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.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|
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