CONSOLIDATED CAPITAL MANAGEMENT, LLC 13F Holdings

CIK 0001666613 · BURBANK, CA

As of Sep 30, 2025, CONSOLIDATED CAPITAL MANAGEMENT, LLC reported 53 positions worth $282.3M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
VANGUARD DIVIDEND APPREC ETFVIG—111,042$24.0M8.49%
INVESCO S&P 500 EQUAL WEIGHT ETFRSP—123,087$23.3M8.27%
SPDR GOLD TRUSTGQ9—64,411$22.9M8.11%
ISHARES US HEALTHCARE ETFIYH—308,520 8.1M6.42%
MICROSOFT CORPMSFTTechnology29,864 5.5M5.48%
APPLE INCAAPLTechnology56,599 4.4M5.10%
AMAZON.COM INCAMZNEquity63,130 3.9M4.91%
VANGUARD CONSUMER STAPLES INDEX FUNDVDC—62,355 3.3M4.72%
META PLATFORMS INCMETACommunication Services15,818 1.6M4.11%
ALPHABET INCGOOGLEquity36,983$9.0M3.18%
VISA INC-CLASS A SHARESVFinancial Services25,476$8.7M3.08%
COSTCO WHOLESALE CORPCOSTConsumer Defensive9,334$8.6M3.06%
BERKSHIRE HATHAWAY INCBRK/BFinancial Services16,491$8.3M2.94%
GE AEROSPACEGEIndustrials27,441$8.3M2.92%
ELI LILLY & COLLYHealthcare9,323$7.1M2.52%
NVIDIA CORPNVDATechnology37,105$6.9M2.45%
NUCOR CORPNUEBasic Materials50,652$6.9M2.43%
JPMORGAN CHASE & COJPMFinancial Services18,523$5.8M2.07%
STATE STREET(R) UTILITIES SELECT SECTOR SPDR(R) ETFXLU—65,037$5.7M2.01%
BLACKROCK INCBLKFinancial Services4,836$5.6M2.00%
MCDONALDS CORPMCDConsumer Cyclical17,272$5.2M1.86%
CONSTELLATION ENERGY CORPCEGUtilities15,913$5.2M1.85%
RESTAURANT BRANDS INTERNATIONAL INCQSRConsumer Cyclical77,439$5.0M1.76%
VANECK SEMICONDUCTOR ETFSMH—13,761$4.5M1.59%
CATERPILLAR INCCATIndustrials8,956$4.3M1.51%