PCG Wealth Advisors, LLC: 13F holdings
CIK 19053932026Q2
| Positions | 180 |
|---|---|
| Reported value | $448.2m |
| Filed | 2026-08-03 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| CGDV CAPITAL GROUP DIVIDEND VALUE | 681,934 | $33.6m | 7.5% |
| SPY STATE STR SPDR S&P 500 ETF T | 32,638 | $24.4m | 5.4% |
| CAPITAL GROUP CORE BALANCED | 402,421 | $15.3m | 3.4% |
| XMHQ INVESCO EXCHANGE TRADED FD T | 126,842 | $14.3m | 3.2% |
| FDVV FIDELITY COVINGTON TRUST | 182,800 | $11.0m | 2.5% |
| AVDE AMERICAN CENTY ETF TR | 112,569 | $10.0m | 2.2% |
| AVLV AMERICAN CENTY ETF TR | 100,617 | $9.2m | 2.0% |
| GLD SPDR GOLD TR | 24,802 | $9.1m | 2.0% |
| SMH VANECK ETF TRUST | 13,707 | $9.0m | 2.0% |
| QQQM INVESCO EXCH TRADED FD TR II | 27,380 | $8.3m | 1.9% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1905393")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.