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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  ·  43 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 SPSM SPDR SERIES TRUST 17,636.0 $1.0M 0.24% -186.0 -1.0% $57.67 -1.1%
22 TQQQ PROSHARES TR 12,283.0 $995K 0.23% -6K -33.9% $81.00 -9.5%
23 AX AXOS FINANCIAL INC Financial Services 10,000.0 $974K 0.23% -153K -93.9% $97.39 -0.0%
24 IVV ISHARES TR 1,271.0 $952K 0.22% -665.0 -34.4% $749.06 +3.4%
25 UUP INVESCO DB US DLR INDEX TR Financial Services 30,395.0 $864K 0.20% -980.0 -3.1% $28.41 -1.4%
26 BUFD FIRST TR EXCHNG TRADED FD VI 27,839.0 $827K 0.19% -1K -4.7% $29.72 +2.1%
27 UNH UNITEDHEALTH GROUP INC Healthcare 1,858.0 $772K 0.18% -357.0 -16.1% $415.63 -5.0%
28 XLF SELECT SECTOR SPDR TR 11,925.0 $639K 0.15% -218.0 -1.8% $53.61 +8.0%
29 MDYV SPDR SERIES TRUST 6,067.0 $575K 0.13% -385.0 -6.0% $94.85 +0.4%
30 QJUN FIRST TR EXCHNG TRADED FD VI 16,950.0 $573K 0.13% -2K -9.8% $33.79 -0.4%
31 XLY SELECT SECTOR SPDR TR 4,753.0 $557K 0.13% -92.0 -1.9% $117.28 -1.2%
32 SRE SEMPRA Utilities 5,639.0 $526K 0.12% -49K -89.6% $93.36 -9.2%
33 XLB SELECT SECTOR SPDR TR 10,111.0 $514K 0.12% -134.0 -1.3% $50.83 +4.7%
34 IYR ISHARES TR 4,533.0 $463K 0.11% -76.0 -1.6% $102.25 +1.5%
35 SBUX STARBUCKS CORP Consumer Cyclical 4,419.0 $452K 0.10% -26.0 -0.6% $102.18 +5.0%
36 PLTR PALANTIR TECHNOLOGIES INC Technology 3,520.0 $411K 0.10% -191.0 -5.2% $116.67 +59.4%
37 BX BLACKSTONE INC Financial Services 2,902.0 $341K 0.08% -139.0 -4.6% $117.67 +22.0%
38 NEE NEXTERA ENERGY INC Utilities 3,447.0 $303K 0.07% -69.0 -2.0% $87.78 -4.9%
39 IWN ISHARES TR 1,231.0 $272K 0.06% -99.0 -7.4% $221.20 +1.6%
40 GD GENERAL DYNAMICS CORP Industrials 763.0 $270K 0.06% -133.0 -14.8% $354.24 +7.3%
Page 2 of 3  ·  43 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%