account_balance
Investment manager · 13F filer · SEC CIK 1905393
PCG Wealth Advisors, LLC
Reported value$466Mas of Sep 30, 2026
Positions187 18 new, 11 sold out
Top 10 weight32.0%CGDV alone is 7%
FiledNov 1041 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
CGDVCapital Group Dividend Value
7.4%Added +3%
SPYSPDR S&P 500 ETF Trust
5.3%
CGBLCapital Group Core Balanced
3.5%Added +10%
XMHQInvesco Exchange Traded Fd T
3.0%Trimmed −3%
FDVVFidelity Covington Trust
2.4%
GDXVaneck ETF Trust
2.2%Added +58%
AVDEAmerican Centy ETF Tr
2.2%Added +2%
GLDSPDR Gold Trust
2.1%Added +3%
SILGlobal X FDS
2.0%Added +69%
AIRRFirst Tr Exchange Traded Fd
1.9%Added +50%
AVLVAmerican Centy ETF Tr
1.9%
SMHVaneck ETF Trust
1.9%Added +4%
CGDVCapital Group Dividend Value
7.4%Added +3%
SPYSPDR S&P 500 ETF Trust
5.3%
CGBLCapital Group Core Balanced
3.5%+10%
XMHQInvesco Exchange Traded Fd T
3.0%−3%
FDVV2.4%
GDXVaneck ETF Trust
2.2%
AVDEAmerican Centy ETF Tr
2.2%
GLDSPDR Gold Trust
2.1%
SILGlobal X FDS
2.0%
AIRR1.9%
AVLV1.9%
SMH1.9%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
CGDV Capital Group Dividend Value 7.4% Added +3%
SPY SPDR S&P 500 ETF Trust 5.3% HeldCGBL Capital Group Core Balanced 3.5% Added +10%
XMHQ Invesco Exchange Traded Fd T 3.0% Trimmed −3%
FDVV Fidelity Covington Trust 2.4% Held
GDX Vaneck ETF Trust 2.2% Added +58%
AVDE American Centy ETF Tr 2.2% Added +2%
GLD SPDR Gold Trust 2.1% Added +3%SIL Global X FDS 2.0% Added +69%
AIRR First Tr Exchange Traded Fd 1.9% Added +50%
AVLV American Centy ETF Tr 1.9% Held
SMH Vaneck ETF Trust 1.9% Added +4%
What changed
Biggest moves since Jun 30, 2026
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