WCG Wealth Advisors LLC
•CIK: 1855713•Filing: Q4 2025
WCG Wealth Advisors LLC, led by the seasoned investor team of William Conway Jr. and David G. Gilder, manages $3.6 billion with a focus on growth-oriented tech and healthcare stocks, as evidenced by top holdings like NVDA and AAPL. Recently, the fund has made notable moves by adding SPHY and NUSC, which have surged by 565% and 422% respectively, while exiting positions in QQXT and EFG.
Total AUM
$3.6B
QoQ Performance
+123.7%
Positions
311
Top 10 Concentration
23.6%
Latest Filing
Q4 2025
Top Holdings Allocation
NVDA3.1%
PYLD2.6%
SPYM2.5%
AAPL2.4%
HTRB1.8%
RODM1.8%
AMZN1.7%
CRTC1.7%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other70.5%
Technology13.5%
Financial5.2%
Consumer4.5%
ETF3.6%
Communication0.8%
Healthcare0.5%
Energy0.5%
🚪 Exited Positionssold since Q3 2025
+178 more exited positions
Changes from Q3 2025
NEW52 new positions
↑139 increased
↓9 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023