13F filer

WCG Wealth Advisors

As of Jun 30, 2026 Filed Aug 14, 2026 CIK 1855713 SEC filings ↗

13F Value

$4.22B

Positions

555

Top Position

PYLD3.4%

Top 5

12.3%

Latest filing changes

vs Mar 31, 2026

1 PYLD PIMCO Multisector Bond Active Exchange-Traded Fund +59.1%+$53.3M

2 IVV iShares Core S&P 500 ETF +93.0%+$34.3M

3 PRF Invesco RAFI US 1000 ETF +718.8%+$29.5M

4 MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund +41.2%+$20.9M

5 SPY State Str SPDR S&P 500 ETF T — Tr Unit +77.5%+$16.4M

Holdings555

#
1	PYLD PIMCO Multisector Bond Active Exchange-Traded Fund	3.4%	$143.5M	+59.1%	5.41M	2.5%	ETF
2	NVDA NVIDIA	2.8%	$116.7M	+4.5%	583.4K	2.7%	Common Stock
3	SPYM State Street(R) SPDR(R) Portfolio S&P 500(R) ETF	2.2%	$94.0M	-7.8%	1.07M	2.5%	ETF
4	AAPL Apple	2.1%	$89.9M	-2.0%	310.8K	2.3%	Common Stock
5	CRTC Xtrackers US National Critical Technologies ETF	1.8%	$75.1M	+10.6%	1.93M	1.7%	ETF
6	RODM Hartford Multifactor Developed Markets (ex-US) ETF	1.7%	$71.7M	+2.3%	1.77M	1.9%	ETF
7	MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund	1.7%	$71.5M	+41.2%	1.36M	1.4%	ETF
8	IVV iShares Core S&P 500 ETF	1.7%	$71.2M	+93.0%	95.1K	0.9%	ETF
9	AMZN Amazon	1.7%	$71.1M	+2.3%	298.5K	1.7%	Common Stock
10	GOOGL Alphabet Class A Filing details 02079K305 Jun 30, 2026 167,248 reported quantity $59,769,240 reported value	1.4%	$59.8M	-3.8%	167.2K	1.4%	Common Stock
11	AVUS Avantis U.S. Equity ETF	1.3%	$55.6M	+0.6%	434.0K	1.3%	ETF
12	SNPE Xtrackers S&P 500 Scored & Screened ETF	1.3%	$54.5M	-17.3%	792.2K	1.6%	ETF
13	TMB Thornburg Multi Sector Bond ETF	1.3%	$54.2M	+22.9%	2.14M	1.2%	ETF
14	SPEM State Street(R) SPDR(R) Portfolio Emerging Markets ETF	1.3%	$53.5M	+1.3%	1.03M	1.3%	ETF
15	MSFT Microsoft	1.2%	$52.1M	+3.5%	139.7K	1.4%	Common Stock
16	MFSB MFS Active Core Plus Bond ETF	1.2%	$51.5M	+22.2%	2.07M	1.2%	ETF
17	BRK.B Berkshire Hathaway Class B Filing details 084670702 Jun 30, 2026 96,942 reported quantity $48,509,081 reported value	1.1%	$48.5M	-0.3%	96.9K	1.3%	Common Stock
18	SLYG State Street(R) SPDR(R) S & P 600(TM) Small Cap Growth ETF	1.1%	$48.1M	-6.9%	403.8K	1.2%	ETF
19	HYMB State Street(R) SPDR Nuveen ICE High Yield Municipal Bond ETF	1.1%	$46.6M	+11.4%	1.83M	1.1%	ETF
20	AGGH Simplify Aggregate Bond ETF	1.1%	$46.2M	+22.6%	2.29M	1.1%	ETF

Change compares with the prior filing. Prior % is the share of the portfolio in that filing. Trend shows the quantity held in each of the last four filings: green rose, red fell, grey unchanged.

Exited in Latest Filing36

#	Holding	Prior %	Prior Value	Change	Prior Quantity	Trend (4Q)	Type

Compared with the immediately prior published filing (Mar 31, 2026). Prior values are shown for context and are not included in current totals.