WCG Wealth Advisors LLC
Annual return '25
+16.1%
SPY '25
+17.7%
Alpha
-1.6ptsvs SPY
Invested
$3.6B
Holdings
519
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 97%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$NVDA
NVIDIA CORPORATION
Q1 2026: Sold 97.8% (68.4k → 1.5k shares)
2.7%
02
$PYLD
PIMCO ETF TR
Held since at least Q1 2024
2.5%
03
$SPYM
SPDR SER TR
Held since at least Q1 2024
2.5%
04
$AAPL
APPLE INC
Q1 2026: Sold 91.7% (3.4k → 280 shares)
2.3%
05
$RODM
LATTICE STRATEGIES TR
Held since at least Q1 2024
1.9%
06
$CRTC
DBX ETF TR
Held since at least Q1 2024
1.7%
07
$AMZN
AMAZON COM INC
Q1 2026: Sold 74.4% (1.6k → 400 shares)
1.7%
08
$SNPE
DBX ETF TR
Held since at least Q1 2024
1.6%
09
$MUNI
PIMCO ETF TRUST INTER MUN BD ACT ETF
Held since at least Q1 2024
1.4%
10
$GOOGL
ALPHABET INC
Q1 2026: Increased +96.5% (2.0k → 3.9k shares)
1.4%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 08:29 UTC.