Institutional Fund
Wcg Wealth Advisors LLC
Las Vegas, NVCIK 18557136 filings on record
Portfolio Value
$3.57B
Q1 2026
Holdings
519
Reported positions
New Buys
52
Opened this quarter
QoQ Change
+0.2%
from $3.57B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Nvidia Corporation2.7%
- Pimco ETF Tr2.5%
- Spdr Series Trust2.5%
- Apple Inc2.3%
- Lattice Strategies Tr1.9%
- Dbx ETF Tr1.7%
- Other86.4%
Portfolio Holdings
519 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corporation | 558.5K | $97.40M | 2.7% | −41.4K | Reduced |
| 2 | Pimco ETF Tr | 3.40M | $89.09M | 2.5% | −85.9K | Reduced |
| 3 | Spdr Series Trust | 1.16M | $88.72M | 2.5% | +46.6K | Added |
| 4 | Apple Inc | 317.3K | $80.52M | 2.3% | −3.7K | Reduced |
| 5 | Lattice Strategies Tr | 1.73M | $68.35M | 1.9% | +35.1K | Added |
| 6 | Dbx ETF Tr | 1.74M | $61.77M | 1.7% | +89.8K | Added |
| 7 | Amazon Com Inc | 291.6K | $60.74M | 1.7% | +21.1K | Added |
| 8 | Dbx ETF Tr | 958.2K | $57.06M | 1.6% | −3.5K | Reduced |
| 9 | Pimco ETF Tr | 962.8K | $50.25M | 1.4% | +98.2K | Added |
| 10 | Alphabet Inc | 173.9K | $49.99M | 1.4% | +3.8K | Added |
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