WCG Wealth Advisors LLC

CIK

1855713

Location

LAS VEGAS, NV

Portfolio Value

Mid $1,282,322,825

Diversification

Diversified

Filing Date

Global Rank

#1,296 / 8,232 ▲ 70

Top Industry

Semiconductors 13.7%

3Y Alpha vs SPY

+0.3%

Period ended 2 months ago

Filed May 12, 2026 · 33d

16 quarters · since Jun 2022

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+77.7%

SPY

+76.3%

Annualised alpha

+0.3%

Max drawdown

−19.6%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

233 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 positions · $1,282,322,825 total · 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	Exxon Mobil 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%