C2c Wealth Management, LLC Top Holdings and 13F Report (2026) About C2c Wealth Management, LLCInvestment ActivityC2c Wealth Management, LLC has $118.23 million in total holdings as of March 31, 2026.C2c Wealth Management, LLC owns shares of 92 different stocks, but just 33 companies or ETFs make up 80% of its holdings.Approximately 2.71% of the portfolio was purchased this quarter.About 1.73% of the portfolio was sold this quarter.This quarter, C2c Wealth Management, LLC has purchased 87 new stocks and bought additional shares in 26 stocks.C2c Wealth Management, LLC sold shares of 14 stocks and completely divested from 3 stocks this quarter.Largest Holdings Apple $9,940,437iShares Core S&P 500 ETF $8,529,217Chevron $7,389,636Cohen & Steers Infrastructure Fund $7,178,336Technology Select Sector SPDR Fund $6,166,162 Largest New Holdings this Quarter 37960A669 - Global X SuperDividend ETF $408,043 Holding233331107 - DTE Energy $402,251 Holding209115104 - Consolidated Edison $224,730 Holding149123101 - Caterpillar $223,165 Holding23345M107 - DT Midstream $219,781 Holding Largest Purchases this Quarter Cohen & Steers Infrastructure Fund 16,300 shares (about $421.84K)Global X SuperDividend ETF 20,898 shares (about $408.04K)DTE Energy 2,751 shares (about $402.25K)Consolidated Edison 1,986 shares (about $224.73K)Caterpillar 315 shares (about $223.17K) Largest Sales this Quarter Seagate Technology 2,000 shares (about $783.52K)iShares Core S&P Mid-Cap ETF 1,349 shares (about $91.10K)Consumer Discretionary Select Sector SPDR Fund 830 shares (about $90.45K)iShares Russell 2000 ETF 256 shares (about $63.49K)Berkshire Hathaway 120 shares (about $57.50K) Sector Allocation Over TimeMap of 500 Largest Holdings ofC2c Wealth Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$9,940,4370.0%39,1688.4%Computer and TechnologyIVViShares Core S&P 500 ETF$8,529,217$47,686 â–²0.6%13,0577.2%ETFCVXChevron$7,389,6360.0%35,7166.3%EnergyUTFCohen & Steers Infrastructure Fund$7,178,336$421,844 â–²6.2%277,3706.1%Financial ServicesXLKTechnology Select Sector SPDR Fund$6,166,162$49,040 â–²0.8%46,3975.2%ETFMSFTMicrosoft$6,101,980$34,056 â–²0.6%16,4845.2%Computer and TechnologyIWMiShares Russell 2000 ETF$5,020,954$63,487 â–¼-1.2%20,2464.2%FinanceIBMInternational Business Machines$4,537,059$49,448 â–²1.1%18,7183.8%Computer and TechnologyIJHiShares Core S&P Mid-Cap ETF$3,300,975$91,097 â–¼-2.7%48,8822.8%ETFETYEaton Vance Tax-Managed Diversified Equity Income Fund$3,172,996$48,265 â–¼-1.5%230,0942.7%Financial ServicesVEAVanguard FTSE Developed Markets ETF$2,874,693$1,922 â–¼-0.1%44,8612.4%ETFEPDEnterprise Products Partners$2,502,965$113,520 â–²4.8%66,1462.1%EnergyAGGiShares Core U.S. Aggregate Bond ETF$2,308,524$4,269 â–²0.2%23,2552.0%FinanceIJKiShares S&P Mid-Cap 400 Growth ETF$1,957,562$2,012 â–²0.1%19,4551.7%ETFIJJiShares S&P Mid-Cap 400 Value ETF$1,851,555$3,710 â–²0.2%13,9741.6%ETFPMPhilip Morris International$1,696,0580.0%10,2581.4%Consumer StaplesVWOVanguard FTSE Emerging Markets ETF$1,668,902$27,349 â–¼-1.6%30,8771.4%ETFGSLCGoldman Sachs ActiveBeta U.S. Large Cap Equity ETF$1,549,109$25,026 â–¼-1.6%12,3801.3%ETFHYLBXtrackers USD High Yield Corporate Bond ETF$1,344,1760.0%37,1731.1%ETFSYKStryker$1,314,3600.0%4,0001.1%MedicalPTYPimco Corporate & Income Opportunity Fund$1,314,359$172,277 â–²15.1%108,9851.1%FinanceNVDANVIDIA$1,310,267$34,880 â–²2.7%7,5131.1%Computer and TechnologyMPLXMplx$1,273,859$22,828 â–²1.8%22,3211.1%EnergyIVWiShares S&P 500 Growth ETF$1,250,0920.0%11,0521.1%ETFXLYConsumer Discretionary Select Sector SPDR Fund$1,209,242$90,453 â–¼-7.0%11,0961.0%FinanceXLFFinancial Select Sector SPDR Fund$1,145,038$34,312 â–¼-2.9%23,1931.0%ETFIEMGiShares Core MSCI Emerging Markets ETF$1,127,509$3,488 â–¼-0.3%16,1651.0%ETFXOMExxonMobil$1,081,4140.0%6,3740.9%EnergyWFCWells Fargo & Company$1,056,205$478 â–²0.0%13,2670.9%FinanceXLEEnergy Select Sector SPDR Fund$1,021,6940.0%16,6780.9%ETFARCCAres Capital$1,006,417$108,120 â–²12.0%55,8500.9%FinanceUSMViShares MSCI USA Min Vol Factor ETF$942,7020.0%10,1650.8%ETFABBVAbbVie$881,674$435 â–²0.0%4,0540.7%MedicalQQQInvesco QQQ$865,155$17,315 â–²2.0%1,4990.7%FinanceAMZNAmazon.com$800,1730.0%3,8420.7%Retail/WholesaleBACBank of America$780,872$341 â–²0.0%16,0180.7%FinanceVZVerizon Communications$772,261$4,468 â–¼-0.6%15,3840.7%Computer and TechnologyOHIOmega Healthcare Investors$758,5240.0%17,3100.6%FinanceLLYEli Lilly and Company$726,6180.0%7900.6%MedicalIVEiShares S&P 500 Value ETF$712,8420.0%3,3760.6%ETFOKEONEOK$704,3190.0%7,7920.6%EnergyWPCW.P. Carey$651,015$612 â–²0.1%9,5790.6%FinanceMETAMeta Platforms$633,3480.0%1,1070.5%Computer and TechnologyBRK.BBerkshire Hathaway$560,664$57,504 â–¼-9.3%1,1700.5%FinanceWALMART INC$559,2600.0%4,5000.5%COMTRGPTarga Resources$497,4480.0%1,9840.4%EnergyBIOBio-Rad Laboratories$478,0560.0%1,7150.4%MedicalTAT&T$461,800$290 â–²0.1%15,9300.4%Computer and TechnologyETEnergy Transfer$459,2820.0%23,7970.4%EnergyMARSH & MCLENNAN COS INC$447,5010.0%2,5800.4%COMAMGNAmgen$438,0530.0%1,2450.4%MedicalCSCOCisco Systems$432,0990.0%5,5690.4%Computer and TechnologyGOOGLAlphabet$424,726$21,567 â–²5.3%1,4770.4%Computer and TechnologyLINDE PLC$424,3710.0%8560.4%SHSVVisa$423,7400.0%1,4020.4%Business ServicesBABoeing$417,9630.0%2,1000.4%AerospaceSDIVGlobal X SuperDividend ETF$408,043$408,043 â–²New Holding20,8980.3%ETFNJRNewJersey Resources$407,7260.0%7,4240.3%UtilitiesDTEDTE Energy$402,251$402,251 â–²New Holding2,7510.3%UtilitiesWELLWelltower$395,4200.0%2,0000.3%FinanceSTXSeagate Technology$391,760$783,520 â–¼-66.7%1,0000.3%Computer and TechnologyCOSTCostco Wholesale$378,6430.0%3800.3%Retail/WholesaleTGTTarget$369,6600.0%3,0500.3%Retail/WholesaleINCMFranklin Income Focus ETF$345,000$86,250 â–²33.3%12,0000.3%ETFIDEVoya Infrastructure, Industrials and Materials Fund$327,375$87,360 â–²36.4%26,2320.3%Financial ServicesCLColgate-Palmolive$327,2830.0%3,8400.3%Consumer StaplesNEENextEra Energy$319,0430.0%3,4350.3%UtilitiesABTAbbott Laboratories$314,3310.0%3,0620.3%MedicalXLVHealth Care Select Sector SPDR Fund$310,520$4,838 â–²1.6%2,1180.3%ETFJNJJohnson & Johnson$306,4190.0%1,2540.3%MedicalHDHome Depot$298,961$67,422 â–²29.1%9090.3%Retail/WholesalePGProcter & Gamble$284,1130.0%1,9670.2%Consumer StaplesGPCGenuine Parts$280,2380.0%2,6500.2%Retail/WholesaleIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$273,4170.0%5,2020.2%ManufacturingNFLXNetflix$271,1430.0%2,8200.2%Consumer DiscretionaryMOAltria Group$270,8230.0%4,1040.2%Consumer StaplesMRKMerck & Co., Inc.$258,9840.0%2,1530.2%MedicalVCSHVanguard Short-Term Corporate Bond ETF$247,164$21,879 â–¼-8.1%3,1180.2%ETFPEPPepsiCo$240,389$17,082 â–²7.6%1,5480.2%Consumer StaplesMBBiShares MBS ETF$239,8440.0%2,5260.2%ETFDISWalt Disney$234,3960.0%2,4320.2%Consumer DiscretionaryEDConsolidated Edison$224,730$224,730 â–²New Holding1,9860.2%UtilitiesCATCaterpillar$223,165$223,165 â–²New Holding3150.2%IndustrialsVOVanguard Mid-Cap ETF$221,7030.0%7720.2%ETFDTMDT Midstream$219,781$219,781 â–²New Holding1,6320.2%EnergyEQREquity Residential$217,7900.0%3,6820.2%FinancePFFiShares Preferred and Income Securities ETF$215,818$14,402 â–¼-6.3%7,1180.2%ETFKOCocaCola$201,076$201,076 â–²New Holding2,6440.2%Consumer StaplesPBYIPuma Biotechnology$150,932$3,834 â–²2.6%23,6200.1%MedicalDNA X INC$80,600$80,600 â–²New Holding20,0000.1%COMDUOTDuos Technologies Group$75,460$75,460 â–²New Holding11,0000.1%Business ServicesINVEIdentiv$37,0000.0%10,0000.0%Computer and TechnologyDIVGlobal X SuperDividend U.S. ETF$0$329,080 â–¼-100.0%00.0%ETFNOVABAY PHARMACEUTICALS INC$0$253,800 â–¼-100.0%00.0%COM NEWJPMJPMorgan Chase & Co.$0$200,421 â–¼-100.0%00.0%FinanceShowing largest 100 holdings. 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