WCG Wealth Advisors LLC
All 13F Filings
- Location
- Las Vegas, NV
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 4,218,764
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/14/2026 | 555 | 4,218,764 | 13F-HR | WCG Wealth Advisors LLC |
| Q1 2026 | 5/12/2026 | 519 | 3,574,114 | 13F-HR | WCG Wealth Advisors LLC |
| Q4 2025 | 2/10/2026 | 503 | 3,568,088 | 13F-HR | WCG Wealth Advisors LLC |
| Q3 2025 | 11/13/2025 | 331 | 1,595,123 | 13F-HR | WCG Wealth Advisors LLC |
| Q2 2025 | 8/13/2025 | 327 | 1,546,250 | 13F-HR | WCG Wealth Advisors LLC |
| Q1 2025 | 5/15/2025 | 284 | 1,316,014 | 13F-HR/A - RESTATEMENT | WCG Wealth Advisors LLC |
| Q1 2025 | 5/14/2025 | 284 | 1,316,020 | 13F-HR | WCG Wealth Advisors LLC |
| Q4 2024 | 2/19/2025 | 293 | 1,513,249 | 13F-HR | WCG Wealth Advisors LLC |
| Q3 2024 | 11/13/2024 | 307 | 1,480,652 | 13F-HR | WCG Wealth Advisors LLC |
| Q2 2024 | 8/12/2024 | 275 | 1,350,167 | 13F-HR | WCG Wealth Advisors LLC |
| Q1 2024 | 5/13/2024 | 255 | 1,196,309 | 13F-HR | WCG Wealth Advisors LLC |
| Q4 2023 | 2/8/2024 | 293 | 1,360,933 | 13F-HR | WCG Wealth Advisors LLC |
| Q3 2023 | 11/13/2023 | 280 | 1,364,982 | 13F-HR | WCG Wealth Advisors LLC |
| Q2 2023 | 8/14/2023 | 156 | 856,155 | 13F-HR | WCG Wealth Advisors LLC |
| Q1 2023 | 5/15/2023 | 156 | 780,358 | 13F-HR | WCG Wealth Advisors LLC |
| Q4 2022 | 2/14/2023 | 151 | 728,843 | 13F-HR | WCG Wealth Advisors LLC |
| Q3 2022 | 11/14/2022 | 495 | 756,027 | 13F-HR | WCG Wealth Advisors LLC |
| Q2 2022 | 8/23/2022 | 271 | 720,128 | 13F-HR/A - NEW HOLDINGS | WCG Wealth Advisors LLC |
| Q2 2022 | 8/15/2022 | 172 | 739,864 | 13F-HR | WCG Wealth Advisors LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 1.728 M | 41.0% | 317.8 K | 0 | 317.8 K |
| ETFs | 2.483 M | 58.9% | 364.8 K | 0 | 364.8 K |
| Debt | 4.196 K | 0.1% | 0 | 38.18 K | -38.18 K |
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Fund Snapshot
Q2 2026
Latest filed
8/14/2026
Total value ($000)
4,218,764
Holdings
555
QoQ value change ($000)
644,650
(18.0%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.