C2C Wealth Management, LLC
•CIK: 1868903•Filing: Q4 2025
**C2C Wealth Management, LLC** manages $119M across a diversified portfolio of 87 positions. The firm maintains significant exposure to mega-cap technology and market indices, with top holdings including AAPL at $10.6M and IVV at $8.9M. Further allocations are concentrated in MSFT ($7.9M), XLK ($6.6M), and UTF ($6.3M), indicating a core focus on established growth sectors. This positioning suggests a disciplined, large-cap growth mandate within the current market structure.
Total AUM
$118.6M
QoQ Performance
+1.8%
Positions
72
Top 10 Concentration
53.3%
Latest Filing
Q4 2025
Top Holdings Allocation
AAPL
IVV
MSFT
XLK
UTF
AAPL9.0%
IVV7.5%
MSFT6.7%
XLK5.6%
UTF5.3%
IBM4.6%
CVX4.6%
IWM4.3%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other53.6%
Technology22.8%
ETF7.5%
Energy5.2%
Financial2.9%
Healthcare2.6%
Consumer1.9%
Consumer Staples1.8%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW5 new positions
↑22 increased
↓20 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022