# EDGAR Filing Document

**Accession Number:** 0001771169
**File Stem:** 0001951757-26-000259
**Filing Date:** 2026-1
**Character Count:** 13375
**Document Hash:** 59d2cf6ef2119336ddb1c62c27ff52f6
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001951757-26-000259.hdr.sgml**: 20260121

**ACCESSION NUMBER**: 0001951757-26-000259

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

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20251231

**FILED AS OF DATE**: 20260121

**DATE AS OF CHANGE**: 20260121

**EFFECTIVENESS DATE**: 20260121

**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:** 26546883

**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:** 12-31-2025

**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  01-21-2026<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:** 99

**Form 13F Information Table Value Total:** $233355215

      (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 |
| SPDR SERIES TRUST | STATE STREET SPD | 78464A854 |  | 50297623 | 626996 | SH |  | SOLE |  | 0 | 0 | 626996 |
| SPDR SERIES TRUST | STATE STREET SPD | 78464A409 |  | 23300138 | 218371 | SH |  | SOLE |  | 0 | 0 | 218371 |
| ISHARES TR | RUS MID CAP ETF | 464287499 |  | 22859546 | 237452 | SH |  | SOLE |  | 0 | 0 | 237452 |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 |  | 13476496 | 560586 | SH |  | SOLE |  | 0 | 0 | 560586 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 |  | 11049163 | 17986 | SH |  | SOLE |  | 0 | 0 | 17986 |
| ISHARES TR | CORE S SCP ETF | 464287804 |  | 10455757 | 87001 | SH |  | SOLE |  | 0 | 0 | 87001 |
| MICROSOFT CORP | COM | 594918104 |  | 6974902 | 14422 | SH |  | SOLE |  | 0 | 0 | 14422 |
| APPLE INC | COM | 037833100 |  | 5502168 | 20239 | SH |  | SOLE |  | 0 | 0 | 20239 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 5463317 | 17410 | SH |  | SOLE |  | 0 | 0 | 17410 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 |  | 4858954 | 7125 | SH |  | SOLE |  | 0 | 0 | 7125 |
| SEMPRA | COM | 816851109 |  | 4233859 | 47954 | SH |  | SOLE |  | 0 | 0 | 47954 |
| ISHARES TR | S 500 GRWT ETF | 464287309 |  | 2789251 | 22629 | SH |  | SOLE |  | 0 | 0 | 22629 |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHT MUNCPL | 46641Q654 |  | 2775619 | 54488 | SH |  | SOLE |  | 0 | 0 | 54488 |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 |  | 2642959 | 98215 | SH |  | SOLE |  | 0 | 0 | 98215 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 2417613 | 7724 | SH |  | SOLE |  | 0 | 0 | 7724 |
| ISHARES TR | RUS 1000 GRW ETF | 464287614 |  | 2400578 | 5072 | SH |  | SOLE |  | 0 | 0 | 5072 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 2388401 | 12806 | SH |  | SOLE |  | 0 | 0 | 12806 |
| TESLA INC | COM | 88160R101 |  | 2022391 | 4497 | SH |  | SOLE |  | 0 | 0 | 4497 |
| ISHARES TR | MSCI USA MMENTM | 46432F396 |  | 1992968 | 7962 | SH |  | SOLE |  | 0 | 0 | 7962 |
| META PLATFORMS INC | CL A | 30303M102 |  | 1962778 | 2974 | SH |  | SOLE |  | 0 | 0 | 2974 |
| PROCTER AND GAMBLE CO | COM | 742718109 |  | 1937695 | 13521 | SH |  | SOLE |  | 0 | 0 | 13521 |
| AMAZON COM INC | COM | 023135106 |  | 1903803 | 8248 | SH |  | SOLE |  | 0 | 0 | 8248 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 |  | 1881400 | 5612 | SH |  | SOLE |  | 0 | 0 | 5612 |
| WALMART INC | COM | 931142103 |  | 1870908 | 16793 | SH |  | SOLE |  | 0 | 0 | 16793 |
| HOME DEPOT INC | COM | 437076102 |  | 1783186 | 5182 | SH |  | SOLE |  | 0 | 0 | 5182 |
| INNOVATOR ETFS TRUST | QUITY MANAGD FLR | 45783Y673 |  | 1692316 | 45912 | SH |  | SOLE |  | 0 | 0 | 45912 |
| SPDR GOLD TR | GOLD SHS | 78463V107 |  | 1529757 | 3860 | SH |  | SOLE |  | 0 | 0 | 3860 |
| ISHARES TR | MSCI USA MIN VOL | 46429B697 |  | 1510986 | 16047 | SH |  | SOLE |  | 0 | 0 | 16047 |
| AMERICAN CENTY ETF TR | US LARGE CAP VLU | 025072349 |  | 1487214 | 19628 | SH |  | SOLE |  | 0 | 0 | 19628 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 1355647 | 2697 | SH |  | SOLE |  | 0 | 0 | 2697 |
| ISHARES GOLD TR | ISHARES NEW | 464285204 |  | 1318120 | 16239 | SH |  | SOLE |  | 0 | 0 | 16239 |
| AXOS FINANCIAL INC | COM | 05465C100 |  | 1309632 | 15200 | SH |  | SOLE |  | 0 | 0 | 15200 |
| ISHARES TR | CORE S ETF | 464287200 |  | 1291259 | 1885 | SH |  | SOLE |  | 0 | 0 | 1885 |
| CURTISS WRIGHT CORP | COM | 231561101 |  | 1176410 | 2134 | SH |  | SOLE |  | 0 | 0 | 2134 |
| NEOS ETF TRUST | NASDAQ 100 HIGH | 78433H675 |  | 1112801 | 20661 | SH |  | SOLE |  | 0 | 0 | 20661 |
| BROADCOM INC | COM | 11135F101 |  | 1086408 | 3139 | SH |  | SOLE |  | 0 | 0 | 3139 |
| VANGUARD WORLD FD | HEALTH CAR ETF | 92204A504 |  | 1037699 | 3605 | SH |  | SOLE |  | 0 | 0 | 3605 |
| COSTCO WHSL CORP NEW | COM | 22160K105 |  | 1015095 | 1177 | SH |  | SOLE |  | 0 | 0 | 1177 |
| INNOVATOR ETFS TRUST | NASDAQ 100 MANA | 45783Y681 |  | 999502 | 29157 | SH |  | SOLE |  | 0 | 0 | 29157 |
| CHEVRON CORP NEW | COM | 166764100 |  | 982740 | 6448 | SH |  | SOLE |  | 0 | 0 | 6448 |
| ISHARES TR | CORE S MCP ETF | 464287507 |  | 952782 | 14436 | SH |  | SOLE |  | 0 | 0 | 14436 |
| SPDR S MIDCAP 400 ETF TR | UTSER1 S | 78467Y107 |  | 906127 | 1502 | SH |  | SOLE |  | 0 | 0 | 1502 |
| ATI INC | COM | 01741R102 |  | 893062 | 7782 | SH |  | SOLE |  | 0 | 0 | 7782 |
| MECHANICS BANCORP | CL A | 43785V102 |  | 842688 | 57600 | SH |  | SOLE |  | 0 | 0 | 57600 |
| ADVANCED MICRO DEVICES INC | COM | 007903107 |  | 804599 | 3757 | SH |  | SOLE |  | 0 | 0 | 3757 |
| PROSHARES TR | ULTRAPRO QQQ | 74347X831 |  | 799393 | 15163 | SH |  | SOLE |  | 0 | 0 | 15163 |
| JPMORGAN CHASE  CO. | COM | 46625H100 |  | 778161 | 2415 | SH |  | SOLE |  | 0 | 0 | 2415 |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 |  | 778052 | 28365 | SH |  | SOLE |  | 0 | 0 | 28365 |
| NEOS ETF TRUST | NEOS S 500 HI | 78433H303 |  | 777549 | 14802 | SH |  | SOLE |  | 0 | 0 | 14802 |
| QUALCOMM INC | COM | 747525103 |  | 657687 | 3845 | SH |  | SOLE |  | 0 | 0 | 3845 |
| GOLDMAN SACHS GROUP INC | COM | 38141G104 |  | 647823 | 737 | SH |  | SOLE |  | 0 | 0 | 737 |
| VANGUARD INDEX FDS | SML CP GRW ETF | 922908595 |  | 647120 | 2142 | SH |  | SOLE |  | 0 | 0 | 2142 |
| PALANTIR TECHNOLOGIES INC | CL A | 69608A108 |  | 628524 | 3536 | SH |  | SOLE |  | 0 | 0 | 3536 |
| BOOKING HOLDINGS INC | COM | 09857L108 |  | 599797 | 112 | SH |  | SOLE |  | 0 | 0 | 112 |
| SPDR SERIES TRUST | STATE STREET SPD | 78464A839 |  | 548955 | 6485 | SH |  | SOLE |  | 0 | 0 | 6485 |
| ISHARES TR | DOW JONES US ETF | 464287846 |  | 547505 | 3302 | SH |  | SOLE |  | 0 | 0 | 3302 |
| ABBVIE INC | COM | 00287Y109 |  | 547005 | 2394 | SH |  | SOLE |  | 0 | 0 | 2394 |
| ELI LILLY  CO | COM | 532457108 |  | 540564 | 503 | SH |  | SOLE |  | 0 | 0 | 503 |
| APOLLO GLOBAL MGMT INC | COM | 03769M106 |  | 491460 | 3395 | SH |  | SOLE |  | 0 | 0 | 3395 |
| ISHARES TR | 20 YR TR BD ETF | 464287432 |  | 441465 | 5065 | SH |  | SOLE |  | 0 | 0 | 5065 |
| GLOBAL X FDS | GLBL X MLP ETF | 37954Y343 |  | 430994 | 8903 | SH |  | SOLE |  | 0 | 0 | 8903 |
| VANGUARD WORLD FD | INF TECH ETF | 92204A702 |  | 429655 | 570 | SH |  | SOLE |  | 0 | 0 | 570 |
| VISA INC | COM CL A | 92826C839 |  | 409629 | 1168 | SH |  | SOLE |  | 0 | 0 | 1168 |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 |  | 404846 | 12411 | SH |  | SOLE |  | 0 | 0 | 12411 |
| ISHARES TR | 7-10 YR TRSY BD | 464287440 |  | 394641 | 4104 | SH |  | SOLE |  | 0 | 0 | 4104 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 |  | 387628 | 679 | SH |  | SOLE |  | 0 | 0 | 679 |
| ISHARES TR | CORE US AGGBD ET | 464287226 |  | 351278 | 3517 | SH |  | SOLE |  | 0 | 0 | 3517 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 |  | 349256 | 1058 | SH |  | SOLE |  | 0 | 0 | 1058 |
| ISHARES TR | 10-20 YR TRS ETF | 464288653 |  | 347711 | 3420 | SH |  | SOLE |  | 0 | 0 | 3420 |
| ISHARES TR | RUS MD CP GR ETF | 464287481 |  | 343993 | 2512 | SH |  | SOLE |  | 0 | 0 | 2512 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 343020 | 1658 | SH |  | SOLE |  | 0 | 0 | 1658 |
| SPDR SERIES TRUST | STATE STREET SPD | 78468R663 |  | 335913 | 3676 | SH |  | SOLE |  | 0 | 0 | 3676 |
| ISHARES TR | RUSSELL 2000 ETF | 464287655 |  | 327639 | 1331 | SH |  | SOLE |  | 0 | 0 | 1331 |
| COCA COLA CO | COM | 191216100 |  | 320677 | 4587 | SH |  | SOLE |  | 0 | 0 | 4587 |
| CAPITAL GROUP CORE BALANCED | SHS | 14021D107 |  | 311363 | 8813 | SH |  | SOLE |  | 0 | 0 | 8813 |
| BLACKSTONE INC | COM | 09260D107 |  | 310130 | 2012 | SH |  | SOLE |  | 0 | 0 | 2012 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 302414 | 2513 | SH |  | SOLE |  | 0 | 0 | 2513 |
| SPDR SERIES TRUST | STATE STREET SPD | 78464A359 |  | 300604 | 3370 | SH |  | SOLE |  | 0 | 0 | 3370 |
| J P MORGAN EXCHANGE TRADED F | US QUALTY FCTR | 46641Q761 |  | 300295 | 4753 | SH |  | SOLE |  | 0 | 0 | 4753 |
| HCI GROUP INC | COM | 40416E103 |  | 293477 | 1531 | SH |  | SOLE |  | 0 | 0 | 1531 |
| BIT DIGITAL INC | SHS | G1144A105 |  | 291060 | 154000 | SH |  | SOLE |  | 0 | 0 | 154000 |
| ISHARES TR | IBOXX HI YD ETF | 464288513 |  | 285350 | 3539 | SH |  | SOLE |  | 0 | 0 | 3539 |
| VANGUARD INDEX FDS | MID CAP ETF | 922908629 |  | 282674 | 974 | SH |  | SOLE |  | 0 | 0 | 974 |
| COSTAR GROUP INC | COM | 22160N109 |  | 280458 | 4171 | SH |  | SOLE |  | 0 | 0 | 4171 |
| NETFLIX INC | COM | 64110L106 |  | 278092 | 2966 | SH |  | SOLE |  | 0 | 0 | 2966 |
| TELEDYNE TECHNOLOGIES INC | COM | 879360105 |  | 272219 | 533 | SH |  | SOLE |  | 0 | 0 | 533 |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | 808524409 |  | 264092 | 8919 | SH |  | SOLE |  | 0 | 0 | 8919 |
| WHITEFIBER INC | SHS | G96115103 |  | 262817 | 16634 | SH |  | SOLE |  | 0 | 0 | 16634 |
| BANK AMERICA CORP | COM | 060505104 |  | 257235 | 4677 | SH |  | SOLE |  | 0 | 0 | 4677 |
| STAGWELL INC | COM CL A | 85256A109 |  | 243693 | 49835 | SH |  | SOLE |  | 0 | 0 | 49835 |
| PFIZER INC | COM | 717081103 |  | 243622 | 9784 | SH |  | SOLE |  | 0 | 0 | 9784 |
| ISHARES TR | RUS 2000 VAL ETF | 464287630 |  | 242278 | 1337 | SH |  | SOLE |  | 0 | 0 | 1337 |
| INVESCO EXCH TRD SLF IDX FD | RAFI STRATGIC US | 46138J742 |  | 238158 | 4166 | SH |  | SOLE |  | 0 | 0 | 4166 |
| ABBOTT LABS | COM | 002824100 |  | 232320 | 1854 | SH |  | SOLE |  | 0 | 0 | 1854 |
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 |  | 229859 | 776 | SH |  | SOLE |  | 0 | 0 | 776 |
| AMPHENOL CORP NEW | CL A | 032095101 |  | 225954 | 1672 | SH |  | SOLE |  | 0 | 0 | 1672 |
| SPDR SERIES TRUST | STATE STREET SPD | 78468R853 |  | 208996 | 4460 | SH |  | SOLE |  | 0 | 0 | 4460 |
| CLEAR CHANNEL OUTDOOR HLDGS | COM | 18453H106 |  | 36251 | 16403 | SH |  | SOLE |  | 0 | 0 | 16403 |
| WHEELS UP EXPERIENCE INC | COM CL A | 96328L205 |  | 7547 | 11500 | SH |  | SOLE |  | 0 | 0 | 11500 |

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