1y return+17.2%S&P 500 +20.9%
3y return+49.2%S&P 500 +68.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2022: $163 against $198 in the S&P 500.2
WCG Wealth Advisors LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| PYLDPimco Etf Tr | $143.5M | 3.4% | +59.1% |
| NVDANvidia Corporation | $116.7M | 2.8% | +4.5% |
| SPYMSpdr Series Trust | $94.0M | 2.2% | −7.8% |
| AAPLApple Inc | $89.9M | 2.1% | −2.0% |
| CRTCDbx Etf Tr | $75.1M | 1.8% | +10.6% |
| RODMLattice Strategies Tr | $71.7M | 1.7% | +2.3% |
| MUNIPimco Etf Tr | $71.5M | 1.7% | +41.2% |
| IVVIshares Tr | $71.2M | 1.7% | +93.0% |
| AMZNAmazon Com Inc | $71.1M | 1.7% | +2.3% |
| GOOGLAlphabet Inc | $59.8M | 1.4% | −3.8% |
| AVUSAmerican Centy Etf Tr | $55.6M | 1.3% | |
| SNPEDbx Etf Tr | $54.5M | 1.3% | −17.3% |
| TMBThornburg Etf Tr | $54.2M | 1.3% | +22.9% |
| SPEMSpdr Index Shs Fds | $53.5M | 1.3% | +1.3% |
| MSFTMicrosoft Corp | $52.1M | 1.2% | +3.5% |
| MFSBMfs Active Exchange Traded F | $51.5M | 1.2% | +22.2% |
| BRK/BBerkshire Hathaway Inc Del | $48.5M | 1.1% | |
| SLYGSpdr Series Trust | $48.1M | 1.1% | −6.9% |
| HYMBSpdr Series Trust | $46.6M | 1.1% | +11.4% |
| AGGHSimplify Exchange Traded Fun | $46.2M | 1.1% | +22.6% |
| PWRDTcw Etf Trust | $41.7M | 1.0% | −6.7% |
| SLYVSpdr Series Trust | $40.1M | 1.0% | −3.3% |
| SPYState Str Spdr S&p 500 Etf T | $37.5M | 0.9% | +77.5% |
| HDEFDbx Etf Tr | $36.5M | 0.9% | −14.8% |
| MUMicron Technology Inc | $36.2M | 0.9% | +12.0% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | March 31, 2023 | +620.3% | $116.7M |
| METAMeta Platforms Inc | June 30, 2022 | +249.3% | $32.5M |
| GOOGLAlphabet Inc | June 30, 2022 | +228.0% | $59.8M |
| JPMJpmorgan Chase & Co | June 30, 2022 | +190.7% | $27.8M |
| SNPEDbx Etf Tr | June 30, 2022 | +101.6% | $54.5M |
| AMZNAmazon Com Inc | September 30, 2023 | +87.5% | $71.1M |
| TSLATesla Inc | June 30, 2022 | +87.4% | $28.1M |
| MDYGSpdr Series Trust | June 30, 2022 | +83.9% | $31.3M |
| SPYMSpdr Series Trust | March 31, 2023 | +82.5% | $94.0M |
| AVUSAmerican Centy Etf Tr | September 30, 2023 | +74.8% | $55.6M |
Sold off last quarter
- CLIPGlobal X Fds was $14.6M
- OEFIshares Tr was $9.0M
- QUALIshares Tr was $6.2M
- BABAAlibaba Group Hldg Ltd was $5.8M
- RKTRocket Cos Inc was $5.1M
- Astrazeneca PLCCUSIP G0593M107 was $5.1M
- HBANHuntington Bancshares Inc was $4.6M
- IAGGIshares Tr was $3.4M
- NOWServicenow Inc was $1.9M
- FLQMFranklin Templeton Etf Tr was $1.6M
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +10.8% | +14.8% |
| March 31, 2026 | −2.8% | −4.6% |
| December 31, 2025 | +1.9% | +2.4% |
| September 30, 2025 | +6.7% | +7.8% |
| June 30, 2025 | +8.2% | +10.5% |
| March 31, 2025 | −2.4% | −4.6% |
| December 31, 2024 | −0.3% | +2.1% |
| September 30, 2024 | +5.5% | +5.4% |
| June 30, 2024 | +1.8% | +4.0% |
| March 31, 2024 | +6.7% | +10.0% |
| December 31, 2023 | +9.7% | +11.2% |
| September 30, 2023 | −4.0% | −3.6% |
| June 30, 2023 | +4.1% | +8.3% |
| March 31, 2023 | +4.1% | +7.0% |
| December 31, 2022 | +6.7% | +7.1% |
| September 30, 2022 | −5.7% | −5.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: WCG Wealth Advisors LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1855713&type=13F-HR&dateb=&owner=include&count=40CIK 1855713
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1855713/000185571326000006/Filed August 14, 2026 · accession 0001855713-26-000006