CIK 1868903
C2C Wealth Management, LLC
Institutional 13F holdings & portfolio
Holdings
87
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
4
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 87
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| AAPL | APPLE INC | 39K | $1M+ | SH |
| IVV | ISHARES TR | 13K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 16K | $1M+ | SH |
| XLK | SELECT SECTOR SPDR TR | 46K | $1M+ | SH |
| UTF | COHEN & STEERS INFRASTRUCTUR | 261K | $1M+ | SH |
| IBM | INTERNATIONAL BUSINESS MACHS | 19K | $1M+ | SH |
| CVX | CHEVRON CORP NEW | 36K | $1M+ | SH |
| IWM | ISHARES TR | 21K | $1M+ | SH |
| ETY | EATON VANCE TAX-MANAGED DIVE | 234K | $1M+ | SH |
| IJH | ISHARES TR | 50K | $1M+ | SH |
| VEA | VANGUARD TAX-MANAGED FDS | 45K | $1M+ | SH |
| AGG | ISHARES TR | 23K | $1M+ | SH |
| EPD | ENTERPRISE PRODS PARTNERS L | 63K | $1M+ | SH |
| IJK | ISHARES TR | 19K | $1M+ | SH |
| IJJ | ISHARES TR | 14K | $1M+ | SH |
| VWO | VANGUARD INTL EQUITY INDEX F | 31K | $1M+ | SH |
| GSLC | GOLDMAN SACHS ETF TR | 13K | $1M+ | SH |
| PM | PHILIP MORRIS INTL INC | 10K | $1M+ | SH |
| XLY | SELECT SECTOR SPDR TR | 12K | $1M+ | SH |
| SYK | STRYKER CORPORATION | 4K | $1M+ | SH |
| HYLB | DBX ETF TR | 37K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 7K | $1M+ | SH |
| IVW | ISHARES TR | 11K | $1M+ | SH |
| XLF | SELECT SECTOR SPDR TR | 24K | $1M+ | SH |
| WFC | WELLS FARGO CO NEW | 13K | $1M+ | SH |
| PTY | PIMCO CORPORATE & INCOME OPP | 95K | $1M+ | SH |
| MPLX | MPLX LP | 22K | $1M+ | SH |
| IEMG | ISHARES INC | 16K | $1M+ | SH |
| ARCC | ARES CAPITAL CORP | 50K | $1M+ | SH |
| USMV | ISHARES TR | 10K | $500K+ | SH |
| ABBV | ABBVIE INC | 4K | $500K+ | SH |
| QQQ | INVESCO QQQ TR | 1K | $500K+ | SH |
| AMZN | AMAZON COM INC | 4K | $500K+ | SH |
| BAC | BANK AMERICA CORP | 16K | $500K+ | SH |
| LLY | ELI LILLY & CO | 790 | $500K+ | SH |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | 3K | $500K+ | SH |
| OHI | OMEGA HEALTHCARE INVS INC | 17K | $500K+ | SH |
| XOM | EXXON MOBIL CORP | 6K | $500K+ | SH |
| XLE | SELECT SECTOR SPDR TR | 17K | $500K+ | SH |
| META | META PLATFORMS INC | 1K | $500K+ | SH |
| IVE | ISHARES TR | 3K | $500K+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 1K | $500K+ | SH |
| VZ | VERIZON COMMUNICATIONS INC | 15K | $500K+ | SH |
| WPC | WP CAREY INC | 10K | $500K+ | SH |
| OKE | ONEOK INC NEW | 8K | $500K+ | SH |
| BIO | BIO RAD LABS INC | 2K | $500K+ | SH |
| WMT | WALMART INC | 5K | $500K+ | SH |
| V | VISA INC | 1K | $100K–$500K | SH |
| MRSH | MARSH & MCLENNAN COS INC | 3K | $100K–$500K | SH |
| BA | BOEING CO | 2K | $100K–$500K | SH |