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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 7 of 8  ·  150 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 QID PROSHARES TR 20,367.0 $276K 0.06% NEW $13.55 +6.6%
122 IWN ISHARES TR 1,231.0 $272K 0.06% -99.0 -7.4% $221.20 +1.4%
123 GD GENERAL DYNAMICS CORP Industrials 763.0 $270K 0.06% -133.0 -14.8% $354.24 +7.8%
124 HCI HCI GROUP INC Financial Services 1,531.0 $268K 0.06% $175.25 +6.8%
125 MRK MERCK & CO INC Healthcare 2,066.0 $267K 0.06% +142.0 +7.4% $129.31 +18.4%
126 BUFR FIRST TR EXCHNG TRADED FD VI 7,231.0 $264K 0.06% NEW $36.53 +2.2%
127 VANGUARD CALIF TAX FREE FDS 2,594.0 $261K 0.06% NEW $100.60
128 IREN IREN LIMITED Financial Services 5,625.0 $257K 0.06% NEW $45.73 -13.4%
129 NEBIUS GROUP N.V. 930.0 $257K 0.06% NEW $276.17
130 IWV ISHARES TR 602.0 $257K 0.06% $426.40 +2.3%
131 PFE PFIZER INC Healthcare 10,166.0 $245K 0.06% -692.0 -6.4% $24.08 +17.5%
132 RSPT INVESCO EXCHANGE TRADED FD T 3,683.0 $238K 0.06% NEW $64.50 -0.8%
133 HPE HEWLETT PACKARD ENTERPRISE C Technology 5,235.0 $237K 0.06% NEW $45.25 +22.0%
134 RTX RTX CORPORATION Industrials 1,246.0 $236K 0.06% +45.0 +3.8% $189.76 +11.7%
135 PUT MICROSOFT CORP 2,000.0 $235K 0.06% NEW $117.67
136 MS MORGAN STANLEY Financial Services 1,124.0 $235K 0.06% NEW $209.04 +2.4%
137 RDW REDWIRE CORPORATION Industrials 19,000.0 $232K 0.05% NEW $12.23 -7.8%
138 PM PHILIP MORRIS INTL INC Consumer Defensive 1,267.0 $231K 0.05% NEW $182.34 +6.4%
139 APH AMPHENOL CORP Technology 1,306.0 $231K 0.05% -316.0 -19.5% $176.56 -8.6%
140 SBIT PROSHARES TR 3,200.0 $223K 0.05% NEW $69.63 -48.0%
Page 7 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%