WCG Wealth Advisors LLC
Top Portfolio Positions
233 positions ·
$1,273,613,266 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
558,514 | $97,404,841 | 7.65% | |
| AAPL |
Apple Inc.
Technology
|
317,290 | $80,525,029 | 6.32% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
291,646 | $60,741,112 | 4.77% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
173,859 | $49,994,894 | 3.93% | |
| MSFT |
Microsoft Corp
Technology
|
134,980 | $49,965,546 | 3.92% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
97,253 | $46,603,637 | 3.66% | |
| META |
Meta Platforms, Inc.
Communication Services
|
57,448 | $32,867,724 | 2.58% | |
| V |
Visa Inc.
Financial Services
|
100,071 | $30,245,459 | 2.37% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
68,623 | $25,510,600 | 2.00% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
83,934 | $24,690,025 | 1.94% |
Portfolio Trend
16 quarters · across all stocks
Holdings in CGBD
Shares Held
Position Value (USD)
2 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,042,399 | 186,691 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,837,791 | 147,141 | Shares | Sole | 2026-02-10 | |
| No 13F history on record for this holder in this stock. | ||||||