C2C Wealth Management, LLC: 13F holdings
CIK 18689032026Q2
| Positions | 95 |
|---|
| Reported value | $127.6m |
|---|
| Filed | 2026-07-09 |
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Change since last quarter
| Positions | 95 (+3 vs prior quarter) |
|---|
| Reported value | $127.6m (+8.0%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| IVV ISHARES TR | 13,614 | $10.2m | 8.0% |
| XLK SELECT SECTOR SPDR TR | 49,254 | $9.4m | 7.4% |
| AAPL APPLE INC | 31,345 | $9.1m | 7.1% |
| UTF COHEN & STEERS INFRASTRUCTUR | 276,620 | $7.6m | 6.0% |
| CVX CHEVRON CORPORATION | 35,616 | $5.9m | 4.6% |
| MSFT MICROSOFT CORP | 15,788 | $5.9m | 4.6% |
| IWM ISHARES TR | 18,705 | $5.6m | 4.4% |
| IBM INTERNATIONAL BUSINESS MACHS | 18,721 | $5.3m | 4.1% |
| IJH ISHARES TR | 46,623 | $3.6m | 2.8% |
| XETYX EATON VANCE TAX-MANAGED DIVE | 230,094 | $3.3m | 2.6% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1868903")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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