WCG Wealth Advisors LLC

Position in UBER — Uber Technologies, Inc

CIK 1855713 LAS VEGAS, NV

Position in UBER

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

Position Value

$10,571,656

+$167,342 QoQ

Shares Held

146,503

+1.3% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

0.61%

of 13F equity value

Holder Rank

#527

of 2,389 holders

Holding Since

Jun 2022

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

WCG Wealth Advisors LLC holds $34,507,701 across 11 Software - Application names. UBER ranks #1 (30.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UBER	Uber Technologies, Inc This page	146,503	$10,571,656
2	SHOP	Shopify Inc.	58,459	$6,674,848
3	CRM	Salesforce, Inc.	38,421	$6,019,033
4	ADSK	Autodesk, Inc.	15,376	$2,989,401
5	ADBE	Adobe Inc.	12,536	$2,570,130
6	YOU	Clear Secure, Inc.	45,869	$2,556,279
7	MSTR	Strategy Inc	15,866	$1,379,231
8	DOCU	Docusign, Inc.	17,337	$770,109

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$10,571,656	146,503	+1.3%	Shares	Sole	2026-08-14
2026-03-31	$10,404,314	144,645	+43.7%	Shares	Sole	2026-05-12
2025-12-31	$8,222,559	100,631	+385.1%	Shares	Sole	2026-02-10
2025-09-30	$2,032,485	20,746	-1.2%	Shares	Sole	2025-11-13
2025-06-30	$1,959,393	21,001	+2.7%	Shares	Sole	2025-08-13
2025-03-31	$1,489,258	20,440	+3.4%	Shares	Sole	2025-05-15
2024-12-31	$1,191,923	19,760	-8.6%	Shares	Sole	2025-02-19
2024-09-30	$1,624,658	21,616	+82.5%	Shares	Sole	2024-11-13
2024-06-30	$860,894	11,845	-14.9%	Shares	Sole	2024-08-12
2023-09-30	$640,272	13,922	-58.6%	Shares	Sole	2023-11-13
2022-12-31	$832,016	33,644	+12.3%	Shares	Sole	2023-02-14
2022-09-30	$100,011	3,774	—	Principal	Sole	2022-11-14
2022-09-30	$793,728	29,952	+132.6%	Shares	Sole	2022-11-14
2022-06-30	$263,483	12,878	—	Shares	Sole	2022-08-15
No filing history on record for this holder in this stock.