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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 4 of 8  ·  150 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 SPSM SPDR SERIES TRUST 17,636.0 $1.0M 0.24% -186.0 -1.0% $57.67 -1.0%
62 TQQQ PROSHARES TR 12,283.0 $995K 0.23% -6K -33.9% $81.00 -13.0%
63 AX AXOS FINANCIAL INC Financial Services 10,000.0 $974K 0.23% -153K -93.9% $97.39 +0.7%
64 IVV ISHARES TR 1,271.0 $952K 0.22% -665.0 -34.4% $749.06 +2.7%
65 SCHD SCHWAB STRATEGIC TR 28,586.0 $906K 0.21% +163.0 +0.6% $31.71 +10.5%
66 UUP INVESCO DB US DLR INDEX TR Financial Services 30,395.0 $864K 0.20% -980.0 -3.1% $28.41 -1.4%
67 BUFD FIRST TR EXCHNG TRADED FD VI 27,839.0 $827K 0.19% -1K -4.7% $29.72 +1.8%
68 EBAY EBAY INC. Consumer Cyclical 7,295.0 $815K 0.19% $111.75 -6.8%
69 VIG VANGUARD SPECIALIZED FUNDS 3,417.0 $809K 0.19% $236.61 +3.2%
70 VBK VANGUARD INDEX FDS 2,153.0 $787K 0.18% $365.70 -2.6%
71 UNH UNITEDHEALTH GROUP INC Healthcare 1,858.0 $772K 0.18% -357.0 -16.1% $415.63 -3.5%
72 V VISA INC Financial Services 2,232.0 $766K 0.18% +114.0 +5.4% $343.05 +11.9%
73 QCOM QUALCOMM INC Technology 4,101.0 $758K 0.18% +120.0 +3.0% $184.79 -11.4%
74 VUG VANGUARD INDEX FDS 8,479.0 $730K 0.17% +7K +537.0% $86.14 +1.5%
75 MU MICRON TECHNOLOGY INC Technology 605.0 $698K 0.16% NEW $1154.46 -18.7%
76 APOS APOLLO GLOBAL MGMT INC 5,848.0 $692K 0.16% +55.0 +0.9% $118.31
77 LLY ELI LILLY & CO Healthcare 574.0 $689K 0.16% +50.0 +9.5% $1199.48 -0.8%
78 XLF SELECT SECTOR SPDR TR 11,925.0 $639K 0.15% -218.0 -1.8% $53.61 +8.7%
79 IWM ISHARES TR 2,076.0 $624K 0.14% $300.45 -0.5%
80 BKNG BOOKING HOLDINGS INC Consumer Cyclical 3,450.0 $615K 0.14% +3K +2400.0% $178.24 +17.2%
Page 4 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%