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Portfolio (Quarterly) Guide ↗

PCG Wealth Advisors, LLC

· CIK 0001905393
13F Portfolio $448M AUM 180 positions Filed Aug 3, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 27 New 76 Added 53 Reduced 11 Exited
Page 8 of 9  ·  180 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 IBIT ISHARES BITCOIN TRUST ETF Financial Services 9,479.0 $316K 0.07% -2K -15.8% $33.29 +33.0%
142 UNP UNION PAC CORP Industrials 1,151.0 $313K 0.07% $272.01 +15.4%
143 JMEE J P MORGAN EXCHANGE TRADED F 4,008.0 $313K 0.07% $78.02 -0.6%
144 BERKSHIRE HATHAWAY INC DEL 623.0 $312K 0.07% $500.39
145 TGT TARGET CORP Consumer Defensive 2,383.0 $311K 0.07% -28.0 -1.2% $130.61 +25.2%
146 JNJ JOHNSON & JOHNSON Healthcare 1,193.0 $303K 0.07% +270.0 +29.2% $254.04 +6.4%
147 FIRST TR EXCHANGE TRADED FD 13,690.0 $302K 0.07% NEW $22.09
148 CIEN CIENA CORP Technology 615.0 $302K 0.07% $490.56 -19.3%
149 XSD SPDR SERIES TRUST 482.0 $300K 0.07% NEW $623.41 -21.3%
150 LMBS FIRST TR EXCHANGE-TRADED FD 5,981.0 $298K 0.07% NEW $49.78 -0.4%
151 TRGP TARGA RES CORP Energy 1,089.0 $292K 0.07% -121.0 -10.0% $268.14 +9.2%
152 CHRW C H ROBINSON WORLDWIDE IN Industrials 1,518.0 $286K 0.06% NEW $188.34 -20.4%
153 LLY ELI LILLY & CO Healthcare 232.0 $279K 0.06% +4.0 +1.8% $1201.16 +0.5%
154 JSI JANUS DETROIT STR TR 5,410.0 $277K 0.06% +850.0 +18.6% $51.21 -0.2%
155 T AT&T INC Communication Services 13,242.0 $274K 0.06% +322.0 +2.5% $20.70 +25.2%
156 NXTG FIRST TR EXCHANGE-TRADED FD 1,787.0 $274K 0.06% $153.34 -1.1%
157 ET ENERGY TRANSFER L P Energy 14,263.0 $273K 0.06% -6K -28.9% $19.12 +11.7%
158 DLN WISDOMTREE TR 2,749.0 $265K 0.06% +40.0 +1.5% $96.32 +4.8%
159 CAT CATERPILLAR INC Industrials 240.0 $256K 0.06% NEW $1064.99 -22.8%
160 BP BP PLC Energy 6,878.0 $254K 0.06% $36.95 +15.3%
Page 8 of 9  ·  180 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 60.3%
Technology 19.5%
Consumer Cyclical 5.2%
Communication Services 3.0%
Consumer Defensive 2.8%
Energy 2.2%
Healthcare 2.2%
Real Estate 2.2%
Industrials 1.8%
Basic Materials 0.5%