StockDriftsStockDriftsTop 50 C2C Wealth Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 7.99% | 13.6K | $10.2M | +4.27%(+557) | $472.59(+64.82%) | 2026-06-30 | |
| XLK | SELECT SECTOR SPDR TR | 7.35% | 49.3K | $9.4M | +6.16%(+2.86K) | $87.87(+117.06%) | 2026-06-30 | |
| AAPL | APPLE INC | 7.11% | 31.3K | $9.1M | -19.97%(-7.82K) | $159.42(+91.56%) | 2026-06-30 | |
| UTF | COHEN & STEERS INFRASTRUCTUR | 5.98% | 276.6K | $7.6M | -0.27%(-750) | $26.32(+2.68%) | 2026-06-30 | |
| CVX | CHEVRON CORPORATION | 4.63% | 35.6K | $5.9M | -0.28%(-100) | $118.07(+70.53%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 4.61% | 15.8K | $5.9M | -4.22%(-696) | $309.82(+56.89%) | 2026-06-30 | |
| IWM | ISHARES TR | 4.4% | 18.7K | $5.6M | -7.61%(-1.54K) | $217.20(+39.85%) | 2026-06-30 | |
| IBM | INTERNATIONAL BUSINESS MACHS | 4.12% | 18.7K | $5.3M | +0.02%(+3) | $139.34(+65.54%) | 2026-06-30 | |
| IJH | ISHARES TR | 2.82% | 46.6K | $3.6M | -4.62%(-2.26K) | $54.53(+44.04%) | 2026-06-30 | |
| ETY | EATON VANCE TAX-MANAGED DIVE | 2.62% | 230.1K | $3.3M | +0.00%(+0) | $13.94(+4.85%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (18 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +17.43% | +61.93% | — | — | +76.36% |
| Top 20 Holdings Unweighted | +14.02% | +48.23% | — | — | +43.44% |
C2C Wealth Management, LLC reports $127.64M in US-listed equity holdings across 95 positions in its most recent 13F filing. Its largest disclosed positions are IVV (8.0%), XLK (7.3%) and AAPL (7.1%). The top 20 holdings account for 68.23% of reported assets. Its disclosed equity book has returned +61.93% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from C2C Wealth Management, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1868903). View C2C Wealth Management, LLC’s 13F filings on SEC