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PCG Wealth Advisors, LLC

Q4 2025 · 13F-HR

PCG Wealth Advisors, LLCholdings as filed

Filed 2026-02-05 · accession 0001905393-26-000001

$353.4M
Reported value
152
Positions
2025-12-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
78462F103SPYSPDR S&P 500 ETF TR$19.7M5.58%28,920CommonNONE
78464A854SPYMSPDR SERIES TRUST$14.0M3.95%173,960CommonNONE
78463V107GLDSPDR GOLD TR$11.3M3.19%28,443CommonNONE
92189F106GDXVANECK ETF TRUST$10.6M3.00%123,784CommonNONE
33734H106FVDFIRST TR EXCHANGE-TRADED FD$9.4M2.67%205,006CommonNONE
37954Y848SILGLOBAL X FDS$9.2M2.60%109,877CommonNONE
025072349AVLVAMERICAN CENTY ETF TR$8.1M2.29%106,877CommonNONE
14021D107CGBLCAPITAL GROUP CORE BALANCED$8.0M2.26%225,908CommonNONE
37954Y830COPXGLOBAL X FDS$7.8M2.20%108,278CommonNONE
92189F601NLRVANECK ETF TRUST$7.6M2.14%60,839CommonNONE
33733E104FTCSFIRST TR EXCHANGE-TRADED FD$6.8M1.94%73,994CommonNONE
46138G649QQQMINVESCO EXCH TRADED FD TR II$6.8M1.92%26,888CommonNONE
33740F755BUFRFIRST TR EXCHNG TRADED FD VI$6.8M1.92%198,210CommonNONE
33733E807FCGFIRST TR EXCHANGE-TRADED FD$6.3M1.79%270,887CommonNONE
025072877AVUVAMERICAN CENTY ETF TR$6.1M1.72%59,572CommonNONE
14020W106CGDVCAPITAL GROUP DIVIDEND VALUE$6.0M1.71%138,462CommonNONE
46137V472XMHQINVESCO EXCHANGE TRADED FD T$6.0M1.69%58,166CommonNONE
33739Q408FTSMFIRST TR EXCHANGE-TRADED FD$5.8M1.63%96,062CommonNONE
025072802AVDVAMERICAN CENTY ETF TR$5.7M1.62%61,114CommonNONE
46137V449EQWLINVESCO EXCHANGE TRADED FD T$5.4M1.52%45,315CommonNONE
33738R704AIRRFIRST TR EXCHANGE TRADED FD$5.3M1.51%54,109CommonNONE
33737A108GRIDFIRST TR EXCHANGE TRADED FD$5.2M1.47%34,015CommonNONE
025072703AVDEAMERICAN CENTY ETF TR$4.9M1.40%60,087CommonNONE
33733E823FTGSFIRST TR EXCHANGE-TRADED FD$4.8M1.37%137,148CommonNONE
025072307QGROAMERICAN CENTY ETF TR$4.7M1.32%40,673CommonNONE
922908637VVVANGUARD INDEX FDS$4.6M1.30%14,555CommonNONE
47103U886VNLAJANUS DETROIT STR TR$4.3M1.22%87,910CommonNONE
92189F676SMHVANECK ETF TRUST$4.1M1.15%11,306CommonNONE
33738D309FTSLFIRST TR EXCHANGE-TRADED FD$4.0M1.12%86,282CommonNONE
336917109FDLFIRST TR EXCHANGE-TRADED FD$3.8M1.09%86,574CommonNONE
67066G104NVDANVIDIA CORPORATION$3.7M1.06%20,081CommonNONE
33734X846CIBRFIRST TR EXCHANGE TRADED FD$3.6M1.03%50,827CommonNONE
75526L878FEOERBB FUND TRUST$3.5M0.99%72,348CommonNONE
35473P736FLMXFRANKLIN TEMPLETON ETF TR$3.4M0.97%101,275CommonNONE
38748T103PLTMGRANITESHARES PLATINUM TR$3.2M0.92%164,692CommonNONE
337345102QTECFIRST TR EXCHANGE-TRADED FD$3.2M0.91%13,929CommonNONE
69374H360COWGPACER FDS TR$3.2M0.91%91,063CommonNONE
46138E222IDMOINVESCO EXCH TRADED FD TR II$3.1M0.88%55,999CommonNONE
81369Y308XLPSELECT SECTOR SPDR TR$3.0M0.85%38,870CommonNONE
78463X889SPDWSPDR INDEX SHS FDS$2.9M0.83%65,692CommonNONE
33738R506RDVYFIRST TR EXCHANGE TRADED FD$2.9M0.82%41,941CommonNONE
464287200IVVISHARES TR$2.9M0.82%4,242CommonNONE
594918104MSFTMICROSOFT CORP$2.9M0.82%5,968CommonNONE
032108649SILJAMPLIFY ETF TR$2.9M0.81%103,333CommonNONE
87283Q834TOUST ROWE PRICE ETF INC$2.9M0.81%82,652CommonNONE
037833100AAPLAPPLE INC$2.8M0.79%10,233CommonNONE
46137V464XMMOINVESCO EXCHANGE TRADED FD T$2.8M0.78%20,008CommonNONE
69344A107PULSPGIM ETF TR$2.8M0.78%55,764CommonNONE
46090E103QQQINVESCO QQQ TR$2.4M0.67%3,865CommonNONE
46641Q134JIREJ P MORGAN EXCHANGE TRADED F$2.3M0.66%31,366CommonNONE
14020G101CGGRCAPITAL GROUP GROWTH ETF$2.3M0.66%52,797CommonNONE
78464A409SPYGSPDR SERIES TRUST$2.3M0.66%21,963CommonNONE
33738D101EMLPFIRST TR EXCHANGE-TRADED FD$2.3M0.65%60,769CommonNONE
464288794IAIISHARES TR$2.3M0.65%12,812CommonNONE
46137V233XLGINVESCO EXCHANGE TRADED FD T$2.1M0.60%35,983CommonNONE
87283Q867TCAFT ROWE PRICE ETF INC$1.9M0.55%50,772CommonNONE
33741X102SDVYFIRST TR EXCHANGE-TRADED FD$1.9M0.53%48,481CommonNONE
69374H881COWZPACER FDS TR$1.8M0.52%30,347CommonNONE
46428Q109SLVISHARES SILVER TR$1.8M0.51%27,711CommonNONE
88160R101TSLATESLA INC$1.8M0.50%3,892CommonNONE
023135106AMZNAMAZON COM INC$1.7M0.49%7,536CommonNONE
09661T859BKUIBNY MELLON ETF TRUST$1.7M0.49%34,762CommonNONE
35671D857FCXFREEPORT-MCMORAN INC$1.6M0.45%31,494CommonNONE
025072356AVREAMERICAN CENTY ETF TR$1.6M0.44%35,991CommonNONE
33734X143FXHFIRST TR EXCHANGE TRADED FD$1.5M0.43%13,456CommonNONE
46137V357RSPINVESCO EXCHANGE TRADED FD T$1.5M0.43%7,984CommonNONE
33739H101FTGCFIRST TR EXCHANGE TRAD FD VI$1.5M0.43%65,269CommonNONE
025072687AVSFAMERICAN CENTY ETF TR$1.5M0.42%31,564CommonNONE
46137V100PPAINVESCO EXCHANGE TRADED FD T$1.5M0.41%9,318CommonNONE
47103U845JAAAJANUS DETROIT STR TR$1.4M0.41%28,574CommonNONE
92189H748CLOIVANECK ETF TRUST$1.4M0.41%27,305CommonNONE
31609A404FENIFIDELITY COVINGTON TRUST$1.4M0.38%37,065CommonNONE
33733E302FDNFIRST TR EXCHANGE-TRADED FD$1.4M0.38%5,017CommonNONE
02079K305GOOGLALPHABET INC$1.3M0.38%4,269CommonNONE
336920103FPXFIRST TR EXCHANGE-TRADED FD$1.3M0.37%8,019CommonNONE
015564503ALAITHE ALGER ETF TRUST$1.1M0.32%30,980CommonNONE
92189F791GDXJVANECK ETF TRUST$1.1M0.30%9,254CommonNONE
025072323AVSCAMERICAN CENTY ETF TR$1.0M0.29%17,448CommonNONE
33739E108FPEFIRST TR EXCH TRADED FD III$1.0M0.28%55,205CommonNONE
97717W547WTVWISDOMTREE TR$994,8720.28%10,663CommonNONE
26884U109EPREPR PPTYS$992,0120.28%19,880CommonNONE
76665T102REPXRILEY EXPLORATION PERMIAN IN$981,2290.28%37,168CommonNONE
92189F643MOATVANECK ETF TRUST$969,9950.27%9,366CommonNONE
33740U752BUFQFIRST TR EXCHNG TRADED FD VI$910,1570.26%25,395CommonNONE
33737M102FNYFIRST TR EXCHANGE-TRADED ALP$875,7390.25%9,603CommonNONE
025072604AVEMAMERICAN CENTY ETF TR$863,9270.24%11,217CommonNONE
81369Y803XLKSELECT SECTOR SPDR TR$846,3330.24%5,879CommonNONE
46641Q118JMEEJ P MORGAN EXCHANGE TRADED F$823,4580.23%12,791CommonNONE
75526L886FEGERBB FUND TRUST$814,7020.23%17,701CommonNONE
464288851IEOISHARES TR$813,4340.23%9,113CommonNONE
922908363VOOVANGUARD INDEX FDS$755,0780.21%1,204CommonNONE
02079K107GOOGALPHABET INC$687,8930.19%2,192CommonNONE
37954Y871URAGLOBAL X FDS$686,6480.19%16,070CommonNONE
11135F101AVGOBROADCOM INC$606,1270.17%1,751CommonNONE
921943858VEAVANGUARD TAX-MANAGED FDS$574,8490.16%9,202CommonNONE
40412C101HCAHCA HEALTHCARE INC$564,4390.16%1,209CommonNONE
02462A104ABTCAMERICAN BITCOIN CORP.$562,7720.16%331,042CommonNONE
33738R878FVCFIRST TR EXCHANGE TRADED FD$548,0040.16%15,068CommonNONE
316092840FDVVFIDELITY COVINGTON TRUST$531,4880.15%9,375CommonNONE
25434V401DFUSDIMENSIONAL ETF TRUST$530,6420.15%7,154CommonNONE
218937100CNRCORE NATURAL RESOURCES INC$527,0920.15%5,955CommonNONE
14021T102CGICCAPITAL GROUP INTERNATIONAL$518,0540.15%15,940CommonNONE
032108607BLOKAMPLIFY ETF TR$506,8290.14%8,909CommonNONE
464287457SHYISHARES TR$501,5050.14%6,055CommonNONE
922908744VTVVANGUARD INDEX FDS$485,1150.14%2,540CommonNONE
46438R105ETHAISHARES ETHEREUM TR$470,4480.13%20,974CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$464,8610.13%539CommonNONE
464287606IJKISHARES TR$442,8120.13%4,571CommonNONE
46137V118PSPINVESCO EXCHANGE TRADED FD T$436,4460.12%6,507CommonNONE
713448108PEPPEPSICO INC$431,7170.12%3,008CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$429,2660.12%854CommonNONE
04010L103ARCCARES CAPITAL CORP$408,4970.12%20,193CommonNONE
931142103WMTWALMART INC$390,0490.11%3,501CommonNONE
H2906T109GRMNGARMIN LTD$382,9810.11%1,888CommonNONE
78464A631XARSPDR SERIES TRUST$365,7190.10%1,516CommonNONE
464288810IHIISHARES TR$362,8290.10%5,838CommonNONE
47103U746JSIJANUS DETROIT STR TR$362,7810.10%6,968CommonNONE
46137V761PXEINVESCO EXCHANGE TRADED FD T$361,3950.10%12,930CommonNONE
30231G102XOMEXXON MOBIL CORP$359,9670.10%2,991CommonNONE
78467X109DIASPDR DOW JONES INDL AVERAGE$358,0250.10%745CommonNONE
09661T826BKGIBNY MELLON ETF TRUST$356,8480.10%8,846CommonNONE
038222105AMATAPPLIED MATLS INC$347,5200.10%1,352CommonNONE
00206R102TAT&T INC$338,4630.10%13,626CommonNONE
81369Y506XLESELECT SECTOR SPDR TR$327,5630.09%7,326CommonNONE
06849F108BBARRICK MNG CORP$326,6250.09%7,500CommonNONE
922908736VUGVANGUARD INDEX FDS$310,7670.09%637CommonNONE
30303M102METAMETA PLATFORMS INC$309,2870.09%469CommonNONE
26922A420QTUMETF SER SOLUTIONS$298,0720.08%2,718CommonNONE
78468R853SPSMSPDR SERIES TRUST$291,9490.08%6,230CommonNONE
03674X106ARANTERO RESOURCES CORP$287,3960.08%8,340CommonNONE
78464A847SPMDSPDR SERIES TRUST$280,2260.08%4,839CommonNONE
742718109PGPROCTER AND GAMBLE CO$279,0960.08%1,947CommonNONE
682680103OKEONEOK INC NEW$267,4670.08%3,639CommonNONE
907818108UNPUNION PAC CORP$266,2570.08%1,151CommonNONE
33734Y109FYXFIRST TR EXCHANGE-TRADED ALP$263,8470.07%2,332CommonNONE
65339F101NEENEXTERA ENERGY INC$257,3740.07%3,206CommonNONE
025072885AVUSAMERICAN CENTY ETF TR$257,2060.07%2,301CommonNONE
464288760ITAISHARES TR$255,2750.07%1,189CommonNONE
055622104BPBP PLC$238,8730.07%6,878CommonNONE
674599105OXYOCCIDENTAL PETE CORP$235,3060.07%5,722CommonNONE
33734X838FTRIFIRST TR EXCHANGE TRADED FD$231,3200.07%14,763CommonNONE
29273V100ETENERGY TRANSFER L P$226,4550.06%13,733CommonNONE
87612G101TRGPTARGA RES CORP$223,2450.06%1,210CommonNONE
97717W422EPIWISDOMTREE TR$222,4160.06%4,805CommonNONE
74350P675SQQQPROSHARES TR$215,8440.06%3,151CommonNONE
97717W307DLNWISDOMTREE TR$215,6750.06%2,449CommonNONE
464289867AORISHARES TR$213,3610.06%3,282CommonNONE
464288646IGSBISHARES TR$211,5200.06%4,000CommonNONE
64110L106NFLXNETFLIX INC$210,9610.06%2,250CommonNONE
87612E106TGTTARGET CORP$208,8260.06%2,136CommonNONE
33739N108FMBFIRST TR EXCH TRADED FD III$202,0870.06%3,952CommonNONE
138035704CGCCANOPY GROWTH CORP$32,4210.01%28,440CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.