Long-term investor
Ccg Wealth Management, LLC @ccgwealthmanagementllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001771169).
Record
- Tracked since 2025-06-30 (441 days), 137 trades recorded
- Returns: week n/a · month n/a · 90 days +13.4% · 6 months n/a · 1 year +21.5% · all +21.5%
- Max drawdown n/a · win rate 25% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- SPYM · 13.2% · long · since 2025-06-30
- 46090E103 · 8.6% · long · since 2025-06-30
- IWR · 7.7% · long · since 2025-06-30
- SPYG · 6.9% · long · since 2025-06-30
- SCHF · 6.3% · long · since 2025-06-30
- IJR · 4.0% · long · since 2025-06-30
- SCHP · 3.6% · long · since 2026-06-30
- SPY · 2.9% · long · since 2025-06-30
- AAPL · 2.9% · long · since 2025-06-30
- SFLR · 2.2% · long · since 2025-09-30
- GOOG · 2.1% · long · since 2025-06-30
- NVDA · 2.0% · long · since 2025-06-30