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Craig Kurth

Pcg Wealth Advisors, Llc

Assets Managed
$395.473M
Holdings
164
Last Quarter
2026 - Q1
Filed Date
19d ago
Growth Rate
11.9%(2Q avg: 7.44%)
Sustained Growth
3 quarters

Portfolio positions

This chart displays the top 10 holdings in Pcg Wealth Advisors, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 164 positions.

Assets under management

The assets under management (AUM) of Pcg Wealth Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 3 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 395.473M in assets, with a quarterly growth rate of 11.9% and a 2-quarter average growth rate of 7.44%. The portfolio is managed by Craig Kurth, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
CGDV
Cap Group Dividend Value
Recent Activity
Increased 367.55%
6.97%
$27.539M
647,371 shares@ $42.54 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Increased 4.7%
4.98%
$19.69M
30,277 shares@ $650.34 avg price
XMHQ
Invesco S&p Midcap Qual Etf
Recent Activity
Increased 142.28%
3.69%
$14.567M
140,924 shares@ $103.37 avg price
CGBL
Cap Group Core Balanced
Recent Activity
Increased 53.59%
3.02%
$11.939M
346,953 shares@ $34.42 avg price
GLD
Spdr Gold Shares
Recent Activity
Decreased -14.71%
2.64%
$10.437M
24,257 shares@ $430.29 avg price
FDVV
Fidelity High Dividend Etf
Recent Activity
Increased 1840.25%
2.55%
$10.048M
181,898 shares@ $55.24 avg price
NLR
Vaneck Urani & Nuclr Etf-usd
Recent Activity
Increased 12.75%
2.32%
$9.136M
68,593 shares@ $133.19 avg price
AVDE
Avantis International Equity
Recent Activity
Increased 70.42%
2.2%
$8.687M
102,395 shares@ $84.85 avg price
AVLV
Avantis Us Large Cap Value
Recent Activity
Decreased -5.77%
2.06%
$8.118M
100,709 shares@ $80.62 avg price
SPLG
Spdr Portfolio S&p 500 Etf
Recent Activity
Decreased -41.53%
1.97%
$7.785M
101,709 shares@ $76.55 avg price

1-10 of 164