WCG Wealth Advisors LLC: 13F holdings
CIK 18557132026Q2
| Positions | 555 |
|---|---|
| Reported value | $4.2bn |
| Filed | 2026-08-14 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| PYLD PIMCO ETF TR | 5,410,406 | $143.5m | 3.4% |
| NVDA NVIDIA CORPORATION | 583,422 | $116.7m | 2.8% |
| SPYM SPDR SERIES TRUST | 1,069,193 | $94.0m | 2.2% |
| AAPL APPLE INC | 310,820 | $89.9m | 2.1% |
| DBX ETF TR | 1,926,232 | $75.1m | 1.8% |
| RODM LATTICE STRATEGIES TR | 1,773,405 | $71.7m | 1.7% |
| MUNI PIMCO ETF TR | 1,359,631 | $71.5m | 1.7% |
| IVV ISHARES TR | 95,110 | $71.2m | 1.7% |
| AMZN AMAZON COM INC | 298,497 | $71.1m | 1.7% |
| GOOGL ALPHABET INC | 167,248 | $59.8m | 1.4% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1855713")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.