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C2C Wealth Management, LLC

Q2 2026 13F Holdings

  • Location
    scottsdale, AZ
  • Num holdings

    95

  • Value ($000)

    $127,638

  • Date Filed
    07/09/2026
  • Form type
    13F-HR
  • CIK
    0001868903
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
I
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$10.2M
8 %

13,614

X
XLK

SELECT SECTOR SPDR TR

ST STR TECHN ETF
81369Y803
$9.38M
7 %

49,254

A
AAPL

APPLE INC

COM
037833100
$9.07M
7 %

31,345

U
UTF

COHEN & STEERS INFRASTRUCTUR

COM
19248A109
$7.63M
6 %

276,620

C
CHV

CHEVRON CORPORATION

COM
166764100
$5.9M
5 %

35,616

M
MSFT

MICROSOFT CORP

COM
594918104
$5.89M
5 %

15,788

I
IWM

ISHARES TR

RUSSELL 2000 ETF
464287655
$5.62M
4 %

18,705

I
IBM

INTERNATIONAL BUSINESS MACHS

COM
459200101
$5.26M
4 %

18,721

I
IJH

ISHARES TR

CORE S&P MCP ETF
464287507
$3.6M
3 %

46,623

X
XETYX

EATON VANCE TAX-MANAGED DIVE

COM
27828N102
$3.35M
3 %

230,094

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