WCG Wealth Advisors LLC

Position in COIN — Coinbase Global, Inc.

CIK 1855713 LAS VEGAS, NV

Position in COIN

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

Position Value

$1,626,948

-$1,050,347 QoQ

Shares Held

11,129

-27.4% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#387

of 1,109 holders

Holding Since

Mar 2024

9 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

WCG Wealth Advisors LLC holds $13,709,578 across 4 Financial Data & Stock Exchanges names. COIN ranks #3 (11.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ICE	Intercontinental Exchange, Inc.	54,071	$6,656,680
2	SPGI	S&P Global Inc.	11,109	$4,280,302
3	COIN	Coinbase Global, Inc. This page	11,129	$1,626,948
4	NDAQ	Nasdaq, Inc.	14,535	$1,145,648

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,626,948	11,129	-27.4%	Shares	Sole	2026-08-14
2026-03-31	$2,677,295	15,333	+15.5%	Shares	Sole	2026-05-12
2025-12-31	$3,002,686	13,278	+12.6%	Shares	Sole	2026-02-10
2025-06-30	$4,131,225	11,787	-0.0%	Shares	Sole	2025-08-13
2025-03-31	$2,030,763	11,791	-1.2%	Shares	Sole	2025-05-15
2024-12-31	$2,963,957	11,937	-11.4%	Shares	Sole	2025-02-19
2024-09-30	$2,399,237	13,466	+23.3%	Shares	Sole	2024-11-13
2024-06-30	$2,426,529	10,919	-2.5%	Shares	Sole	2024-08-12
2024-03-31	$2,969,078	11,199	—	Shares	Sole	2024-05-13
No filing history on record for this holder in this stock.