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Rosemary A Richard

Wcg Wealth Advisors Llc

Assets Managed
$3.574B
Holdings
519
Last Quarter
2026 - Q1
Filed Date
22d ago
Growth Rate
0.17%(2Q avg: 61.93%)
Sustained Growth
4 quarters

Portfolio positions

This chart displays the top 10 holdings in Wcg Wealth Advisors Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 519 positions.

Assets under management

The assets under management (AUM) of Wcg Wealth Advisors Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 3.574B in assets, with a quarterly growth rate of 0.17% and a 2-quarter average growth rate of 61.93%. The portfolio is managed by Rosemary A Richard, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
NVDA
Nvidia Corp
Recent Activity
Decreased -6.89%
2.73%
$97.405M
558,514 shares@ $174.4 avg price
PYLD
Pimco Multisector Bond Actv
Recent Activity
Decreased -2.46%
2.5%
$89.086M
3.4M shares@ $26.2 avg price
SPLG
Spdr Portfolio S&p 500 Etf
Recent Activity
Increased 4.19%
2.49%
$88.718M
1.159M shares@ $76.54 avg price
AAPL
Apple Inc
Recent Activity
Decreased -1.15%
2.26%
$80.525M
317,290 shares@ $253.79 avg price
RODM
Hartford Multifact Dev Mrkt
Recent Activity
Increased 2.07%
1.92%
$68.351M
1.734M shares@ $39.43 avg price
CRTC
Xtrackers Us Ntl Critic Tech
Recent Activity
Increased 5.44%
1.73%
$61.77M
1.742M shares@ $35.46 avg price
AMZN
Amazon.com Inc
Recent Activity
Increased 7.82%
1.7%
$60.741M
291,646 shares@ $208.28 avg price
SNPE
Xtrackers S&p 500 Esg Etf
Recent Activity
Decreased -0.36%
1.6%
$57.063M
958,234 shares@ $59.55 avg price
MUNI
Pimco Intermediate Municipal
Recent Activity
Increased 11.37%
1.41%
$50.247M
962,779 shares@ $52.2 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Increased 2.27%
1.4%
$49.995M
173,859 shares@ $287.56 avg price

1-10 of 519