WCG Wealth Advisors LLC

13F Filings History

Latest 13F report
Q3 2025 - Nov 13, 2025
Value $
$1.6B
Signature - Title
Rosemary A Richard - Chief Compliance Officer
Location
Las Vegas, NV
Summary
This page shows a list of all the recent 13F filings made by WCG Wealth Advisors LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. WCG Wealth Advisors LLC reported 331 stock holdings with total value $1.6B as of Q3 2025. Top holdings included NVDA, AAPL, AVUS, MSFT, and IVV.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2025 331 $1.6B +$146M -$200M -$53M NVDA, AAPL, AVUS, MSFT, IVV 13F-HR 11/13/2025, 02:32 PM
Q2 2025 327 $1.55B +$302M -$176M +$126M NVDA, AVUS, AAPL, MSFT, JGRO 13F-HR 8/13/2025, 01:24 PM
Q1 2025 284 $1.32B +$92.4M -$250M -$158M AAPL, AVUS, TOTL, HTRB, JGRO Restatement 5/15/2025, 03:38 PM
Q4 2024 293 $1.51B +$133M -$94.4M +$38.3M AAPL, NVDA, AVUS, SPHQ, HTRB 13F-HR 2/18/2025, 05:39 PM
Q3 2024 307 $1.48B +$161M -$103M +$57.4M AAPL, HTRB, AVUS, NVDA, MSFT 13F-HR 11/13/2024, 05:02 PM
Q2 2024 275 $1.35B +$299M -$140M +$159M AAPL, HTRB, NVDA, MSFT, AVUS 13F-HR 8/12/2024, 04:33 PM
Q1 2024 255 $1.2B +$112M -$352M -$240M SNPE, IVV, XLRE, AAPL, AVUS 13F-HR 5/13/2024, 12:37 PM
Q4 2023 293 $1.36B +$66.3M -$177M -$111M SNPE, XLRE, AAPL, MSFT, HTRB 13F-HR 2/8/2024, 02:22 PM
Q3 2023 280 $1.36B +$541M -$19.4M +$522M SNPE, XLRE, AAPL, HTRB, MUNI 13F-HR 11/9/2023, 07:35 PM
Q2 2023 156 $856M +$179M -$131M +$48.8M SNPE, XLRE, HTRB, MUNI, RODM 13F-HR 8/14/2023, 03:34 PM
Q1 2023 156 $780M +$82.8M -$59.6M +$23.2M SNPE, XLRE, HTRB, RODM, MUNI 13F-HR 5/15/2023, 01:27 PM
Q4 2022 151 $726M +$120M -$186M -$66.1M SNPE, XLRE, HTRB, RODM, MUNI 13F-HR 2/14/2023, 04:32 PM
Q3 2022 495 $756M +$154M -$66.7M +$87.5M SNPE, HTRB, RODM, IEF, MUNI 13F-HR 11/14/2022, 09:57 AM
Q2 2022 271 $720M $0 $0 SNPE, HTRB, RODM, MUNI, SPHQ New Holdings 8/23/2022, 10:15 AM
Q2 2022 172 $400M $0 $0 SNPE, HTRB, RODM, SRLN, BOND 13F-HR 8/15/2022, 12:56 PM