13F Filings History of WCG Wealth Advisors LLC

Latest 13F report
Q3 2025 - 13 Nov 2025
Value $
$1,595,123,039
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 $1,595,123,039 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 Filing Time
Q3 2025 331 $1,595,123,039 +$146,497,128 -$199,502,921 -$53,005,793 NVDA, AAPL, AVUS, MSFT, IVV 13F-HR 13 Nov 2025, 14:32
Q2 2025 327 $1,546,250,396 +$301,548,662 -$175,682,118 +$125,866,544 NVDA, AVUS, AAPL, MSFT, JGRO 13F-HR 13 Aug 2025, 13:24
Q1 2025 284 $1,316,014,404 +$92,418,251 -$250,379,237 -$157,960,986 AAPL, AVUS, TOTL, HTRB, JGRO Restatement 15 May 2025, 15:38
Q4 2024 293 $1,513,249,000 +$132,738,093 -$94,412,960 +$38,325,133 AAPL, NVDA, AVUS, SPHQ, HTRB 13F-HR 18 Feb 2025, 17:39
Q3 2024 307 $1,480,652,000 +$160,778,539 -$103,382,249 +$57,396,290 AAPL, HTRB, AVUS, NVDA, MSFT 13F-HR 13 Nov 2024, 17:02
Q2 2024 275 $1,350,167,000 +$299,202,937 -$140,454,222 +$158,748,715 AAPL, HTRB, NVDA, MSFT, AVUS 13F-HR 12 Aug 2024, 16:33
Q1 2024 255 $1,196,309,000 +$112,082,079 -$351,821,315 -$239,739,236 SNPE, IVV, XLRE, AAPL, AVUS 13F-HR 13 May 2024, 12:37
Q4 2023 293 $1,360,933,000 +$66,326,885 -$177,392,687 -$111,065,802 SNPE, XLRE, AAPL, MSFT, HTRB 13F-HR 08 Feb 2024, 14:22
Q3 2023 280 $1,362,422,000 +$541,054,249 -$19,377,796 +$521,676,453 SNPE, XLRE, AAPL, HTRB, MUNI 13F-HR 09 Nov 2023, 19:35
Q2 2023 156 $856,155,000 +$179,319,612 -$130,508,254 +$48,811,358 SNPE, XLRE, HTRB, MUNI, RODM 13F-HR 14 Aug 2023, 15:34
Q1 2023 156 $780,358,000 +$82,784,437 -$59,629,921 +$23,154,516 SNPE, XLRE, HTRB, RODM, MUNI 13F-HR 15 May 2023, 13:27
Q4 2022 151 $726,074,797 +$120,181,063 -$186,316,526 -$66,135,463 SNPE, XLRE, HTRB, RODM, MUNI 13F-HR 14 Feb 2023, 16:32
Q3 2022 495 $756,022,000 +$154,162,281 -$66,693,451 +$87,468,830 SNPE, HTRB, RODM, IEF, MUNI 13F-HR 14 Nov 2022, 09:57
Q2 2022 271 $720,128,000 $0 $0 $0 SNPE, HTRB, RODM, MUNI, SPHQ New Holdings 23 Aug 2022, 10:15
Q2 2022 172 $399,820,000 $0 $0 $0 SNPE, HTRB, RODM, SRLN, BOND 13F-HR 15 Aug 2022, 12:56