WCG Wealth Advisors LLC
Top Portfolio Positions
233 positions ·
$1,282,322,825 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
558,514 | $97,404,841 | 7.60% | |
| AAPL |
Apple Inc.
Technology
|
317,290 | $80,525,029 | 6.28% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
291,646 | $60,741,112 | 4.74% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
173,859 | $49,994,894 | 3.90% | |
| MSFT |
Microsoft Corp
Technology
|
134,980 | $49,965,546 | 3.90% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
97,253 | $46,603,637 | 3.63% | |
| META |
Meta Platforms, Inc.
Communication Services
|
57,448 | $32,867,724 | 2.56% | |
| V |
Visa Inc.
Financial Services
|
100,071 | $30,245,459 | 2.36% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
68,623 | $25,510,600 | 1.99% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
83,934 | $24,690,025 | 1.93% |
Portfolio Trend
16 quarters · across all stocks
Holdings in AVK
Shares Held
Position Value (USD)
5 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $410,152 | 36,752 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $460,870 | 36,752 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $470,058 | 36,752 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $445,066 | 36,752 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $221,352 | 19,198 | Shares | Sole | 2025-05-15 | |
| No 13F history on record for this holder in this stock. | ||||||