Notify me when CCG WEALTH MANAGEMENT, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 99 | $233,355,215 | +$24,666,090 | -$7,268,994 | +$17,397,096 | SPYM, SPYG, IWR, SCHF, QQQ | 13F-HR | 21 Jan 2026, 14:14 |
| Q3 2025 | 85 | $212,146,578 | +$12,969,150 | -$7,427,165 | +$5,541,985 | SPLG, SPYG, IWR, SCHF, IJR | 13F-HR | 03 Nov 2025, 08:50 |
| Q2 2025 | 80 | $189,769,701 | +$5,424,227 | -$1,977,000 | +$3,447,227 | SPLG, SPYG, IWR, SCHF, IJR | 13F-HR | 25 Jul 2025, 14:08 |
| Q1 2025 | 75 | $167,171,647 | +$10,583,948 | -$12,108,738 | -$1,524,790 | SPLG, IWR, SPYG, SCHF, IJR | 13F-HR | 22 Apr 2025, 09:15 |
| Q4 2024 | 68 | $179,578,172 | +$13,221,421 | -$7,423,128 | +$5,798,293 | SPLG, SPYG, IWR, SCHF, IJR | 13F-HR | 24 Jan 2025, 14:23 |
| Q3 2024 | 72 | $178,662,223 | +$5,361,160 | -$16,949,764 | -$11,588,604 | SPLG, SPYG, IWR, SCHF, IJR | 13F-HR | 15 Oct 2024, 16:54 |
| Q2 2024 | 70 | $177,285,564 | +$13,591,353 | -$6,149,206 | +$7,442,147 | SPLG, SPYG, IWR, SCHF, PG | 13F-HR | 31 Jul 2024, 15:48 |
| Q1 2024 | 71 | $165,980,274 | +$26,160,414 | -$19,152,579 | +$7,007,835 | SPLG, SPYG, IWR, SCHF, IJR | 13F-HR | 18 Apr 2024, 11:32 |
| Q4 2023 | 54 | $148,969,634 | +$5,629,912 | -$25,749,821 | -$20,119,909 | SPLG, SPYG, SCHF, IWR, GOVT | 13F-HR | 30 Jan 2024, 10:58 |
| Q3 2023 | 62 | $152,759,039 | +$36,553,568 | -$36,340,429 | +$213,139 | SPLG, SPYG, SCHF, IWR, GOVT | 13F-HR | 10 Oct 2023, 10:15 |
| Q2 2023 | 65 | $159,222,987 | +$6,984,632 | -$5,405,066 | +$1,579,566 | SPLG, SCHD, SPYG, IJH, SCHF | 13F-HR | 14 Jul 2023, 09:12 |
| Q1 2023 | 63 | $151,187,134 | +$3,342,093 | -$37,820,155 | -$34,478,062 | SPLG, SCHD, SPYG, IJH, SCHF | 13F-HR | 12 Apr 2023, 11:14 |
| Q4 2022 | 100 | $179,826,113 | +$8,730,087 | -$3,095,741 | +$5,634,346 | SPLG, SCHD, AX, SPYG, IJH | 13F-HR | 19 Jan 2023, 16:04 |
| Q3 2022 | 94 | $163,474,000 | +$28,215,679 | -$29,749,571 | -$1,533,892 | SPLG, SCHD, SPYG, AX, IJH | 13F-HR | 17 Oct 2022, 18:32 |
| Q2 2022 | 108 | $177,222,000 | +$17,086,165 | -$14,076,193 | +$3,009,972 | SPLG, SCHD, IEFA, SPYG, MSFT | 13F-HR | 15 Jul 2022, 11:26 |
| Q1 2022 | 121 | $203,925,000 | +$35,462,664 | -$14,606,915 | +$20,855,749 | SPLG, SCHD, IEFA, SPYG, HMST | 13F-HR | 12 Apr 2022, 15:56 |
| Q4 2021 | 96 | $191,830,000 | +$41,988,981 | -$36,192,432 | +$5,796,549 | SPLG, SCHD, SPY, IEFA, HMST | 13F-HR | 20 Jan 2022, 17:00 |
| Q3 2021 | 103 | $171,563,000 | +$50,029,492 | -$7,231,300 | +$42,798,192 | SPLG, SCHD, HMST, MSFT, IEFA | 13F-HR | 26 Oct 2021, 15:20 |
| Q2 2021 | 88 | $128,715,000 | +$28,197,987 | -$5,902,288 | +$22,295,699 | SPLG, SCHD, HMST, MINT, IEFA | 13F-HR | 16 Jul 2021, 14:32 |
| Q1 2021 | 78 | $101,498,000 | +$15,658,451 | -$14,054,907 | +$1,603,544 | SPLG, SCHD, MINT, SPYG, IEFA | 13F-HR | 04 May 2021, 14:57 |
| Q4 2020 | 83 | $94,873,000 | +$15,212,636 | -$37,945,056 | -$22,732,420 | SPLG, MINT, KMPR, SCHD, SPYG | 13F-HR | 04 Feb 2021, 10:29 |
| Q3 2020 | 59 | $106,734,000 | +$2,429,298 | -$5,745,116 | -$3,315,818 | GBIL, KMPR, SPLG, MINT, GSY | 13F-HR | 10 Nov 2020, 09:49 |
| Q2 2020 | 61 | $107,257,000 | +$22,188,053 | -$30,250,350 | -$8,062,297 | KMPR, GBIL, SPLG, MINT, TDY | 13F-HR | 04 Aug 2020, 12:59 |
| Q1 2020 | 62 | $104,122,000 | +$13,998,781 | -$42,195,966 | -$28,197,185 | KMPR, TDY, SCHX, QQQ, GSY | 13F-HR | 24 Apr 2020, 12:32 |
| Q4 2019 | 101 | $157,997,000 | +$13,197,975 | -$9,074,979 | +$4,122,996 | SCHX, KMPR, TDY, SCHD, CW | 13F-HR | 30 Jan 2020, 11:23 |
| Q3 2019 | 84 | $146,651,000 | +$10,960,812 | -$4,117,316 | +$6,843,496 | KMPR, SCHX, TDY, SCHD, GBIL | 13F-HR | 14 Nov 2019, 09:52 |
| Q2 2019 | 69 | $140,015,000 | +$11,437,811 | -$2,542,276 | +$8,895,535 | KMPR, SCHX, TDY, SCHD, IVW | 13F-HR | 06 Aug 2019, 12:49 |
| Q1 2019 | 64 | $124,601,000 | +$12,829,790 | -$3,426,817 | +$9,402,973 | SCHX, KMPR, SCHD, TDY, IVW | 13F-HR | 03 May 2019, 14:57 |
| Q4 2018 | 55 | $102,796,000 | $0 | $0 | $0 | SCHX, KMPR, SCHD, TDY, CW | 13F-HR | 03 May 2019, 14:39 |