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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 3 of 3  ·  46 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 CSCO CISCO SYS INC Technology 3,019.0 $355K 0.08% +207.0 +7.4% $117.47 -3.9%
42 VO VANGUARD INDEX FDS 4,330.0 $349K 0.08% +3K +299.1% $80.58 +3.3%
43 GEV GE VERNOVA INC Utilities 296.0 $348K 0.08% +6.0 +2.1% $1175.51 -18.7%
44 VEA VANGUARD TAX-MANAGED FDS 4,560.0 $325K 0.07% +574.0 +14.4% $71.25 +3.2%
45 MRK MERCK & CO INC Healthcare 2,066.0 $267K 0.06% +142.0 +7.4% $129.31 +18.4%
46 RTX RTX CORPORATION Industrials 1,246.0 $236K 0.06% +45.0 +3.8% $189.76 +11.9%
Page 3 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%