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CIK: 0001868903
Total reported value
$127.6M
$127.6M
87 檔
31.6%
As reported in its official Q4 2025 Form 13F filing, C2C Wealth Management, LLC's tracked investment portfolio stood at $127.6M with 87 total positions.
In Q4 2025, C2C Wealth Management, LLC displayed an active expansion posture, initiating 5 new positions and adding to 19 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 8.98% | -1.30% | +0.47% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 7.50% | +0.78% | +1.47% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 6.68% | -0.55% | +1.27% | |
| 4 | XLK | Ss Technology Select Sector | ETF-Tech | 5.59% | +2.13% | +102.87% | |
| 5 | UTF | Cohen & Steers Infrastructur | Stock-Other | 5.31% | -0.09% | +1.77% | |
| 6 | IBM | Intl Business Machines CORP | Stock-Tech | 4.62% | +0.28% | +2.69% | |
| 7 | CVX | Chevron CORP | Stock-Energy | 4.59% | -1.62% | -0.44% | |
| 8 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 4.25% | +0.15% | -8.35% | |
| 9 | XETYX | Eaton Vance Tax-mgd Div Eqty | Stock-Other | 3.02% | -0.06% | — | |
| 10 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 2.79% | +0.03% | -1.15% | |
| 11 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 2.36% | +0.02% | -2.55% | |
| 12 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.95% | -0.18% | -0.57% | |
| 13 | EPD | Enterprise Products Partners | Stock-Energy | 1.71% | -0.22% | — | |
| 14 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-Other | 1.59% | +0.05% | -0.21% | |
| 15 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 1.55% | -0.05% | -0.20% | |
| 16 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.42% | — | -5.82% | |
| 17 | GSLC | Goldman Activebeta US Lc ETF | ETF-Commodities | 1.40% | +0.03% | — | |
| 18 | PM | Philip Morris International | Stock-Consumer Staples | 1.39% | +0.02% | — | |
| 19 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 1.20% | -0.02% | +90.72% | |
| 20 | SYK | Stryker CORP | Stock-Healthcare | 1.19% | -0.12% | — | |
| 21 | HYLB | Xtrackers Usd High Yield Cor | ETF-High Yield | 1.15% | -0.07% | -2.94% | |
| 22 | NVDA | Nvidia CORP | Stock-Tech | 1.15% | +0.74% | +17.61% | |
| 23 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.15% | +0.13% | -1.36% | |
| 24 | XLF | Ss Financial Select Sector | ETF-Other | 1.10% | -0.01% | -0.91% | |
| 25 | WFC | Wells Fargo & Co | Stock-Financials | 1.04% | +0.04% | — | |
| 26 | PTY | Pimco Corporate & Income Opp | Stock-Other | 1.03% | -0.09% | +8.11% | |
| 27 | MPLX | Mplx LP | Stock-Energy | 0.99% | -0.09% | +2.33% | |
| 28 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.92% | +0.08% | -3.80% | |
| 29 | ARCC | Ares Capital CORP | Stock-Financials | 0.85% | -0.04% | — | |
| 30 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.81% | -0.05% | — | |
| 31 | ABBV | Abbvie Inc | Stock-Healthcare | 0.78% | +0.05% | — | |
| 32 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.76% | +0.18% | -5.35% | |
| 33 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.75% | +0.04% | +9.09% | |
| 34 | BAC | Bank Of America CORP | Stock-Financials | 0.74% | +0.04% | +0.25% | |
| 35 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.72% | +0.13% | — | |
| 36 | STX | Seagate Technology Holdings plc | Stock-Tech | 0.70% | +0.43% | — | |
| 37 | OHI | Omega Healthcare Investors | Stock-Real Estate | 0.65% | +0.01% | — | |
| 38 | XOM | Exxon Mobil CORP | Stock-Energy | 0.65% | -0.23% | — | |
| 39 | XLE | Ss Energy Select Sector | ETF-Other | 0.63% | -0.17% | +74.46% | |
| 40 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.62% | -0.03% | +30.39% | |
| 41 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.60% | -0.01% | — | |
| 42 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.55% | -0.01% | -3.01% | |
| 43 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.53% | -0.15% | -7.10% | |
| 44 | WPC | Wp Carey Inc | Stock-Real Estate | 0.52% | -0.01% | -1.54% | |
| 45 | OKE | Oneok Inc | Stock-Energy | 0.48% | -0.07% | — | |
| 46 | BIO | Bio-rad Laboratories-a | Stock-Healthcare | 0.44% | -0.40% | EXIT | |
| 47 | WMT | Walmart Inc | Stock-Consumer Staples | 0.42% | -0.07% | — | |
| 48 | V | Visa Inc-class A Shares | Stock-Financials | 0.41% | +0.02% | +9.36% | |
| 49 | MRSH | Marsh & Mclennan Cos | Stock-Financials | 0.40% | -0.04% | — | |
| 50 | BA | Boeing Co/the | Stock-Industrials | 0.38% | +0.01% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | +0.5% | +0.47% | Add |
| 2 | IBM | Intl Business Machines CORP | +0.3% | +2.69% | Add |
| 3 | LLY | Eli Lilly & Co | +0.2% | — | Unchanged |
| 4 | IVV | Ishares Core S&p 500 ETF | +0.2% | +1.47% | Add |
| 5 | NVDA | Nvidia CORP | +0.2% | +17.61% | Add |
| 6 | XLK | Ss Technology Select Sector | +0.1% | +102.87% | Add |
| 7 | WFC | Wells Fargo & Co | +0.1% | — | Unchanged |
| 8 | STX | Seagate Technology Holdings plc | +0.1% | — | Unchanged |
| 9 | GOOGL | Alphabet Inc-cl A | +0.1% | +5.10% | Add |
| 10 | AMZN | Amazon.com Inc | +0.1% | +9.09% | Add |
| 11 | META | Meta Platforms Inc-class A | +0.1% | +30.39% | Add |
| 12 | MPLX | Mplx LP | +0.1% | +2.33% | Add |
| 13 | CSCO | Cisco Systems Inc | +0.1% | +5.69% | Add |
| 14 | AMGN | Amgen Inc | 0% | — | Unchanged |
| 15 | BAC | Bank Of America CORP | 0% | +0.25% | Add |
| 16 | V | Visa Inc-class A Shares | 0% | +9.36% | Add |
| 17 | XOM | Exxon Mobil CORP | 0% | — | Unchanged |
| 18 | BIO | Bio-rad Laboratories-a | 0% | — | Unchanged |
| 19 | WMT | Walmart Inc | 0% | — | Unchanged |
| 20 | OHI | Omega Healthcare Investors | 0% | — | Unchanged |
| 21 | TRGP | Targa Resources CORP | 0% | — | Unchanged |
| 22 | EPD | Enterprise Products Partners | 0% | — | Unchanged |
| 23 | VEA | Vanguard Ftse Developed ETF | 0% | -2.55% | Trim |
| 24 | MO | Altria Group Inc | 0% | — | Unchanged |
| 25 | WPC | Wp Carey Inc | 0% | -1.54% | Trim |
| 26 | MBB | Ishares Mbs ETF | 0% | -13.61% | Trim |
| 27 | T | At&t Inc | -0.1% | +0.71% | Add |
| 28 | GPC | Genuine Parts Co | -0.1% | — | Unchanged |
| 29 | MRSH | Marsh & Mclennan Cos | -0.1% | — | Unchanged |
| 30 | PTY | Pimco Corporate & Income Opp | -0.1% | +8.11% | Add |
| 31 | NFLX | Netflix Inc | -0.1% | +900.00% | Add |
| 32 | HYLB | Xtrackers Usd High Yield Cor | -0.1% | -2.94% | Trim |
| 33 | SYK | Stryker CORP | -0.1% | — | Unchanged |
| 34 | XLY | Ss Consumer Disc Select Sect | -0.1% | +90.72% | Add |
| 35 | XLE | Ss Energy Select Sector | -0.1% | +74.46% | Add |
| 36 | HD | Home Depot Inc | -0.1% | -17.66% | Trim |
| 37 | VZ | Verizon Communications Inc | -0.1% | -7.10% | Trim |
| 38 | VWO | Vanguard Ftse Emerging Marke | -0.1% | -5.82% | Trim |
| 39 | UTF | Cohen & Steers Infrastructur | -0.2% | +1.77% | Add |
| 40 | XETYX | Eaton Vance Tax-mgd Div Eqty | -0.2% | — | Unchanged |
| 41 | CVX | Chevron CORP | -0.2% | -0.44% | Trim |
| 42 | IWM | Ishares Russell 2000 ETF | -0.4% | -8.35% | Trim |
| 43 | MSFT | Microsoft CORP | -0.5% | +1.27% | Add |
| 44 | NEE | Nextera Energy Inc | — | NEW | New buy |
| 45 | ✓ | — | NEW | New buy | |
| 46 | INCM | Franklin Income Focus ETF | — | NEW | New buy |
| 47 | MRK | Merck & Co. Inc. | — | NEW | New buy |
| 48 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
| 49 | PDBC | Invesco Optimum Yield Divers | — | EXIT | Sold out |
| 50 | LXPUSD | Lxp Industrial Trust | — | EXIT | Sold out |
According to official SEC Form 13F filings, C2C Wealth Management, LLC reported a total U.S. public equity portfolio value of $127.6M across 87 disclosed positions in Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, IVV, MSFT) accounted for 31.6% of total reported equity market value during Q4 2025.
Top New Position Initiated
NEE
市值: $275.8K
Top Position Liquidated / Trimmed
PDBC
前期市值: $135.2K
During Q4 2025, C2C Wealth Management, LLC's top holdings by market value included AAPL (9.0%)、IVV (7.5%)、MSFT (6.7%). The largest single position, AAPL, represented 9.0% of total portfolio value.
In Q4 2025, C2C Wealth Management, LLC made 35 total portfolio adjustments, initiating 5 new buys, adding to 19 positions, trimming 9 holdings, and fully liquidating 2 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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