Skip to main content
Livermore
Livermore
ZHEN

PCG Wealth Advisors, LLC

SEC CIK
0001905393
Latest filing
Aug 3, 2026

DIA holding history

SPDR Dow Jones Industrial Average ETF Trust in every 13F filed by PCG Wealth Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

DIA overviewAll 13F holders of DIAFull Q2 2026 holdings

Shares (Q2 2026)
745
Value
$389.2K
% of portfolio
0.1%
Quarters held
19
Since Q4 2021
Holdings of DIA by PCG Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026745$389.2K0.1%00.0%UnchangedHolders
Q1 2026745$345.1K0.1%00.0%UnchangedHolders
Q4 2025745$358.0K0.1%−323−30.2%ReducedHolders
Q3 20251,068$495.3K0.1%+413+63.1%AddedHolders
Q2 2025655$288.6K0.1%00.0%UnchangedHolders
Q1 2025655$275.0K0.1%00.0%UnchangedHolders
Q4 2024655$278.7K0.1%00.0%UnchangedHolders
Q3 2024655$277.1K0.1%−37−5.3%ReducedHolders
Q2 2024692$270.7K0.1%−47−6.4%ReducedHolders
Q1 2024739$294.0K0.1%−30−3.9%ReducedHolders
Q4 2023769$289.9K0.2%−1,150−59.9%ReducedHolders
Q3 20231,919$642.9K0.4%−98−4.9%ReducedHolders
Q2 20232,017$693.6K0.4%−75−3.6%ReducedHolders
Q1 20232,092$695.8K0.4%−43−2.0%ReducedHolders
Q4 20222,135$707.6K0.4%+347+19.4%AddedHolders
Q3 20221,788$514.0K0.2%+917+105.3%AddedHolders
Q2 2022871$268.0K0.2%+1+0.1%AddedHolders
Q1 2022870$302.0K0.2%−89−9.3%ReducedHolders
Q4 2021959$347.0K0.2%–No prior filingHolders