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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 8 of 8  ·  150 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 FDCF FIDELITY COVINGTON TRUST 4,300.0 $215K 0.05% NEW $49.96 +1.0%
142 PANW PALO ALTO NETWORKS INC Technology 608.0 $207K 0.05% NEW $341.02 -0.4%
143 VRT VERTIV HOLDINGS CO Industrials 619.0 $207K 0.05% NEW $334.82 -21.8%
144 NFLX NETFLIX INC. Communication Services 2,896.0 $207K 0.05% -448.0 -13.4% $71.40 +14.5%
145 BA BOEING CO Industrials 942.0 $204K 0.05% NEW $216.47 -2.1%
146 BITI PROSHARES TR 7,000.0 $203K 0.05% NEW $29.03 -33.4%
147 CEF SPROTT ASSET MANAGEMENT LP Financial Services 5,000.0 $201K 0.05% $40.23 +16.6%
148 TLRY TILRAY BRANDS INC Healthcare 29,862.0 $134K 0.03% NEW $4.49 +3.2%
149 BITO PROSHARES TR 16,495.0 $132K 0.03% $7.98 +32.8%
150 CCO CLEAR CHANNEL OUTDOOR HLDGS Communication Services 16,403.0 $40K 0.01% $2.42 -1.9%
Page 8 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%