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 $4.22B across 555 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: PYLD ($143.5M, 3.40%), NVDA ($116.7M, 2.77%), SPYM ($94.0M, 2.23%), AAPL ($89.9M, 2.13%), CRTC ($75.1M, 1.78%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | PYLD | PIMCO ETF TR | $143.5M | 3.40% | 5.4M | Added |
| 2 | NVDA | NVIDIA CORPORATION | $116.7M | 2.77% | 583,422 | Added |
| 3 | SPYM | SPDR SERIES TRUST | $94.0M | 2.23% | 1.1M | Trimmed |
| 4 | AAPL | APPLE INC | $89.9M | 2.13% | 310,820 | Trimmed |
| 5 | CRTC | DBX ETF TR | $75.1M | 1.78% | 1.9M | Added |
| 6 | MUNI | PIMCO ETF TR | $71.5M | 1.70% | 1.4M | Added |
| 7 | RODM | LATTICE STRATEGIES TR | $71.7M | 1.70% | 1.8M | Added |
| 8 | IVV | ISHARES TR | $71.2M | 1.69% | 95,110 | Added |
| 9 | AMZN | AMAZON COM INC | $71.1M | 1.69% | 298,497 | Added |
| 10 | GOOGL | ALPHABET INC | $59.8M | 1.42% | 167,248 | Trimmed |
| 11 | AVUS | AMERICAN CENTY ETF TR | $55.6M | 1.32% | 433,975 | Added |
| 12 | SNPE | DBX ETF TR | $54.5M | 1.29% | 792,172 | Trimmed |
| 13 | TMB | THORNBURG ETF TR | $54.2M | 1.28% | 2.1M | Added |
| 14 | SPEM | SPDR INDEX SHS FDS | $53.5M | 1.27% | 1.0M | Added |
| 15 | MSFT | MICROSOFT CORP | $52.1M | 1.24% | 139,746 | Added |
| 16 | MFSB | MFS ACTIVE EXCHANGE TRADED F | $51.5M | 1.22% | 2.1M | Added |
| 17 | BRKB | BERKSHIRE HATHAWAY INC DEL | $48.5M | 1.15% | 96,942 | Trimmed |
| 18 | SLYG | SPDR SERIES TRUST | $48.1M | 1.14% | 403,762 | Trimmed |
| 19 | HYMB | SPDR SERIES TRUST | $46.6M | 1.11% | 1.8M | Added |
| 20 | AGGH | SIMPLIFY EXCHANGE TRADED FUN | $46.2M | 1.09% | 2.3M | Added |
| 21 | PWRD | TCW ETF TRUST | $41.7M | 0.99% | 339,471 | Trimmed |
| 22 | SLYV | SPDR SERIES TRUST | $40.1M | 0.95% | 367,902 | Trimmed |
| 23 | SPY | STATE STR SPDR S&P 500 ETF T | $37.5M | 0.89% | 50,207 | Added |
| 24 | HDEF | DBX ETF TR | $36.5M | 0.87% | 1.1M | Trimmed |
| 25 | MU | MICRON TECHNOLOGY INC | $36.2M | 0.86% | 31,396 | Added |
Source: SEC Form 13F filings · as of 2026-06-30