C2C Wealth Management, LLC — 13F holdings

C2C Wealth Management, LLC reported 90 holdings worth $128M in its 13F filing for Q3 2026, filed October 20, 2026.

Largest positions

  1. IVV ISHARES TR — $10.5M (8.2%)
  2. AAPL APPLE INC — $10.4M (8.1%)
  3. XLK SELECT SECTOR SPDR TR — $9.75M (7.6%)
  4. MSFT MICROSOFT CORP — $8.10M (6.3%)
  5. CVX CHEVRON CORP NEW — $7.27M (5.7%)
  6. UTF COHEN & STEERS INFRASTRUCTUR — $6.80M (5.3%)
  7. IWM ISHARES TR — $5.10M (4.0%)
  8. IBM INTERNATIONAL BUSINESS MACHS — $4.05M (3.2%)
  9. IJH ISHARES TR — $3.35M (2.6%)
  10. XETYX EATON VANCE TAX-MANAGED DIVE — $3.21M (2.5%)