Long-term investor
Pcg Wealth Advisors, LLC @pcgwealthadvisorsllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001905393).
Record
- Tracked since 2025-06-30 (477 days), 226 trades recorded
- Returns: week n/a · month n/a · 90 days +0.2% · 6 months -0.0% · 1 year +1.4% · all +1.4%
- Max drawdown n/a · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 14020W106 · 7.5% · long · since 2025-09-30
- 78462F103 · 5.4% · long · since 2025-06-30
- 14021D107 · 3.4% · long · since 2025-09-30
- 46137V472 · 3.2% · long · since 2025-09-30
- 316092840 · 2.5% · long · since 2025-12-31
- 025072703 · 2.2% · long · since 2025-09-30
- 025072349 · 2.0% · long · since 2025-09-30
- GLD · 2.0% · long · since 2025-06-30
- 92189F676 · 2.0% · long · since 2025-06-30
- 46138G649 · 1.9% · long · since 2025-09-30
- 78464A854 · 1.8% · long · since 2025-06-30
- 33740F755 · 1.8% · long · since 2025-09-30