CIK 1771169
CCG WEALTH MANAGEMENT, LLC
Institutional 13F holdings & portfolio
Holdings
99
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
4
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 99
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| SPYM | SPDR SERIES TRUST | 627K | $1M+ | SH |
| SPYG | SPDR SERIES TRUST | 218K | $1M+ | SH |
| IWR | ISHARES TR | 237K | $1M+ | SH |
| SCHF | SCHWAB STRATEGIC TR | 561K | $1M+ | SH |
| QQQ | INVESCO QQQ TR | 18K | $1M+ | SH |
| IJR | ISHARES TR | 87K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 14K | $1M+ | SH |
| AAPL | APPLE INC | 20K | $1M+ | SH |
| GOOG | ALPHABET INC | 17K | $1M+ | SH |
| SPY | SPDR S&P 500 ETF TR | 7K | $1M+ | SH |
| SRE | SEMPRA | 48K | $1M+ | SH |
| IVW | ISHARES TR | 23K | $1M+ | SH |
| JMST | J P MORGAN EXCHANGE TRADED F | 54K | $1M+ | SH |
| SCHX | SCHWAB STRATEGIC TR | 98K | $1M+ | SH |
| GOOGL | ALPHABET INC | 8K | $1M+ | SH |
| IWF | ISHARES TR | 5K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 13K | $1M+ | SH |
| TSLA | TESLA INC | 4K | $1M+ | SH |
| MTUM | ISHARES TR | 8K | $1M+ | SH |
| META | META PLATFORMS INC | 3K | $1M+ | SH |
| PG | PROCTER AND GAMBLE CO | 14K | $1M+ | SH |
| AMZN | AMAZON COM INC | 8K | $1M+ | SH |
| VTI | VANGUARD INDEX FDS | 6K | $1M+ | SH |
| WMT | WALMART INC | 17K | $1M+ | SH |
| HD | HOME DEPOT INC | 5K | $1M+ | SH |
| SFLR | INNOVATOR ETFS TRUST | 46K | $1M+ | SH |
| GLD | SPDR GOLD TR | 4K | $1M+ | SH |
| USMV | ISHARES TR | 16K | $1M+ | SH |
| AVLV | AMERICAN CENTY ETF TR | 20K | $1M+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 3K | $1M+ | SH |
| IAU | ISHARES GOLD TR | 16K | $1M+ | SH |
| AX | AXOS FINANCIAL INC | 15K | $1M+ | SH |
| IVV | ISHARES TR | 2K | $1M+ | SH |
| CW | CURTISS WRIGHT CORP | 2K | $1M+ | SH |
| QQQI | NEOS ETF TRUST | 21K | $1M+ | SH |
| AVGO | BROADCOM INC | 3K | $1M+ | SH |
| VHT | VANGUARD WORLD FD | 4K | $1M+ | SH |
| COST | COSTCO WHSL CORP NEW | 1K | $1M+ | SH |
| QFLR | INNOVATOR ETFS TRUST | 29K | $500K+ | SH |
| CVX | CHEVRON CORP NEW | 6K | $500K+ | SH |
| IJH | ISHARES TR | 14K | $500K+ | SH |
| MDY | SPDR S&P MIDCAP 400 ETF TR | 2K | $500K+ | SH |
| ATI | ATI INC | 8K | $500K+ | SH |
| MCHB | MECHANICS BANCORP | 58K | $500K+ | SH |
| AMD | ADVANCED MICRO DEVICES INC | 4K | $500K+ | SH |
| TQQQ | PROSHARES TR | 15K | $500K+ | SH |
| JPM | JPMORGAN CHASE & CO. | 2K | $500K+ | SH |
| SCHD | SCHWAB STRATEGIC TR | 28K | $500K+ | SH |
| SPYI | NEOS ETF TRUST | 15K | $500K+ | SH |
| QCOM | QUALCOMM INC | 4K | $500K+ | SH |