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Portfolio (Quarterly) Guide ↗

CCG WEALTH MANAGEMENT, LLC

· CIK 0001771169
13F Portfolio $431M AUM 150 positions Filed Aug 7, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 26 New 46 Added 43 Reduced 12 Exited
Page 2 of 3  ·  46 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 AGG ISHARES TR 13,937.0 $1.4M 0.32% +2K +20.1% $98.98 -1.1%
22 AVGO BROADCOM INC Technology 3,620.0 $1.4M 0.32% +234.0 +6.9% $377.79 -5.9%
23 IJH ISHARES TR 15,681.0 $1.2M 0.28% +1K +7.9% $77.11 -0.6%
24 VGT VANGUARD WORLD FD 10,002.0 $1.2M 0.28% +9K +700.2% $119.52 -1.3%
25 MA MASTERCARD INCORPORATED Financial Services 2,124.0 $1.1M 0.25% +86.0 +4.2% $513.54 +16.5%
26 CAT CATERPILLAR INC Industrials 1,011.0 $1.1M 0.25% +11.0 +1.1% $1065.18 -22.8%
27 SCHD SCHWAB STRATEGIC TR 28,586.0 $906K 0.21% +163.0 +0.6% $31.71 +10.5%
28 V VISA INC Financial Services 2,232.0 $766K 0.18% +114.0 +5.4% $343.05 +11.9%
29 QCOM QUALCOMM INC Technology 4,101.0 $758K 0.18% +120.0 +3.0% $184.79 -11.4%
30 VUG VANGUARD INDEX FDS 8,479.0 $730K 0.17% +7K +537.0% $86.14 +1.5%
31 APOS APOLLO GLOBAL MGMT INC 5,848.0 $692K 0.16% +55.0 +0.9% $118.31
32 LLY ELI LILLY & CO Healthcare 574.0 $689K 0.16% +50.0 +9.5% $1199.48 -0.8%
33 BKNG BOOKING HOLDINGS INC Consumer Cyclical 3,450.0 $615K 0.14% +3K +2400.0% $178.24 +17.2%
34 GE GE AEROSPACE Industrials 1,410.0 $527K 0.12% +82.0 +6.2% $373.63 -5.2%
35 JNJ JOHNSON & JOHNSON Healthcare 2,033.0 $516K 0.12% +102.0 +5.3% $253.94 +6.3%
36 KO COCA COLA CO Consumer Defensive 5,805.0 $475K 0.11% +86.0 +1.5% $81.79 +10.1%
37 BAC BANK OF AMER CORP Financial Services 8,331.0 $475K 0.11% +232.0 +2.9% $56.98 +9.2%
38 SPDW SPDR INDEX SHS FDS 9,225.0 $465K 0.11% +230.0 +2.6% $50.39 +3.4%
39 UPS UNITED PARCEL SVCS INC Industrials 4,288.0 $461K 0.11% +87.0 +2.1% $107.50 -1.7%
40 TDY TELEDYNE TECHNOLOGIES INC Technology 550.0 $367K 0.09% +10.0 +1.9% $666.90 -5.0%
Page 2 of 3  ·  46 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 42.9%
Technology 27.7%
Consumer Cyclical 8.6%
Consumer Defensive 6.6%
Communication Services 6.2%
Industrials 4.0%
Healthcare 2.4%
Energy 0.8%
Utilities 0.7%