WCG Wealth Advisors LLC

Est. AUM

$3.57B

13F long equity, this entity only

Positions

519

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	NVIDIA CORPORATION	COM	$97.4M	558514	2.73%	SOLE
2	PIMCO ETF TR	MULTISECTOR BD	$89.1M	3400247	2.49%	SOLE
3	SPDR SER TR	PORTFOLIO S&P500	$88.7M	1159101	2.48%	SOLE
4	APPLE INC	COM	$80.5M	317290	2.25%	SOLE
5	LATTICE STRATEGIES TR	HARTFORD MLT ETF	$68.4M	1733916	1.91%	SOLE
6	DBX ETF TR	XTRACKERS US NAT	$61.8M	1742321	1.73%	SOLE
7	AMAZON COM INC	COM	$60.7M	291646	1.70%	SOLE
8	DBX ETF TR	XTRACKERS S&P	$57.1M	958234	1.60%	SOLE
9	PIMCO ETF TRUST INTER MUN BD ACT ETF	COM	$50.2M	962779	1.41%	SOLE
10	ALPHABET INC	CAP STK CL C	$50.0M	173859	1.40%	SOLE
11	MICROSOFT CORP	COM	$50.0M	134980	1.40%	SOLE
12	AMERICAN CENTY ETF TR	US EQT ETF	$47.9M	431250	1.34%	SOLE
13	SPDR INDEX SHARES FUNDS PORTFOLIO EMG MK ETF	CL A	$47.8M	1018948	1.34%	SOLE
14	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$46.6M	97253	1.30%	SOLE
15	THORNBURG ETF TR	MULTI SECTOR BD	$44.3M	1738123	1.24%	SOLE
16	DBX ETF TR	XTRACK MSCI EAFE	$43.2M	1334137	1.21%	SOLE
17	MFS ACTIVE EXCHANGE TRADED F	CORE PLUS BD ETF	$42.1M	1691285	1.18%	SOLE
18	SPDR SERIES TRUST S&P 600 SMCP GRW ETF	CL A	$41.9M	433708	1.17%	SOLE
19	SPDR SER TR	NUVEEN BLOOMBERG	$40.8M	1645639	1.14%	SOLE
20	SIMPLIFY EXCHANGE TRADED FUN	AGGREGATE BOND E	$38.0M	1867814	1.06%	SOLE
21	SPDR SERIES TRUST S&P 600 SMCP VAL ETF	S&P 600 SMCP VAL	$36.0M	380646	1.01%	SOLE
22	TCW ETF TRUST	TRANSFORM SYSTEM	$35.6M	363898	1.00%	SOLE
23	SPDR SER TR	BLOOMBERG 1-3 MO	$33.6M	366152	0.94%	SOLE
24	META PLATFORMS INC	CL A	$32.9M	57448	0.92%	SOLE
25	ISHARES TR	CORE S&P500 ETF	$32.2M	49286	0.90%	SOLE
26	J P MORGAN EXCHANGE TRADED F	ACTIVE VALUE ETF	$31.5M	438902	0.88%	SOLE
27	WISDOMTREE TR	FLOATNG RAT TREA	$31.0M	616330	0.87%	SOLE
28	INVESCO EXCH TRADED FD TR II	S&P INTL QULTY	$30.5M	862647	0.85%	SOLE
29	VISA INC	COM CL A	$30.2M	100071	0.85%	SOLE
30	ISHARES TR	RUS 1000 GRW ETF	$29.4M	68950	0.82%	SOLE
31	INVESCO EXCHANGE TRADED FD T	FTSE RAFI 1500	$29.4M	640455	0.82%	SOLE
32	SPDR SERIES TRUST S&P 400 MDCP GRW ETF	S&P 600 SMCP VAL	$29.3M	305480	0.82%	SOLE
33	AMERICAN CENTY ETF TR	INTL EQT ETF	$28.8M	339130	0.81%	SOLE
34	SSGA ACTIVE ETF TR	SPDR TR TACTIC	$27.2M	684407	0.76%	SOLE
35	J P MORGAN EXCHANGE TRADED F	ULTRA SHT MUNCPL	$26.8M	525958	0.75%	SOLE
36	TESLA INC	SPONSORED ADS	$25.5M	68623	0.71%	SOLE
37	SELECT SECTOR SPDR TR	TECHNOLOGY	$25.0M	188477	0.70%	SOLE
38	JPMORGAN CHASE	COM	$24.7M	83934	0.69%	SOLE
39	JP MORGAN ETF TRUST ULTRA-SHORT INCOME ETF	COM	$22.9M	451530	0.64%	SOLE
40	ISHARES TR	CORE MSCI EAFE	$22.7M	250319	0.63%	SOLE
41	SELECT SECTOR SPDR TR	INDL	$22.0M	136171	0.62%	SOLE
42	SPDR SERIES TRUST S&P 400 MDCP VAL ETF	S&P 600 SMCP VAL	$21.2M	248762	0.59%	SOLE
43	SELECT SECTOR SPDR TR	FINANCIAL	$21.1M	427308	0.59%	SOLE
44	SELECT SECTOR SPDR TR	SBI INT-UTILS	$20.9M	455933	0.59%	SOLE
45	AMERICAN CENTY ETF TR	US SML CP VALU	$20.8M	188356	0.58%	SOLE
46	AMERICAN CENTY ETF TR	AVANTIS EMGMKT	$20.7M	257044	0.58%	SOLE
47	NETFLIX INC	COM	$20.4M	211770	0.57%	SOLE
48	DIMENSIONAL ETF TRUST	US HIGH PROFITAB	$20.2M	548673	0.56%	SOLE
49	MASTERCARD INCORPORATED	CL A	$19.8M	39587	0.55%	SOLE
50	SELECT SECTOR SPDR TR	RL EST SEL SEC	$19.4M	475451	0.54%	SOLE

1–50 of 519

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.