Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
PCG Wealth Advisors, LLC (CIK 1905393) reported $395.5M across 162 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: CGDV ($27.5M, 6.96%), SPY ($19.7M, 4.98%), XMHQ ($14.6M, 3.68%), CGBL ($11.9M, 3.02%), GLD ($10.4M, 2.64%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | CGDV | CAPITAL GROUP DIVIDEND VALUE | $27.5M | 6.96% | 647,371 | Added |
| 2 | SPY | STATE STR SPDR S&P 500 ETF T | $19.7M | 4.98% | 30,277 | Added |
| 3 | XMHQ | INVESCO EXCHANGE TRADED FD T | $14.6M | 3.68% | 140,924 | Added |
| 4 | CGBL | CAPITAL GROUP CORE BALANCED | $11.9M | 3.02% | 346,953 | Added |
| 5 | GLD | SPDR GOLD TR | $10.4M | 2.64% | 24,257 | Trimmed |
| 6 | FDVV | FIDELITY COVINGTON TRUST | $10.0M | 2.54% | 181,898 | Added |
| 7 | NLR | VANECK ETF TRUST | $9.1M | 2.31% | 68,593 | Added |
| 8 | AVDE | AMERICAN CENTY ETF TR | $8.7M | 2.20% | 102,395 | Added |
| 9 | AVLV | AMERICAN CENTY ETF TR | $8.1M | 2.05% | 100,709 | Trimmed |
| 10 | SPLG | SPDR SERIES TRUST | $7.8M | 1.97% | 101,709 | Trimmed |
| 11 | BUFR | FIRST TR EXCHNG TRADED FD VI | $7.6M | 1.92% | 225,340 | Added |
| 12 | FTCS | FIRST TR EXCHANGE-TRADED FD | $6.7M | 1.70% | 72,517 | Trimmed |
| 13 | AVUV | AMERICAN CENTY ETF TR | $6.5M | 1.64% | 58,820 | Trimmed |
| 14 | QQQM | INVESCO EXCH TRADED FD TR II | $6.5M | 1.63% | 27,202 | Added |
| 15 | AVDV | AMERICAN CENTY ETF TR | $6.4M | 1.61% | 63,896 | Added |
| 16 | AIRR | FIRST TR EXCHANGE TRADED FD | $6.2M | 1.57% | 56,147 | Added |
| 17 | GRID | FIRST TR EXCHANGE-TRADED FD | $5.9M | 1.50% | 36,256 | Added |
| 18 | FTSM | FIRST TR EXCHANGE-TRADED FD | $5.7M | 1.45% | 95,663 | Trimmed |
| 19 | COPX | GLOBAL X FDS | $5.5M | 1.40% | 72,474 | Trimmed |
| 20 | EQWL | INVESCO EXCHANGE TRADED FD T | $5.4M | 1.38% | 47,235 | Added |
| 21 | FCG | FIRST TR EXCHANGE-TRADED FD | $5.1M | 1.29% | 161,121 | Trimmed |
| 22 | SMH | VANECK ETF TRUST | $4.7M | 1.19% | 12,260 | Added |
| 23 | NVDA | NVIDIA CORPORATION | $4.5M | 1.14% | 25,936 | Added |
| 24 | FTGS | FIRST TR EXCHANGE-TRADED FD | $4.5M | 1.13% | 131,248 | Trimmed |
| 25 | FDL | FIRST TR EXCHANGE-TRADED FD | $4.3M | 1.09% | 84,707 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31