Live Markets
Wednesday, July 29, 2026·George Town, KY·29°·Partly Cloudy
Markets Open · NYSE·Newsletter·Masthead·
VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs

Institutional Manager · CIK 0001905393

PCG Wealth Advisors, LLC

OVERLAND PARK, KS · File #028-21744

Latest AUM
$353.4M
Positions
152
Top-10 Concentration
38.6%
Filings
12

Sector Allocation

Financials
9.8%$34.7M
Technology
2.9%$10.4M
Energy
0.7%$2.6M
Materials
0.5%$1.6M
Healthcare
0.2%$596,860
Industrials
0.1%$266,257

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1SPDR S&P 500 ETF TRSPY28,920$19.7M7.21%
2SPDR SERIES TRUST78464A854173,960$14.0M5.10%
3SPDR GOLD TRGLD28,443$11.3M4.12%
4VANECK ETF TRUST92189F106123,784$10.6M3.88%
5FIRST TR EXCHANGE-TRADED FD33734H106205,006$9.4M3.45%
6GLOBAL X FDS37954Y848109,877$9.2M3.36%
7AMERICAN CENTY ETF TR025072349106,877$8.1M2.96%
8CAPITAL GROUP CORE BALANCED14021D107225,908$8.0M2.92%
9GLOBAL X FDS37954Y830108,278$7.8M2.84%
10VANECK ETF TRUST92189F60160,839$7.6M2.76%
11FIRST TR EXCHANGE-TRADED FD33733E10473,994$6.8M2.50%
12INVESCO EXCH TRADED FD TR IIIVZ26,888$6.8M2.49%
13FIRST TR EXCHNG TRADED FD VI33740F755198,210$6.8M2.48%
14FIRST TR EXCHANGE-TRADED FD33733E807270,887$6.3M2.32%
15AMERICAN CENTY ETF TR02507287759,572$6.1M2.22%
16CAPITAL GROUP DIVIDEND VALUE14020W106138,462$6.0M2.21%
17INVESCO EXCHANGE TRADED FD TIVZ58,166$6.0M2.18%
18FIRST TR EXCHANGE-TRADED FD33739Q40896,062$5.8M2.10%
19AMERICAN CENTY ETF TR02507280261,114$5.7M2.10%
20INVESCO EXCHANGE TRADED FD TIVZ45,315$5.4M1.96%