WCG Wealth Advisors LLC

Position in OPFI — OppFi Inc.

CIK 1855713 LAS VEGAS, NV

Position in OPFI

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

Position Value

$1,238,171

+$413,255 QoQ

Shares Held

124,690

+16.5% QoQ

Ownership

0.146%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#34

of 144 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

WCG Wealth Advisors LLC holds $53,749,312 across 4 Credit Services names. OPFI ranks #3 (2.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	96,608	$33,145,238
2	MA	Mastercard Inc	36,094	$18,537,878
3	OPFI	OppFi Inc. This page	124,690	$1,238,171
4	SOFI	SoFi Technologies, Inc.	46,181	$828,025

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,238,171	124,690	+16.5%	Shares	Sole	2026-08-14
2026-03-31	$824,916	106,993	-6.9%	Shares	Sole	2026-05-12
2025-12-31	$1,202,523	114,964	+102.5%	Shares	Sole	2026-02-10
2025-09-30	$643,238	56,773	—	Shares	Sole	2025-11-13
No filing history on record for this holder in this stock.