Wcg Wealth Advisors LLC Portfolio Holdings

Wcg Wealth Advisors LLC

  • $1.48 Billion
  • Q3 2025

Wcg Wealth Advisors LLC has filed its 13F form on November 13, 2025 for Q3 2025 where it was disclosed a total value porftolio of $1.48 Billion distributed in 331 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $59.2M, Apple Inc. with a value of $45.2M, American Centy ETF Tr Avantis with a value of $44.8M, Microsoft Corp with a value of $34.3M, and Ishares Core S&P 500 ETF with a value of $34.1M.

Examining the 13F form we can see an increase of $63.9M in the current position value, from $1.42B to 1.48B.

Wcg Wealth Advisors LLC is based out at Las Vegas, NV

Below you can find more details about Wcg Wealth Advisors LLC portfolio as well as his latest detailed transactions.

Portfolio value $1.48 Billion
ETFs: $978 Million
Technology: $188 Million
Financial Services: $116 Million
Communication Services: $61.2 Million
Consumer Cyclical: $55 Million
Consumer Defensive: $24.5 Million
Energy: $21.1 Million
Healthcare: $18.4 Million
Other: $7.25 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$465B
$59.2 Million 3.99% of portfolio
317,487
Q3 2025 Added 12.25%
$4.3T
$45.2 Million 3.04% of portfolio
177,401
Q3 2025 Reduced 5.56%
$3.78T
$34.3 Million 2.31% of portfolio
66,180
Q3 2025 Reduced 2.7%
$533B
$30.4 Million 2.05% of portfolio
89,142
Q3 2025 Added 166.95%
$2.39T
$25.2 Million 1.7% of portfolio
114,939
Q3 2025 Added 5.74%
$1.65T
$23 Million 1.55% of portfolio
94,766
Q3 2025 Reduced 1.63%
$662B
$22.1 Million 1.49% of portfolio
44,056
Q3 2025 Reduced 3.74%
$1.37T
$21.6 Million 1.45% of portfolio
29,399
Q3 2025 Added 39.05%
$512B
$17.7 Million 1.19% of portfolio
31,166
Q3 2025 Added 121.55%
$1.29T
$16.2 Million 1.09% of portfolio
36,494
Q3 2025 Added 106.79%
$279B
$9.69 Million 0.65% of portfolio
94,013
Q3 2025 Added 3.07%
$881B
$9.7 Million 0.65% of portfolio
30,758
Q3 2025 Reduced 2.67%
$167B
$8.03 Million 0.54% of portfolio
84,096
Q3 2025 Reduced 10.47%
$593B
$7.87 Million 0.53% of portfolio
27,988
Q3 2025 Reduced 27.68%
$1.46T
$6.77 Million 0.46% of portfolio
24,237
Q3 2025 Reduced 25.36%
$1.74T
$6.27 Million 0.42% of portfolio
25,751
Q3 2025 Added 6.75%
$31.5B
$5.33 Million 0.36% of portfolio
73,039
Q3 2025 Reduced 1.49%
$237B
$4.74 Million 0.32% of portfolio
20,005
Q3 2025 Added 7.84%
$237B
$4.51 Million 0.3% of portfolio
27,801
Q3 2025 Reduced 15.2%
$367B
$4.32 Million 0.29% of portfolio
10,673
Q3 2025 Reduced 3.41%
$413B
$3.96 Million 0.27% of portfolio
76,849
Q3 2025 Reduced 2.85%
$197B
$4.06 Million 0.27% of portfolio
19,828
Q3 2025 Reduced 6.41%
$193B
$3.84 Million 0.26% of portfolio
33,544
Q3 2025 Reduced 5.87%
$319B
$3.64 Million 0.25% of portfolio
53,165
Q3 2025 Reduced 5.59%
$346B
$3.38 Million 0.23% of portfolio
21,973
Q3 2025 Reduced 28.36%
$174B
$3.34 Million 0.23% of portfolio
22,492
Q3 2025 New
$70.2B
$3.21 Million 0.22% of portfolio
102,707
Q3 2025 Reduced 10.44%
$317B
$3.19 Million 0.21% of portfolio
38,021
Q3 2025 Reduced 12.07%
$41B
$3.14 Million 0.21% of portfolio
16,535
Q3 2025 Reduced 3.13%
$143B
$3.11 Million 0.21% of portfolio
92,604
Q3 2025 Added 28.26%
$187B
$2.81 Million 0.19% of portfolio
16,921
Q3 2025 Added 1.28%
$97.3B
$2.8 Million 0.19% of portfolio
33,122
Q3 2025 Added 0.65%
$128B
$2.58 Million 0.17% of portfolio
27,097
Q3 2025 Reduced 8.07%
$61.4B
$2.52 Million 0.17% of portfolio
12,363
Q3 2025 Added 6.94%
$172B
$2.46 Million 0.17% of portfolio
55,999
Q3 2025 Added 13.1%
$150B
$2.5 Million 0.17% of portfolio
42,178
Q3 2025 Reduced 6.63%
$268B
$2.31 Million 0.16% of portfolio
13,790
Q3 2025 Reduced 0.88%
$204B
$2.25 Million 0.15% of portfolio
16,046
Q3 2025 Reduced 5.76%
$522B
$2.22 Million 0.15% of portfolio
11,955
Q3 2025 Reduced 7.79%
$0
$2.19 Million 0.15% of portfolio
107,136
Q3 2025 Added 0.36%
$120B
$2.28 Million 0.15% of portfolio
72,423
Q3 2025 Reduced 0.08%
$113B
$2.25 Million 0.15% of portfolio
23,791
Q3 2025 Reduced 9.85%
$181B
$2.03 Million 0.14% of portfolio
20,746
Q3 2025 Reduced 1.21%
$283B
$2.12 Million 0.14% of portfolio
16,503
Q3 2025 Reduced 11.31%
$54.5B
$1.88 Million 0.13% of portfolio
10,057
Q3 2025 New
$89.3B
$1.96 Million 0.13% of portfolio
17,943
Q3 2025 Reduced 11.42%
$284B
$1.74 Million 0.12% of portfolio
24,472
Q3 2025 Reduced 22.24%
$74.3B
$1.71 Million 0.12% of portfolio
26,949
Q3 2025 Added 15.81%
$258B
$1.82 Million 0.12% of portfolio
10,863
Q3 2025 Reduced 7.07%

Summary

  • Portfolio
  • No. of Stocks 331
  • Current Value $1.48 Billion
  • Prior Value $1.42 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 13, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 36 stocks
  • Additional Purchases 117 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 164 stocks
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