C2C Wealth Management, LLC
C2C Wealth Management, LLC reported 95 positions worth $127.6M as of June 30, 2026 (13F filed July 9, 2026). Largest holding: IVV (8.0%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | IVV | SH | $10.2M | 7.99% | 13,614 | — | — | |
| ▸ 2 | XLK | SH | $9.4M | 7.35% | 49,254 | — | — | |
| ▸ 3 | AAPL | SH | $9.1M | 7.11% | 31,345 | — | — | |
| ▸ 4 | UTF | SH | $7.6M | 5.98% | 276,620 | — | — | |
| ▸ 5 | CVX | SH | $5.9M | 4.63% | 35,616 | — | — | |
| ▸ 6 | MSFT | SH | $5.9M | 4.61% | 15,788 | — | — | |
| ▸ 7 | IWM | SH | $5.6M | 4.40% | 18,705 | — | — | |
| ▸ 8 | IBM | SH | $5.3M | 4.12% | 18,721 | — | — | |
| ▸ 9 | IJH | SH | $3.6M | 2.82% | 46,623 | — | — | |
| ▸ 10 | XETYX | SH | $3.3M | 2.62% | 230,094 | — | — |
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Frequently Asked Questions
What stocks does C2C Wealth Management, LLC hold as of Q2 2026?
C2C Wealth Management, LLC reported 95 positions worth $127.6M in its Q2 2026 13F filing. Largest positions: IVV (8.0%), XLK (7.4%), AAPL (7.1%), UTF (6.0%) and CVX (4.6%).
What did C2C Wealth Management, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did C2C Wealth Management, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.