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Portfolio (Quarterly) Guide ↗

CCG WEALTH MANAGEMENT, LLC

· CIK 0001771169
13F Portfolio $369M AUM 136 positions Filed Apr 8, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 40 New 80 Added 5 Reduced 3 Exited
Page 5 of 7  ·  136 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 PLTR PALANTIR TECHNOLOGIES INC Technology 3,711.0 $543K 0.15% +175.0 +5.0% $146.28 -20.2%
82 SPDR SERIES TRUST 17,033.0 $529K 0.14% NEW $31.08
83 XLY SELECT SECTOR SPDR TR 4,845.0 $528K 0.14% NEW $108.98 +4.4%
84 IYY ISHARES TR 3,302.0 $523K 0.14% $158.45 +12.9%
85 IWM ISHARES TR 2,076.0 $515K 0.14% +745.0 +56.0% $248.00 +19.1%
86 QCOM QUALCOMM INC Technology 3,981.0 $513K 0.14% +136.0 +3.5% $128.78 +58.5%
87 XLB SELECT SECTOR SPDR TR 10,245.0 $512K 0.14% NEW $49.97 +1.8%
88 VOO VANGUARD INDEX FDS 852.0 $509K 0.14% NEW $597.37 +13.2%
89 LLY ELI LILLY & CO Healthcare 524.0 $482K 0.13% +21.0 +4.2% $919.77 +20.4%
90 MLPA GLOBAL X FDS 8,903.0 $480K 0.13% $53.87 -1.2%
91 JNJ JOHNSON & JOHNSON Healthcare 1,931.0 $472K 0.13% +273.0 +16.5% $244.48 -2.2%
92 KO COCA COLA CO Consumer Defensive 5,719.0 $438K 0.12% +1K +24.7% $76.55 +4.9%
93 IYR ISHARES TR 4,609.0 $436K 0.12% NEW $94.56 +8.9%
94 UPS UNITED PARCEL SVCS INC Industrials 4,201.0 $413K 0.11% NEW $98.38 +7.6%
95 SPDW SPDR INDEX SHS FDS 8,995.0 $411K 0.11% NEW $45.65 +8.7%
96 SBUX STARBUCKS CORP Consumer Cyclical 4,445.0 $398K 0.11% NEW $89.58 +12.8%
97 BAC BANK AMERICA CORP Financial Services 8,099.0 $395K 0.11% +3K +73.2% $48.75 +18.8%
98 SCHG SCHWAB STRATEGIC TR 13,347.0 $389K 0.10% +936.0 +7.5% $29.13 +13.4%
99 GE GE AEROSPACE Industrials 1,328.0 $378K 0.10% NEW $284.30 +25.4%
100 VONG VANGUARD SCOTTSDALE FDS 3,416.0 $375K 0.10% NEW $109.71 +12.4%
Page 5 of 7  ·  136 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 45.4%
Technology 20.2%
Communication Services 9.5%
Consumer Cyclical 7.5%
Consumer Defensive 6.9%
Utilities 3.7%
Industrials 3.1%
Healthcare 2.1%
Energy 1.5%