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 $118.2M across 92 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AAPL ($9.9M, 8.41%), IVV ($8.5M, 7.21%), CVX ($7.4M, 6.25%), UTF ($7.2M, 6.07%), XLK ($6.2M, 5.22%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $9.9M | 8.41% | 39,168 | Hold |
| 2 | IVV | ISHARES TR | $8.5M | 7.21% | 13,057 | Added |
| 3 | CVX | CHEVRON CORPORATION | $7.4M | 6.25% | 35,716 | Hold |
| 4 | UTF | COHEN & STEERS INFRASTRUCTUR | $7.2M | 6.07% | 277,370 | Added |
| 5 | XLK | SELECT SECTOR SPDR TR | $6.2M | 5.22% | 46,397 | Added |
| 6 | MSFT | MICROSOFT CORP | $6.1M | 5.16% | 16,484 | Added |
| 7 | IWM | ISHARES TR | $5.0M | 4.25% | 20,246 | Trimmed |
| 8 | IBM | INTERNATIONAL BUSINESS MACHS | $4.5M | 3.84% | 18,718 | Added |
| 9 | IJH | ISHARES TR | $3.3M | 2.79% | 48,882 | Trimmed |
| 10 | ETY | EATON VANCE TAX-MANAGED DIVE | $3.2M | 2.68% | 230,094 | Trimmed |
| 11 | VEA | VANGUARD TAX-MANAGED FDS | $2.9M | 2.43% | 44,861 | Trimmed |
| 12 | EPD | ENTERPRISE PRODS PARTNERS L | $2.5M | 2.12% | 66,146 | Added |
| 13 | AGG | ISHARES TR | $2.3M | 1.95% | 23,255 | Added |
| 14 | IJK | ISHARES TR | $2.0M | 1.66% | 19,455 | Added |
| 15 | IJJ | ISHARES TR | $1.9M | 1.57% | 13,974 | Added |
| 16 | PM | PHILIP MORRIS INTL INC | $1.7M | 1.43% | 10,258 | Hold |
| 17 | VWO | VANGUARD INTL EQUITY INDEX F | $1.7M | 1.41% | 30,877 | Trimmed |
| 18 | GSLC | GOLDMAN SACHS ETF TR | $1.5M | 1.31% | 12,380 | Trimmed |
| 19 | HYLB | DBX ETF TR | $1.3M | 1.14% | 37,173 | Hold |
| 20 | NVDA | NVIDIA CORPORATION | $1.3M | 1.11% | 7,513 | Added |
| 21 | PTY | PIMCO CORPORATE & INCOME OPP | $1.3M | 1.11% | 108,985 | Added |
| 22 | SYK | STRYKER CORPORATION | $1.3M | 1.11% | 4,000 | Hold |
| 23 | MPLX | MPLX LP | $1.3M | 1.08% | 22,321 | Added |
| 24 | IVW | ISHARES TR | $1.3M | 1.06% | 11,052 | Hold |
| 25 | XLY | SELECT SECTOR SPDR TR | $1.2M | 1.02% | 11,096 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31