WCG Wealth Advisors LLC

Position in CAI — Caris Life Sciences, Inc.

CIK 1855713 LAS VEGAS, NV

Position in CAI

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$618,995

New position

Shares Held

34,736

first reported quarter

Ownership

0.012%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#111

of 246 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

WCG Wealth Advisors LLC holds $3,438,407 across 4 Biotechnology names. CAI ranks #3 (18.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BEAM	Beam Therapeutics Inc.	56,172	$1,927,823
2	CRSP	CRISPR Therapeutics AG	11,400	$621,756
3	CAI	Caris Life Sciences, Inc. This page	34,736	$618,995
4	RXRX	Recursion Pharmaceuticals, Inc.	73,524	$269,833

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$618,995	34,736	—	Shares	Sole	2026-08-14
No filing history on record for this holder in this stock.