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
$407B
$3.74 Million 0.26% of portfolio
79,105
Q2 2025 Reduced 17.16%
$0
$3.73 Million 0.26% of portfolio
59,019
Q2 2025 Reduced 2.85%
$69.5B
$3.56 Million 0.25% of portfolio
114,681
Q2 2025 Added 70.74%
$0
$3.45 Million 0.24% of portfolio
33,941
Q2 2025 Added 5.3%
$308B
$3.46 Million 0.24% of portfolio
43,239
Q2 2025 Reduced 0.94%
$0
$3.36 Million 0.24% of portfolio
62,554
Q2 2025 Added 5.6%
$0
$3.42 Million 0.24% of portfolio
14,226
Q2 2025 Added 0.52%
$0
$3.08 Million 0.22% of portfolio
72,790
Q2 2025 New
$0
$3.14 Million 0.22% of portfolio
15,936
Q2 2025 Reduced 25.78%
$0
$3.14 Million 0.22% of portfolio
42,712
Q2 2025 Added 269.8%
$0
$3.01 Million 0.21% of portfolio
113,159
Q2 2025 Added 35.58%
$0
$3.01 Million 0.21% of portfolio
11,301
Q2 2025 Added 0.57%
$94.5B
$3.02 Million 0.21% of portfolio
32,907
Q2 2025 Added 2.65%
$5.03B
$2.97 Million 0.21% of portfolio
94,041
Q2 2025 Added 1.65%
$0
$2.79 Million 0.2% of portfolio
20,048
Q2 2025 Added 40.55%
$0
$2.84 Million 0.2% of portfolio
54,272
Q2 2025 Reduced 3.39%
$0
$2.73 Million 0.19% of portfolio
29,579
Q2 2025 New
$181B
$2.66 Million 0.19% of portfolio
16,707
Q2 2025 Added 16.44%
$161B
$2.76 Million 0.19% of portfolio
45,172
Q2 2025 Added 4.1%
$0
$2.67 Million 0.19% of portfolio
19,996
Q2 2025 Reduced 10.68%
$0
$2.57 Million 0.18% of portfolio
35,358
Q2 2025 Reduced 5.56%
$125B
$2.57 Million 0.18% of portfolio
29,475
Q2 2025 Added 6.74%
$50.8B
$2.6 Million 0.18% of portfolio
34,952
Q2 2025 Reduced 16.42%
$140B
$2.54 Million 0.18% of portfolio
104,890
Q2 2025 Added 35.28%
$0
$2.49 Million 0.18% of portfolio
21,224
Q2 2025 Reduced 3.6%
$0
$2.49 Million 0.18% of portfolio
40,129
Q2 2025 Reduced 0.73%
$147B
$2.59 Million 0.18% of portfolio
72,483
Q2 2025 Reduced 1.16%
$0
$2.44 Million 0.17% of portfolio
38,930
Q2 2025 Reduced 11.39%
$128B
$2.43 Million 0.17% of portfolio
10,212
Q2 2025 Reduced 28.39%
$0
$2.35 Million 0.17% of portfolio
36,753
Q2 2025 Added 3.46%
$0
$2.44 Million 0.17% of portfolio
25,496
Q2 2025 Reduced 89.73%
$0
$2.37 Million 0.17% of portfolio
31,619
Q2 2025 Added 79.1%
$0
$2.46 Million 0.17% of portfolio
12,689
Q2 2025 Reduced 3.99%
$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%
$59.3B
$2.37 Million 0.17% of portfolio
11,561
Q2 2025 Reduced 24.96%
$0
$2.43 Million 0.17% of portfolio
91,709
Q2 2025 Reduced 11.84%
$199B
$2.25 Million 0.16% of portfolio
17,026
Q2 2025 Reduced 13.71%
$0
$2.33 Million 0.16% of portfolio
23,600
Q2 2025 New
$275B
$2.25 Million 0.16% of portfolio
18,607
Q2 2025 Added 0.94%
$0
$2.16 Million 0.15% of portfolio
60,331
Q2 2025 Reduced 16.95%
$0
$2.08 Million 0.15% of portfolio
43,193
Q2 2025 Reduced 3.65%
$0
$2.13 Million 0.15% of portfolio
127,163
Q2 2025 Reduced 3.69%
$185B
$2.14 Million 0.15% of portfolio
49,511
Q2 2025 Added 110.74%
$0
$2.2 Million 0.15% of portfolio
41,529
Q2 2025 Added 16.02%
$0
$1.92 Million 0.14% of portfolio
92,650
Q2 2025 Added 9.17%
$0
$2.01 Million 0.14% of portfolio
13,668
Q2 2025 New
$467B
$1.98 Million 0.14% of portfolio
12,965
Q2 2025 New
$187B
$1.96 Million 0.14% of portfolio
21,001
Q2 2025 Added 2.74%

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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