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: $118.2M92 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABORATORIES	COM	$314K	0.3%	3,062 SH	New
ABBVIE INC	COM	$882K	0.7%Prev: 0.8%	4,054 SH	Increased+44 SH
ALPHABET INC	CAP STK CL A	$425K	0.4%	1,477 SH	New
ALTRIA GROUP INC	COM	$271K	0.2%Prev: 0.5%	4,104 SH	Decreased-5,148 SH
AMAZON COM INC	COM	$800K	0.7%Prev: 0.6%	3,842 SH	Increased+545 SH
AMGEN INC	COM	$438K	0.4%Prev: 0.4%	1,245 SH	Increased
APPLE INC	COM	$9.9M	8.4%Prev: 8.3%	39,168 SH	Increased-818 SH
ARES CAPITAL CORP	COM	$1.0M	0.9%Prev: 1.1%	55,850 SH	Decreased+5,250 SH
AT&T INC	COM	$462K	0.4%Prev: 0.4%	15,930 SH	Increased+122 SH
BANK AMERICA CORP	COM	$781K	0.7%Prev: 0.6%	16,018 SH	Increased+47 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$561K	0.5%Prev: 0.4%	1,170 SH	Increased+365 SH
BIO RAD LABS INC	CL A	$478K	0.4%Prev: 0.4%	1,715 SH	Increased
BOEING CO	COM	$418K	0.4%Prev: 0.3%	2,100 SH	Increased
CATERPILLAR INC	COM	$223K	0.2%	315 SH	New
CHEVRON CORPORATION	COM	$7.4M	6.3%	35,716 SH	New
CISCO SYS INC	COM	$432K	0.4%Prev: 0.3%	5,569 SH	Increased+300 SH
COCA COLA CO	COM	$201K	0.2%	2,644 SH	New
COHEN & STEERS INFRASTRUCTUR	COM	$7.2M	6.1%Prev: 6.0%	277,370 SH	Increased+26,490 SH
COLGATE PALMOLIVE CO	COM	$327K	0.3%Prev: 0.3%	3,840 SH	Decreased
CONSOLIDATED EDISON INC	COM	$225K	0.2%Prev: 0.2%	1,986 SH	Increased+4 SH
COSTCO WHOLESALE CORPORATION	COM	$379K	0.3%	380 SH	New
DBX ETF TR	XTRACK USD HIGH	$1.3M	1.1%Prev: 1.3%	37,173 SH	Decreased-1,125 SH
DISNEY WALT CO	COM	$234K	0.2%Prev: 0.2%	2,432 SH	Decreased
DNA X INC	COM	$81K	0.1%	20,000 SH	New
DT MIDSTREAM INC	COMMON STOCK	$220K	0.2%	1,632 SH	New
DTE ENERGY CO	COM	$402K	0.3%	2,751 SH	New
DUOS TECHNOLOGIES GROUP INC	COM	$75K	0.1%	11,000 SH	New
EATON VANCE TAX-MANAGED DIVE	COM	$3.2M	2.7%Prev: 3.3%	230,094 SH	Decreased-13,300 SH
ELI LILLY & CO	COM	$727K	0.6%Prev: 0.6%	790 SH	Increased
ENERGY TRANSFER L P	COM UT LTD PTN	$459K	0.4%Prev: 0.4%	23,797 SH	Increased
ENTERPRISE PRODS PARTNERS L	COM	$2.5M	2.1%Prev: 1.9%	66,146 SH	Increased+5,368 SH
EQUITY RESIDENTIAL	SH BEN INT	$218K	0.2%Prev: 0.2%	3,682 SH	Decreased
EXXON MOBIL CORP	COM	$1.1M	0.9%Prev: 0.8%	6,374 SH	Increased-982 SH
FRANKLIN TEMPLETON ETF TR	INCOME FOCUS ETF	$345K	0.3%	12,000 SH	New
GENUINE PARTS CO	COM	$280K	0.2%Prev: 0.3%	2,650 SH	Decreased
GLOBAL X FDS	SUPERDIVIDEND	$408K	0.3%	20,898 SH	New
GOLDMAN SACHS ETF TR	ACTIVEBETA US LG	$1.5M	1.3%Prev: 1.4%	12,380 SH	Increased-1,500 SH
HOME DEPOT INC	COM	$299K	0.3%Prev: 0.2%	909 SH	Increased+259 SH
IDENTIV INC	COM NEW	$37K	0.0%	10,000 SH	New
INTERNATIONAL BUSINESS MACHS	COM	$4.5M	3.8%Prev: 4.2%	18,718 SH	Increased+689 SH
INVESCO QQQ TR	UNIT SER 1	$865K	0.7%Prev: 0.7%	1,499 SH	Increased+17 SH
ISHARES INC	CORE MSCI EMKT	$1.1M	1.0%Prev: 0.9%	16,165 SH	Increased-2,140 SH
ISHARES TR	CORE S&P MCP ETF	$3.3M	2.8%Prev: 2.8%	48,882 SH	Increased-2,849 SH
ISHARES TR	CORE S&P500 ETF	$8.5M	7.2%Prev: 6.7%	13,057 SH	Increased+381 SH
ISHARES TR	CORE US AGGBD ET	$2.3M	2.0%Prev: 2.2%	23,255 SH	Decreased-87 SH
ISHARES TR	ISHS 1-5YR INVS	$273K	0.2%Prev: 0.3%	5,202 SH	Increased
ISHARES TR	MBS ETF	$240K	0.2%Prev: 0.3%	2,526 SH	Decreased-398 SH
ISHARES TR	MSCI USA MIN VOL	$943K	0.8%Prev: 0.9%	10,165 SH	Decreased-300 SH
ISHARES TR	PFD AND INCM SEC	$216K	0.2%Prev: 0.2%	7,118 SH	Decreased-797 SH
ISHARES TR	RUSSELL 2000 ETF	$5.0M	4.2%Prev: 4.3%	20,246 SH	Increased-2,554 SH
ISHARES TR	S&P 500 GRWT ETF	$1.3M	1.1%Prev: 1.0%	11,052 SH	Increased-152 SH
ISHARES TR	S&P 500 VAL ETF	$713K	0.6%Prev: 0.6%	3,376 SH	Increased+25 SH
ISHARES TR	S&P MC 400GR ETF	$2.0M	1.7%Prev: 1.5%	19,455 SH	Increased-132 SH
ISHARES TR	S&P MC 400VL ETF	$1.9M	1.6%Prev: 1.6%	13,974 SH	Increased-82 SH
JOHNSON & JOHNSON	COM	$306K	0.3%Prev: 0.2%	1,254 SH	Increased
LINDE PLC	SHS	$424K	0.4%Prev: 0.4%	856 SH	Increased+39 SH
MARSH & MCLENNAN COS INC	COM	$448K	0.4%Prev: 0.6%	2,580 SH	Decreased
MERCK & CO INC	COM	$259K	0.2%Prev: 0.2%	2,153 SH	Increased-180 SH
META PLATFORMS INC	CL A	$633K	0.5%Prev: 0.5%	1,107 SH	Increased+258 SH
MICROSOFT CORP	COM	$6.1M	5.2%Prev: 5.7%	16,484 SH	Increased+297 SH
MPLX LP	COM UNIT REP LTD	$1.3M	1.1%Prev: 1.0%	22,321 SH	Increased+2,200 SH
NETFLIX INC.	COM	$271K	0.2%	2,820 SH	New
NEW JERSEY RES CORP	COM	$408K	0.3%Prev: 0.3%	7,424 SH	Increased
NEXTERA ENERGY INC	COM	$319K	0.3%	3,435 SH	New
NVIDIA CORPORATION	COM	$1.3M	1.1%Prev: 0.6%	7,513 SH	Increased+1,295 SH
OMEGA HEALTHCARE INVS INC	COM	$759K	0.6%Prev: 0.5%	17,310 SH	Increased+3,000 SH
ONEOK INC NEW	COM	$704K	0.6%Prev: 0.7%	7,792 SH	Decreased
PEPSICO INC	COM	$240K	0.2%Prev: 0.3%	1,548 SH	Decreased-236 SH
PHILIP MORRIS INTL INC	COM	$1.7M	1.4%Prev: 1.5%	10,258 SH	Increased
PIMCO CORPORATE & INCOME OPP	COM	$1.3M	1.1%Prev: 1.0%	108,985 SH	Increased+36,785 SH
PROCTER & GAMBLE CO	COM	$284K	0.2%	1,967 SH	New
PUMA BIOTECHNOLOGY INC	COM	$151K	0.1%Prev: 0.0%	23,620 SH	Increased+8,470 SH
SEAGATE TECHNOLOGY HLDNGS PL	ORD SHS	$392K	0.3%Prev: 0.2%	1,000 SH	Increased-2,000 SH
SELECT SECTOR SPDR TR	STATE STREET CON	$1.2M	1.0%	11,096 SH	New
SELECT SECTOR SPDR TR	STATE STREET ENE	$1.0M	0.9%	16,678 SH	New
SELECT SECTOR SPDR TR	STATE STREET FIN	$1.1M	1.0%	23,193 SH	New
SELECT SECTOR SPDR TR	STATE STREET HEA	$311K	0.3%	2,118 SH	New
SELECT SECTOR SPDR TR	STATE STREET TEC	$6.2M	5.2%	46,397 SH	New
STRYKER CORPORATION	COM	$1.3M	1.1%Prev: 1.4%	4,000 SH	Decreased
TARGA RES CORP	COM	$497K	0.4%Prev: 0.4%	1,984 SH	Increased-248 SH
TARGET CORP	COM	$370K	0.3%Prev: 0.3%	3,050 SH	Increased
VANGUARD INDEX FDS	MID CAP ETF	$222K	0.2%	772 SH	New
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$1.7M	1.4%Prev: 1.5%	30,877 SH	Increased-3,587 SH
VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$247K	0.2%Prev: 0.3%	3,118 SH	Decreased-379 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$2.9M	2.4%Prev: 2.4%	44,861 SH	Increased-5,552 SH
VERIZON COMMUNICATIONS INC	COM	$772K	0.7%Prev: 0.9%	15,384 SH	Decreased-5,820 SH
VISA INC	COM CL A	$424K	0.4%Prev: 0.4%	1,402 SH	Increased+202 SH
VOYA INFRASTRUCTURE INDLS &	COM	$327K	0.3%Prev: 0.2%	26,232 SH	Increased+7,000 SH
WALMART INC	COM	$559K	0.5%Prev: 0.4%	4,500 SH	Increased
WELLS FARGO & CO	COM	$1.1M	0.9%	13,267 SH	New
WELLTOWER INC	COM	$395K	0.3%Prev: 0.3%	2,000 SH	Increased
WP CAREY INC	COM	$651K	0.6%Prev: 0.7%	9,579 SH	Decreased-1,534 SH

Sold (vs prior filing)

ABBOTT LABS — $393K
CHEVRON CORP NEW — $6.6M
COSTCO WHSL CORP NEW — $311K
GLOBAL X FDS — $358K
INVESCO ACTVELY MNGD ETC FD — $199K
ISHARES TR — $248K
LXP INDUSTRIAL TRUST — $100K
MONDELEZ INTL INC — $431K
NETFLIX INC — $263K
NOVABAY PHARMACEUTICALS INC — $32K
OPKO HEALTH INC — $27K
PROCTER AND GAMBLE CO — $335K
SELECT SECTOR SPDR TR — $1.0M
SELECT SECTOR SPDR TR — $1.2M
SELECT SECTOR SPDR TR — $1.2M
SELECT SECTOR SPDR TR — $322K
SELECT SECTOR SPDR TR — $4.7M
WELLS FARGO CO NEW — $952K

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