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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 1 of 2  ·  26 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SCHP SCHWAB STRATEGIC TR 580,465.0 $15.4M 3.57% NEW $26.50 -1.7%
2 MU MICRON TECHNOLOGY INC Technology 605.0 $698K 0.16% NEW $1154.46 -18.6%
3 INTC INTEL CORP Technology 3,968.0 $554K 0.13% NEW $139.62 -37.4%
4 PINS PINTEREST INC Communication Services 24,273.0 $510K 0.12% NEW $21.03 +11.4%
5 AMAT APPLIED MATLS INC Technology 589.0 $426K 0.10% NEW $723.00 -33.8%
6 MRVL MARVELL TECHNOLOGY INC Technology 1,106.0 $330K 0.08% NEW $298.01 -18.4%
7 CRWD CROWDSTRIKE HLDGS INC Technology 398.0 $304K 0.07% NEW $190.79 -0.5%
8 LRCX LAM RESEARCH CORP Technology 637.0 $276K 0.06% NEW $433.69 -27.6%
9 QID PROSHARES TR 20,367.0 $276K 0.06% NEW $13.55 +6.8%
10 BUFR FIRST TR EXCHNG TRADED FD VI 7,231.0 $264K 0.06% NEW $36.53 +2.1%
11 VANGUARD CALIF TAX FREE FDS 2,594.0 $261K 0.06% NEW $100.60
12 IREN IREN LIMITED Financial Services 5,625.0 $257K 0.06% NEW $45.73 -12.9%
13 NEBIUS GROUP N.V. 930.0 $257K 0.06% NEW $276.17
14 RSPT INVESCO EXCHANGE TRADED FD T 3,683.0 $238K 0.06% NEW $64.50 -0.9%
15 HPE HEWLETT PACKARD ENTERPRISE C Technology 5,235.0 $237K 0.06% NEW $45.25 +20.9%
16 PUT MICROSOFT CORP 2,000.0 $235K 0.06% NEW $117.67
17 MS MORGAN STANLEY Financial Services 1,124.0 $235K 0.06% NEW $209.04 +2.1%
18 RDW REDWIRE CORPORATION Industrials 19,000.0 $232K 0.05% NEW $12.23 -7.8%
19 PM PHILIP MORRIS INTL INC Consumer Defensive 1,267.0 $231K 0.05% NEW $182.34 +6.4%
20 SBIT PROSHARES TR 3,200.0 $223K 0.05% NEW $69.63 -48.1%
Page 1 of 2  ·  26 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%