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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs

Institutional Manager · CIK 0001855713

WCG Wealth Advisors LLC

LAS VEGAS, NV · File #028-22625

Latest AUM
$3.57B
Positions
503
Top-10 Concentration
37.2%
Filings
13

Sector Allocation

Technology
11.7%$417.7M
Financials
8.8%$313.8M
Healthcare
1.7%$59.5M
Energy
1.2%$43.1M
Industrials
0.9%$32.4M
Utilities
0.3%$11.4M
Materials
0.2%$7.4M
Real Estate
0.1%$2.4M

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1NVIDIA CORPORATIONNVDA599,907$111.9M5.54%
2PIMCO ETF TR72201R5853,486,174$93.0M4.60%
3SPDR SER TR78464A8541,112,501$89.2M4.42%
4APPLE INCAAPL320,990$87.3M4.32%
5HARTFORD FUNDS EXCHANGE TRADED TOTAL RTRN ETF41653L3051,864,039$63.7M3.15%
6LATTICE STRATEGIES TR5184161021,698,855$62.8M3.11%
7AMAZON COM INCAMZN270,509$62.4M3.09%
8DBX ETF TR23306X8601,652,483$60.6M3.00%
9MICROSOFT CORPMSFT124,545$60.2M2.98%
10DBX ETF TR233051143961,706$60.1M2.97%
11SPDR S&P 500 ETF TRSPY78,296$53.4M2.64%
12ALPHABET INCGOOG170,012$53.2M2.63%
13BERKSHIRE HATHAWAY INC DELBRK-A98,818$49.7M2.46%
14AMERICAN CENTY ETF TR025072885428,096$47.9M2.37%
15ISHARES TR46428720069,557$47.6M2.36%
16SPDR INDEX SHARES FUNDS PORTFOLIO EMG MK ETF78463X509990,493$46.4M2.29%
17PIMCO ETF TRUST INTER MUN BD ACT ETF72201R866864,545$45.3M2.24%
18ISHARES TR464288661360,984$43.1M2.13%
19DBX ETF TR2330516301,341,902$41.6M2.06%
20SPDR SERIES TRUST S&P 600 SMCP GRW ETF78464A201399,852$37.7M1.86%