CCG WEALTH MANAGEMENT, LLC - Portfolio Stock Holdings
CCG WEALTH MANAGEMENT, LLC disclosed 139 stock positions in a recent SEC 13F filing. $364,675,365 of stock holdings were filed, with the largest holdings including SPYM, QQQ, and IWR. This filing represented positions held on March 31, 2026, and was filed on April 8, 2026.We estimate the fund has a total AUM of $1,195,740,335 and has 64 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
March 31, 2026No. of Stocks:
139Est. Stock Holding Value:
$364,675,365Top Stock Holdings By Sector
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Portfolio Stock Holdings - CCG WEALTH MANAGEMENT, LLC
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