§ 13F · FUND PROFILE
C2C Wealth Management, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $110.4T (13F)Positions · 82Turnover · — · Q4Filed · Jan 21, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$1.2T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 21, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 39K | $10.6T | 9.0% | ±0% |
| 2 | IVV | ISHARES TR | 13K | $8.9T | 7.5% | +1% |
| 3 | MSFT | MICROSOFT CORP | 16K | $7.9T | 6.7% | +1% |
| 4 | XLK | SELECT SECTOR SPDR TR | 46K | $6.6T | 5.6% | +103% |
| 5 | UTF | COHEN & STEERS INFRASTRUCTUR | 261K | $6.3T | 5.3% | +2% |
| 6 | IBM | INTERNATIONAL BUSINESS MACHS | 19K | $5.5T | 4.6% | +3% |
| 7 | CVX | CHEVRON CORP NEW | 36K | $5.4T | 4.6% | ±0% |
| 8 | IWM | ISHARES TR | 21K | $5.0T | 4.3% | −8% |
| 9 | XETYX | EATON VANCE TAX-MANAGED DIVE | 234K | $3.6T | 3.0% | ±0% |
| 10 | IJH | ISHARES TR | 50K | $3.3T | 2.8% | −1% |
§ 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 $110417.7 trillion in assets. The fund runs a portfolio of 82 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed