Ccg Wealth Management, LLC Portfolio Holdings
Ccg Wealth Management, LLC
- $225 Million
- Q4 2025
Ccg Wealth Management, LLC has filed its 13F form on January 21, 2026 for Q4 2025 where it was disclosed a total value porftolio of $225 Million distributed in 99 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio S&P 500 ETF (Ma with a value of $49.6M, Spdr Portfolio with a value of $22.9M, Ishares Russell Mid Cap ETF with a value of $22.5M, Schwab Strategic Tr Intl Eqty with a value of $13.4M, and Invesco Qqq Trust, Series 1 with a value of $10.9M.
Examining the 13F form we can see an increase of $13.9M in the current position value, from $211M to 225M.
Below you can find more details about Ccg Wealth Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$225 Million
ETFs: $167 Million
Technology: $19.1 Million
Communication Services: $9.51 Million
Financial Services: $6.96 Million
Consumer Cyclical: $6.17 Million
Consumer Defensive: $5.1 Million
Utilities: $4.41 Million
Healthcare: $2.23 Million
Other: $3.53 Million