AI Analysis · Q1 2026 · Q1 2026
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 ...
Quarter at a glance — Q1 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q1 2026.
Filing history
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