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Filers›Holding Co.›C2C Wealth Management, LLC
DOSSIER · 13F-HR · Q1 2026

C2C Wealth Management, LLC

C2C Wealth's holding co. based in London, UK — $118M in tracked AUM across 92 positions as of Q1 2026.

CW
C2C Wealth·London, UK·Holding Co.
CIK 0001868903 · last filed Mar 31, 2026
Total AUM
$118M
▲ 3.0%
vs prior
Holdings
92
—
positions
Whale Score
55
55
tracked
Activity
—
no data
changes this Q
Top sector
Tech
8% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

C2C Wealth Management, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
AAPL
APPLE INC
$10M39K8.4%
02
IVV
ISHARES TR
$9M13K7.2%
03
CVX
CHEVRON CORPORATION
$7M36K6.3%
04
UTF
COHEN & STEERS INFRASTRUCTUR
$7M277K6.1%
05
XLK
SELECT SECTOR SPDR TR
$6M46K5.2%
06
MSFT
MICROSOFT CORP
$6M16K5.2%
07
IWM
ISHARES TR
$5M20K4.2%
08
IBM
INTERNATIONAL BUSINESS MACHS
$5M19K3.8%
09
IJH
ISHARES TR
$3M49K2.8%
10
XETYX
EATON VANCE TAX-MANAGED DIVE
$3M230K2.7%

Filing history

Filing history loading…
AI Agent · grounded in C2C
haiku-4-5 · 92 positions indexed
Sector mix
  • Tech8%
  • Financials43%
  • Health Care12%
  • Cons. Disc.8%
  • Communications29%
  • Energy4%
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