StockDriftsStockDriftsTop 50 Wcg Wealth Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| PYLD | PIMCO ETF TR | 3.4% | 5.41M | $143.5M | +59.12%(+2.01M) | $26.42(-0.90%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 2.77% | 583.4K | $116.7M | +4.46%(+24.91K) | $126.02(+79.39%) | 2026-06-30 | |
| SPYM | SPDR SERIES TRUST | 2.23% | 1.07M | $94.0M | -7.76%(-89.91K) | $73.89(+23.50%) | 2026-06-30 | |
| AAPL | APPLE INC | 2.13% | 310.8K | $89.9M | -2.04%(-6.47K) | $209.09(+46.05%) | 2026-06-30 | |
| CRTC | DBX ETF TR | 1.78% | 1.93M | $75.1M | +10.56%(+183.91K) | $34.91(+18.90%) | 2026-06-30 | |
| RODM | LATTICE STRATEGIES TR | 1.7% | 1.77M | $71.7M | +2.28%(+39.49K) | $33.24(+26.97%) | 2026-06-30 | |
| MUNI | PIMCO ETF TR | 1.7% | 1.36M | $71.5M | +41.22%(+396.85K) | $52.28(-0.95%) | 2026-06-30 | |
| IVV | ISHARES TR | 1.69% | 95.1K | $71.2M | +92.98%(+45.82K) | $607.57(+28.21%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 1.69% | 298.5K | $71.1M | +2.35%(+6.85K) | $191.42(+37.15%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 1.42% | 167.2K | $59.8M | -3.80%(-6.61K) | $195.73(+76.11%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (16 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +13.50% | +46.20% | — | — | +51.43% |
| Top 20 Holdings Unweighted | +13.73% | +47.10% | — | — | +52.57% |
Wcg Wealth Advisors LLC reports $4.22B in US-listed equity holdings across 555 positions in its most recent 13F filing. Its largest disclosed positions are PYLD (3.4%), NVDA (2.8%) and SPYM (2.2%). The top 20 holdings account for 32.62% of reported assets. Its disclosed equity book has returned +46.20% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Wcg Wealth Advisors LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1855713). View Wcg Wealth Advisors LLC’s 13F filings on SEC