Fund HoldingsPCG Wealth Advisors, LLC

Total Portfolio Value
$448.24M
Total Bought
$74.33M
Total Sold
$19.09M
Net Transaction
+$55.24M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
CAPITAL GROUP DIVIDEND VALUE
SHS CREAT UNIT
647,371681,934+34,56327,53933,6067.50%+6,067
STATE STR SPDR S&P 500 ETF T(SPY)30,27732,638+2,36119,69024,3735.44%+4,683
VANECK ETF TRUST
SEMICONDUCTR ETF
12,26013,707+1,4474,7008,9902.01%+4,290
FIRST TR EXCHANGE-TRADED FD29,322126,201+96,8791,0044,6701.04%+3,666
CAPITAL GROUP CORE BALANCED
SHS
346,953402,421+55,46811,93915,2763.41%+3,337
SPDR SERIES TRUST
ST STR P500GRW
19,37237,739+18,3671,8974,4911.00%+2,594
VANECK ETF TRUST
REAL ASSETS ETF
37,33599,818+62,4831,5203,9600.88%+2,440
FIRST TR EXCHANGE-TRADED FD13,82314,486+6632,9864,8481.08%+1,863
INVESCO EXCH TRADED FD TR II
NASDAQ 100 ETF
27,20227,380+1786,4648,2951.85%+1,832
CAPITAL GROUP CORE EQUITY ET
SHS CREAT UNIT
24,19760,570+36,3739302,6940.60%+1,765
FIRST TR EXCHANGE-TRADED FD29,322103,147+73,8251,0042,7450.61%+1,741
VANECK ETF TRUST
GOLD MINERS ETF
43,32975,559+32,2303,9765,7011.27%+1,725
FIRST TR EXCHANGE-TRADED FD
HLTH CARE ALPH
13,73525,948+12,2131,5083,1760.71%+1,668
FIRST TR EXCHANGE TRADED FD
RBA INDL ETF
56,14758,678+2,5316,2207,8191.74%+1,599
FIRST TR EXCHANGE-TRADED FD
NASDAQ CYB ETF
52,63053,448+8183,2994,8021.07%+1,504
ARK ETF TR
INNOVATION ETF
017,525+17,52501,4160.32%+1,416
GLOBAL X FDS
GLOBAL X SILVER
39,22463,599+24,3753,5334,9261.10%+1,393
AMERICAN CENTY ETF TR102,395112,569+10,1748,68710,0412.24%+1,354
FIDELITY COVINGTON TRUST
ENHANCED INTL
84,641108,237+23,5963,1494,3440.97%+1,195
ISHARES TR4,4605,477+1,0172,9134,1020.92%+1,188
AMERICAN CENTY ETF TR100,709100,617-928,1189,1772.05%+1,059
FIDELITY COVINGTON TRUST181,898182,800+90210,04811,0212.46%+973
PUTNAM ETF TRUST018,865+18,86509610.21%+961
VANGUARD INDEX FDS14,36114,897+5364,2925,1231.14%+831
FIRST TR EXCHANGE TRADED FD
RISNG DIVD ACHIV
44,95547,301+2,3463,0703,8340.86%+765
NVIDIA CORPORATION(NVDA)25,93626,260+3244,5235,2541.17%+731
AMERICAN CENTY ETF TR
AVAN EMER EX ETF
38,35638,811+4552,5943,3240.74%+730
INVESCO EXCHANGE TRADED FD T
S&P 100 EQL WIGH
47,23547,736+5015,4436,1591.37%+715
INVESCO EXCHANGE TRADED FD T
S&P 500 TOP 50
40,12647,241+7,1152,1892,8930.65%+704
PACER FDS TR
US LRG CP CASH
92,12794,014+1,8873,1083,7740.84%+666
AMERICAN CENTY ETF TR58,82057,318-1,5026,4987,1511.60%+653
INVESCO QQQ TR3,7033,731+282,1372,7470.61%+610
JANUS DETROIT STR TR
HENDRSN SHRT ETF
011,840+11,84005790.13%+579
FIRST TR EXCHANGE-TRADED FD
NASDQ CLN EDGE
36,25633,940-2,3165,9316,5081.45%+577
APPLIED MATLS INC1,3901,379-114759970.22%+522
AMERICAN CENTY ETF TR11,10514,656+3,5518951,4140.32%+519
INVESCO EXCHANGE TRADED FD T
S&P MDCP MOMNTUM
20,16820,202+342,9253,4370.77%+512
THE ALGER ETF TRUST34,37335,845+1,4721,1361,6360.36%+500
GLOBAL X FDS
ARTIFICIAL ETF
07,579+7,57904970.11%+497
CAPITAL GROUP INTERNATIONAL
SHS
53,51761,884+8,3671,7722,2520.50%+480
BNY MELLON ETF TRUST II
DYNAMIC VALUE
013,420+13,42004490.10%+449
VANECK ETF TRUST
RARE EAR STR ETF
15,36320,141+4,7781,3521,7830.40%+431
T ROWE PRICE EXCHANGE-TRADED
TECHNOLOGY ETF
20,91523,692+2,7776331,0570.24%+424
APPLE INC(AAPL)10,37310,544+1712,6333,0510.68%+418
SPDR SERIES TRUST
ST STR P500ETF
101,70993,290-8,4197,7858,1981.83%+413
GLOBAL X FDS
US INFR DEV ETF
39,84741,346+1,4992,0252,4360.54%+411
KRANESHARES TRUST08,403+8,40303940.09%+394
T ROWE PRICE EXCHANGE-TRADED
CAP APPRECIATION
50,21452,965+2,7511,7872,1770.49%+390
FIRST TR EXCHANGE-TRADED FD8,0118,034+231,2721,6560.37%+384
ADVANCED MICRO DEVICES INC(AMD)0631+63103670.08%+367
FIRST TR EXCHNG TRADED FD VI
FT LADD BUFF ETF
225,340217,969-7,3717,6107,9621.78%+353
SELECT SECTOR SPDR TR
ST STR TECHN ETF
5,8095,864+557721,1170.25%+345
TESLA INC(TSLA)3,4403,855+4151,2791,6210.36%+343
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
13,10513,427+3222,5152,8570.64%+342
ALPHABET INC(GOOG)4,4274,486+591,2731,6030.36%+330
FIRST TR EXCHANGE TRADED FD
BUYWRIT INCM ETF
013,360+13,36003190.07%+319
FIRST TR EXCHANGE TRADED FD
NASDAQ BUYWRITE
013,690+13,69003020.07%+302
SPDR SERIES TRUST
ST STR SP SEMI
0482+48203000.07%+300
FIRST TR EXCHANGE-TRADED FD
FST LOW OPPT EFT
05,981+5,98102980.07%+298
BNY MELLON ETF TRUST
GLOBAL INFRASCTR
10,80917,277+6,4684817770.17%+296
C H ROBINSON WORLDWIDE IN(CHRW)01,518+1,51802860.06%+286
INVESCO EXCHANGE TRADED FD T
AEROSPACE DEFN
10,10911,038+9291,6751,9500.43%+275
TEMA ETF TRUST29,32230,407+1,0851,0041,2740.28%+270
CATERPILLAR INC(CAT)0240+24002560.06%+256
MICRON TECHNOLOGY INC(MU)0219+21902530.06%+253
GE VERNOVA INC(GEV)0212+21202490.06%+249
ETF SER SOLUTIONS
DEFIA QUANT ETF
3,6203,829+2093886330.14%+245
ISHARES TR14,00914,480+4712,3002,5390.57%+239
VANECK ETF TRUST
COPPER AND ELEC
05,840+5,84002340.05%+234
FIRST TR EXCHANGE-TRADED ALP
MID CP GR ALPH
9,0639,408+3458201,0430.23%+223
EPR PPTYS(EPR)26,62926,62901,3301,5450.34%+214
BOEING CO(BA)0989+98902140.05%+214
GE AEROSPACE(GE)0573+57302140.05%+214
ECHOSTAR CORP(ECHO)02,092+2,09202120.05%+212
BAXTER INTL INC09,955+9,95502120.05%+212
FIRST TR EXCHNG TRADED FD VI
ACTV FCTR MDCP
05,127+5,12702100.05%+210
TIDAL TRUST II
ROUNDHILL GENER
02,111+2,11102080.05%+208
JPMORGAN CHASE & CO(JPM)0621+62102030.05%+203
AMERICAN BITCOIN CORP.(ABTC)686,0331,222,358+536,3256348330.19%+198
ISHARES TR1,8592,434+5754075900.13%+183
JANUS DETROIT STR TR
HENDRSON AAA CL
28,51831,954+3,4361,4361,6130.36%+177
FIRST TR EXCHANGE-TRADED FD
FIRST TR ENH NEW
95,66398,502+2,8395,7195,8841.31%+165
AMERICAN CENTY ETF TR16,50716,161-3461,0281,1850.26%+157
FIRST TR EXCH TRADED FD III55,78264,074+8,2929901,1460.26%+155
WISDOMTREE TR(WT)11,16411,882+7181,0581,2090.27%+151
AMPLIFY ETF TR7,8718,627+7563925400.12%+148
BROADCOM INC(AVGO)2,0502,060+106347780.17%+144
ALPHABET INC(GOOG)2,6822,580-1027699120.20%+142
AMAZON COM INC(AMZN)9,4378,831-6061,9652,1050.47%+139
FIRST TR EXCHANGE TRADED FD
DORSEY WRIGHT
15,06815,06805256600.15%+135
AMERICAN CENTY ETF TR34,56134,818+2571,5211,6500.37%+128
ISHARES TR
MSCI INDONIA ETF
011,150+11,15001260.03%+126
INVESCO EXCH TRADED FD TR II66,70162,617-4,0843,6583,7750.84%+117
VANGUARD TAX-MANAGED FDS9,48810,110+6226087200.16%+112
GLOBAL X FDS
GLOBAL X COPPER
72,47473,324+8505,5335,6441.26%+110
VANGUARD INDEX FDS6944,799+4,1053034130.09%+110
SPDR SERIES TRUST
ST STR SP AERO
1,5951,795+2004055090.11%+104
FIRST TR EXCHANGE-TRADED FD72,51772,705+1886,7276,8281.52%+102
SPDR SERIES TRUST
ST STR SP600 SML
6,4307,130+7003114110.09%+100
FIRST TR EXCHANGE-TRADED FD4,8764,677-1991,1411,2380.28%+97
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PCG Wealth Advisors, LLC — 13F Holdings — Q2 2026 | TickerTrail