§ 13F · FUND PROFILE
C2C Wealth Management, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $116M (13F)Positions · 84Turnover · — · Q1Filed · Apr 20, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$2M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 20, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 39K | $10M | 8.4% | ±0% |
| 2 | IVV | ISHARES TR | 13K | $9M | 7.2% | +1% |
| 3 | CVX | CHEVRON CORPORATION | 36K | $7M | 6.3% | ±0% |
| 4 | UTF | COHEN & STEERS INFRASTRUCTUR | 277K | $7M | 6.1% | +6% |
| 5 | XLK | SELECT SECTOR SPDR TR | 46K | $6M | 5.2% | +1% |
| 6 | MSFT | MICROSOFT CORP | 16K | $6M | 5.2% | +1% |
| 7 | IWM | ISHARES TR | 20K | $5M | 4.2% | −1% |
| 8 | IBM | INTERNATIONAL BUSINESS MACHS | 19K | $5M | 3.8% | +1% |
| 9 | IJH | ISHARES TR | 49K | $3M | 2.8% | −3% |
| 10 | XETYX | EATON VANCE TAX-MANAGED DIVE | 230K | $3M | 2.7% | −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 $116 million in assets. The fund runs a portfolio of 84 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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