PCG Wealth Advisors, LLC
All 13F Filings
- Location
- Overland Park, KS
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 448,237
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- 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 | 8/3/2026 | 180 | 448,237 | 13F-HR | PCG Wealth Advisors, LLC |
| Q1 2026 | 4/28/2026 | 164 | 395,473 | 13F-HR | PCG Wealth Advisors, LLC |
| Q4 2025 | 2/5/2026 | 152 | 353,420 | 13F-HR | PCG Wealth Advisors, LLC |
| Q3 2025 | 11/13/2025 | 147 | 343,242 | 13F-HR | PCG Wealth Advisors, LLC |
| Q2 2025 | 8/7/2025 | 89 | 195,510 | 13F-HR | PCG Wealth Advisors, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 142.5 K | 31.8% | 11.39 K | 0 | 11.39 K |
| ETFs | 301.1 K | 67.3% | 41.26 K | 0 | 41.26 K |
| Debt | 3.97 K | 0.9% | 0 | 29 | -29 |
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Fund Snapshot
Q2 2026
Latest filed
8/3/2026
Total value ($000)
448,237
Holdings
180
QoQ value change ($000)
52,764
(13.3%)
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.