WCG Wealth Advisors LLC

Position in SOFI — SoFi Technologies, Inc.

CIK 1855713 LAS VEGAS, NV

Position in SOFI

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

Position Value

$828,025

+$415,590 QoQ

Shares Held

46,181

+77.8% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#375

of 913 holders

Holding Since

Sep 2022

6 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. SOFI ranks #4 (1.5% 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.	124,690	$1,238,171
4	SOFI	SoFi Technologies, Inc. This page	46,181	$828,025

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$828,025	46,181	+77.8%	Shares	Sole	2026-08-14
2026-03-31	$412,435	25,972	-33.9%	Shares	Sole	2026-05-12
2025-12-31	$1,028,847	39,299	+29.8%	Shares	Sole	2026-02-10
2023-12-31	$301,295	30,281	-32.7%	Shares	Sole	2024-02-08
2023-09-30	$359,454	44,988	+1223.2%	Shares	Sole	2023-11-13
2022-09-30	$16,592	3,400	—	Shares	Sole	2022-11-14
2022-09-30	$50,117	10,270	—	Principal	Sole	2022-11-14
No filing history on record for this holder in this stock.