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DOSSIER · 13F-HR · Q1 2026

CCG WEALTH MANAGEMENT, LLC

$369M in tracked AUM across 136 positions as of Q1 2026.

CW
CIK 0001771169 · last filed Mar 31, 2026
Total AUM
$369M
as of Q1 2026
Holdings
136
positions
Whale Score
49
49
tracked
Activity
no data
changes this Q

Top 10 holdings

By portfolio weight as of Q1 2026.

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