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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 6 of 8  ·  150 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 VONG VANGUARD SCOTTSDALE FDS 3,416.0 $437K 0.10% $127.83 -1.9%
102 AMAT APPLIED MATLS INC Technology 589.0 $426K 0.10% NEW $723.00 -33.6%
103 PLTR PALANTIR TECHNOLOGIES INC Technology 3,520.0 $411K 0.10% -191.0 -5.2% $116.67 +52.1%
104 IWP ISHARES TR 2,780.0 $407K 0.09% $146.41 -2.7%
105 J P MORGAN EXCHANGE TRADED F 5,185.0 $375K 0.09% $72.28
106 TDY TELEDYNE TECHNOLOGIES INC Technology 550.0 $367K 0.09% +10.0 +1.9% $666.90 -5.0%
107 CWB SPDR SERIES TRUST 3,370.0 $363K 0.08% $107.82 -3.8%
108 EFA ISHARES TR 3,491.0 $363K 0.08% $103.88 +4.2%
109 CSCO CISCO SYS INC Technology 3,019.0 $355K 0.08% +207.0 +7.4% $117.47 -4.3%
110 VO VANGUARD INDEX FDS 4,330.0 $349K 0.08% +3K +299.1% $80.58 +3.2%
111 GEV GE VERNOVA INC Utilities 296.0 $348K 0.08% +6.0 +2.1% $1175.51 -18.9%
112 BX BLACKSTONE INC Financial Services 2,902.0 $341K 0.08% -139.0 -4.6% $117.67 +21.7%
113 SCHV SCHWAB STRATEGIC TR 9,598.0 $334K 0.08% $34.81 +0.4%
114 MRVL MARVELL TECHNOLOGY INC Technology 1,106.0 $330K 0.08% NEW $298.01 -17.8%
115 VEA VANGUARD TAX-MANAGED FDS 4,560.0 $325K 0.07% +574.0 +14.4% $71.25 +3.1%
116 PPA INVESCO EXCHANGE TRADED FD T 1,748.0 $309K 0.07% $176.65 -2.4%
117 CRWD CROWDSTRIKE HLDGS INC Technology 398.0 $304K 0.07% NEW $190.79 -0.8%
118 NEE NEXTERA ENERGY INC Utilities 3,447.0 $303K 0.07% -69.0 -2.0% $87.78 -4.1%
119 SCHA SCHWAB STRATEGIC TR 8,202.0 $296K 0.07% $36.13 -3.9%
120 LRCX LAM RESEARCH CORP Technology 637.0 $276K 0.06% NEW $433.69 -27.9%
Page 6 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%