PCG Wealth Advisors, LLC

CIK 0001905393 • 6 13F filings • May 5, 2025 – Aug 3, 2026

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Filer information

Filed by: PCG Wealth Advisors, LLC, CEO
Address: 5700 W 112TH ST, STE 120, OVERLAND PARK, KS, 66211
Phone: 816-452-4000
AUM: $353.4M

AUM over time

$448.2M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsIndustrialsEnergyOther

Holdings by filing

Portfolio value: $353.4M145 positionsView on SEC.gov

			% of Portfolio
ALPHABET INC	CAP STK CL A	$1.3M	0.4%Prev: 0.3%	4,269 SH	Increased-206 SH
ALPHABET INC	CAP STK CL C	$688K	0.2%Prev: 0.2%	2,192 SH	Increased-43 SH
AMAZON COM INC	COM	$1.7M	0.5%Prev: 0.5%	7,536 SH	Increased-214 SH
AMERICAN BITCOIN CORP.	COM CL A	$563K	0.2%	331,042 SH	New
AMERICAN CENTY ETF TR	AVANTIS EMGMKT	$864K	0.2%Prev: 0.3%	11,217 SH	Increased-234 SH
AMERICAN CENTY ETF TR	AVANTIS SHFXDINC	$1.5M	0.4%Prev: 0.4%	31,564 SH	Increased+3,314 SH
AMERICAN CENTY ETF TR	AVANTIS US SMALL	$1.0M	0.3%Prev: 0.3%	17,448 SH	Increased+1,118 SH
AMERICAN CENTY ETF TR	INTL EQT ETF	$4.9M	1.4%Prev: 1.4%	60,087 SH	Increased+1,132 SH
AMERICAN CENTY ETF TR	INTL SMCP VLU	$5.7M	1.6%Prev: 1.5%	61,114 SH	Increased+3,650 SH
AMERICAN CENTY ETF TR	REAL ESTATE ETF	$1.6M	0.4%Prev: 0.4%	35,991 SH	Increased+2,236 SH
AMERICAN CENTY ETF TR	US EQT ETF	$257K	0.1%Prev: 0.1%	2,301 SH	Decreased-401 SH
AMERICAN CENTY ETF TR	US LARGE CAP VLU	$8.1M	2.3%Prev: 2.7%	106,877 SH	Decreased-20,842 SH
AMERICAN CENTY ETF TR	US QUALITY GROW	$4.7M	1.3%Prev: 1.4%	40,673 SH	Decreased-1,826 SH
AMERICAN CENTY ETF TR	US SML CP VALU	$6.1M	1.7%Prev: 1.7%	59,572 SH	Increased+875 SH
AMPLIFY ETF TR	AMPLIFY JUNIOR S	$2.9M	0.8%Prev: 1.7%	103,333 SH	Decreased-145,136 SH
AMPLIFY ETF TR	BLOCKCHAIN TECHN	$507K	0.1%	8,909 SH	New
ANTERO RESOURCES CORP	COM	$287K	0.1%	8,340 SH	New
APPLE INC	COM	$2.8M	0.8%Prev: 0.8%	10,233 SH	Increased-35 SH
APPLIED MATLS INC	COM	$348K	0.1%Prev: 0.1%	1,352 SH	Increased+1 SH
ARES CAPITAL CORP	COM	$408K	0.1%Prev: 0.1%	20,193 SH	Increased+911 SH
AT&T INC	COM	$338K	0.1%Prev: 0.1%	13,626 SH	Decreased-156 SH
BARRICK MNG CORP	COM SHS	$327K	0.1%Prev: 0.1%	7,500 SH	Increased-610 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$429K	0.1%Prev: 0.1%	854 SH	Decreased-84 SH
BNY MELLON ETF TRUST	GLOBAL INFRASCTR	$357K	0.1%	8,846 SH	New
BNY MELLON ETF TRUST	ULTRA SHORT INCM	$1.7M	0.5%Prev: 0.5%	34,762 SH	Increased+423 SH
BP PLC	SPONSORED ADR	$239K	0.1%Prev: 0.1%	6,878 SH	Increased
BROADCOM INC	COM	$606K	0.2%Prev: 0.2%	1,751 SH	Increased+5 SH
CANOPY GROWTH CORP	COM NEW	$32K	0.0%	28,440 SH	New
CAPITAL GROUP CORE BALANCED	SHS	$8.0M	2.3%Prev: 2.1%	225,908 SH	Increased+20,753 SH
CAPITAL GROUP DIVIDEND VALUE	SHS CREATION UNI	$6.0M	1.7%Prev: 1.2%	138,462 SH	Increased+41,244 SH
CAPITAL GROUP GROWTH ETF	SHS CREATION UNI	$2.3M	0.7%Prev: 0.6%	52,797 SH	Increased+6,392 SH
CAPITAL GROUP INTERNATIONAL	SHS	$518K	0.1%Prev: 0.1%	15,940 SH	Increased+73 SH
CORE NATURAL RESOURCES INC	COM SHS	$527K	0.1%Prev: 0.1%	5,955 SH	Increased+1,124 SH
COSTCO WHSL CORP NEW	COM	$465K	0.1%Prev: 0.1%	539 SH	Decreased+3 SH
DIMENSIONAL ETF TRUST	US EQUITY MARKET	$531K	0.2%Prev: 0.2%	7,154 SH	Increased
ENERGY TRANSFER L P	COM UT LTD PTN	$226K	0.1%Prev: 0.1%	13,733 SH	Decreased+53 SH
EPR PPTYS	COM SH BEN INT	$992K	0.3%Prev: 0.3%	19,880 SH	Decreased
ETF SER SOLUTIONS	DEFIANCE QUANTUM	$298K	0.1%Prev: 0.1%	2,718 SH	Increased+228 SH
EXXON MOBIL CORP	COM	$360K	0.1%Prev: 0.1%	2,991 SH	Decreased-442 SH
FIDELITY COVINGTON TRUST	ENHANCED INTL	$1.4M	0.4%Prev: 0.4%	37,065 SH	Decreased-4,524 SH
FIDELITY COVINGTON TRUST	HIGH DIVID ETF	$531K	0.2%	9,375 SH	New
FIRST TR EXCH TRADED FD III	MANAGD MUN ETF	$202K	0.1%Prev: 0.1%	3,952 SH	Decreased-246 SH
FIRST TR EXCH TRADED FD III	PFD SECS INC ETF	$1.0M	0.3%Prev: 0.3%	55,205 SH	Increased+6,552 SH
FIRST TR EXCHANGE TRAD FD VI	FST TR GLB FD	$1.5M	0.4%Prev: 0.8%	65,269 SH	Decreased-36,623 SH
FIRST TR EXCHANGE TRADED FD	DORSEY WRIGHT	$548K	0.2%Prev: 0.2%	15,068 SH	Increased+3 SH
FIRST TR EXCHANGE TRADED FD	HLTH CARE ALPH	$1.5M	0.4%Prev: 0.4%	13,456 SH	Increased+84 SH
FIRST TR EXCHANGE TRADED FD	INDXX NAT RE ETF	$231K	0.1%Prev: 0.3%	14,763 SH	Decreased-63,821 SH
FIRST TR EXCHANGE TRADED FD	NASDAQ CYB ETF	$3.6M	1.0%Prev: 1.0%	50,827 SH	Increased+4,749 SH
FIRST TR EXCHANGE TRADED FD	NASDQ CLN EDGE	$5.2M	1.5%Prev: 1.3%	34,015 SH	Increased+4,238 SH
FIRST TR EXCHANGE TRADED FD	RBA INDL ETF	$5.3M	1.5%Prev: 1.5%	54,109 SH	Increased+1,488 SH
FIRST TR EXCHANGE TRADED FD	RISNG DIVD ACHIV	$2.9M	0.8%Prev: 0.7%	41,941 SH	Increased+5,572 SH
FIRST TR EXCHANGE-TRADED ALP	COM SHS	$264K	0.1%Prev: 0.1%	2,332 SH	Increased
FIRST TR EXCHANGE-TRADED ALP	MID CP GR ALPH	$876K	0.2%Prev: 0.3%	9,603 SH	Increased+88 SH
FIRST TR EXCHANGE-TRADED FD	CAP STRENGTH ETF	$6.8M	1.9%Prev: 2.0%	73,994 SH	Decreased+670 SH
FIRST TR EXCHANGE-TRADED FD	DJ INTERNT IDX	$1.4M	0.4%Prev: 0.4%	5,017 SH	Decreased-149 SH
FIRST TR EXCHANGE-TRADED FD	FIRST TR ENH NEW	$5.8M	1.6%Prev: 1.7%	96,062 SH	Decreased-2,136 SH
FIRST TR EXCHANGE-TRADED FD	GROWTH STRENGTH	$4.8M	1.4%Prev: 1.5%	137,148 SH	Decreased-2,537 SH
FIRST TR EXCHANGE-TRADED FD	NAT GAS ETF	$6.3M	1.8%Prev: 1.0%	270,887 SH	Increased+127,656 SH
FIRST TR EXCHANGE-TRADED FD	NO AMER ENERGY	$2.3M	0.7%Prev: 0.7%	60,769 SH	Increased+1,918 SH
FIRST TR EXCHANGE-TRADED FD	SENIOR LN FD	$4.0M	1.1%Prev: 1.1%	86,282 SH	Increased+2,783 SH
FIRST TR EXCHANGE-TRADED FD	SHS	$16.5M	4.7%Prev: 4.9%	305,509 SH	Decreased-7,282 SH
FIRST TR EXCHANGE-TRADED FD	SMID RISNG ETF	$1.9M	0.5%Prev: 0.5%	48,481 SH	Increased+2,232 SH
FIRST TR EXCHANGE-TRADED FD	US EQTY OPPT ETF	$1.3M	0.4%Prev: 0.4%	8,019 SH	Decreased+52 SH
FIRST TR EXCHNG TRADED FD VI	FT VEST LADDERED	$7.7M	2.2%Prev: 2.2%	223,605 SH	Increased-86 SH
FRANKLIN TEMPLETON ETF TR	FTSE MEXICO	$3.4M	1.0%Prev: 0.8%	101,275 SH	Increased+15,053 SH
FREEPORT-MCMORAN INC	CL B	$1.6M	0.5%Prev: 0.4%	31,494 SH	Increased+466 SH
GARMIN LTD	SHS	$383K	0.1%Prev: 0.1%	1,888 SH	Decreased
GLOBAL X FDS	GLOBAL X COPPER	$7.8M	2.2%Prev: 1.2%	108,278 SH	Increased+41,947 SH
GLOBAL X FDS	GLOBAL X SILVER	$9.2M	2.6%Prev: 4.7%	109,877 SH	Decreased-117,201 SH
GLOBAL X FDS	GLOBAL X URANIUM	$687K	0.2%Prev: 0.9%	16,070 SH	Decreased-50,872 SH
GRANITESHARES PLATINUM TR	SHS BEN INT	$3.2M	0.9%Prev: 0.8%	164,692 SH	Increased-6,031 SH
HCA HEALTHCARE INC	COM	$564K	0.2%Prev: 0.2%	1,209 SH	Increased-43 SH
INVESCO EXCH TRADED FD TR II	NASDAQ 100 ETF	$6.8M	1.9%Prev: 1.9%	26,888 SH	Increased+452 SH
INVESCO EXCH TRADED FD TR II	S&P INTL MOMNT	$3.1M	0.9%Prev: 0.3%	55,999 SH	Increased+36,893 SH
INVESCO EXCHANGE TRADED FD T	AEROSPACE DEFN	$1.5M	0.4%Prev: 0.3%	9,318 SH	Increased+1,673 SH
INVESCO EXCHANGE TRADED FD T	ENERGY EXPLORATI	$361K	0.1%Prev: 0.1%	12,930 SH	Decreased-610 SH
INVESCO EXCHANGE TRADED FD T	GBL LISTED PVT	$436K	0.1%	6,507 SH	New
INVESCO EXCHANGE TRADED FD T	S&P 100 EQL WIGH	$5.4M	1.5%Prev: 1.5%	45,315 SH	Increased+602 SH
INVESCO EXCHANGE TRADED FD T	S&P 500 TOP 50	$2.1M	0.6%Prev: 0.5%	35,983 SH	Increased+7,267 SH
INVESCO EXCHANGE TRADED FD T	S&P MDCP MOMNTUM	$2.8M	0.8%Prev: 0.9%	20,008 SH	Decreased-2,740 SH
INVESCO EXCHANGE TRADED FD T	S&P MDCP QUALITY	$6.0M	1.7%Prev: 1.6%	58,166 SH	Increased+6,478 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$1.5M	0.4%Prev: 0.4%	7,984 SH	Increased+386 SH
INVESCO QQQ TR	UNIT SER 1	$2.4M	0.7%Prev: 0.7%	3,865 SH	Increased-67 SH
ISHARES ETHEREUM TR	SHS	$470K	0.1%Prev: 0.1%	20,974 SH	Increased+7,877 SH
ISHARES SILVER TR	ISHARES	$1.8M	0.5%Prev: 0.2%	27,711 SH	Increased+10,638 SH
ISHARES TR	1 3 YR TREAS BD	$502K	0.1%Prev: 0.1%	6,055 SH	Increased+1,173 SH
ISHARES TR	CORE 60/40 BALAN	$213K	0.1%Prev: 0.1%	3,282 SH	Decreased-178 SH
ISHARES TR	CORE S&P500 ETF	$2.9M	0.8%Prev: 0.8%	4,242 SH	Increased+63 SH
ISHARES TR	ISHS 1-5YR INVS	$212K	0.1%Prev: 0.1%	4,000 SH	Decreased
ISHARES TR	S&P MC 400GR ETF	$443K	0.1%Prev: 0.1%	4,571 SH	Increased+5 SH
ISHARES TR	U.S. MED DVC ETF	$363K	0.1%Prev: 0.1%	5,838 SH	Increased-79 SH
ISHARES TR	US AER DEF ETF	$255K	0.1%Prev: 0.1%	1,189 SH	Decreased-267 SH
ISHARES TR	US BR DEL SE ETF	$2.3M	0.7%Prev: 0.6%	12,812 SH	Increased+1,495 SH
ISHARES TR	US OIL GS EX ETF	$813K	0.2%Prev: 0.3%	9,113 SH	Decreased-1,231 SH
J P MORGAN EXCHANGE TRADED F	INTRNL RES EQT	$2.3M	0.7%Prev: 0.7%	31,366 SH	Increased-143 SH
J P MORGAN EXCHANGE TRADED F	SMALL & MID CAP	$823K	0.2%Prev: 0.7%	12,791 SH	Decreased-27,364 SH
JANUS DETROIT STR TR	HENDERSON SECURI	$363K	0.1%Prev: 0.1%	6,968 SH	Increased+589 SH
JANUS DETROIT STR TR	HENDRSN SHRT ETF	$4.3M	1.2%	87,910 SH	New
JANUS DETROIT STR TR	HENDRSON AAA CL	$1.4M	0.4%Prev: 0.4%	28,574 SH	Decreased-1,643 SH
META PLATFORMS INC	CL A	$309K	0.1%Prev: 0.1%	469 SH	Decreased+4 SH
MICROSOFT CORP	COM	$2.9M	0.8%Prev: 0.9%	5,968 SH	Decreased-27 SH
NETFLIX INC	COM	$211K	0.1%Prev: 0.1%	2,250 SH	Decreased+2,055 SH
NEXTERA ENERGY INC	COM	$257K	0.1%	3,206 SH	New
NVIDIA CORPORATION	COM	$3.7M	1.1%Prev: 1.1%	20,081 SH	Increased+122 SH
OCCIDENTAL PETE CORP	COM	$235K	0.1%Prev: 0.1%	5,722 SH	Decreased-245 SH
ONEOK INC NEW	COM	$267K	0.1%Prev: 0.1%	3,639 SH	Increased
PACER FDS TR	US CASH COWS 100	$1.8M	0.5%Prev: 1.1%	30,347 SH	Decreased-37,815 SH
PACER FDS TR	US LRG CP CASH	$3.2M	0.9%Prev: 0.1%	91,063 SH	Increased+79,666 SH
PEPSICO INC	COM	$432K	0.1%Prev: 0.1%	3,008 SH	Decreased-122 SH
PGIM ETF TR	PGIM ULTRA SH BD	$2.8M	0.8%Prev: 1.0%	55,764 SH	Decreased-11,163 SH
PROCTER AND GAMBLE CO	COM	$279K	0.1%Prev: 0.1%	1,947 SH	Decreased+21 SH
PROSHARES TR	ULTRAPRO SHORT	$216K	0.1%	3,151 SH	New
RBB FUND TRUST	FIRST EAGLE GBL	$815K	0.2%Prev: 0.2%	17,701 SH	Increased+1,195 SH
RBB FUND TRUST	FIRST EAGLE OVER	$3.5M	1.0%Prev: 0.7%	72,348 SH	Increased+18,570 SH
RILEY EXPLORATION PERMIAN IN	COM	$981K	0.3%Prev: 0.3%	37,168 SH	Decreased-6,593 SH
SELECT SECTOR SPDR TR	STATE STREET CON	$3.0M	0.9%	38,870 SH	New
SELECT SECTOR SPDR TR	STATE STREET ENE	$328K	0.1%	7,326 SH	New
SELECT SECTOR SPDR TR	STATE STREET TEC	$846K	0.2%	5,879 SH	New
SPDR DOW JONES INDL AVERAGE	UT SER 1	$358K	0.1%Prev: 0.1%	745 SH	Decreased-323 SH
SPDR GOLD TR	GOLD SHS	$11.3M	3.2%Prev: 3.6%	28,443 SH	Decreased-6,292 SH
SPDR INDEX SHS FDS	PORTFOLIO DEVLPD	$2.9M	0.8%Prev: 0.7%	65,692 SH	Increased+10,308 SH
SPDR S&P 500 ETF TR	TR UNIT	$19.7M	5.6%Prev: 5.4%	28,920 SH	Increased+935 SH
SPDR SERIES TRUST	STATE STREET SPD	$17.2M	4.9%	208,508 SH	New
T ROWE PRICE ETF INC	CAP APPRECIATION	$1.9M	0.5%Prev: 0.5%	50,772 SH	Increased+821 SH
T ROWE PRICE ETF INC	INTERNATIONAL EQ	$2.9M	0.8%Prev: 0.8%	82,652 SH	Increased+142 SH
TARGA RES CORP	COM	$223K	0.1%Prev: 0.1%	1,210 SH	Increased
TARGET CORP	COM	$209K	0.1%	2,136 SH	New
TESLA INC	COM	$1.8M	0.5%Prev: 0.5%	3,892 SH	Decreased-134 SH
THE ALGER ETF TRUST	AI ENABLERS ADOP	$1.1M	0.3%Prev: 0.3%	30,980 SH	Increased+7,854 SH
UNION PAC CORP	COM	$266K	0.1%Prev: 0.1%	1,151 SH	Decreased
VANECK ETF TRUST	CLO ETF	$1.4M	0.4%Prev: 0.5%	27,305 SH	Decreased-1,916 SH
VANECK ETF TRUST	GOLD MINERS ETF	$10.6M	3.0%Prev: 2.8%	123,784 SH	Increased-3,909 SH
VANECK ETF TRUST	JUNIOR GOLD MINE	$1.1M	0.3%Prev: 1.3%	9,254 SH	Decreased-37,421 SH
VANECK ETF TRUST	MRNGSTR WDE MOAT	$970K	0.3%Prev: 0.3%	9,366 SH	Increased-97 SH
VANECK ETF TRUST	SEMICONDUCTR ETF	$4.1M	1.2%Prev: 1.0%	11,306 SH	Increased+479 SH
VANECK ETF TRUST	URANIUM AND NUCL	$7.6M	2.1%Prev: 1.3%	60,839 SH	Increased+28,580 SH
VANGUARD INDEX FDS	GROWTH ETF	$311K	0.1%Prev: 0.1%	637 SH	Increased+149 SH
VANGUARD INDEX FDS	LARGE CAP ETF	$4.6M	1.3%Prev: 1.2%	14,555 SH	Increased+1,387 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$755K	0.2%Prev: 0.2%	1,204 SH	Increased+10 SH
VANGUARD INDEX FDS	VALUE ETF	$485K	0.1%Prev: 0.1%	2,540 SH	Increased+273 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$575K	0.2%Prev: 0.1%	9,202 SH	Increased+869 SH
WALMART INC	COM	$390K	0.1%Prev: 0.1%	3,501 SH	Increased+40 SH
WISDOMTREE TR	INDIA ERNGS FD	$222K	0.1%Prev: 0.1%	4,805 SH	Decreased-1,310 SH
WISDOMTREE TR	US LARGECAP DIVD	$216K	0.1%Prev: 0.1%	2,449 SH	Increased+9 SH
WISDOMTREE TR	WISDOMTREE US VA	$995K	0.3%Prev: 0.3%	10,663 SH	Increased+241 SH

Sold (vs prior filing)

AMPLIFY ETF TR — $718K
FIRST TR EXCHANGE TRADED FD — $2.4M
INVESCO EXCH TRADED FD TR II — $200K
MCDONALDS CORP — $201K
PALANTIR TECHNOLOGIES INC — $256K
PRAXIS PRECISION MEDICINES I — $768K
PROSHARES TR — $211K
SELECT SECTOR SPDR TR — $304K
SELECT SECTOR SPDR TR — $3.1M
SELECT SECTOR SPDR TR — $828K
SPDR SERIES TRUST — $350K
SPDR SERIES TRUST — $277K
SPDR SERIES TRUST — $13.3M
SPDR SERIES TRUST — $1.7M

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Feb 5, 2026	Q4 2025	13F-HR	0001905393-26-000001	$353.4M	View
Nov 13, 2025	Q3 2025	13F-HR	0001905393-25-000003	$343.2M	View
Aug 3, 2026	Q2 2026