PCG Wealth Advisors, LLC
All 13F Filings
- Location
- Overland Park, KS
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 353,420
- 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 |
|---|---|---|---|---|---|
| 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 | 255 K | 72.3% | 4.564 K | 0 | 4.564 K |
| ETFs | 93.93 K | 26.6% | 5.472 K | 0 | 5.472 K |
| Debt | 3.959 K | 1.1% | 131 | 0 | 131 |
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Fund Snapshot
Q4 2025
Latest filed
2/5/2026
Total value ($000)
353,420
Holdings
152
QoQ value change ($000)
10,178
(3.0%)
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.