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.
WCG Wealth Advisors LLC (CIK 1855713) reported $3.57B across 515 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: NVDA ($97.4M, 2.73%), PYLD ($89.1M, 2.49%), SPLG ($88.7M, 2.48%), AAPL ($80.5M, 2.25%), RODM ($68.4M, 1.91%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $97.4M | 2.73% | 558,514 | Trimmed |
| 2 | PYLD | PIMCO ETF TR | $89.1M | 2.49% | 3.4M | Trimmed |
| 3 | SPLG | SPDR SER TR | $88.7M | 2.48% | 1.2M | Added |
| 4 | AAPL | APPLE INC | $80.5M | 2.25% | 317,290 | Trimmed |
| 5 | RODM | LATTICE STRATEGIES TR | $68.4M | 1.91% | 1.7M | Added |
| 6 | CRTC | DBX ETF TR | $61.8M | 1.73% | 1.7M | Added |
| 7 | AMZN | AMAZON COM INC | $60.7M | 1.70% | 291,646 | Added |
| 8 | SNPE | DBX ETF TR | $57.1M | 1.60% | 958,234 | Trimmed |
| 9 | MUNI | PIMCO ETF TRUST INTER MUN BD ACT ETF | $50.2M | 1.41% | 962,779 | Added |
| 10 | MSFT | MICROSOFT CORP | $50.0M | 1.40% | 134,980 | Added |
| 11 | GOOGL | ALPHABET INC | $50.0M | 1.40% | 173,859 | Added |
| 12 | SPEM | SPDR INDEX SHARES FUNDS PORTFOLIO EMG MK ETF | $47.8M | 1.34% | 1.0M | Added |
| 13 | AVUS | AMERICAN CENTY ETF TR | $47.9M | 1.34% | 431,250 | Added |
| 14 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $46.6M | 1.30% | 97,253 | Trimmed |
| 15 | TMB | THORNBURG ETF TR | $44.3M | 1.24% | 1.7M | New |
| 16 | HDEF | DBX ETF TR | $43.2M | 1.21% | 1.3M | Trimmed |
| 17 | MFSB | MFS ACTIVE EXCHANGE TRADED F | $42.1M | 1.18% | 1.7M | New |
| 18 | SLYG | SPDR SERIES TRUST S&P 600 SMCP GRW ETF | $41.9M | 1.17% | 433,708 | Added |
| 19 | HYMB | SPDR SER TR | $40.8M | 1.14% | 1.6M | Added |
| 20 | AGGH | SIMPLIFY EXCHANGE TRADED FUN | $38.0M | 1.06% | 1.9M | New |
| 21 | SLYV | SPDR SERIES TRUST S&P 600 SMCP VAL ETF | $36.0M | 1.01% | 380,646 | Added |
| 22 | NETZ | TCW ETF TRUST | $35.6M | 1.00% | 363,898 | Added |
| 23 | BIL | SPDR SER TR | $33.6M | 0.94% | 366,152 | Added |
| 24 | META | META PLATFORMS INC | $32.9M | 0.92% | 57,448 | Added |
| 25 | IVV | ISHARES TR | $32.2M | 0.90% | 49,286 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31