Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
C2C Wealth Management, LLC (CIK 1868903) reported $127.6M across 95 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: IVV ($10.2M, 7.99%), XLK ($9.4M, 7.35%), AAPL ($9.1M, 7.11%), UTF ($7.6M, 5.98%), CVX ($5.9M, 4.63%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $10.2M | 7.99% | 13,614 | Added |
| 2 | XLK | SELECT SECTOR SPDR TR | $9.4M | 7.35% | 49,254 | Added |
| 3 | AAPL | APPLE INC | $9.1M | 7.11% | 31,345 | Trimmed |
| 4 | UTF | COHEN & STEERS INFRASTRUCTUR | $7.6M | 5.98% | 276,620 | Trimmed |
| 5 | CVX | CHEVRON CORPORATION | $5.9M | 4.63% | 35,616 | Trimmed |
| 6 | MSFT | MICROSOFT CORP | $5.9M | 4.61% | 15,788 | Trimmed |
| 7 | IWM | ISHARES TR | $5.6M | 4.40% | 18,705 | Trimmed |
| 8 | IBM | INTERNATIONAL BUSINESS MACHS | $5.3M | 4.12% | 18,721 | Added |
| 9 | IJH | ISHARES TR | $3.6M | 2.82% | 46,623 | Trimmed |
| 10 | ETY | EATON VANCE TAX-MANAGED DIVE | $3.3M | 2.62% | 230,094 | Hold |
| 11 | VEA | VANGUARD TAX-MANAGED FDS | $3.1M | 2.45% | 43,861 | Trimmed |
| 12 | EPD | ENTERPRISE PRODS PARTNERS L | $2.4M | 1.91% | 66,146 | Hold |
| 13 | NVDA | NVIDIA CORPORATION | $2.4M | 1.85% | 11,807 | Added |
| 14 | AGG | ISHARES TR | $2.3M | 1.77% | 22,791 | Trimmed |
| 15 | IJK | ISHARES TR | $2.2M | 1.71% | 18,561 | Trimmed |
| 16 | IJJ | ISHARES TR | $1.9M | 1.52% | 13,108 | Trimmed |
| 17 | PM | PHILIP MORRIS INTL INC | $1.9M | 1.45% | 10,258 | Hold |
| 18 | VWO | VANGUARD INTL EQUITY INDEX F | $1.8M | 1.41% | 30,177 | Trimmed |
| 19 | GSLC | GOLDMAN SACHS ETF TR | $1.7M | 1.34% | 12,080 | Trimmed |
| 20 | IVW | ISHARES TR | $1.5M | 1.19% | 11,052 | Hold |
| 21 | HYLB | DBX ETF TR | $1.4M | 1.07% | 37,498 | Added |
| 22 | IEMG | ISHARES INC | $1.3M | 1.03% | 15,865 | Trimmed |
| 23 | PTY | PIMCO CORPORATE & INCOME OPP | $1.3M | 1.02% | 108,385 | Trimmed |
| 24 | XLY | SELECT SECTOR SPDR TR | $1.3M | 1.00% | 10,896 | Trimmed |
| 25 | MPLX | MPLX LP | $1.3M | 0.99% | 22,321 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30