WCG Wealth Advisors LLC DJIA β€” GLOBAL X FDS

Ownership history in WCG Wealth Advisors LLC  Β·  4 quarters on record

AI Ownership Summary

WCG Wealth Advisors LLC reported GLOBAL X FDS (DJIA) in 4 quarterly 13F filings from 2025 Q1 through 2025 Q4. Peak portfolio weight reached 0.08% in 2025 Q3. The latest visible filing shows DJIA at 0.02% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this DJIA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was WCG Wealth Advisors LLC's position in GLOBAL X FDS, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

DJIA was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.08% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

DJIA stock page WCG Wealth Advisors LLC fund profile WCG Wealth Advisors LLC full holdings
How WCG Wealth Advisors LLC held DJIA β€” position size vs. price
% of Fund (quarterly)    DJIA price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 35.6% -2.2% βœ… 35,898 -19,841 -35.6% 0.02% $790K 2026-02-14 (Est.) $21.95
2025 Q3 ADDED β€” β€” β€” 55,739 +2,018 +3.8% 0.08% $1.2M 2025-11-13 $20.78
2025 Q2 ADDED β€” β€” β€” 53,721 +26,171 +95.0% 0.08% $1.2M 2025-08-13 $19.97
2025 Q1 INITIATED β€” β€” β€” 27,550 β€” β€” 0.05% $608K 2025-05-14 $19.20

🏒 Other funds also holding DJIA

As of 2026 Q1 β€” sorted by position size

PMG Family Office LLC 0.59% J.W. COLE ADVISORS, INC. 3Y 0.33% Murphy & Mullick Capital Management Corp 0.21% NWF Advisory Services Inc. 0.12% XML Financial, LLC 3Y 0.1% Tactive Advisors, LLC 0.07% BEAM WEALTH ADVISORS, INC. 3Y 0.07% PRIVATE TRUST CO NA 3Y 7Y 0.02% INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 3Y 0.02% Mutual Advisors, LLC 3Y 7Y 0.01%

FAQ About WCG Wealth Advisors LLC and DJIA

These are the practical questions this page is built to answer before you even open the full history table.

How long has WCG Wealth Advisors LLC reported owning DJIA?

WCG Wealth Advisors LLC reported DJIA across 4 quarterly 13F filings, from 2025 Q1 through 2025 Q4.

What was the largest reported DJIA position in WCG Wealth Advisors LLC's portfolio?

The largest reported portfolio weight for DJIA was 0.08% in 2025 Q3.

What is the latest reported DJIA position on this page?

The most recent filing on this page is 2025 Q4, when WCG Wealth Advisors LLC reported 35,898 shares, equal to 0.02% of portfolio, with an estimated market value of $790K.

What does the chart on this DJIA ownership page compare?

The chart compares WCG Wealth Advisors LLC's quarterly DJIA portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did WCG Wealth Advisors LLC time their DJIA position?

Based on 13F filing dates vs. subsequent DJIA price moves, WCG Wealth Advisors LLC correctly timed 3 out of 3 reported position changes (100%).

← Back to WCG Wealth Advisors LLC Holdings