§ 13F · FUND PROFILE
C2C Wealth Management, LLC.
AUM · $128M (13F)Positions · 95Turnover · n/a · Q2Filed · Jul 9, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$2M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 9, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 14K | $10M | 8.0% | +4% |
| 2 | XLK | SELECT SECTOR SPDR TR | 49K | $9M | 7.4% | +6% |
| 3 | AAPL | APPLE INC | 31K | $9M | 7.1% | −20% |
| 4 | UTF | COHEN & STEERS INFRASTRUCTUR | 277K | $8M | 6.0% | ±0% |
| 5 | CVX | CHEVRON CORPORATION | 36K | $6M | 4.6% | ±0% |
| 6 | MSFT | MICROSOFT CORP | 16K | $6M | 4.6% | −4% |
| 7 | IWM | ISHARES TR | 19K | $6M | 4.4% | −8% |
| 8 | IBM | INTERNATIONAL BUSINESS MACHS | 19K | $5M | 4.1% | ±0% |
| 9 | IJH | ISHARES TR | 47K | $4M | 2.8% | −5% |
| 10 | XETYX | EATON VANCE TAX-MANAGED DIVE | 230K | $3M | 2.6% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE C2C SIGNAL
AC read
C2C Wealth Management, LLC is a Other fund managing $128 million in assets. The fund runs a portfolio of 95 positions.
Read the full dossier →