CCG WEALTH MANAGEMENT, LLC - Portfolio Stock Holdings
CCG WEALTH MANAGEMENT, LLC disclosed 160 stock positions in a recent SEC 13F filing. $430,572,334 of stock holdings were filed, with the largest holdings including SPYM, QQQ, and IWR. This filing represented positions held on June 30, 2026, and was filed on Aug. 7, 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:
June 30, 2026No. of Stocks:
160Est. Stock Holding Value:
$430,572,334Top Stock Holdings By Sector
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Portfolio Stock Holdings - CCG WEALTH MANAGEMENT, LLC
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