13F Insight
DOSSIER · 13F-HR · Q2 2026

C2C Wealth Management, LLC

$128M in tracked AUM across 95 positions as of Q2 2026.

CW
CIK 0001868903 · last filed Jun 30, 2026
Total AUM
$128M
as of Q2 2026
Holdings
95
—
positions
Whale Score
57
57
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

C2C Wealth Management, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
IVV
ISHARES TR
$10M14K8.0%02
XLK
SELECT SECTOR SPDR TR
$9M49K7.4%03
AAPL
APPLE INC
$9M31K7.1%04
UTF
COHEN & STEERS INFRASTRUCTUR
$8M277K6.0%05
CVX
CHEVRON CORPORATION
$6M36K4.6%06
MSFT
MICROSOFT CORP
$6M16K4.6%07
IWM
ISHARES TR
$6M19K4.4%08
IBM
INTERNATIONAL BUSINESS MACHS
$5M19K4.1%09
IJH
ISHARES TR
$4M47K2.8%10
XETYX
EATON VANCE TAX-MANAGED DIVE
$3M230K2.6%

Filing history

2026Q2Jun 30
$128M▲ 8.0%
95 positionsView →2026Q1Mar 31
$118M▼ 0.3%
92 positionsView →2025Q4Dec 31
$119M▲ 226.0%
87 positionsView →2025Q3Sep 30
$36M▲ 3.5%
36 positionsView →2025Q2Jun 30
$35M▲ 4.8%
35 positionsLocked2025Q1Mar 31
$34M▼ 68.9%
37 positionsLocked2024Q4Dec 31
$108M▲ 0.5%
87 positionsLocked2024Q3Sep 30
$107M▲ 5.0%
87 positionsLocked2024Q2Jun 30
$102M▲ 1.4%
81 positionsLocked2024Q1Mar 31
$101M▼ 14.6%
85 positionsLocked2023Q4Dec 31
$118M▼ 83.2%
104 positionsLocked2023Q3Sep 30
$704M▼ 7.0%
232 positionsLocked
Showing 12 of 19