PCG Wealth Advisors, LLC
Top Portfolio Positions
45 positions ·
$65,780,470 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| SPY |
Spdr S&P 500 ETF Trust
|
30,277 | $19,690,344 | 29.93% | |
| GLD |
Spdr Gold Trust
|
24,257 | $10,437,544 | 15.87% | |
| NVDA |
Nvidia Corp
Technology
|
25,936 | $4,523,238 | 6.88% | |
| SLV |
iShares Silver Trust
|
60,226 | $4,103,799 | 6.24% | |
| PLTM |
GraniteShares Platinum Trust
|
148,971 | $2,817,041 | 4.28% | |
| AAPL |
Apple Inc.
Technology
|
10,373 | $2,632,563 | 4.00% | |
| MSFT |
Microsoft Corp
Technology
|
6,140 | $2,272,843 | 3.46% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
3,703 | $2,137,297 | 3.25% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
9,437 | $1,965,443 | 2.99% | |
| EPR |
Epr Properties
Real Estate
|
26,629 | $1,330,384 | 2.02% |
Portfolio Trend
Holdings in PLTM
Shares Held
Position Value (USD)
8 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,817,041 | 148,971 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $3,249,373 | 164,692 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $2,579,624 | 170,723 | Shares | Sole | 2025-11-13 | |
| 2025-03-31 | $1,562,003 | 161,364 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $1,299,232 | 147,808 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $1,406,070 | 147,914 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $1,414,681 | 146,311 | Shares | Sole | 2024-07-15 | |
| 2023-09-30 | $164,338 | 18,643 | Shares | Sole | 2023-10-19 | |
| No 13F history on record for this holder in this stock. | ||||||