C2c Wealth Management, LLC Top Holdings and 13F Report (2026)

About C2c Wealth Management, LLC

Investment Activity

C2c Wealth Management, LLC has $127.64 million in total holdings as of June 30, 2026.
C2c Wealth Management, LLC owns shares of 95 different stocks, but just 33 companies or ETFs make up 80% of its holdings.
Approximately 3.11% of the portfolio was purchased this quarter.
About 4.10% of the portfolio was sold this quarter.
This quarter, C2c Wealth Management, LLC has purchased 92 new stocks and bought additional shares in 17 stocks.
C2c Wealth Management, LLC sold shares of 24 stocks and completely divested from 4 stocks this quarter.

Largest Holdings

iShares Core S&P 500 ETF: $10,195,730
Technology Select Sector SPDR Fund: $9,383,921
Apple: $9,070,059
Cohen & Steers Infrastructure Fund: $7,631,946
Chevron: $5,903,705

Largest New Holdings this Quarter

37960A529 - GLOBAL X FDS: $361,950 Holding
007903107 - Advanced Micro Devices: $342,737 Holding
G29183103 - Eaton: $224,565 Holding
81369Y704 - Industrial Select Sector SPDR Fund: $222,646 Holding
46625H100 - JPMorgan Chase & Co.: $203,599 Holding

Largest Purchases this Quarter

NVIDIA: 4,294 shares (about $859.19K)
Technology Select Sector SPDR Fund: 2,857 shares (about $544.32K)
iShares Core S&P 500 ETF: 557 shares (about $417.15K)
GLOBAL X FDS: 19,000 shares (about $361.95K)
Advanced Micro Devices: 590 shares (about $342.74K)

Largest Sales this Quarter

Apple: 7,823 shares (about $2.26M)
iShares Russell 2000 ETF: 1,541 shares (about $462.99K)
Microsoft: 696 shares (about $259.63K)
iShares Core S&P Mid-Cap ETF: 2,259 shares (about $174.19K)
iShares S&P Mid-Cap 400 Value ETF: 866 shares (about $127.93K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
IVV iShares Core S&P 500 ETF	$10,195,730	$417,146 â–²	4.3%	13,614	8.0%	ETF
XLK Technology Select Sector SPDR Fund	$9,383,921	$544,318 â–²	6.2%	49,254	7.4%	ETF
AAPL Apple	$9,070,059	$2,263,681 â–¼	-20.0%	31,345	7.1%	Computer and Technology
UTF Cohen & Steers Infrastructure Fund	$7,631,946	$20,693 â–¼	-0.3%	276,620	6.0%	Financial Services
CVX Chevron	$5,903,705	$16,576 â–¼	-0.3%	35,616	4.6%	Energy
MSFT Microsoft	$5,889,339	$259,626 â–¼	-4.2%	15,788	4.6%	Computer and Technology
IWM iShares Russell 2000 ETF	$5,619,895	$462,992 â–¼	-7.6%	18,705	4.4%	Finance
IBM International Business Machines	$5,264,621	$844 â–²	0.0%	18,721	4.1%	Computer and Technology
IJH iShares Core S&P Mid-Cap ETF	$3,595,071	$174,190 â–¼	-4.6%	46,623	2.8%	ETF
ETY Eaton Vance Tax-Managed Diversified Equity Income Fund	$3,345,567		0.0%	230,094	2.6%	Financial Services
VEA Vanguard FTSE Developed Markets ETF	$3,125,096	$71,250 â–¼	-2.2%	43,861	2.4%	ETF
EPD Enterprise Products Partners	$2,431,527		0.0%	66,146	1.9%	Energy
NVDA NVIDIA	$2,362,463	$859,187 â–²	57.2%	11,807	1.9%	Computer and Technology
AGG iShares Core U.S. Aggregate Bond ETF	$2,255,853	$45,927 â–¼	-2.0%	22,791	1.8%	Finance
IJK iShares S&P Mid-Cap 400 Growth ETF	$2,180,918	$105,045 â–¼	-4.6%	18,561	1.7%	ETF
IJJ iShares S&P Mid-Cap 400 Value ETF	$1,936,445	$127,934 â–¼	-6.2%	13,108	1.5%	ETF
PM Philip Morris International	$1,855,775		0.0%	10,258	1.5%	Consumer Staples
VWO Vanguard FTSE Emerging Markets ETF	$1,801,265	$41,783 â–¼	-2.3%	30,177	1.4%	ETF
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF	$1,714,031	$42,567 â–¼	-2.4%	12,080	1.3%	ETF
IVW iShares S&P 500 Growth ETF	$1,519,982		0.0%	11,052	1.2%	ETF
HYLB Xtrackers USD High Yield Corporate Bond ETF	$1,369,427	$11,869 â–²	0.9%	37,498	1.1%	ETF
IEMG iShares Core MSCI Emerging Markets ETF	$1,314,257	$24,852 â–¼	-1.9%	15,865	1.0%	ETF
PTY Pimco Corporate & Income Opportunity Fund	$1,303,872	$7,218 â–¼	-0.6%	108,385	1.0%	Finance
XLY Consumer Discretionary Select Sector SPDR Fund	$1,277,883	$23,456 â–¼	-1.8%	10,896	1.0%	Finance
SYK Stryker	$1,259,360		0.0%	4,000	1.0%	Medical
MPLX Mplx	$1,257,342		0.0%	22,321	1.0%	Energy
XLF Financial Select Sector SPDR Fund	$1,230,510	$12,866 â–¼	-1.0%	22,953	1.0%	ETF
WFC Wells Fargo & Company	$1,181,154	$84,787 â–²	7.7%	14,293	0.9%	Finance
QQQ Invesco QQQ	$1,155,363	$51,546 â–²	4.7%	1,569	0.9%	Finance
ARCC Ares Capital	$1,034,900		0.0%	55,850	0.8%	Finance
ABBV AbbVie	$1,020,635	$503 â–²	0.0%	4,056	0.8%	Medical
STX Seagate Technology	$965,000		0.0%	1,000	0.8%	Computer and Technology
USMV iShares MSCI USA Min Vol Factor ETF	$951,578	$28,938 â–¼	-3.0%	9,865	0.7%	ETF
LLY Eli Lilly and Company	$947,550		0.0%	790	0.7%	Medical
AMZN Amazon.com	$915,702		0.0%	3,842	0.7%	Retail/Wholesale
BAC Bank of America	$893,081	$19,601 â–¼	-2.1%	15,674	0.7%	Finance
XLE Energy Select Sector SPDR Fund	$885,769		0.0%	16,678	0.7%	ETF
XOM ExxonMobil	$871,454		0.0%	6,374	0.7%	Energy
OHI Omega Healthcare Investors	$825,341		0.0%	17,310	0.6%	Finance
IVE iShares S&P 500 Value ETF	$749,752	$16,802 â–¼	-2.2%	3,302	0.6%	ETF
WPC W.P. Carey	$685,589	$715 â–²	0.1%	9,589	0.5%	Finance
OKE ONEOK	$677,436		0.0%	7,792	0.5%	Energy
META Meta Platforms	$656,233	$32,671 â–²	5.2%	1,165	0.5%	Computer and Technology
CSCO Cisco Systems	$654,135		0.0%	5,569	0.5%	Computer and Technology
VZ Verizon Communications	$644,622	$6,732 â–¼	-1.0%	15,225	0.5%	Computer and Technology
BRK.B Berkshire Hathaway	$585,456		0.0%	1,170	0.5%	Finance
GOOGL Alphabet	$536,770	$8,934 â–²	1.7%	1,502	0.4%	Computer and Technology
TRGP Targa Resources	$531,990		0.0%	1,984	0.4%	Energy
WALMART INC	$509,670		0.0%	4,500	0.4%	COM
V Visa	$481,012		0.0%	1,402	0.4%	Business Services
BA Boeing	$454,587		0.0%	2,100	0.4%	Aerospace
WELL Welltower	$453,940		0.0%	2,000	0.4%	Finance
AMGN Amgen	$450,839		0.0%	1,245	0.4%	Medical
INCM Franklin Income Focus ETF	$447,252	$100,992 â–²	29.2%	15,500	0.4%	ETF
LINDE PLC	$444,213		0.0%	856	0.3%	SHS
MARSH & MCLENNAN COS INC	$430,009		0.0%	2,580	0.3%	COM
DTE DTE Energy	$419,170		0.0%	2,751	0.3%	Utilities
NJR NewJersey Resources	$416,041		0.0%	7,424	0.3%	Utilities
ET Energy Transfer	$410,946	$44,052 â–¼	-9.7%	21,493	0.3%	Energy
TGT Target	$398,360		0.0%	3,050	0.3%	Retail/Wholesale
COST Costco Wholesale	$364,833	$9,355 â–²	2.6%	390	0.3%	Retail/Wholesale
IDE Voya Infrastructure, Industrials and Materials Fund	$363,051		0.0%	26,232	0.3%	Financial Services
GLOBAL X FDS	$361,950	$361,950 â–²	New Holding	19,000	0.3%	DEFENSE TECH ETF
CL Colgate-Palmolive	$352,051		0.0%	3,840	0.3%	Consumer Staples
AMD Advanced Micro Devices	$342,737	$342,737 â–²	New Holding	590	0.3%	Computer and Technology
XLV Health Care Select Sector SPDR Fund	$336,042		0.0%	2,118	0.3%	ETF
T AT&T	$327,990	$1,759 â–¼	-0.5%	15,845	0.3%	Computer and Technology
HD Home Depot	$320,586		0.0%	909	0.3%	Retail/Wholesale
CAT Caterpillar	$319,470	$15,974 â–¼	-4.8%	300	0.3%	Industrials
JNJ Johnson & Johnson	$318,366		0.0%	1,254	0.2%	Medical
GPC Genuine Parts	$312,647		0.0%	2,650	0.2%	Retail/Wholesale
NEE NextEra Energy	$301,490		0.0%	3,435	0.2%	Utilities
MO Altria Group	$295,283		0.0%	4,104	0.2%	Consumer Staples
PG Procter & Gamble	$288,441		0.0%	1,967	0.2%	Consumer Staples
ABT Abbott Laboratories	$277,807		0.0%	3,062	0.2%	Medical
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF	$272,637		0.0%	5,202	0.2%	Manufacturing
MRK Merck & Co., Inc.	$254,558	$22,102 â–¼	-8.0%	1,981	0.2%	Medical
EQR Equity Residential	$250,118		0.0%	3,682	0.2%	Finance
VO Vanguard Mid-Cap ETF	$248,800	$186,600 â–²	300.0%	3,088	0.2%	ETF
DTM DT Midstream	$239,480		0.0%	1,632	0.2%	Energy
DIS Walt Disney	$234,080		0.0%	2,432	0.2%	Consumer Discretionary
ETN Eaton	$224,565	$224,565 â–²	New Holding	527	0.2%	Industrials
XLI Industrial Select Sector SPDR Fund	$222,646	$222,646 â–²	New Holding	1,202	0.2%	ETF
ED Consolidated Edison	$220,093	$332 â–²	0.2%	1,989	0.2%	Utilities
PFF iShares Preferred and Income Securities ETF	$217,028		0.0%	7,118	0.2%	ETF
KO CocaCola	$214,878		0.0%	2,644	0.2%	Consumer Staples
PEP PepsiCo	$209,599		0.0%	1,548	0.2%	Consumer Staples
JPM JPMorgan Chase & Co.	$203,599	$203,599 â–²	New Holding	622	0.2%	Finance
NFLX Netflix	$201,348		0.0%	2,820	0.2%	Consumer Discretionary
FTCS First Trust Capital Strength ETF	$196,305	$196,305 â–²	New Holding	16,059	0.2%	ETF
PBYI Puma Biotechnology	$191,558		0.0%	23,620	0.2%	Medical
DNA X INC	$182,825	$79,825 â–²	77.5%	35,500	0.1%	COM
DUOT Duos Technologies Group	$132,000		0.0%	11,000	0.1%	Business Services
INVE Identiv	$37,800	$12,600 â–²	50.0%	15,000	0.0%	Computer and Technology
T STAMP INC	$19,800	$19,800 â–²	New Holding	10,000	0.0%	CL A NEW
BIO Bio-Rad Laboratories	$0	$478,056 â–¼	-100.0%	0	0.0%	Medical
SDIV Global X SuperDividend ETF	$0	$408,043 â–¼	-100.0%	0	0.0%	ETF
VCSH Vanguard Short-Term Corporate Bond ETF	$0	$247,164 â–¼	-100.0%	0	0.0%	ETF
MBB iShares MBS ETF	$0	$239,844 â–¼	-100.0%	0	0.0%	ETF

Showing largest 100 holdings. View all holdings.

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C2c Wealth Management, LLC Top Holdings and 13F Report (2026)

About C2c Wealth Management, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

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C2c Wealth Management, LLC Top Holdings and 13F Report (2026)

About C2c Wealth Management, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofC2c Wealth Management, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools