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Home > Institutional Investor > Pcg Wealth Advisors, Llc > Profile

Instuitional Investor - Pcg Wealth Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Pcg Wealth Advisors, Llc
Portfolio Value $353,420,402
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 28,920 $19,721,300 5.58%
2.
Spdr Series Trust
 173,960 $13,955,040 3.95%
3.
Spdr Gold Trust
 GLD 28,443 $11,272,276 3.19%
4.
Market Vectors Etf Trust
 SMH 123,784 $10,616,932 3%
5.
First Tr Exchange-Traded Fd
 205,006 $9,446,653 2.67%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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