CCG WEALTH MANAGEMENT, LLC

Comprehensive SEC 13F Analysis: CCG Wealth Management, LLC

Portfolio Overview

CCG Wealth Management, LLC has reported a substantial expansion in its portfolio value, growing by 104.9% from approximately $113.86 million to $233.36 million between the quarters ending September 30, 2025, and December 31, 2025. The portfolio currently comprises 99 holdings, indicating a moderately diversified approach. The massive increase in AUM (Assets Under Management) is likely driven by a ...