account_balance
Investment manager · 13F filer · SEC CIK 1855713
WCG Wealth Advisors LLC
Reported value$4.22Bas of Jun 30, 2026
Positions555 72 new, 36 sold out
Top 10 weight20.5%PYLD alone is 3%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
PYLDPimco ETF Tr
3.4%Added +59%
NVDANvidia Corporation
2.8%Added +4%
SPYMSPDR Series Trust
2.2%Trimmed −8%
AAPLApple Inc
2.1%Trimmed −2%
CRTCDBX ETF Tr
1.8%Added +11%
RODMLattice Strategies Tr
1.7%Added +2%
MUNIPimco ETF Tr
1.7%Added +41%
IVViShares Tr
1.7%Added +93%
AMZNAmazon Com Inc
1.7%Added +2%
GOOGLAlphabet Inc
1.4%Trimmed −4%
AVUSAmerican Centy ETF Tr
1.3%
SNPEDBX ETF Tr
1.3%Trimmed −17%
PYLDPimco ETF Tr
3.4%Added +59%
NVDANvidia Corporation
2.8%Added +4%
SPYM2.2%
AAPL2.1%CRTC1.8%
RODM1.7%
MUNI1.7%
IVV1.7%
AMZN1.7%GOOGL1.4%AVUS1.3%
SNPE1.3%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
PYLD Pimco ETF Tr 3.4% Added +59%
NVDA Nvidia Corporation 2.8% Added +4%SPYM SPDR Series Trust 2.2% Trimmed −8%
AAPL Apple Inc 2.1% Trimmed −2%CRTC DBX ETF Tr 1.8% Added +11%
RODM Lattice Strategies Tr 1.7% Added +2%
MUNI Pimco ETF Tr 1.7% Added +41%
IVV iShares Tr 1.7% Added +93%
AMZN Amazon Com Inc 1.7% Added +2%GOOGL Alphabet Inc 1.4% Trimmed −4%AVUS American Centy ETF Tr 1.3% Held
SNPE DBX ETF Tr 1.3% Trimmed −17%
What changed