Institutions / C2C Wealth Management, LLC
C2C Wealth Management, LLC
CIK 1868903 · Institution · as of Dec 31, 2025
Portfolio value
$118.62M
Positions
87
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 87 →
| Company | Value | % of portfolio |
|---|---|---|
| Apple Inc. | $10.65M | 9.0% |
| iShares Tr | $8.89M | 7.5% |
| Microsoft Corp | $7.93M | 6.7% |
| Select Sector SPDR Tr | $6.63M | 5.6% |
| Cohen & Steers Infrastructure Fund IncUTF | $6.29M | 5.3% |
| International Business Machines Corp | $5.48M | 4.6% |
| Chevron Corp | $5.44M | 4.6% |
| iShares Tr | $5.05M | 4.3% |
| Eaton Vance Tax-Managed Dive | $3.58M | 3.0% |
| iShares Tr | $3.32M | 2.8% |
| Vanguard Tax-Managed Fds | $2.80M | 2.4% |
| iShares Tr | $2.32M | 2.0% |
| Enterprise Products Partners L.P.EPD | $2.02M | 1.7% |
| iShares Tr | $1.88M | 1.6% |
| iShares MSCI UAE ETF | $1.84M | 1.5% |
| Vanguard Intl Equity Index F | $1.69M | 1.4% |
| Goldman Sachs ETF Tr | $1.67M | 1.4% |
| Philip Morris International Inc. | $1.65M | 1.4% |
| Select Sector SPDR Tr | $1.42M | 1.2% |
| Stryker Corp | $1.41M | 1.2% |
| Dbx ETF Tr | $1.37M | 1.2% |
| NVIDIA Corp | $1.36M | 1.1% |
| iShares Tr | $1.36M | 1.1% |
| Select Sector SPDR Tr | $1.31M | 1.1% |
| Wells Fargo & COMPANY/MN | $1.24M | 1.0% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.