PCG Wealth Advisors, LLC
Annual return '25
+7.7%
SPY '25
+17.7%
Alpha
-10.0ptsvs SPY
Invested
$395.5M
Holdings
164
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
$CGDV
CAPITAL GROUP DIVIDEND VALUE
Q4 2025: Exited (was 97.2k shares)
7.0%
02
$SPY
STATE STR SPDR S&P 500 ETF T
Q4 2025: Exited (was 28.0k shares)
5.0%
03
$XMHQ
INVESCO EXCHANGE TRADED FD T
Q4 2025: Exited (was 51.7k shares)
3.7%
04
$CGBL
CAPITAL GROUP CORE BALANCED
Q4 2025: Exited (was 205.2k shares)
3.0%
05
$GQ9
SPDR GOLD TR
Q4 2025: Sold 98.0% (34.7k → 677 shares)
2.6%
06
$FDVV
FIDELITY COVINGTON TRUST
Held since at least Q1 2024
2.5%
07
$NLR
VANECK ETF TRUST
Q1 2026: Increased +1.1% (19.4k → 19.6k shares)
2.3%
08
$AVDE
AMERICAN CENTY ETF TR
Q4 2025: Exited (was 59.0k shares)
2.2%
09
$AVLV
AMERICAN CENTY ETF TR
Q4 2025: Exited (was 127.7k shares)
2.1%
10
$SPYM
SPDR SERIES TRUST
Q4 2025: Exited (was 170.0k shares)
2.0%
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.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 14:24 UTC.