# EDGAR Filing Document

**Accession Number:** 0001771169
**File Stem:** 0001951757-25-001235
**Filing Date:** 2025-11
**Character Count:** 11945
**Document Hash:** 6e1ede40fd3ba63027f9991ba059deea
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001951757-25-001235.hdr.sgml**: 20251103

**ACCESSION NUMBER**: 0001951757-25-001235

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250930

**FILED AS OF DATE**: 20251103

**DATE AS OF CHANGE**: 20251103

**EFFECTIVENESS DATE**: 20251103

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** CCG WEALTH MANAGEMENT, LLC
- **CENTRAL INDEX KEY:** 0001771169

**ORGANIZATION NAME:**
- **EIN:** 464092037
- **STATE OF INCORPORATION:** CA
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-19488
- **FILM NUMBER:** 251442283

**BUSINESS ADDRESS:**
- **STREET 1:** 12255 EL CAMINO REAL
- **STREET 2:** SUITE 125
- **CITY:** SAN DIEGO
- **STATE:** CA
- **ZIP:** 92130
- **BUSINESS PHONE:** 858 771-9500

**MAIL ADDRESS:**
- **STREET 1:** 12255 EL CAMINO REAL
- **STREET 2:** SUITE 125
- **CITY:** SAN DIEGO
- **STATE:** CA
- **ZIP:** 92130

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 09-30-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** CCG WEALTH MANAGEMENT LLC<br>**Address:** 12255 EL CAMINO REAL<br>SUITE 125<br>SAN DIEGO, CA 92130

**Form 13F File Number:** 028-19488

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Jennifer Krakower<br>**Title:** Chief Compliance Officer<br>**Phone:** 858-771-9500

**Signature, Place, and Date of Signing:**

Jennifer Krakower  San Diego, CA  11-03-2025<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 85

**Form 13F Information Table Value Total:** $212146578

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| GOLDMAN SACHS GROUP INC | COM | 38141G104 |  | 410120 | 515 | SH |  | SOLE |  | 0 | 0 | 515 |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHT MUNCPL | 46641Q654 |  | 2719513 | 53282 | SH |  | SOLE |  | 0 | 0 | 53282 |
| ELI LILLY  CO | COM | 532457108 |  | 427280 | 560 | SH |  | SOLE |  | 0 | 0 | 560 |
| ISHARES TR | RUS 1000 GRW ETF | 464287614 |  | 2460089 | 5252 | SH |  | SOLE |  | 0 | 0 | 5252 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 280748 | 2490 | SH |  | SOLE |  | 0 | 0 | 2490 |
| CLEAR CHANNEL OUTDOOR HLDGS | COM | 18453H106 |  | 25917 | 16403 | SH |  | SOLE |  | 0 | 0 | 16403 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 3763834 | 15454 | SH |  | SOLE |  | 0 | 0 | 15454 |
| SPDR SERIES TRUST | PRTFLO S GW | 78464A409 |  | 22920480 | 219314 | SH |  | SOLE |  | 0 | 0 | 219314 |
| ISHARES TR | RUS MD CP GR ETF | 464287481 |  | 357734 | 2512 | SH |  | SOLE |  | 0 | 0 | 2512 |
| SPDR SERIES TRUST | S 400 MDCP VAL | 78464A839 |  | 544500 | 6528 | SH |  | SOLE |  | 0 | 0 | 6528 |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 |  | 782391 | 28659 | SH |  | SOLE |  | 0 | 0 | 28659 |
| AMERICAN CENTY ETF TR | US LARGE CAP VLU | 025072349 |  | 847538 | 11729 | SH |  | SOLE |  | 0 | 0 | 11729 |
| AMPHENOL CORP NEW | CL A | 032095101 |  | 209756 | 1695 | SH |  | SOLE |  | 0 | 0 | 1695 |
| ISHARES TR | CORE S ETF | 464287200 |  | 1263030 | 1887 | SH |  | SOLE |  | 0 | 0 | 1887 |
| BROADCOM INC | COM | 11135F101 |  | 1033608 | 3133 | SH |  | SOLE |  | 0 | 0 | 3133 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 |  | 2176040 | 6631 | SH |  | SOLE |  | 0 | 0 | 6631 |
| HOME DEPOT INC | COM | 437076102 |  | 2028860 | 5007 | SH |  | SOLE |  | 0 | 0 | 5007 |
| ISHARES TR | MSCI USA MMENTM | 46432F396 |  | 2041855 | 7962 | SH |  | SOLE |  | 0 | 0 | 7962 |
| WHEELS UP EXPERIENCE INC | COM CL A | 96328L205 |  | 21160 | 11500 | SH |  | SOLE |  | 0 | 0 | 11500 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 1498165 | 2980 | SH |  | SOLE |  | 0 | 0 | 2980 |
| ATI INC | COM | 01741R102 |  | 633395 | 7787 | SH |  | SOLE |  | 0 | 0 | 7787 |
| CURTISS WRIGHT CORP | COM | 231561101 |  | 1145603 | 2110 | SH |  | SOLE |  | 0 | 0 | 2110 |
| STRUCTURE THERAPEUTICS INC | SPONSORED ADS | 86366E106 |  | 280000 | 10000 | SH |  | SOLE |  | 0 | 0 | 10000 |
| WALMART INC | COM | 931142103 |  | 1411407 | 13695 | SH |  | SOLE |  | 0 | 0 | 13695 |
| CHEVRON CORP NEW | COM | 166764100 |  | 1081188 | 6962 | SH |  | SOLE |  | 0 | 0 | 6962 |
| MICROSOFT CORP | COM | 594918104 |  | 6800866 | 13130 | SH |  | SOLE |  | 0 | 0 | 13130 |
| ISHARES GOLD TR | ISHARES NEW | 464285204 |  | 296174 | 4070 | SH |  | SOLE |  | 0 | 0 | 4070 |
| BOOKING HOLDINGS INC | COM | 09857L108 |  | 572323 | 106 | SH |  | SOLE |  | 0 | 0 | 106 |
| COSTAR GROUP INC | COM | 22160N109 |  | 352920 | 4183 | SH |  | SOLE |  | 0 | 0 | 4183 |
| PALANTIR TECHNOLOGIES INC | CL A | 69608A108 |  | 639382 | 3505 | SH |  | SOLE |  | 0 | 0 | 3505 |
| NETFLIX INC | COM | 64110L106 |  | 371665 | 310 | SH |  | SOLE |  | 0 | 0 | 310 |
| SPDR S MIDCAP 400 ETF TR | UTSER1 S | 78467Y107 |  | 758150 | 1272 | SH |  | SOLE |  | 0 | 0 | 1272 |
| AMAZON COM INC | COM | 023135106 |  | 1677734 | 7641 | SH |  | SOLE |  | 0 | 0 | 7641 |
| STAGWELL INC | COM CL A | 85256A109 |  | 280571 | 49835 | SH |  | SOLE |  | 0 | 0 | 49835 |
| ISHARES TR | CORE S SCP ETF | 464287804 |  | 9892667 | 83251 | SH |  | SOLE |  | 0 | 0 | 83251 |
| HCI GROUP INC | COM | 40416E103 |  | 293845 | 1531 | SH |  | SOLE |  | 0 | 0 | 1531 |
| SEMPRA | COM | 816851109 |  | 4313191 | 47935 | SH |  | SOLE |  | 0 | 0 | 47935 |
| TESLA INC | COM | 88160R101 |  | 4583284 | 10306 | SH |  | SOLE |  | 0 | 0 | 10306 |
| PROSHARES TR | ULTRAPRO QQQ | 74347X831 |  | 349906 | 3384 | SH |  | SOLE |  | 0 | 0 | 3384 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 |  | 6429542 | 10709 | SH |  | SOLE |  | 0 | 0 | 10709 |
| COSTCO WHSL CORP NEW | COM | 22160K105 |  | 760013 | 821 | SH |  | SOLE |  | 0 | 0 | 821 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 2251906 | 12069 | SH |  | SOLE |  | 0 | 0 | 12069 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 |  | 254486 | 737 | SH |  | SOLE |  | 0 | 0 | 737 |
| ISHARES TR | RUS MID CAP ETF | 464287499 |  | 21965274 | 227502 | SH |  | SOLE |  | 0 | 0 | 227502 |
| COCA COLA CO | COM | 191216100 |  | 290482 | 4380 | SH |  | SOLE |  | 0 | 0 | 4380 |
| PROCTER AND GAMBLE CO | COM | 742718109 |  | 2189359 | 14249 | SH |  | SOLE |  | 0 | 0 | 14249 |
| MECHANICS BANCORP | CL A | 43785V102 |  | 2276556 | 171041 | SH |  | SOLE |  | 0 | 0 | 171041 |
| VISA INC | COM CL A | 92826C839 |  | 372104 | 1090 | SH |  | SOLE |  | 0 | 0 | 1090 |
| APOLLO GLOBAL MGMT INC | COM | 03769M106 |  | 390215 | 2928 | SH |  | SOLE |  | 0 | 0 | 2928 |
| INNOVATOR ETFS TRUST | QUITY MANAGD FLR | 45783Y673 |  | 302292 | 8390 | SH |  | SOLE |  | 0 | 0 | 8390 |
| PFIZER INC | COM | 717081103 |  | 241805 | 9490 | SH |  | SOLE |  | 0 | 0 | 9490 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 |  | 258809 | 455 | SH |  | SOLE |  | 0 | 0 | 455 |
| NEBIUS GROUP N.V. | SHS CLASS A | N97284108 |  | 218141 | 1943 | SH |  | SOLE |  | 0 | 0 | 1943 |
| ABBVIE INC | COM | 00287Y109 |  | 440487 | 1902 | SH |  | SOLE |  | 0 | 0 | 1902 |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 |  | 13213242 | 567579 | SH |  | SOLE |  | 0 | 0 | 567579 |
| VANGUARD INDEX FDS | SML CP GRW ETF | 922908595 |  | 637502 | 2142 | SH |  | SOLE |  | 0 | 0 | 2142 |
| BANK AMERICA CORP | COM | 060505104 |  | 340498 | 6600 | SH |  | SOLE |  | 0 | 0 | 6600 |
| VANGUARD WORLD FD | INF TECH ETF | 92204A702 |  | 422995 | 567 | SH |  | SOLE |  | 0 | 0 | 567 |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 |  | 405057 | 12694 | SH |  | SOLE |  | 0 | 0 | 12694 |
| VANGUARD INDEX FDS | MID CAP ETF | 922908629 |  | 292859 | 997 | SH |  | SOLE |  | 0 | 0 | 997 |
| JPMORGAN CHASE  CO. | COM | 46625H100 |  | 803051 | 2546 | SH |  | SOLE |  | 0 | 0 | 2546 |
| AXOS FINANCIAL INC | COM | 05465C100 |  | 1286680 | 15200 | SH |  | SOLE |  | 0 | 0 | 15200 |
| SPDR SERIES TRUST | BBG CONV SEC ETF | 78464A359 |  | 305026 | 3370 | SH |  | SOLE |  | 0 | 0 | 3370 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 293242 | 1582 | SH |  | SOLE |  | 0 | 0 | 1582 |
| SPDR GOLD TR | GOLD SHS | 78463V107 |  | 2434970 | 6850 | SH |  | SOLE |  | 0 | 0 | 6850 |
| ISHARES TR | RUSSELL 2000 ETF | 464287655 |  | 328340 | 1357 | SH |  | SOLE |  | 0 | 0 | 1357 |
| BIT DIGITAL INC | SHS | G1144A105 |  | 432000 | 144000 | SH |  | SOLE |  | 0 | 0 | 144000 |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | 808524409 |  | 259632 | 8919 | SH |  | SOLE |  | 0 | 0 | 8919 |
| ISHARES TR | MSCI USA MIN VOL | 46429B697 |  | 1526712 | 16047 | SH |  | SOLE |  | 0 | 0 | 16047 |
| TELEDYNE TECHNOLOGIES INC | COM | 879360105 |  | 312945 | 534 | SH |  | SOLE |  | 0 | 0 | 534 |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 |  | 2586942 | 98213 | SH |  | SOLE |  | 0 | 0 | 98213 |
| ISHARES TR | RUS 2000 VAL ETF | 464287630 |  | 242937 | 1374 | SH |  | SOLE |  | 0 | 0 | 1374 |
| META PLATFORMS INC | CL A | 30303M102 |  | 1880380 | 2561 | SH |  | SOLE |  | 0 | 0 | 2561 |
| SPDR SERIES TRUST | PORTFOLIO S | 78464A854 |  | 48738858 | 622145 | SH |  | SOLE |  | 0 | 0 | 622145 |
| GLOBAL X FDS | GLBL X MLP ETF | 37954Y343 |  | 431083 | 8903 | SH |  | SOLE |  | 0 | 0 | 8903 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 1183422 | 4868 | SH |  | SOLE |  | 0 | 0 | 4868 |
| ISHARES TR | DOW JONES US ETF | 464287846 |  | 536502 | 3302 | SH |  | SOLE |  | 0 | 0 | 3302 |
| QUALCOMM INC | COM | 747525103 |  | 641706 | 3857 | SH |  | SOLE |  | 0 | 0 | 3857 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 |  | 3271084 | 4910 | SH |  | SOLE |  | 0 | 0 | 4910 |
| ISHARES TR | S 500 GRWT ETF | 464287309 |  | 2731773 | 22629 | SH |  | SOLE |  | 0 | 0 | 22629 |
| VANGUARD WORLD FD | HEALTH CAR ETF | 92204A504 |  | 935858 | 3605 | SH |  | SOLE |  | 0 | 0 | 3605 |
| BLACKSTONE INC | COM | 09260D107 |  | 382533 | 2239 | SH |  | SOLE |  | 0 | 0 | 2239 |
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 |  | 207105 | 734 | SH |  | SOLE |  | 0 | 0 | 734 |
| ISHARES TR | CORE S MCP ETF | 464287507 |  | 931136 | 14268 | SH |  | SOLE |  | 0 | 0 | 14268 |
| APPLE INC | COM | 037833100 |  | 3962148 | 15560 | SH |  | SOLE |  | 0 | 0 | 15560 |

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