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 51–99 of 99
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| GS | GOLDMAN SACHS GROUP INC | 737 | $500K+ | SH |
| VBK | VANGUARD INDEX FDS | 2K | $500K+ | SH |
| PLTR | PALANTIR TECHNOLOGIES INC | 4K | $500K+ | SH |
| BKNG | BOOKING HOLDINGS INC | 112 | $500K+ | SH |
| MDYV | SPDR SERIES TRUST | 6K | $500K+ | SH |
| IYY | ISHARES TR | 3K | $500K+ | SH |
| ABBV | ABBVIE INC | 2K | $500K+ | SH |
| LLY | ELI LILLY & CO | 503 | $500K+ | SH |
| APO | APOLLO GLOBAL MGMT INC | 3K | $100K–$500K | SH |
| TLT | ISHARES TR | 5K | $100K–$500K | SH |
| MLPA | GLOBAL X FDS | 9K | $100K–$500K | SH |
| VGT | VANGUARD WORLD FD | 570 | $100K–$500K | SH |
| V | VISA INC | 1K | $100K–$500K | SH |
| SCHG | SCHWAB STRATEGIC TR | 12K | $100K–$500K | SH |
| IEF | ISHARES TR | 4K | $100K–$500K | SH |
| MA | MASTERCARD INCORPORATED | 679 | $100K–$500K | SH |
| AGG | ISHARES TR | 4K | $100K–$500K | SH |
| UNH | UNITEDHEALTH GROUP INC | 1K | $100K–$500K | SH |
| TLH | ISHARES TR | 3K | $100K–$500K | SH |
| IWP | ISHARES TR | 3K | $100K–$500K | SH |
| JNJ | JOHNSON & JOHNSON | 2K | $100K–$500K | SH |
| BIL | SPDR SERIES TRUST | 4K | $100K–$500K | SH |
| IWM | ISHARES TR | 1K | $100K–$500K | SH |
| KO | COCA COLA CO | 5K | $100K–$500K | SH |
| CGBL | CAPITAL GROUP CORE BALANCED | 9K | $100K–$500K | SH |
| BX | BLACKSTONE INC | 2K | $100K–$500K | SH |
| XOM | EXXON MOBIL CORP | 3K | $100K–$500K | SH |
| CWB | SPDR SERIES TRUST | 3K | $100K–$500K | SH |
| JQUA | J P MORGAN EXCHANGE TRADED F | 5K | $100K–$500K | SH |
| HCI | HCI GROUP INC | 2K | $100K–$500K | SH |
| BTBT | BIT DIGITAL INC | 154K | $100K–$500K | SH |
| HYG | ISHARES TR | 4K | $100K–$500K | SH |
| VO | VANGUARD INDEX FDS | 974 | $100K–$500K | SH |
| CSGP | COSTAR GROUP INC | 4K | $100K–$500K | SH |
| NFLX | NETFLIX INC | 3K | $100K–$500K | SH |
| TDY | TELEDYNE TECHNOLOGIES INC | 533 | $100K–$500K | SH |
| SCHV | SCHWAB STRATEGIC TR | 9K | $100K–$500K | SH |
| WYFI | WHITEFIBER INC | 17K | $100K–$500K | SH |
| BAC | BANK AMERICA CORP | 5K | $100K–$500K | SH |
| STGW | STAGWELL INC | 50K | $100K–$500K | SH |
| PFE | PFIZER INC | 10K | $100K–$500K | SH |
| IWN | ISHARES TR | 1K | $100K–$500K | SH |
| IUS | INVESCO EXCH TRD SLF IDX FD | 4K | $100K–$500K | SH |
| ABT | ABBOTT LABS | 2K | $100K–$500K | SH |
| IBM | INTERNATIONAL BUSINESS MACHS | 776 | $100K–$500K | SH |
| APH | AMPHENOL CORP NEW | 2K | $100K–$500K | SH |
| SPSM | SPDR SERIES TRUST | 4K | $100K–$500K | SH |
| CCO | CLEAR CHANNEL OUTDOOR HLDGS | 16K | $15K–$50K | SH |
| UP | WHEELS UP EXPERIENCE INC | 12K | $1K–$15K | SH |