account_balance
Investment manager · 13F filer · SEC CIK 1868903
C2C Wealth Management, LLC
Reported value$128Mas of Sep 30, 2026
Positions90 2 new, 7 sold out
Top 10 weight53.4%IVV alone is 8%
FiledOct 2020 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
IVViShares Tr
8.2%
AAPLApple Inc.
8.1%
XLKSelect Sector SPDR Tr
7.6%
MSFTMicrosoft Corp
6.3%
CVXChevron Corp
5.7%
UTFCohen & Steers Infrastructure Fund Inc
5.3%
IWMiShares Tr
4.0%
IBMInternational Business Machines Corp
3.2%
IJHiShares Tr
2.6%
ETYEaton Vance Tax-Managed Diversified Equity Income Fund
2.5%
VEAVanguard Tax-Managed FDS
2.4%
EPDEnterprise Products Partners L.P.
1.8%
IVViShares Tr
8.2%
AAPLApple Inc.
8.1%
XLKSelect Sector SPDR Tr
7.6%
MSFTMicrosoft Corp
6.3%
CVXChevron Corp
5.7%
UTFCohen & Steers Infrastructure Fund Inc
5.3%
IWMiShares Tr
4.0%
IBMInternational Business Machines Corp
3.2%
IJH2.6%
ETY2.5%VEA2.4%
EPDBoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
IVV iShares Tr 8.2% Held
AAPL Apple Inc. 8.1% HeldXLK Select Sector SPDR Tr 7.6% Held
MSFT Microsoft Corp 6.3% HeldCVX Chevron Corp 5.7% HeldUTF Cohen & Steers Infrastructure Fund Inc 5.3% HeldIWM iShares Tr 4.0% Held
IBM International Business Machines Corp 3.2% HeldIJH iShares Tr 2.6% Held
ETY Eaton Vance Tax-Managed Diversified Equity Income Fund 2.5% HeldVEA Vanguard Tax-Managed FDS 2.4% Held
EPD Enterprise Products Partners L.P. 1.8% HeldWhat changed
Biggest moves since Jun 30, 2026
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