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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 8  ·  150 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 WMT WALMART INC Consumer Defensive 29,548.0 $3.3M 0.78% -254.0 -0.8% $113.26 -7.8%
22 JMST J P MORGAN EXCHANGE TRADED F 65,597.0 $3.3M 0.78% +9K +16.2% $51.00 -0.1%
23 IVW ISHARES TR 22,494.0 $3.1M 0.72% $137.53 +0.7%
24 VTI VANGUARD INDEX FDS 8,129.0 $3.0M 0.70% +480.0 +6.3% $370.02 +2.2%
25 META META PLATFORMS INC Communication Services 5,172.0 $2.9M 0.68% +85.0 +1.7% $563.25 +2.4%
26 MTUM ISHARES TR 7,965.0 $2.7M 0.63% $342.83 -11.4%
27 MECHANICS BANCORP 171,041.0 $2.7M 0.63% $15.90
28 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 2,809.0 $2.6M 0.61% -16.0 -0.6% $935.61 +2.3%
29 SCHX SCHWAB STRATEGIC TR 89,226.0 $2.6M 0.61% -714.0 -0.8% $29.43 +2.6%
30 GLD SPDR GOLD TR Financial Services 6,983.0 $2.6M 0.60% -86.0 -1.2% $368.38 +14.5%
31 AVLV AMERICAN CENTY ETF TR 27,972.0 $2.6M 0.59% +4K +15.1% $91.21 +3.8%
32 IWF ISHARES TR 20,200.0 $2.5M 0.58% +15K +298.3% $124.17 -2.0%
33 QQQI NEOS ETF TRUST 40,143.0 $2.3M 0.53% +12K +42.0% $56.79 -4.7%
34 HD HOME DEPOT INC Consumer Cyclical 6,360.0 $2.2M 0.52% -330.0 -4.9% $352.68 -4.8%
35 BERKSHIRE HATHAWAY INC DEL 4,298.0 $2.2M 0.50% +415.0 +10.7% $500.39
36 HYG ISHARES TR 25,312.0 $2.0M 0.47% -437.0 -1.7% $79.97 -0.2%
37 IUS INVESCO EXCH TRD SLF IDX FD 26,991.0 $1.8M 0.41% $65.58 +6.7%
38 GS GOLDMAN SACHS GROUP INC Financial Services 1,697.0 $1.7M 0.40% +10.0 +0.6% $1011.37 +2.7%
39 CW CURTISS WRIGHT CORP Industrials 2,171.0 $1.6M 0.38% $758.02 -18.3%
40 JPM JPMORGAN CHASE & CO Financial Services 4,928.0 $1.6M 0.37% -64.0 -1.3% $327.35 +9.1%
Page 2 of 8  ·  150 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%