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Home > Institutional Investor > Wcg Wealth Advisors Llc > Profile

Instuitional Investor - Wcg Wealth Advisors Llc

Fund Profile
Filing Period:
Fund Name: Wcg Wealth Advisors Llc
Portfolio Value $4,218,764,031
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Pimco Etf Trust
 MINT 5,410,406 $143,483,935 3.4%
2.
Nvidia Corp
 NVDA 583,422 $116,736,854 2.77%
3.
Spdr Series Trust
 KRE 1,069,193 $93,960,653 2.23%
4.
Apple Inc.
 AAPL 310,820 $89,938,783 2.13%
5.
Dbx Etf Tr - XTRA US NATL ETF
 1,926,232 $75,102,019 1.78%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.