PCG Wealth Advisors, LLC - Portfolio overview

PCG Wealth Advisors, LLC has 177 reported holdings in this dataset, with the latest filing dated 2026-04-28.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Industrials.

Largest reported holdings by portfolio allocation

1. CGDV - CAPITAL GROUP DIVIDEND VALUE, 6.61%
2. SPY - STATE STR SPDR S&P 500 ETF T, 4.73%
3. XMHQ - INVESCO EXCHANGE TRADED FD T, 3.50%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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