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 2025-12-31 (249 days), 95 trades recorded
  • Returns: week n/a · month n/a · 90 days +13.4% · 6 months n/a · 1 year n/a · all +9.4%
  • Max drawdown n/a · win rate 13% · data quality Good
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • 78464A854 · 13.2% · long · since 2025-12-31
  • QQQ · 8.6% · long · since 2025-12-31
  • 464287499 · 7.7% · long · since 2025-12-31
  • 78464A409 · 6.9% · long · since 2025-12-31
  • 808524805 · 6.3% · long · since 2025-12-31
  • 464287804 · 4.0% · long · since 2025-12-31
  • 808524870 · 3.6% · long · since 2026-06-30
  • 78462F103 · 2.9% · long · since 2025-12-31
  • AAPL · 2.9% · long · since 2025-12-31
  • 45783Y673 · 2.2% · long · since 2025-12-31
  • 02079K107 · 2.1% · long · since 2025-12-31
  • NVDA · 2.0% · long · since 2025-12-31

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