StockDriftsStockDriftsTop 50 C2c Wealth Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 8.16% | 13.7K | $10.5M | +0.51%(+69) | $474.03(+63.00%) | 2026-09-30 | |
| AAPL | APPLE INC | 8.13% | 31.3K | $10.4M | -0.02%(-5) | $159.42(+113.35%) | 2026-09-30 | |
| XLK | SELECT SECTOR SPDR TR | 7.59% | 49.8K | $9.7M | +1.12%(+550) | $89.03(+109.00%) | 2026-09-30 | |
| MSFT | MICROSOFT CORP | 6.31% | 15.8K | $8.1M | +0.00%(+0) | $309.82(+71.88%) | 2026-09-30 | |
| CVX | CHEVRON CORPORATION | 5.66% | 35.6K | $7.3M | +0.00%(+0) | $118.07(+90.24%) | 2026-09-30 | |
| UTF | COHEN & STEERS INFRASTRUCTUR | 5.3% | 276.0K | $6.8M | -0.23%(-650) | $26.32(-2.62%) | 2026-09-30 | |
| IWM | ISHARES TR | 3.97% | 18.4K | $5.1M | -1.84%(-345) | $217.20(+26.94%) | 2026-09-30 | |
| IBM | INTERNATIONAL BUSINESS MACHS | 3.15% | 18.4K | $4.0M | -1.69%(-316) | $139.34(+72.56%) | 2026-09-30 | |
| IJH | ISHARES TR | 2.61% | 46.6K | $3.4M | +0.00%(+1) | $54.53(+33.96%) | 2026-09-30 | |
| ETY | EATON VANCE TAX-MANAGED DIVE | 2.5% | 228.6K | $3.2M | -0.65%(-1.50K) | $13.94(+0.19%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (19 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +20.47% | +74.84% | — | — | +81.89% |
| Top 20 Holdings Unweighted | +15.47% | +53.97% | — | — | +45.84% |
C2c Wealth Management LLC reports $128.43M in US-listed equity holdings across 90 positions in its most recent 13F filing. Its largest disclosed positions are IVV (8.2%), AAPL (8.1%) and XLK (7.6%). The top 20 holdings account for 69.26% of reported assets. Its disclosed equity book has returned +74.84% on a three-year cumulative basis. Figures reflect the Q3 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