PCG Wealth Advisors, LLC - Portfolio Stock Holdings
PCG Wealth Advisors, LLC disclosed 198 stock positions in a recent SEC 13F filing. $467,023,249 of stock holdings were filed, with the largest holdings including CGDV, SPY, and CGBL. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $931,127,284 and has 24 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
Sept. 30, 2026No. of Stocks:
198Est. Stock Holding Value:
$467,023,249Top Stock Holdings By Sector
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Portfolio Stock Holdings - PCG Wealth Advisors, LLC
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Stock
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Holdings (Shares)
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Holdings (USD)
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% of Portfolio
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Change (Shares)
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Change (USD)
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% Change
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