Wcg Wealth Advisors Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$3.57B
Q ending 2026-03-31
Prior quarter
$3.57B
Q ending 2025-12-31
Change
+0.2% QoQ · +171.6% YoY
Positions
519
reported holdings
Largest positions
Top 100 of 519 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Nvidia Corporation | NVDA | Shares | $97.4M | 559K |
| Pimco Etf Tr | PYLD | Shares | $89.1M | 3.4M |
| Spdr Ser Tr | SPYM | Shares | $88.7M | 1.2M |
| Apple Inc | AAPL | Shares | $80.5M | 317K |
| Lattice Strategies Tr | RODM | Shares | $68.4M | 1.7M |
| Dbx Etf Tr | CRTC | Shares | $61.8M | 1.7M |
| Amazon Com Inc | AMZN | Shares | $60.7M | 292K |
| Dbx Etf Tr | SNPE | Shares | $57.1M | 958K |
| Pimco Etf Trust Inter Mun Bd Act E | MUNI | Shares | $50.2M | 963K |
| Alphabet Inc | GOOGL | Shares | $50.0M | 174K |
| Microsoft Corp | MSFT | Shares | $50.0M | 135K |
| American Centy Etf Tr | AVUS | Shares | $47.9M | 431K |
| Spdr Index Shares Funds Portfolio | SPEM | Shares | $47.8M | 1.0M |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $46.6M | 97K |
| Thornburg Etf Tr | TMB | Shares | $44.3M | 1.7M |
| Dbx Etf Tr | HDEF | Shares | $43.2M | 1.3M |
| Mfs Active Exchange Traded F | MFSB | Shares | $42.1M | 1.7M |
| Spdr Series Trust S&P 600 Smcp Grw | SLYG | Shares | $41.9M | 434K |
| Spdr Ser Tr | HYMB | Shares | $40.8M | 1.6M |
| Simplify Exchange Traded Fun | AGGH | Shares | $38.0M | 1.9M |
| Spdr Series Trust S&P 600 Smcp Val | SLYV | Shares | $36.0M | 381K |
| Tcw Etf Trust | PWRD | Shares | $35.6M | 364K |
| Spdr Ser Tr | BIL | Shares | $33.6M | 366K |
| Meta Platforms Inc | META | Shares | $32.9M | 57K |
| Ishares Tr | IVV | Shares | $32.2M | 49K |
| J P Morgan Exchange Traded F | JAVA | Shares | $31.5M | 439K |
| Wisdomtree Tr | USFR | Shares | $31.0M | 616K |
| Invesco Exch Traded Fd Tr Ii | IDHQ | Shares | $30.5M | 863K |
| Visa Inc | V | Shares | $30.2M | 100K |
| Ishares Tr | IWF | Shares | $29.4M | 69K |
| Invesco Exchange Traded Fd T | PRFZ | Shares | $29.4M | 640K |
| Spdr Series Trust S&P 400 Mdcp Grw | MDYG | Shares | $29.3M | 305K |
| American Centy Etf Tr | AVDE | Shares | $28.8M | 339K |
| Ssga Active Etf Tr | TOTL | Shares | $27.2M | 684K |
| J P Morgan Exchange Traded F | JMST | Shares | $26.8M | 526K |
| Tesla Inc | TSLA | Shares | $25.5M | 69K |
| Select Sector Spdr Tr | XLK | Shares | $25.0M | 188K |
| Jpmorgan Chase | JPM | Shares | $24.7M | 84K |
| Jp Morgan Etf Trust Ultra-Short In | JPST | Shares | $22.9M | 452K |
| Ishares Tr | IEFA | Shares | $22.7M | 250K |
| Select Sector Spdr Tr | XLI | Shares | $22.0M | 136K |
| Spdr Series Trust S&P 400 Mdcp Val | MDYV | Shares | $21.2M | 249K |
| Select Sector Spdr Tr | XLF | Shares | $21.1M | 427K |
| Select Sector Spdr Tr | XLU | Shares | $20.9M | 456K |
| American Centy Etf Tr | AVUV | Shares | $20.8M | 188K |
| American Centy Etf Tr | AVEM | Shares | $20.7M | 257K |
| Netflix Inc | NFLX | Shares | $20.4M | 212K |
| Dimensional Etf Trust | DUHP | Shares | $20.2M | 549K |
| Mastercard Incorporated | MA | Shares | $19.8M | 40K |
| Select Sector Spdr Tr | XLRE | Shares | $19.4M | 475K |
| First Tr Exchange Traded Fd | FTXL | Shares | $19.1M | 130K |
| Invesco Qqq Tr | QQQ | Shares | $19.0M | 33K |
| Taiwan Semiconductor Mfg Ltd | TSM | Shares | $18.5M | 55K |
| Spdr S&P 500 Etf Tr | SPY | Shares | $18.4M | 28K |
| First Tr Exchange-Traded Fd | MISL | Shares | $18.3M | 409K |
| Schwab Charles Corp | SCHW | Shares | $18.1M | 192K |
| Palantir Technologies Inc | PLTR | Shares | $17.7M | 121K |
| Walmart Inc | WMT | Shares | $17.4M | 140K |
| First Tr Exchange Traded Fd | FXO | Shares | $17.1M | 304K |
| Simplify Exchange Traded Fun | PINK | Shares | $16.9M | 503K |
| Ishares Tr | IUSB | Shares | $16.9M | 366K |
| Nushares Etf Tr | NUBD | Shares | $16.9M | 761K |
| Broadcom Inc | AVGO | Shares | $16.8M | 54K |
| First Tr Exchange-Traded Fd | FDN | Shares | $16.2M | 69K |
| Exxon Mobil Corp | XOM | Shares | $15.3M | 90K |
| Invesco Exchange Traded Fd T | XMHQ | Shares | $14.9M | 144K |
| First Tr Exchange-Traded Fd | FBT | Shares | $14.9M | 74K |
| Applied Matls Inc | AMAT | Shares | $14.9M | 44K |
| Global X Fds | CLIP | Shares | $14.6M | 146K |
| Ishares Tr | IYW | Shares | $13.9M | 77K |
| Ishares Tr | IVE | Shares | $13.9M | 66K |
| Ea Ser | FRDM | Shares | $13.6M | 249K |
| Nushares Etf Tr | NUDM | Shares | $13.5M | 374K |
| Ishares Tr | IVW | Shares | $13.0M | 115K |
| Hartford Funds Exchange Traded Tot | HTRB | Shares | $13.0M | 385K |
| Ishares Tr | IEI | Shares | $12.8M | 108K |
| Alphabet Inc | GOOG | Shares | $12.8M | 45K |
| Vanguard Index Fds | VOO | Shares | $12.7M | 21K |
| American Centy Etf Tr | AVLV | Shares | $12.7M | 157K |
| Blackrock Etf Trust | DYNF | Shares | $11.9M | 205K |
| First Tr Exchng Traded Fd Vi | BUFR | Shares | $11.7M | 345K |
| Crowdstrike Hldgs Inc | CRWD | Shares | $11.6M | 30K |
| Philip Morris Intl Inc | PM | Shares | $11.4M | 69K |
| Oracle Corp | ORCL | Shares | $11.4M | 77K |
| Ishares Tr | SMLF | Shares | $11.3M | 150K |
| Costco Whsl Corp New | COST | Shares | $11.2M | 11K |
| Ishares Inc | IEMG | Shares | $11.0M | 157K |
| Applovin Corp | APP | Shares | $11.0M | 28K |
| Select Sector Spdr Tr | XLY | Shares | $10.9M | 100K |
| Uber Technologies Inc | UBER | Shares | $10.4M | 145K |
| Vertiv Holdings Co | VRT | Shares | $10.1M | 40K |
| Nushares Etf Tr | NUSC | Shares | $10.0M | 222K |
| Spdr High | SPHY | Shares | $9.8M | 420K |
| Invesco Exchange Traded Fd T | SPHQ | Shares | $9.5M | 127K |
| Micron Technology Inc | MU | Shares | $9.5M | 28K |
| Global X Fds | PAVE | Shares | $9.2M | 182K |
| Ishares Tr | EFV | Shares | $9.2M | 123K |
| Caterpillar Inc | CAT | Shares | $9.1M | 13K |
| Spdr Gold Tr | GLD | Shares | $9.1M | 21K |
| Spdr Index Shs Fds | EDIV | Shares | $9.1M | 230K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.