Fund HoldingsPCG Wealth Advisors, LLC

Total Portfolio Value
$353.42M
Total Bought
$60.24M
Total Sold
$54.22M
Net Transaction
+$6.03M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
SPDR SERIES TRUST
ST STR P500ETF
0173,960+173,960013,9553.95%+13,955
JANUS DETROIT STR TR
HENDRSN SHRT ETF
087,910+87,91004,3201.22%+4,320
GLOBAL X FDS
GLOBAL X COPPER
66,331108,278+41,9473,9677,7732.20%+3,806
VANECK ETF TRUST
URANI NUCLE ETF
32,25960,839+28,5804,3767,5562.14%+3,180
SELECT SECTOR SPDR TR
ST STR STAPL ETF
038,870+38,87003,0190.85%+3,019
FIRST TR EXCHANGE-TRADED FD0270,887+270,88706,3411.79%+6,341
PACER FDS TR
US LRG CP CASH
11,39791,063+79,6664143,2060.91%+2,793
SPDR SERIES TRUST
ST STR P500GRW
021,963+21,96302,3430.66%+2,343
INVESCO EXCH TRADED FD TR II19,10655,999+36,8931,0323,1120.88%+2,080
CAPITAL GROUP DIVIDEND VALUE
SHS CREAT UNIT
97,218138,462+41,2444,0866,0421.71%+1,956
SPDR S&P 500 ETF TR(SPY)27,98528,920+93518,64319,7215.58%+1,078
ISHARES SILVER TR(SLV)027,711+27,71101,7850.51%+1,785
RBB FUND TRUST
FIRS EAGL OV ETF
53,77872,348+18,5702,4803,4990.99%+1,018
VANECK ETF TRUST
GOLD MINERS ETF
0123,784+123,784010,6173.00%+10,617
CAPITAL GROUP CORE BALANCED
SHS
205,155225,908+20,7537,1237,9812.26%+858
SELECT SECTOR SPDR TR
ST STR TECHN ETF
05,879+5,87908460.24%+846
FIRST TR EXCHANGE TRADED FD
NASDQ CLN EDGE
29,77734,015+4,2384,4995,2051.47%+706
GRANITESHARES PLATINUM TR(PLTM)170,723164,692-6,0312,5803,2490.92%+670
AMERICAN CENTY ETF TR57,46461,114+3,6505,1165,7431.62%+627
FRANKLIN TEMPLETON ETF TR
FTSE MEXICO
86,222101,275+15,0532,8613,4280.97%+567
AMERICAN BITCOIN CORP.0331,042+331,04205630.16%+563
SPDR INDEX SHS FDS
ST STR PO EX ETF
55,38465,692+10,3082,3702,9170.83%+548
VANECK ETF TRUST
SEMICONDUCTR ETF
10,82711,306+4793,5334,0711.15%+538
INVESCO EXCHANGE TRADED FD T
S&P MDCP QUALITY
51,68858,166+6,4785,4255,9571.69%+532
FIDELITY COVINGTON TRUST09,375+9,37505310.15%+531
VANGUARD INDEX FDS13,16814,555+1,3874,0544,5821.30%+528
AMPLIFY ETF TR08,909+8,90905070.14%+507
INVESCO EXCHANGE TRADED FD T
S&P 500 TOP 50
28,71635,983+7,2671,6522,1330.60%+481
FIRST TR EXCHANGE TRADED FD
RISNG DIVD ACHIV
36,36941,941+5,5722,4462,9140.82%+468
INVESCO EXCHANGE TRADED FD T
GBL LISTED PVT
06,507+6,50704360.12%+436
FREEPORT-MCMORAN INC(FCX)031,494+31,49401,6000.45%+1,600
SPDR SERIES TRUST
ST STR SP AERO
01,516+1,51603660.10%+366
BNY MELLON ETF TRUST
GLOBAL INFRASCTR
08,846+8,84603570.10%+357
SELECT SECTOR SPDR TR
ST STR ENERG ETF
07,326+7,32603280.09%+328
CAPITAL GROUP GROWTH ETF
SHS CREAT UNIT
46,40552,797+6,3922,0382,3480.66%+310
ISHARES TR11,31712,812+1,4952,0022,2980.65%+296
AMERICAN CENTY ETF TR58,95560,087+1,1324,6524,9461.40%+295
SPDR SERIES TRUST
ST STR SP600 SML
06,230+6,23002920.08%+292
ANTERO RESOURCES CORP(AR)08,340+8,34002870.08%+287
SPDR SERIES TRUST
ST STR P400MID
04,839+4,83902800.08%+280
INVESCO EXCHANGE TRADED FD T
AEROSPACE DEFN
7,6459,318+1,6731,1881,4590.41%+271
INVESCO EXCH TRADED FD TR II
NASDAQ 100 ETF
26,43626,888+4526,5336,8011.92%+268
NEXTERA ENERGY INC(NEE)03,206+3,20602570.07%+257
THE ALGER ETF TRUST23,12630,980+7,8548671,1190.32%+251
ALPHABET INC(GOOG)4,4754,269-2061,0881,3360.38%+248
AMERICAN CENTY ETF TR58,69759,572+8755,8426,0751.72%+233
FIRST TR EXCHANGE TRADED FD
RBA INDL ETF
52,62154,109+1,4885,0875,3201.51%+233
INVESCO EXCHANGE TRADED FD T
S&P 100 EQL WIGH
44,71345,315+6025,1285,3541.52%+227
PROSHARES TR
ULTRAPRO SHORT
03,151+3,15102160.06%+216
TARGET CORP(TGT)02,136+2,13602090.06%+209
FIRST TR EXCHNG TRADED FD VI
FT LADD BUFF ETF
197,930198,210+2806,6156,7911.92%+176
APPLE INC(AAPL)10,26810,233-352,6152,7820.79%+167
AMERICAN CENTY ETF TR28,25031,564+3,3141,3341,4860.42%+152
ALPHABET INC(GOOG)2,2352,192-435446880.19%+144
FIRST TR EXCHANGE-TRADED FD
SENIOR LN FD
83,49986,282+2,7833,8283,9591.12%+131
FIRST TR EXCHANGE TRADED FD
NASDAQ CYB ETF
46,07850,827+4,7493,5023,6321.03%+129
CORE NATURAL RESOURCES INC(CNR)4,8315,955+1,1244035270.15%+124
FIRST TR EXCH TRADED FD III055,205+55,20501,0060.28%+1,006
ISHARES TR4,1794,242+632,7972,9060.82%+109
FIRST TR EXCHANGE-TRADED FD
SMID RISNG ETF
46,24948,481+2,2321,7581,8580.53%+99
ISHARES TR4,8826,055+1,1734055020.14%+96
AMERICAN CENTY ETF TR16,33017,448+1,1189351,0250.29%+90
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
7,5987,984+3861,4411,5290.43%+88
RBB FUND TRUST
FIRST EAGLE GBL
16,50617,701+1,1957308150.23%+85
T ROWE PRICE ETF INC
INTL EQUITY ETF
82,51082,652+1422,7742,8520.81%+78
VANGUARD INDEX FDS488637+1492343110.09%+77
VANGUARD TAX-MANAGED FDS8,3339,202+8694995750.16%+76
APPLIED MATLS INC01,352+1,35203480.10%+348
AMERICAN CENTY ETF TR33,75535,991+2,2361,5011,5670.44%+65
FIRST TR EXCHANGE TRADED FD
HLTH CARE ALPH
13,37213,456+841,4671,5320.43%+65
VANGUARD INDEX FDS2,2672,540+2734234850.14%+62
BARRICK MNG CORP(B)8,1107,500-6102663270.09%+61
ISHARES ETHEREUM TR(ETHA)13,09720,974+7,8774134700.13%+58
T ROWE PRICE ETF INC
CAP APPRECIATION
49,95150,772+8211,8831,9410.55%+57
FIRST TR EXCHANGE-TRADED FD
NO AMER ENERGY
58,85160,769+1,9182,2532,3010.65%+48
WISDOMTREE TR(WT)10,42210,663+2419499950.28%+46
AMAZON COM INC(AMZN)07,536+7,53601,7390.49%+1,739
ETF SER SOLUTIONS
DEFIA QUANT ETF
2,4902,718+2282612980.08%+37
WALMART INC(WMT)03,501+3,50103900.11%+390
CANOPY GROWTH CORP028,440+28,4400320.01%+32
VANECK ETF TRUST
MRNGSTR WDE MOAT
09,366+9,36609700.27%+970
J P MORGAN EXCHANGE TRADED F
INTRNL RES EQT
31,50931,366-1432,3172,3490.66%+31
FIRST TR EXCHANGE-TRADED FD013,929+13,92903,2070.91%+3,207
HCA HEALTHCARE INC(HCA)01,209+1,20905640.16%+564
BROADCOM INC(AVGO)1,7461,751+55766060.17%+30
JANUS DETROIT STR TR
HEND SECU IN ETF
6,3796,968+5893333630.10%+29
CAPITAL GROUP INTERNATIONAL
SHS
15,86715,940+734895180.15%+29
VANGUARD INDEX FDS01,204+1,20407550.21%+755
NVIDIA CORPORATION(NVDA)19,95920,081+1223,7243,7451.06%+21
TARGA RES CORP(TRGP)01,210+1,21002230.06%+223
ARES CAPITAL CORP(ARCC)020,193+20,19304080.12%+408
BNY MELLON ETF TRUST
ULTRA SHORT INCM
34,33934,762+4231,7151,7290.49%+14
INVESCO QQQ TR3,9323,865-672,3602,3750.67%+14
FIRST TR EXCHNG TRADED FD VI
FT VEST NASD ETF
25,76125,395-3668989100.26%+13
DIMENSIONAL ETF TRUST
US EQUI MARK ETF
7,1547,15405185310.15%+12
FIRST TR EXCHANGE-TRADED ALP
COM SHS
02,332+2,33202640.07%+264
ISHARES TR05,838+5,83803630.10%+363
ISHARES TR04,571+4,57104430.13%+443
FIRST TR EXCHANGE TRADED FD
DORSEY WRIGHT
015,068+15,06805480.16%+548
FIRST TR EXCHANGE-TRADED ALP
MID CP GR ALPH
09,603+9,60308760.25%+876
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