WCG Wealth Advisors LLC 13F Holdings
CIK 0001855713
As of Sep 30, 2025, WCG Wealth Advisors LLC reported 331 positions worth
CIK 0001855713
As of Sep 30, 2025, WCG Wealth Advisors LLC reported 331 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| NVIDIA CORP | NVDA | Technology | 317,487 | $59.2M | 3.95% |
| APPLE INC | AAPL | Technology | 177,401 | $45.2M | 3.01% |
| AVANTIS US EQUITY ETF | AVUS | — | 411,910 | $44.8M | 2.99% |
| MICROSOFT CORP | MSFT | Technology | 66,180 | $34.3M | 2.29% |
| ISHARES CORE S&P 500 ETF | IVV | — | 50,980 | $34.1M | 2.28% |
| ISHARES RUSSELL 1000 GROWTH ETF | IWF | — | 68,879 | $32.3M | 2.15% |
| JPMORGAN ACTIVE VALUE ETF | JAVA | — | 454,623 | $31.4M | 2.09% |
| VISA INC-CLASS A SHARES | V | Financial Services | 89,142 | $30.4M | 2.03% |
| PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND | PYLD | — | 1,103,294 | $29.6M | 1.98% |
| STATE STREET(R) DOUBLELINE(R) TOTAL RETURN TACTICAL ETF | TOTL | — | 647,181 | $26.3M | 1.75% |
| AVANTIS INTERNATIONAL EQUITY ETF | AVDE | Equity | 324,371 | $25.6M | 1.71% |
| AMAZON.COM INC | AMZN | Equity | 114,939 | $25.2M | 1.68% |
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) ETF | SPYM | — | 310,652 | $24.3M | 1.62% |
| ALPHABET INC | GOOGL | Equity | 94,766 | $23.0M | 1.54% |
| BERKSHIRE HATHAWAY INC | BRK/B | Financial Services | 44,056 | $22.1M | 1.48% |
| LATTICE STRATEGIES TR | RODM | — | 608,422 | $21.6M | 1.44% |
| META PLATFORMS INC | META | Communication Services | 29,399 | $21.6M | 1.44% |
| HARTFORD TOTAL RETURN BOND ETF | HTRB | — | 597,647 | $20.5M | 1.37% |
| ISHARES CORE TOTAL USD BOND MARKET ETF | IUSB | — | 428,724 | $20.0M | 1.34% |
| DBX ETF TR | — | — | 542,202 | 9.8M | 1.32% |
| DIMENSIONAL US HIGH PROFITABILITY ETF | DUHP | — | 502,564 | 9.0M | 1.27% |
| AVANTIS US SMALL CAP VALUE ETF | AVUV | — | 186,775 | 8.6M | 1.24% |
| MASTERCARD INC | MA | Financial Services | 31,166 | 7.7M | 1.18% |
| ISHARES CORE MSCI EAFE ETF | IEFA | — | 188,788 | 6.5M | 1.10% |
| SPDR PORTFOLIO EMERGING MARK | SPEM | — | 348,595 | 6.3M | 1.09% |