 Million 0.35% of portfolio
52,163
Q2 2025 Added 115.57%
$0
$4.78 Million 0.34% of portfolio
135,445
Q2 2025 Added 9.6%
$351B
$4.89 Million 0.34% of portfolio
30,673
Q2 2025 Added 9.57%
$0
$4.73 Million 0.33% of portfolio
21,747
Q2 2025 New
$0
$4.68 Million 0.33% of portfolio
49,839
Q2 2025 Reduced 1.91%
$0
$4.39 Million 0.31% of portfolio
46,690
Q2 2025 Added 45.47%
$204B
$4.42 Million 0.31% of portfolio
35,635
Q2 2025 Added 3.48%
$0
$4.38 Million 0.31% of portfolio
84,247
Q2 2025 Reduced 4.25%
$0
$4.37 Million 0.31% of portfolio
39,018
Q2 2025 Added 2.33%
$1.73T
$4.28 Million 0.3% of portfolio
24,122
Q2 2025 Reduced 2.58%
$46.9B
$4.13 Million 0.29% of portfolio
11,787
Q2 2025 Reduced 0.03%
$387B
$4.05 Million 0.29% of portfolio
11,050
Q2 2025 Reduced 1.35%
$0
$4.13 Million 0.29% of portfolio
129,731
Q2 2025 Added 113.09%
$0
$4.11 Million 0.29% of portfolio
18,116
Q2 2025 Reduced 11.4%
$76.1B
$4 Million 0.28% of portfolio
10,276
Q2 2025 New
$64.1B
$3.98 Million 0.28% of portfolio
63,780
Q2 2025 Reduced 1.54%
$306B
$3.91 Million 0.28% of portfolio
56,311
Q2 2025 Added 31.76%
$205B
$3.88 Million 0.27% of portfolio
21,186
Q2 2025 Added 83.67%
$0
$3.76 Million 0.26% of portfolio
19,921
Q2 2025 Reduced 3.11%

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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