C2C Wealth Management, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 21, 2026, for the 2025 Q4 period, C2C Wealth Management, LLC held in its portfolio 87 assets valued at $118,619,295 (i.e. $118.62M).
The most valuable assets in the portfolio included: APPLE INC ($10.65M), ISHARES TR ($8.89M), and MICROSOFT CORP ($7.93M).
The chart below shows the top 10 valuable assets, and the table below shows the top 87 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
C2C Wealth Management, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| APPLE INC | 39168 | 10648122 | COM |
| ISHARES TR | 12984 | 8893480 | CORE S&P500 ETF |
| MICROSOFT CORP | 16392 | 7927627 | COM |
| SELECT SECTOR SPDR TR | 46028 | 6626617 | STATE STREET TEC |
| COHEN & STEERS INFRASTRUCTUR | 261070 | 6294398 | COM |
| INTERNATIONAL BUSINESS MACHS | 18514 | 5484147 | COM |
| CHEVRON CORP NEW | 35716 | 5443473 | COM |
| ISHARES TR | 20502 | 5046692 | RUSSELL 2000 ETF |
| EATON VANCE TAX-MANAGED DIVE | 233594 | 3583332 | COM |
| ISHARES TR | 50231 | 3315223 | CORE S&P MCP ETF |
| VANGUARD TAX-MANAGED FDS | 44891 | 2804341 | VAN FTSE DEV MKT |
| ISHARES TR | 23212 | 2318415 | CORE US AGGBD ET |
| ENTERPRISE PRODS PARTNERS L | 63146 | 2024461 | COM |
| ISHARES TR | 19435 | 1882863 | S&P MC 400GR ETF |
| ISHARES TR | 13946 | 1835154 | S&P MC 400VL ETF |
| VANGUARD INTL EQUITY INDEX F | 31383 | 1687150 | FTSE EMR MKT ETF |
| GOLDMAN SACHS ETF TR | 12580 | 1665215 | ACTIVEBETA US LG |
| PHILIP MORRIS INTL INC | 10258 | 1645383 | COM |
| SELECT SECTOR SPDR TR | 11926 | 1424084 | STATE STREET CON |
| STRYKER CORPORATION | 4000 | 1405880 | COM |
| DBX ETF TR | 37173 | 1369082 | XTRACK USD HIGH |
| NVIDIA CORPORATION | 7313 | 1363874 | COM |
| ISHARES TR | 11052 | 1362270 | S&P 500 GRWT ETF |
| SELECT SECTOR SPDR TR | 23888 | 1308346 | STATE STREET FIN |
| WELLS FARGO CO NEW | 13261 | 1235925 | COM |
| PIMCO CORPORATE & INCOME OPP | 94700 | 1221630 | COM |
| MPLX LP | 21921 | 1169924 | COM UNIT REP LTD |
| ISHARES INC | 16215 | 1089972 | CORE MSCI EMKT |
| ARES CAPITAL CORP | 49850 | 1008466 | COM |
| ISHARES TR | 10165 | 957136 | MSCI USA MIN VOL |
| ABBVIE INC | 4052 | 925841 | COM |
| INVESCO QQQ TR | 1469 | 902360 | UNIT SER 1 |
| AMAZON COM INC | 3842 | 886810 | COM |
| BANK AMERICA CORP | 16011 | 880605 | COM |
| ELI LILLY & CO | 790 | 848997 | COM |
| SEAGATE TECHNOLOGY HLDNGS PL | 3000 | 826170 | ORD SHS |
| OMEGA HEALTHCARE INVS INC | 17310 | 767525 | COM |
| EXXON MOBIL CORP | 6374 | 767048 | COM |
| SELECT SECTOR SPDR TR | 16678 | 745673 | STATE STREET ENE |
| META PLATFORMS INC | 1107 | 730720 | CL A |
| ISHARES TR | 3376 | 715948 | S&P 500 VAL ETF |
| BERKSHIRE HATHAWAY INC DEL | 1290 | 648418 | CL B NEW |
| VERIZON COMMUNICATIONS INC | 15473 | 630215 | COM |
| WP CAREY INC | 9570 | 615925 | COM |
| ONEOK INC NEW | 7792 | 572712 | COM |
| BIO RAD LABS INC | 1715 | 519628 | CL A |
| WALMART INC | 4500 | 501345 | COM |
| VISA INC | 1402 | 491695 | COM CL A |
| MARSH & MCLENNAN COS INC | 2580 | 478642 | COM |
| BOEING CO | 2100 | 455952 | COM |
| ALPHABET INC | 1402 | 438826 | CAP STK CL A |
| CISCO SYS INC | 5569 | 428980 | COM |
| AMGEN INC | 1245 | 407501 | COM |
| AT&T INC | 15920 | 395465 | COM |
| ENERGY TRANSFER L P | 23797 | 392413 | COM UT LTD PTN |
| ABBOTT LABS | 3062 | 383583 | COM |
| WELLTOWER INC | 2000 | 371220 | COM |
| TARGA RES CORP | 1984 | 366048 | COM |
| LINDE PLC | 856 | 364990 | SHS |
| NEW JERSEY RES CORP | 7424 | 342395 | COM |
| GLOBAL X FDS | 19000 | 329080 | GLOBX SUPDV US |
| COSTCO WHSL CORP NEW | 380 | 327689 | COM |
| GENUINE PARTS CO | 2650 | 325844 | COM |
| SELECT SECTOR SPDR TR | 2085 | 322758 | STATE STREET HEA |
| COLGATE PALMOLIVE CO | 3840 | 303437 | COM |
| TARGET CORP | 3050 | 298138 | COM |
| PROCTER AND GAMBLE CO | 1967 | 281891 | COM |
| DISNEY WALT CO | 2432 | 276689 | COM |
| NEXTERA ENERGY INC | 3435 | 275762 | COM |
| ISHARES TR | 5202 | 275082 | ISHS 1-5YR INVS |
| VANGUARD SCOTTSDALE FDS | 3394 | 270604 | SHRT TRM CORP BD |
| NETFLIX INC | 2820 | 264403 | COM |
| JOHNSON & JOHNSON | 1254 | 259424 | COM |
| NOVABAY PHARMACEUTICALS INC | 45000 | 253800 | COM NEW |
| FRANKLIN TEMPLETON ETF TR | 9000 | 252360 | INCOME FOCUS ETF |
| HOME DEPOT INC | 704 | 242246 | COM |
| ISHARES TR | 2526 | 240526 | MBS ETF |
| ALTRIA GROUP INC | 4104 | 236637 | COM |
| VOYA INFRASTRUCTURE INDLS & | 19232 | 236554 | COM |
| ISHARES TR | 7593 | 235079 | PFD AND INCM SEC |
| EQUITY RESIDENTIAL | 3682 | 232113 | SH BEN INT |
| MERCK & CO INC | 2153 | 226625 | COM |
| VANGUARD INDEX FDS | 772 | 224050 | MID CAP ETF |
| PEPSICO INC | 1438 | 206382 | COM |
| JPMORGAN CHASE & CO. | 622 | 200421 | COM |
| PUMA BIOTECHNOLOGY INC | 23020 | 136969 | COM |
| IDENTIV INC | 10000 | 38400 | COM NEW |
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