WCG Wealth Advisors LLC

CIK

1855713

Location

LAS VEGAS, NV

Portfolio Value

Mid $1,282,322,825

Diversification

Diversified

Filing Date

Global Rank

#1,542 / 8,623 ▼ 13 · as of Mar 2026

Top Industry

Semiconductors 13.7%

3Y Alpha vs SPY

+2.0%

Period ended 4 months ago

Filed May 12, 2026 · 3mo

16 quarters · since Jun 2022

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+73.9%

SPY

+65.3%

Annualised alpha

+2.0%

Max drawdown

−19.6%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

233 tracked positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

7.6%

−0.7 pts

Top 5

26.4%

−1.3 pts

Top 10

38.9%

−4.1 pts

HHI

223

Diversified−29

Portfolio Trend

16 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	33.6%	$430,608,637	45
Financial Services	17.4%	$223,314,003	59
Communication Services	10.6%	$136,018,753	12
Consumer Cyclical	9.8%	$125,062,736	20
Healthcare	5.7%	$73,611,835	20
Unclassified	5.6%	$72,327,947	15
Energy	5.1%	$64,921,813	15
Consumer Defensive	4.9%	$62,539,944	10
Industrials	3.4%	$43,973,642	13
Basic Materials	2.1%	$26,386,445	10
Utilities	1.5%	$19,702,304	8
Real Estate	0.3%	$3,854,766	6

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
BMNR	Bitmine Immersion Technologies, Inc.	+71,943	158,622	$3,137,543
RKT	Rocket Companies, Inc.	+68,995	356,916	$5,086,053
CMCSA	Comcast Corp	+56,360	72,951	$2,094,423
HOOD	Robinhood Markets, Inc.	+48,256	111,866	$7,752,313
UBER	Uber Technologies, Inc	+44,014	144,645	$10,404,314
SNY	Sanofi	+41,689	102,944	$4,959,841
CGBD	Carlyle Secured Lending, Inc.	+39,550	186,691	$2,042,399
ETHA	iShares Ethereum Trust ETF	+34,103	170,787	$2,703,558
IBIT	iShares Bitcoin Trust ETF	+31,883	58,229	$2,237,158
NVTS	Navitas Semiconductor Corp	+28,643	74,448	$652,908
T	At&T Inc.	+24,570	123,422	$3,578,003
PLTR	Palantir Technologies Inc.	+24,499	121,248	$17,736,157
AMZN	Amazon Com Inc	+21,137	291,646	$60,741,112
D	Dominion Energy, Inc	+14,592	86,074	$5,321,094
DX	Dynex Capital Inc	+11,454	73,355	$936,009
CRWD	CrowdStrike Holdings, Inc.	+11,359	29,745	$11,612,745
PG	PROCTER & GAMBLE Co	+11,089	38,875	$5,615,105
MSFT	Microsoft Corp	+10,435	134,980	$49,965,546
BEAM	Beam Therapeutics Inc.	+10,202	50,119	$1,194,335
VZ	Verizon Communications Inc	+9,934	88,726	$4,454,045
JPM	Jpmorgan Chase & Co	+9,143	83,934	$24,690,025
NFLX	Netflix Inc	+9,077	211,770	$20,361,685
MDT	Medtronic plc	+8,756	76,536	$6,631,844
AVGO	Broadcom Inc.	+8,300	54,182	$16,769,870
JOBY	Joby Aviation, Inc.	+7,171	39,467	$325,997
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
SPY	Spdr S&P 500 ETF Trust	−50,016	28,280	$18,391,615
CCJ	Cameco Corp	−44,270	28,380	$3,082,351
NVDA	Nvidia Corp	−41,393	558,514	$97,404,841
MFG	Mizuho Financial Group Inc	−35,543	206,688	$1,641,102
EBAY	Ebay Inc	−29,301	12,239	$1,113,993
DBX	Dropbox, Inc.	−24,464	15,014	$341,118
EPD	Enterprise Products Partners L.P.	−20,384	110,066	$4,164,897
NEM	NEWMONT Corp /DE/	−18,815	22,955	$2,484,878
FSSL	FS Specialty Lending Fund	−14,534	19,595	$245,133
WFC	Wells Fargo & Company/Mn	−13,654	84,573	$6,732,856
SOFI	SoFi Technologies, Inc.	−13,327	25,972	$412,435
LRCX	Lam Research Corp	−12,662	14,332	$3,062,175
HLN	Haleon plc	−12,623	104,689	$1,047,936
WMB	Williams Companies, Inc.	−12,198	41,771	$3,040,093
BAC	Bank Of America Corp /De/	−11,542	75,653	$3,688,083
MRVL	Marvell Technology, Inc.	−11,085	12,110	$1,199,495
OKE	Oneok Inc /New/	−10,272	62,038	$5,607,614
GGN	GAMCO Global Gold, Natural Resources & Income Trust	−10,000	70,000	$372,400
HSBC	Hsbc Holdings PLC	−9,967	43,734	$3,607,617
NOW	ServiceNow, Inc.	−9,531	17,737	$1,854,403
CSCO	Cisco Systems, Inc.	−9,444	97,862	$7,593,112
OPFI	OppFi Inc.	−7,971	106,993	$824,916
CRM	Salesforce, Inc.	−7,442	30,462	$5,686,341
BMY	Bristol Myers Squibb Co	−7,175	40,363	$2,448,015
FSCO	FS Credit Opportunities Corp.	−6,790	66,374	$338,507
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
DOW	Dow Inc.	151,619	$6,314,931
AZN	Astrazeneca PLC	25,758	$5,079,992
HBAN	Huntington Bancshares Inc /Md/	296,610	$4,641,946
AMGN	Amgen Inc	11,714	$4,121,570
ICE	Intercontinental Exchange, Inc.	19,047	$2,995,712
ALM	Almonty Industries Inc.	196,440	$2,844,451
ADBE	Adobe Inc.	10,788	$2,622,347
AMRZ	Amrize Ltd	43,032	$2,410,652
BHP	BHP Group Ltd	29,403	$2,138,774
MMM	3M Co	11,089	$1,610,455
ORLY	O Reilly Automotive Inc	17,369	$1,603,332
MSTR	Strategy Inc	12,303	$1,535,414
OKLO	Oklo Inc.	28,776	$1,427,001
CRCL	Circle Internet Group, Inc.	12,098	$1,154,270
MDLZ	Mondelez International, Inc.	19,941	$1,149,399
CRDO	Credo Technology Group Holding Ltd	11,780	$1,105,788
VOYA	Voya Financial, Inc.	13,281	$907,357
GIL	Gildan Activewear Inc.	12,923	$719,164
CSV	Carriage Services Inc	12,763	$582,758
NOK	Nokia Corp	61,495	$494,419
VSH	Vishay Intertechnology Inc	27,034	$486,612
JD	JD.com, Inc.	15,947	$471,552
DXYZ	Destiny Tech100 Inc.	15,660	$419,374
RHI	Robert Half Inc.	15,315	$389,001
IONQ	IonQ, Inc.	10,545	$304,012
No positions match the current search.

Sold Out

Positions the filer fully exited

18 positions

Ticker	Company	Shares	Value
SE	Sea Ltd	53,058	$6,768,609
VEEV	Veeva Systems Inc	26,442	$5,902,647
TOST	Toast, Inc.	165,435	$5,874,596
ITW	Illinois Tool Works Inc	14,959	$3,684,401
CDNS	Cadence Design Systems Inc	10,450	$3,266,461
BSX	Boston Scientific Corp	14,402	$1,373,230
SII	Sprott Inc.	10,100	$988,992
FIS	Fidelity National Information Services, Inc.	10,062	$668,720
CPNG	Coupang, Inc.	28,047	$661,628
PYPL	PayPal Holdings, Inc.	10,585	$617,952
PDX	PIMCO Dynamic Income Strategy Fund	23,981	$450,363
TEVA	Teva Pharmaceutical Industries Ltd	12,342	$385,193
SMCI	Super Micro Computer, Inc.	11,841	$346,586
MICC	Magnum Ice Cream Co N.V.	18,840	$298,614
ACHR	Archer Aviation Inc.	33,459	$251,611
RXRX	Recursion Pharmaceuticals, Inc.	60,465	$247,301
PAGP	Plains Gp Holdings LP	12,653	$242,178
OSCR	Oscar Health, Inc.	16,488	$236,932
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

233 tracked positions · $1,282,322,825 total · filing declares 519 positions · $3,574,113,779 · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 233 positions by value · page 1 of 5

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NVDA	Nvidia Corp Technology	Reduced	558,514	-41,393	$97,404,841	−12.9%	7.60%
AAPL	Apple Inc. Technology	Reduced	317,290	-3,700	$80,525,029	−7.7%	6.28%
AMZN	Amazon Com Inc Consumer Cyclical	Added	291,646	+21,137	$60,741,112	−2.7%	4.74%
GOOGL	Alphabet Inc. Communication Services	Added	173,859	+3,847	$49,994,894	−6.0%	3.90%
MSFT	Microsoft Corp Technology	Added	134,980	+10,435	$49,965,546	−17.0%	3.90%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	97,253	-1,565	$46,603,637	−6.2%	3.63%
META	Meta Platforms, Inc. Communication Services	Added	57,448	+2,854	$32,867,724	−8.8%	2.56%
V	Visa Inc. Financial Services	Reduced	100,071	-3,403	$30,245,459	−16.7%	2.36%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	68,623	-575	$25,510,600	−18.0%	1.99%
JPM	Jpmorgan Chase & Co Financial Services	Added	83,934	+9,143	$24,690,025	+2.5%	1.93%
NFLX	Netflix Inc Communication Services	Added	211,770	+9,077	$20,361,685	+7.1%	1.59%
MA	Mastercard Inc Financial Services	Reduced	39,587	-1,153	$19,780,040	−15.0%	1.54%
QQQ	Invesco Qqq Trust, Series 1	Added	32,931	+316	$19,007,114	−5.1%	1.48%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	54,780	+6,126	$18,512,901	+25.2%	1.44%
SPY	Spdr S&P 500 ETF Trust	Reduced	28,280	-50,016	$18,391,615	−65.6%	1.43%
SCHW	Schwab Charles Corp Financial Services	Reduced	192,267	-1,126	$18,069,252	−6.5%	1.41%
PLTR	Palantir Technologies Inc. Technology	Added	121,248	+24,499	$17,736,157	+3.1%	1.38%
WMT	Walmart Inc. Consumer Defensive	Added	140,280	+3,602	$17,433,998	+14.5%	1.36%
AVGO	Broadcom Inc. Technology	Added	54,182	+8,300	$16,769,870	+5.6%	1.31%
XOM	ExxonMobil Holdings Corp Energy	Added	89,905	+1,105	$15,253,282	+42.7%	1.19%
AMAT	Applied Materials Inc /De Technology	Added	43,669	+977	$14,925,627	+36.0%	1.16%
CRWD	CrowdStrike Holdings, Inc. Technology	Added	29,745	+11,359	$11,612,745	+34.7%	0.91%
PM	Philip Morris International Inc. Consumer Defensive	Added	69,157	+2,542	$11,434,418	+7.0%	0.89%
ORCL	Oracle Corp Technology	Added	77,465	+3,110	$11,395,876	−21.4%	0.89%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	11,207	+621	$11,166,991	+22.3%	0.87%
APP	AppLovin Corp Communication Services	Added	27,549	+823	$10,964,502	−39.1%	0.86%
UBER	Uber Technologies, Inc Technology	Added	144,645	+44,014	$10,404,314	+26.5%	0.81%
VRT	Vertiv Holdings Co Industrials	Added	40,314	+2,271	$10,101,882	+63.9%	0.79%
MU	Micron Technology Inc Technology	Added	28,038	+2,434	$9,472,357	+29.6%	0.74%
CAT	Caterpillar Inc Industrials	Reduced	12,871	-509	$9,118,588	+19.0%	0.71%
GLD	Spdr Gold Trust	Added	21,187	+559	$9,116,554	+11.5%	0.71%
TPL	Texas Pacific Land Corp Energy	Added	17,736	+176	$8,416,796	+66.9%	0.66%
SHOP	Shopify Inc. Technology	Reduced	69,383	-1,766	$8,230,211	−28.1%	0.64%
COR	Cencora, Inc. Healthcare	Added	25,517	+502	$8,015,910	−5.1%	0.63%
HOOD	Robinhood Markets, Inc. Financial Services	Added	111,866	+48,256	$7,752,313	+7.8%	0.60%
CSCO	Cisco Systems, Inc. Technology	Reduced	97,862	-9,444	$7,593,112	−8.1%	0.59%
JNJ	Johnson & Johnson Healthcare	Reduced	30,812	-3,577	$7,531,685	+5.8%	0.59%
COP	Conocophillips Energy	Added	56,190	+2,846	$7,417,080	+48.5%	0.58%
HD	Home Depot, Inc. Consumer Cyclical	Added	21,849	+738	$7,185,917	−1.1%	0.56%
WFC	Wells Fargo & Company/Mn Financial Services	Reduced	84,573	-13,654	$6,732,856	−26.5%	0.53%
MDT	Medtronic plc Healthcare	Added	76,536	+8,756	$6,631,844	+1.9%	0.52%
ADI	Analog Devices Inc Technology	Reduced	20,532	-3,785	$6,532,050	−1.0%	0.51%
IAU	Ishares Gold Trust	Added	73,932	+4,557	$6,517,845	+15.7%	0.51%
DIS	Walt Disney Co Communication Services	Added	66,689	+3,288	$6,427,485	−10.9%	0.50%
DOW	Dow Inc. Basic Materials	NEW	151,619	NEW	$6,314,931	NEW	0.49%
SBUX	Starbucks Corp Consumer Cyclical	Added	70,113	+2,515	$6,281,423	+10.3%	0.49%
GD	General Dynamics Corp Industrials	Added	17,777	+350	$6,101,421	+4.0%	0.48%
BKR	Baker Hughes Co Energy	Added	97,761	+384	$5,968,309	+34.6%	0.47%
NVS	Novartis AG Healthcare	Added	38,960	+1,255	$5,951,140	+14.5%	0.46%
IQV	Iqvia Holdings Inc. Healthcare	Added	34,786	+1,204	$5,932,404	−21.6%	0.46%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.