WCG Wealth Advisors LLC
CIK 1855713
13F filing for Q2 2026・No. 1,028
- Holdings
- US$4.22B
- Quarter change
- +US$644.65M
- Entries
- 555
- Net bought (estimate)
- +US$245.98M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 72
- Sold out 36
- Cut 231
- Added 232
- Corporate actions 0
- Unchanged 20
Largest holdings
555 stocks worth US$4.22B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| PIMCO ETF TRMULTISECTOR BD | Added | 5,410,406 | US$143.48M | 3.40% |
| NVDANvidiaCOM | Added | 583,422 | US$116.74M | 2.77% |
| SPDR SERIES TRUSTST STR P500ETF | Cut | 1,069,193 | US$93.96M | 2.23% |
| AAPLAppleCOM | Cut | 310,820 | US$89.94M | 2.13% |
| DBX ETF TRXTRA US NATL ETF | Added | 1,926,232 | US$75.1M | 1.78% |
| LATTICE STRATEGIES TRHARTFORD MLT ETF | Added | 1,773,405 | US$71.66M | 1.70% |
| PIMCO ETF TRINTER MUN BD ACT | Added | 1,359,631 | US$71.52M | 1.70% |
| IVVISHARES TRCORE S&P500 ETF | Added | 95,110 | US$71.23M | 1.69% |
| AMZNAmazonCOM | Added | 298,497 | US$71.14M | 1.69% |
| GOOGLAlphabetCAP STK CL A | Cut | 167,248 | US$59.77M | 1.42% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 14, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.