Fund Holdings — PCG Wealth Advisors, LLC

Total Portfolio Value
$343.24M
Total Bought
$149.14M
Total Sold
$22.15M
Net Transaction
+$126.99M
Filing Period:
Securities
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SharesValue ($K)
Q2 2025
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Q3 2025
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Change
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Q2 2025
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Q3 2025
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Weight (%)
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Change
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AMERICAN CENTY ETF TR0127,719+127,71909,2292.69%+9,229
CAPITAL GROUP CORE BALANCED
SHS
0205,155+205,15507,1232.08%+7,123
FIRST TR EXCHNG TRADED FD VI
FT LADD BUFF ETF
0197,930+197,93006,6151.93%+6,615
INVESCO EXCH TRADED FD TR II
NASDAQ 100 ETF
026,436+26,43606,5331.90%+6,533
AMERICAN CENTY ETF TR058,697+58,69705,8421.70%+5,842
AMPLIFY ETF TR0248,469+248,46905,7371.67%+5,737
INVESCO EXCHANGE TRADED FD T
S&P MDCP QUALITY
051,688+51,68805,4251.58%+5,425
INVESCO EXCHANGE TRADED FD T
S&P 100 EQL WIGH
044,713+44,71305,1281.49%+5,128
AMERICAN CENTY ETF TR057,464+57,46405,1161.49%+5,116
AMERICAN CENTY ETF TR042,499+42,49904,8621.42%+4,862
AMERICAN CENTY ETF TR058,955+58,95504,6521.36%+4,652
CAPITAL GROUP DIVIDEND VALUE
SHS CREAT UNIT
097,218+97,21804,0861.19%+4,086
VANECK ETF TRUST
URANI NUCLE ETF
8,51032,259+23,7499464,3761.27%+3,430
PGIM ETF TR
PGIM ULTRA SH BD
066,927+66,92703,3350.97%+3,335
INVESCO EXCHANGE TRADED FD T
S&P MDCP MOMNTUM
022,748+22,74803,0760.90%+3,076
FRANKLIN TEMPLETON ETF TR
FTSE MEXICO
086,222+86,22202,8610.83%+2,861
T ROWE PRICE ETF INC
INTL EQUITY ETF
082,510+82,51002,7740.81%+2,774
GRANITESHARES PLATINUM TR(PLTM)0170,723+170,72302,5800.75%+2,580
J P MORGAN EXCHANGE TRADED F
SMALL & MID CAP
040,155+40,15502,5470.74%+2,547
SPDR SERIES TRUST
ST STR P500ETF
148,916169,967+21,05110,82513,3153.88%+2,490
RBB FUND TRUST
FIRS EAGL OV ETF
053,778+53,77802,4800.72%+2,480
INVESCO QQQ TR03,932+3,93202,3600.69%+2,360
J P MORGAN EXCHANGE TRADED F
INTRNL RES EQT
031,509+31,50902,3170.68%+2,317
SPDR S&P 500 ETF TR(SPY)26,46127,985+1,52416,34918,6435.43%+2,294
CAPITAL GROUP GROWTH ETF
SHS CREAT UNIT
046,405+46,40502,0380.59%+2,038
ISHARES TR011,317+11,31702,0020.58%+2,002
T ROWE PRICE ETF INC
CAP APPRECIATION
049,951+49,95101,8830.55%+1,883
FIRST TR EXCHANGE-TRADED FD
SENIOR LN FD
42,99083,499+40,5091,9733,8281.12%+1,855
FIRST TR EXCHANGE-TRADED FD
SMID RISNG ETF
046,249+46,24901,7580.51%+1,758
BNY MELLON ETF TRUST
ULTRA SHORT INCM
034,339+34,33901,7150.50%+1,715
SPDR GOLD TR(GLD)35,05334,735-31810,68512,3473.60%+1,662
INVESCO EXCHANGE TRADED FD T
S&P 500 TOP 50
028,716+28,71601,6520.48%+1,652
VANECK ETF TRUST
CLO ETF
029,221+29,22101,5520.45%+1,552
JANUS DETROIT STR TR
HENDRSON AAA CL
030,217+30,21701,5340.45%+1,534
AMERICAN CENTY ETF TR033,755+33,75501,5010.44%+1,501
FIRST TR EXCHANGE TRADED FD
NASDQ CLN EDGE
21,59129,777+8,1863,0024,4991.31%+1,497
FIDELITY COVINGTON TRUST
ENHANCED INTL
041,589+41,58901,4670.43%+1,467
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
07,598+7,59801,4410.42%+1,441
AMERICAN CENTY ETF TR028,250+28,25001,3340.39%+1,334
INVESCO EXCHANGE TRADED FD T
AEROSPACE DEFN
07,645+7,64501,1880.35%+1,188
RILEY EXPLORATION PERMIAN IN(REPX)043,761+43,76101,1860.35%+1,186
VANECK ETF TRUST
SEMICONDUCTR ETF
8,90210,827+1,9252,4823,5331.03%+1,051
INVESCO EXCH TRADED FD TR II019,106+19,10601,0320.30%+1,032
GLOBAL X FDS
GLOBAL X SILVER
317,038227,078-89,96015,26216,2664.74%+1,003
FIRST TR EXCHANGE-TRADED FD174,313139,685-34,6284,0285,0161.46%+988
FIRST TR EXCHANGE TRADED FD
RBA INDL ETF
50,84152,621+1,7804,1385,0871.48%+949
AMERICAN CENTY ETF TR016,330+16,33009350.27%+935
FIRST TR EXCHNG TRADED FD VI
FT VEST NASD ETF
025,761+25,76108980.26%+898
THE ALGER ETF TRUST023,126+23,12608670.25%+867
AMERICAN CENTY ETF TR011,451+11,45108600.25%+860
GLOBAL X FDS
GLOBAL X COPPER
69,06566,331-2,7343,1083,9671.16%+859
PRAXIS PRECISION MEDICINES I(PRAX)014,483+14,48307680.22%+768
RBB FUND TRUST
FIRST EAGLE GBL
016,506+16,50607300.21%+730
AMPLIFY ETF TR010,710+10,71007180.21%+718
NVIDIA CORPORATION(NVDA)19,46119,959+4983,0753,7241.08%+649
BROADCOM INC(AVGO)01,746+1,74605760.17%+576
FIRST TR EXCHANGE TRADED FD
RISNG DIVD ACHIV
30,13636,369+6,2331,8912,4460.71%+555
FIRST TR EXCHANGE-TRADED FD
SHS
201,579206,472+4,8939,0119,5472.78%+537
APPLE INC(AAPL)10,13310,268+1352,0792,6150.76%+536
DIMENSIONAL ETF TRUST
US EQUI MARK ETF
07,154+7,15405180.15%+518
FIRST TR EXCHANGE-TRADED FD84,21292,490+8,2783,5264,0151.17%+489
CAPITAL GROUP INTERNATIONAL
SHS
015,867+15,86704890.14%+489
TESLA INC(TSLA)4,3134,026-2871,3701,7900.52%+420
GLOBAL X FDS
GLOBAL X URANIUM
71,44566,942-4,5032,7733,1910.93%+418
PACER FDS TR
US LRG CP CASH
011,397+11,39704140.12%+414
ISHARES ETHEREUM TR(ETHA)013,097+13,09704130.12%+413
ISHARES TR04,882+4,88204050.12%+405
CORE NATURAL RESOURCES INC(CNR)04,831+4,83104030.12%+403
INVESCO EXCHANGE TRADED FD T
ENERG EXPL ETF
013,540+13,54003980.12%+398
JANUS DETROIT STR TR
HEND SECU IN ETF
06,379+6,37903330.10%+333
SPDR SERIES TRUST
ST STR P500GRW
14,28416,170+1,8861,3621,6900.49%+328
FIRST TR EXCHANGE TRADED FD
NASDAQ CYB ETF
42,12046,078+3,9583,1833,5021.02%+319
ISHARES TR01,456+1,45603050.09%+305
ALPHABET INC(GOOG)4,4754,47507891,0880.32%+299
AMERICAN CENTY ETF TR02,702+2,70202940.09%+294
OCCIDENTAL PETE CORP(OXY)05,967+5,96702820.08%+282
ISHARES TR4,0634,179+1162,5232,7970.81%+274
BARRICK MNG CORP(B)08,110+8,11002660.08%+266
ETF SER SOLUTIONS
DEFIA QUANT ETF
02,490+2,49002610.08%+261
PALANTIR TECHNOLOGIES INC(PLTR)01,405+1,40502560.07%+256
VANGUARD TAX-MANAGED FDS4,6388,333+3,6952644990.15%+235
VANGUARD INDEX FDS13,38813,168-2203,8204,0541.18%+234
VANGUARD INDEX FDS0488+48802340.07%+234
ISHARES TR03,460+3,46002230.06%+223
PROSHARES TR013,833+13,83302110.06%+211
SPDR DOW JONES INDL AVERAGE(DIA)6551,068+4132894950.14%+207
MCDONALDS CORP(MCD)0663+66302010.06%+201
VANGUARD INDEX FDS1,3122,267+9552324230.12%+191
FIRST TR EXCHANGE-TRADED FD
FIRST TR ENH NEW
95,19698,198+3,0025,6995,8831.71%+184
FIRST TR EXCHANGE-TRADED FD7,9957,967-281,1591,3240.39%+165
ALPHABET INC(GOOG)2,2352,23503965440.16%+148
MICROSOFT CORP(MSFT)5,9605,995+352,9653,1050.90%+141
SPDR INDEX SHS FDS
ST STR PO EX ETF
55,30555,384+792,2392,3700.69%+131
FIRST TR EXCHANGE TRADED FD
ENERGY ALPHADX
149,576146,422-3,1542,2712,3870.70%+116
WISDOMTREE TR(WT)9,95010,422+4728609490.28%+89
SELECT SECTOR SPDR TR
ST STR TECHN ETF
2,9392,93907448280.24%+84
GARMIN LTD(GRMN)1,8881,88803944650.14%+71
FIRST TR EXCHANGE TRADED FD
HLTH CARE ALPH
13,47313,372-1011,3971,4670.43%+70
FIRST TR EXCHANGE-TRADED FD
NO AMER ENERGY
58,41658,851+4352,1912,2530.66%+62
WALMART INC(WMT)3,0243,461+4372963570.10%+61
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PCG Wealth Advisors, LLC — 13F Holdings — Q3 2025 | TickerTrail