# EDGAR Filing Document

**Accession Number:** 0001771169
**File Stem:** 0001951757-25-000959
**Filing Date:** 2025-7
**Character Count:** 11398
**Document Hash:** de83b1c6c44f882287a2f3282ca85c09
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001951757-25-000959.hdr.sgml**: 20250725

**ACCESSION NUMBER**: 0001951757-25-000959

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

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250630

**FILED AS OF DATE**: 20250725

**DATE AS OF CHANGE**: 20250725

**EFFECTIVENESS DATE**: 20250725

**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:** 251151109

**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:** 06-30-2025

**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  07-25-2025<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:** 80

**Form 13F Information Table Value Total:** $189769701

      (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 |
| ABBVIE INC | COM | 00287Y109 |  | 335972 | 1810 | SH |  | SOLE |  | 0 | 0 | 1810 |
| ATI INC | COM | 01741R102 |  | 672329 | 7787 | SH |  | SOLE |  | 0 | 0 | 7787 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 3712380 | 20928 | SH |  | SOLE |  | 0 | 0 | 20928 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 748477 | 4247 | SH |  | SOLE |  | 0 | 0 | 4247 |
| AMAZON COM INC | COM | 023135106 |  | 1503918 | 6855 | SH |  | SOLE |  | 0 | 0 | 6855 |
| AMERICAN CENTY ETF TR | US LARGE CAP VLU | 025072349 |  | 750583 | 11004 | SH |  | SOLE |  | 0 | 0 | 11004 |
| APOLLO GLOBAL MGMT INC | COM | 03769M106 |  | 412700 | 2909 | SH |  | SOLE |  | 0 | 0 | 2909 |
| APPLE INC | COM | 037833100 |  | 2599917 | 12672 | SH |  | SOLE |  | 0 | 0 | 12672 |
| AXOS FINANCIAL INC | COM | 05465C100 |  | 1155808 | 15200 | SH |  | SOLE |  | 0 | 0 | 15200 |
| BANK AMERICA CORP | COM | 060505104 |  | 286523 | 6055 | SH |  | SOLE |  | 0 | 0 | 6055 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 1378615 | 2838 | SH |  | SOLE |  | 0 | 0 | 2838 |
| BLACKSTONE INC | COM | 09260D107 |  | 292429 | 1955 | SH |  | SOLE |  | 0 | 0 | 1955 |
| BOOKING HOLDINGS INC | COM | 09857L108 |  | 613659 | 106 | SH |  | SOLE |  | 0 | 0 | 106 |
| BROADCOM INC | COM | 11135F101 |  | 722754 | 2622 | SH |  | SOLE |  | 0 | 0 | 2622 |
| CATERPILLAR INC | COM | 149123101 |  | 258937 | 667 | SH |  | SOLE |  | 0 | 0 | 667 |
| CHEVRON CORP NEW | COM | 166764100 |  | 902384 | 6302 | SH |  | SOLE |  | 0 | 0 | 6302 |
| CLEAR CHANNEL OUTDOOR HLDGS | COM | 18453H106 |  | 19192 | 16403 | SH |  | SOLE |  | 0 | 0 | 16403 |
| COCA COLA CO | COM | 191216100 |  | 307833 | 4351 | SH |  | SOLE |  | 0 | 0 | 4351 |
| COSTCO WHSL CORP NEW | COM | 22160K105 |  | 788849 | 797 | SH |  | SOLE |  | 0 | 0 | 797 |
| COSTAR GROUP INC | COM | 22160N109 |  | 335348 | 4171 | SH |  | SOLE |  | 0 | 0 | 4171 |
| CURTISS WRIGHT CORP | COM | 231561101 |  | 1031818 | 2112 | SH |  | SOLE |  | 0 | 0 | 2112 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 362101 | 3359 | SH |  | SOLE |  | 0 | 0 | 3359 |
| META PLATFORMS INC | CL A | 30303M102 |  | 1775475 | 2406 | SH |  | SOLE |  | 0 | 0 | 2406 |
| GLOBAL X FDS | GLBL X MLP ETF | 37954Y343 |  | 446931 | 8903 | SH |  | SOLE |  | 0 | 0 | 8903 |
| GOLDMAN SACHS GROUP INC | COM | 38141G104 |  | 349628 | 494 | SH |  | SOLE |  | 0 | 0 | 494 |
| HCI GROUP INC | COM | 40416E103 |  | 233018 | 1531 | SH |  | SOLE |  | 0 | 0 | 1531 |
| HOME DEPOT INC | COM | 437076102 |  | 745867 | 2034 | SH |  | SOLE |  | 0 | 0 | 2034 |
| HOMESTREET INC | COM | 43785V102 |  | 2239414 | 171340 | SH |  | SOLE |  | 0 | 0 | 171340 |
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 |  | 215779 | 732 | SH |  | SOLE |  | 0 | 0 | 732 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 |  | 5181168 | 9392 | SH |  | SOLE |  | 0 | 0 | 9392 |
| ISHARES TR | CORE S ETF | 464287200 |  | 1337077 | 2153 | SH |  | SOLE |  | 0 | 0 | 2153 |
| ISHARES TR | S 500 GRWT ETF | 464287309 |  | 2491453 | 22629 | SH |  | SOLE |  | 0 | 0 | 22629 |
| ISHARES TR | RUS MD CP GR ETF | 464287481 |  | 257806 | 1859 | SH |  | SOLE |  | 0 | 0 | 1859 |
| ISHARES TR | RUS MID CAP ETF | 464287499 |  | 20317092 | 220910 | SH |  | SOLE |  | 0 | 0 | 220910 |
| ISHARES TR | CORE S MCP ETF | 464287507 |  | 884907 | 14268 | SH |  | SOLE |  | 0 | 0 | 14268 |
| ISHARES TR | RUS 1000 GRW ETF | 464287614 |  | 2229895 | 5252 | SH |  | SOLE |  | 0 | 0 | 5252 |
| ISHARES TR | RUS 2000 VAL ETF | 464287630 |  | 215816 | 1368 | SH |  | SOLE |  | 0 | 0 | 1368 |
| ISHARES TR | RUSSELL 2000 ETF | 464287655 |  | 342243 | 1586 | SH |  | SOLE |  | 0 | 0 | 1586 |
| ISHARES TR | CORE S SCP ETF | 464287804 |  | 8820120 | 80704 | SH |  | SOLE |  | 0 | 0 | 80704 |
| ISHARES TR | DOW JONES US ETF | 464287846 |  | 498186 | 3302 | SH |  | SOLE |  | 0 | 0 | 3302 |
| ISHARES TR | MSCI USA MIN VOL | 46429B697 |  | 1506332 | 16047 | SH |  | SOLE |  | 0 | 0 | 16047 |
| ISHARES TR | MSCI USA MMENTM | 46432F396 |  | 1913428 | 7962 | SH |  | SOLE |  | 0 | 0 | 7962 |
| JPMORGAN CHASE  CO. | COM | 46625H100 |  | 563296 | 1943 | SH |  | SOLE |  | 0 | 0 | 1943 |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHT MUNCPL | 46641Q654 |  | 2602471 | 51109 | SH |  | SOLE |  | 0 | 0 | 51109 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 258224 | 1691 | SH |  | SOLE |  | 0 | 0 | 1691 |
| KEMPER CORP | COM | 488401100 |  | 243316 | 3770 | SH |  | SOLE |  | 0 | 0 | 3770 |
| ELI LILLY  CO | COM | 532457108 |  | 424844 | 545 | SH |  | SOLE |  | 0 | 0 | 545 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 |  | 238824 | 425 | SH |  | SOLE |  | 0 | 0 | 425 |
| MICROSOFT CORP | COM | 594918104 |  | 6573029 | 13214 | SH |  | SOLE |  | 0 | 0 | 13214 |
| NETFLIX INC | COM | 64110L106 |  | 404418 | 302 | SH |  | SOLE |  | 0 | 0 | 302 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 1820575 | 11524 | SH |  | SOLE |  | 0 | 0 | 11524 |
| PALANTIR TECHNOLOGIES INC | CL A | 69608A108 |  | 463488 | 3400 | SH |  | SOLE |  | 0 | 0 | 3400 |
| PFIZER INC | COM | 717081103 |  | 282226 | 11643 | SH |  | SOLE |  | 0 | 0 | 11643 |
| PROCTER AND GAMBLE CO | COM | 742718109 |  | 2224426 | 13962 | SH |  | SOLE |  | 0 | 0 | 13962 |
| QUALCOMM INC | COM | 747525103 |  | 616177 | 3869 | SH |  | SOLE |  | 0 | 0 | 3869 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 |  | 2494871 | 4038 | SH |  | SOLE |  | 0 | 0 | 4038 |
| SPDR GOLD TR | GOLD SHS | 78463V107 |  | 1173595 | 3850 | SH |  | SOLE |  | 0 | 0 | 3850 |
| SPDR SERIES TRUST | BBG CONV SEC ETF | 78464A359 |  | 278602 | 3370 | SH |  | SOLE |  | 0 | 0 | 3370 |
| SPDR SERIES TRUST | PRTFLO S GW | 78464A409 |  | 20886758 | 219123 | SH |  | SOLE |  | 0 | 0 | 219123 |
| SPDR SERIES TRUST | S 400 MDCP VAL | 78464A839 |  | 511926 | 6445 | SH |  | SOLE |  | 0 | 0 | 6445 |
| SPDR SERIES TRUST | PORTFOLIO S | 78464A854 |  | 44357697 | 610231 | SH |  | SOLE |  | 0 | 0 | 610231 |
| SPDR S MIDCAP 400 ETF TR | UTSER1 S | 78467Y107 |  | 720563 | 1272 | SH |  | SOLE |  | 0 | 0 | 1272 |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 |  | 2414922 | 98810 | SH |  | SOLE |  | 0 | 0 | 98810 |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 |  | 759464 | 28659 | SH |  | SOLE |  | 0 | 0 | 28659 |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 |  | 12422809 | 562117 | SH |  | SOLE |  | 0 | 0 | 562117 |
| SEMPRA | COM | 816851109 |  | 3630444 | 47914 | SH |  | SOLE |  | 0 | 0 | 47914 |
| STAGWELL INC | COM CL A | 85256A109 |  | 224258 | 49835 | SH |  | SOLE |  | 0 | 0 | 49835 |
| STRYKER CORPORATION | COM | 863667101 |  | 216410 | 547 | SH |  | SOLE |  | 0 | 0 | 547 |
| STRUCTURE THERAPEUTICS INC | SPONSORED ADS | 86366E106 |  | 3111000 | 150000 | SH |  | SOLE |  | 0 | 0 | 150000 |
| TELEDYNE TECHNOLOGIES INC | COM | 879360105 |  | 272548 | 532 | SH |  | SOLE |  | 0 | 0 | 532 |
| TESLA INC | COM | 88160R101 |  | 1763649 | 5552 | SH |  | SOLE |  | 0 | 0 | 5552 |
| VANGUARD WORLD FD | HEALTH CAR ETF | 92204A504 |  | 831443 | 3348 | SH |  | SOLE |  | 0 | 0 | 3348 |
| VANGUARD WORLD FD | INF TECH ETF | 92204A702 |  | 375774 | 567 | SH |  | SOLE |  | 0 | 0 | 567 |
| VANGUARD INDEX FDS | SML CP GRW ETF | 922908595 |  | 548342 | 1980 | SH |  | SOLE |  | 0 | 0 | 1980 |
| VANGUARD INDEX FDS | MID CAP ETF | 922908629 |  | 278991 | 997 | SH |  | SOLE |  | 0 | 0 | 997 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 |  | 2925269 | 9625 | SH |  | SOLE |  | 0 | 0 | 9625 |
| VISA INC | COM CL A | 92826C839 |  | 263802 | 743 | SH |  | SOLE |  | 0 | 0 | 743 |
| WALMART INC | COM | 931142103 |  | 1262144 | 12908 | SH |  | SOLE |  | 0 | 0 | 12908 |
| WHEELS UP EXPERIENCE INC | COM CL A | 96328L205 |  | 12305 | 11500 | SH |  | SOLE |  | 0 | 0 | 11500 |
| BIT DIGITAL INC | SHS | G1144A105 |  | 122640 | 56000 | SH |  | SOLE |  | 0 | 0 | 56000 |

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