C2C Wealth Management, LLC

CIK 0001868903 • 7 13F filings • Apr 23, 2025 – Oct 20, 2026

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Filer information

Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).

AUM over time

$0 latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyOther

Holdings by filing

Portfolio value: $116.5M84 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABS	COM	$397K	0.3%	2,963 SH	New
ABBVIE INC	COM	$938K	0.8%Prev: 0.8%	4,052 SH	Decreased-4 SH
ALPHABET INC	CAP STK CL A	$324K	0.3%Prev: 0.4%	1,334 SH	Decreased-168 SH
ALTRIA GROUP INC	COM	$271K	0.2%Prev: 0.2%	4,104 SH	Decreased
AMAZON COM INC	COM	$773K	0.7%Prev: 0.7%	3,522 SH	Decreased-320 SH
AMGEN INC	COM	$351K	0.3%Prev: 0.4%	1,245 SH	Decreased
APPLE INC	COM	$9.9M	8.5%Prev: 7.1%	38,986 SH	Increased+7,641 SH
ARES CAPITAL CORP	COM	$1.0M	0.9%Prev: 0.8%	49,850 SH	Decreased-6,000 SH
AT&T INC	COM	$446K	0.4%Prev: 0.3%	15,808 SH	Increased-37 SH
BANK AMERICA CORP	COM	$824K	0.7%	15,971 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$669K	0.6%Prev: 0.5%	1,330 SH	Increased+160 SH
BIO RAD LABS INC	CL A	$481K	0.4%	1,715 SH	New
BOEING CO	COM	$453K	0.4%Prev: 0.4%	2,100 SH	Decreased
CHEVRON CORP NEW	COM	$5.6M	4.8%	35,874 SH	New
CISCO SYS INC	COM	$361K	0.3%Prev: 0.5%	5,269 SH	Decreased-300 SH
COHEN & STEERS INFRASTRUCTUR	COM	$6.4M	5.5%Prev: 6.0%	256,530 SH	Decreased-20,090 SH
COLGATE PALMOLIVE CO	COM	$307K	0.3%Prev: 0.3%	3,840 SH	Decreased
COSTCO WHSL CORP NEW	COM	$305K	0.3%	329 SH	New
DBX ETF TR	XTRACK USD HIGH	$1.4M	1.2%Prev: 1.1%	38,298 SH	Increased+800 SH
DISNEY WALT CO	COM	$278K	0.2%Prev: 0.2%	2,432 SH	Increased
EATON VANCE TAX-MANAGED DIVE	COM	$3.7M	3.2%Prev: 2.6%	233,594 SH	Increased+3,500 SH
ELI LILLY & CO	COM	$603K	0.5%Prev: 0.7%	790 SH	Decreased
ENERGY TRANSFER L P	COM UT LTD PTN	$408K	0.4%Prev: 0.3%	23,797 SH	Decreased+2,304 SH
ENTERPRISE PRODS PARTNERS L	COM	$2.0M	1.7%Prev: 1.9%	63,146 SH	Decreased-3,000 SH
EQUITY RESIDENTIAL	SH BEN INT	$238K	0.2%Prev: 0.2%	3,682 SH	Decreased
EXXON MOBIL CORP	COM	$719K	0.6%Prev: 0.7%	6,374 SH	Decreased
GENUINE PARTS CO	COM	$367K	0.3%Prev: 0.2%	2,650 SH	Increased
GLOBAL X FDS	GLOBX SUPDV US	$336K	0.3%	19,000 SH	New
GOLDMAN SACHS ETF TR	ACTIVEBETA US LG	$1.6M	1.4%Prev: 1.3%	12,580 SH	Decreased+500 SH
HOME DEPOT INC	COM	$346K	0.3%Prev: 0.3%	855 SH	Increased-54 SH
IDENTIV INC	COM NEW	$35K	0.0%Prev: 0.0%	10,000 SH	Decreased-5,000 SH
INTERNATIONAL BUSINESS MACHS	COM	$5.1M	4.4%Prev: 4.1%	18,029 SH	Decreased-692 SH
INVESCO ACTVELY MNGD ETC FD	OPTIMUM YIELD	$135K	0.1%	10,069 SH	New
INVESCO QQQ TR	UNIT SER 1	$932K	0.8%Prev: 0.9%	1,552 SH	Decreased-17 SH
ISHARES INC	CORE MSCI EMKT	$1.1M	1.0%Prev: 1.0%	16,855 SH	Decreased+990 SH
ISHARES TR	CORE S&P MCP ETF	$3.3M	2.8%Prev: 2.8%	50,814 SH	Decreased+4,191 SH
ISHARES TR	CORE S&P500 ETF	$8.6M	7.4%Prev: 8.0%	12,796 SH	Decreased-818 SH
ISHARES TR	CORE US AGGBD ET	$2.3M	2.0%Prev: 1.8%	23,345 SH	Increased+554 SH
ISHARES TR	ISHS 1-5YR INVS	$276K	0.2%Prev: 0.2%	5,202 SH	Increased
ISHARES TR	MBS ETF	$278K	0.2%	2,924 SH	New
ISHARES TR	MSCI USA MIN VOL	$967K	0.8%	10,165 SH	New
ISHARES TR	PFD AND INCM SEC	$240K	0.2%Prev: 0.2%	7,593 SH	Increased+475 SH
ISHARES TR	RUSSELL 2000 ETF	$5.4M	4.6%Prev: 4.4%	22,371 SH	Decreased+3,666 SH
ISHARES TR	S&P 500 GRWT ETF	$1.4M	1.2%Prev: 1.2%	11,204 SH	Decreased+152 SH
ISHARES TR	S&P 500 VAL ETF	$697K	0.6%Prev: 0.6%	3,376 SH	Decreased+74 SH
ISHARES TR	S&P MC 400GR ETF	$1.9M	1.6%Prev: 1.7%	19,475 SH	Decreased+914 SH
ISHARES TR	S&P MC 400VL ETF	$1.8M	1.6%Prev: 1.5%	13,974 SH	Decreased+866 SH
JOHNSON & JOHNSON	COM	$232K	0.2%Prev: 0.2%	1,254 SH	Decreased
LINDE PLC	SHS	$388K	0.3%Prev: 0.3%	817 SH	Decreased-39 SH
LXP INDUSTRIAL TRUST	COM	$94K	0.1%	10,526 SH	New
MARSH & MCLENNAN COS INC	COM	$520K	0.4%Prev: 0.3%	2,580 SH	Increased
META PLATFORMS INC	CL A	$623K	0.5%Prev: 0.5%	849 SH	Decreased-316 SH
MICROSOFT CORP	COM	$8.4M	7.2%Prev: 4.6%	16,187 SH	Increased+399 SH
MPLX LP	COM UNIT REP LTD	$1.1M	0.9%Prev: 1.0%	21,421 SH	Decreased-900 SH
NETFLIX INC	COM	$338K	0.3%	282 SH	New
NEW JERSEY RES CORP	COM	$357K	0.3%Prev: 0.3%	7,424 SH	Decreased
NVIDIA CORPORATION	COM	$1.2M	1.0%Prev: 1.9%	6,218 SH	Decreased-5,589 SH
OMEGA HEALTHCARE INVS INC	COM	$731K	0.6%Prev: 0.6%	17,310 SH	Decreased
ONEOK INC NEW	COM	$569K	0.5%Prev: 0.5%	7,792 SH	Decreased
PEPSICO INC	COM	$238K	0.2%Prev: 0.2%	1,694 SH	Increased+146 SH
PHILIP MORRIS INTL INC	COM	$1.7M	1.4%Prev: 1.5%	10,258 SH	Decreased
PIMCO CORPORATE & INCOME OPP	COM	$1.3M	1.1%Prev: 1.0%	87,600 SH	Decreased-20,785 SH
PROCTER AND GAMBLE CO	COM	$302K	0.3%	1,967 SH	New
PUMA BIOTECHNOLOGY INC	COM	$122K	0.1%Prev: 0.2%	23,020 SH	Decreased-600 SH
SEAGATE TECHNOLOGY HLDNGS PL	ORD SHS	$708K	0.6%Prev: 0.8%	3,000 SH	Decreased+2,000 SH
SELECT SECTOR SPDR TR	ENERGY	$854K	0.7%	9,560 SH	New
SELECT SECTOR SPDR TR	FINANCIAL	$1.3M	1.1%	24,107 SH	New
SELECT SECTOR SPDR TR	SBI CONS DISCR	$1.5M	1.3%	6,253 SH	New
SELECT SECTOR SPDR TR	SBI HEALTHCARE	$295K	0.3%	2,118 SH	New
SELECT SECTOR SPDR TR	TECHNOLOGY	$6.4M	5.5%	22,688 SH	New
STRYKER CORPORATION	COM	$1.5M	1.3%Prev: 1.0%	4,000 SH	Increased
TARGA RES CORP	COM	$332K	0.3%Prev: 0.4%	1,984 SH	Decreased
TARGET CORP	COM	$274K	0.2%Prev: 0.3%	3,050 SH	Decreased
VANGUARD INDEX FDS	MID CAP ETF	$227K	0.2%Prev: 0.2%	772 SH	Decreased-2,316 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$1.8M	1.5%Prev: 1.4%	33,324 SH	Increased+3,147 SH
VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$271K	0.2%	3,394 SH	New
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$2.8M	2.4%Prev: 2.4%	46,067 SH	Decreased+2,206 SH
VERIZON COMMUNICATIONS INC	COM	$732K	0.6%Prev: 0.5%	16,656 SH	Increased+1,431 SH
VISA INC	COM CL A	$438K	0.4%Prev: 0.4%	1,282 SH	Decreased-120 SH
VOYA INFRASTRUCTURE INDLS &	COM	$233K	0.2%Prev: 0.3%	19,232 SH	Decreased-7,000 SH
WALMART INC	COM	$464K	0.4%Prev: 0.4%	4,500 SH	Decreased
WELLS FARGO CO NEW	COM	$1.1M	1.0%	13,261 SH	New
WELLTOWER INC	COM	$356K	0.3%Prev: 0.4%	2,000 SH	Decreased
WP CAREY INC	COM	$657K	0.6%Prev: 0.5%	9,720 SH	Decreased+131 SH

Sold (vs prior filing)

ABBOTT LABORATORIES — $278K
ADVANCED MICRO DEVICES INC — $343K
BANK OF AMER CORP — $893K
CATERPILLAR INC — $319K
CHEVRON CORPORATION — $5.9M
COCA COLA CO — $215K
CONSOLIDATED EDISON INC — $220K
COSTCO WHOLESALE CORPORATION — $365K
DNA X INC — $183K
DT MIDSTREAM INC — $239K
DTE ENERGY CO — $419K
DUOS TECHNOLOGIES GROUP INC — $132K
EATON CORP PLC — $225K
FIRST TR EXCHANGE-TRADED FD — $196K
FRANKLIN TEMPLETON ETF TR — $447K
GLOBAL X FDS — $362K
ISHARES TR — $952K
JPMORGAN CHASE & CO — $204K
MERCK & CO INC — $255K
NETFLIX INC. — $201K
… and 10 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Oct 20, 2026	Q3 2026	13F-HR	0001951757-26-001718	—	View
Jan 21, 2026	Q4 2025	13F-HR	0001951757-26-000263	$118.6M	View
Nov 12, 2025	Q3 2025