WCG Wealth Advisors LLC

Position in STWD — Starwood Property Trust, Inc.

CIK 1855713 LAS VEGAS, NV

Position in STWD

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

Position Value

$1,063,455

+$732,969 QoQ

Shares Held

64,924

+238.3% QoQ

Ownership

0.018%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#183

of 515 holders

Holding Since

Dec 2023

5 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

WCG Wealth Advisors LLC holds $3,188,785 across 3 REIT - Mortgage names. STWD ranks #2 (33.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DX	Dynex Capital Inc	143,806	$1,885,296
2	STWD	Starwood Property Trust, Inc. This page	64,924	$1,063,455
3	NLY	Annaly Capital Management Inc	10,735	$240,034

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,063,455	64,924	+238.3%	Shares	Sole	2026-08-14
2026-03-31	$330,486	19,192	-1.4%	Shares	Sole	2026-05-12
2025-12-31	$350,546	19,464	+46.0%	Shares	Sole	2026-02-10
2024-03-31	$271,039	13,332	-2.9%	Shares	Sole	2024-05-13
2023-12-31	$288,646	13,732	—	Shares	Sole	2024-02-08
No filing history on record for this holder in this stock.