C2C Wealth Management, LLC

Est. AUM

$118.2M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	APPLE INC	COM	$9.9M	39168	8.41%	SOLE
2	ISHARES TR	CORE S&P500 ETF	$8.5M	13057	7.21%	SOLE
3	CHEVRON CORPORATION	COM	$7.4M	35716	6.25%	SOLE
4	COHEN & STEERS INFRASTRUCTUR	COM	$7.2M	277370	6.07%	SOLE
5	SELECT SECTOR SPDR TR	STATE STREET TEC	$6.2M	46397	5.22%	SOLE
6	MICROSOFT CORP	COM	$6.1M	16484	5.16%	SOLE
7	ISHARES TR	RUSSELL 2000 ETF	$5.0M	20246	4.25%	SOLE
8	INTERNATIONAL BUSINESS MACHS	COM	$4.5M	18718	3.84%	SOLE
9	ISHARES TR	CORE S&P MCP ETF	$3.3M	48882	2.79%	SOLE
10	EATON VANCE TAX-MANAGED DIVE	COM	$3.2M	230094	2.68%	SOLE
11	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$2.9M	44861	2.43%	SOLE
12	ENTERPRISE PRODS PARTNERS L	COM	$2.5M	66146	2.12%	SOLE
13	ISHARES TR	CORE US AGGBD ET	$2.3M	23255	1.95%	SOLE
14	ISHARES TR	S&P MC 400GR ETF	$2.0M	19455	1.66%	SOLE
15	ISHARES TR	S&P MC 400VL ETF	$1.9M	13974	1.57%	SOLE
16	PHILIP MORRIS INTL INC	COM	$1.7M	10258	1.43%	SOLE
17	VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$1.7M	30877	1.41%	SOLE
18	GOLDMAN SACHS ETF TR	ACTIVEBETA US LG	$1.5M	12380	1.31%	SOLE
19	DBX ETF TR	XTRACK USD HIGH	$1.3M	37173	1.14%	SOLE
20	STRYKER CORPORATION	COM	$1.3M	4000	1.11%	SOLE
21	PIMCO CORPORATE & INCOME OPP	COM	$1.3M	108985	1.11%	SOLE
22	NVIDIA CORPORATION	COM	$1.3M	7513	1.11%	SOLE
23	MPLX LP	COM UNIT REP LTD	$1.3M	22321	1.08%	SOLE
24	ISHARES TR	S&P 500 GRWT ETF	$1.3M	11052	1.06%	SOLE
25	SELECT SECTOR SPDR TR	STATE STREET CON	$1.2M	11096	1.02%	SOLE
26	SELECT SECTOR SPDR TR	STATE STREET FIN	$1.1M	23193	0.97%	SOLE
27	ISHARES INC	CORE MSCI EMKT	$1.1M	16165	0.95%	SOLE
28	EXXON MOBIL CORP	COM	$1.1M	6374	0.91%	SOLE
29	WELLS FARGO & CO	COM	$1.1M	13267	0.89%	SOLE
30	SELECT SECTOR SPDR TR	STATE STREET ENE	$1.0M	16678	0.86%	SOLE
31	ARES CAPITAL CORP	COM	$1.0M	55850	0.85%	SOLE
32	ISHARES TR	MSCI USA MIN VOL	$943K	10165	0.80%	SOLE
33	ABBVIE INC	COM	$882K	4054	0.75%	SOLE
34	INVESCO QQQ TR	UNIT SER 1	$865K	1499	0.73%	SOLE
35	AMAZON COM INC	COM	$800K	3842	0.68%	SOLE
36	BANK AMERICA CORP	COM	$781K	16018	0.66%	SOLE
37	VERIZON COMMUNICATIONS INC	COM	$772K	15384	0.65%	SOLE
38	OMEGA HEALTHCARE INVS INC	COM	$759K	17310	0.64%	SOLE
39	ELI LILLY & CO	COM	$727K	790	0.61%	SOLE
40	ISHARES TR	S&P 500 VAL ETF	$713K	3376	0.60%	SOLE
41	ONEOK INC NEW	COM	$704K	7792	0.60%	SOLE
42	WP CAREY INC	COM	$651K	9579	0.55%	SOLE
43	META PLATFORMS INC	CL A	$633K	1107	0.54%	SOLE
44	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$561K	1170	0.47%	SOLE
45	WALMART INC	COM	$559K	4500	0.47%	SOLE
46	TARGA RES CORP	COM	$497K	1984	0.42%	SOLE
47	BIO RAD LABS INC	CL A	$478K	1715	0.40%	SOLE
48	AT&T INC	COM	$462K	15930	0.39%	SOLE
49	ENERGY TRANSFER L P	COM UT LTD PTN	$459K	23797	0.39%	SOLE
50	MARSH & MCLENNAN COS INC	COM	$448K	2580	0.38%	SOLE

1–50 of 92

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.