WCG Wealth Advisors
WCG Wealth Advisors reported 555 stocks worth $4.2B in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are PYLD (3.4%), NVDA (2.8%) and SPYM (2.2%). Compared with Q1 2026, the fund opened new positions in SNDK, BKNG and LLY, added to PYLD, NVDA and CRTC, trimmed SPYM, AAPL and GOOGL and sold out of CLIP, OEF and QUAL.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  PYLD Pimco ETF TR | $143M | 3.4% | 5.4M | +2M (+59%) | 8 of 8 | |
| 2 |  NVDA Nvidia Corporation | $117M | 2.8% | 583K | +25K (+4%) | 8 of 8 | |
| 3 |  SPYM Spdr Series Trust | $94M | 2.2% | 1.1M | −90K (−8%) | 8 of 8 | |
| 4 |  AAPL Apple Inc | $89.9M | 2.1% | 311K | −6,470 (−2%) | 8 of 8 | |
| 5 |  CRTC Dbx ETF TR | $75.1M | 1.8% | 1.9M | +184K (+11%) | 6 of 8 | |
| 6 |  RODM Hartford Multifactor | $71.7M | 1.7% | 1.8M | +39K (+2%) | 8 of 8 | |
| 7 |  MUNI Pimco Intermediate Municipal Bond Active Exchange-Traded Fun | $71.5M | 1.7% | 1.4M | +397K (+41%) | 8 of 8 | |
| 8 |  IVV Ishares TR | $71.2M | 1.7% | 95K | +46K (+93%) | 8 of 8 | |
| 9 |  AMZN Amazon Com Inc | $71.1M | 1.7% | 298K | +6,851 (+2%) | 8 of 8 | |
| 10 |  GOOGL Alphabet Inc | $59.8M | 1.4% | 167K | −6,611 (−4%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 CLIP Global X | $14.6M | 146K |
 OEF Ishares S&P 100 ETF | $9M | 28K |
 QUAL Ishares TR | $6.2M | 32K |
 BABA Alibaba Group Hldg Ltd F | $5.8M | 46K |
 RKT Rocket Companies Cla A | $5.1M | 357K |
🔒 Free account: see all 30.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 14, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →WCG Wealth Advisors 13F FAQ
What does WCG Wealth Advisors own?
WCG Wealth Advisors reported 555 stocks worth $4.2B in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are PYLD (3.4%), NVDA (2.8%) and SPYM (2.2%). The table above lists every position in the filing (the top 10 without an account).
What did WCG Wealth Advisors buy and sell in Q2 2026?
Compared with Q1 2026: 72 new positions, 228 added to, 230 trimmed and 36 sold out. New positions include SNDK, BKNG and LLY. It sold all of CLIP, OEF and QUAL.
When will WCG Wealth Advisors file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is WCG Wealth Advisors's portfolio worth?
The Q2 2026 filing reports $4.2B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.