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PCG Wealth Advisors, LLC
PCG Wealth Advisors, LLC is a Kansas-based independent investment advisory firm headquartered in Overland Park. The firm was founded in 2011 and employs approximately 23 professionals, primarily consisting of investment advisors and brokers. PCG Wealth Advisors serves a diverse client base including individual investors (both high net worth and non-high net worth), as well as pension and profit sharing plans and charitable organizations.
Investment Strategy
PCG Wealth Advisors, LLC employs a personalized, client-focused investment strategy that emphasizes portfolio diversification and asset allocation across various sectors and asset classes. Top holdings typically include ETFs and mutual funds representing equities, fixed income, commodities, and real estate, with active portfolio management according to clients' risk tolerances, investment goals, and time horizons. Their approach is aimed at balancing long-term growth with risk management, serving primarily individual investors and retirement plans.
Latest 13F Filing Activity
PCG Wealth Advisors, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 89 equity positions with a total 13F market value of $196M. The fund increased holdings in SPDR S&P 500 Etf TR, Freeport-mcmoran Inc., Global X FDS among other positions. PCG Wealth Advisors, LLC reduced exposure to American Centy Etf TR, Vaneck Etf Trust, American Centy Etf TR among others.
Top Holdings
Equity Positions (89)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SPY | SPDR S&P 500 ETF TR | 8.36% | $16.3M | 26,461 | $477.50 | $617.85 | +$1.4M |
S SIL | GLOBAL X FDS | 7.81% | $15.3M | 317,038 | $30.02 | $48.14 | -$1.1M |
G GDX | VANECK ETF TRUST | 5.62% | $11.0M | 210,882 | $28.40 | $52.06 | -$6.3M |
S SPLG | SPDR SERIES TRUST | 5.54% | $10.8M | 148,916 | $64.77 | $72.69 | +$611.3K |
G GLD | SPDR GOLD TR | 5.47% | $10.7M | 35,053 | $190.99 | $304.83 | -$1.3M |
Industry Allocation
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