C2C Wealth Management, LLC
Q3 2025 13F Holdings
- Locationscottsdale, AZ
- Num holdings
84
- Value ($000)
$116,495
- Date Filed11/12/2025
- Form type13F-HR
- CIK0001868903
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
AAPL APPLE INC | COM | 037833100 | $9.93 M | 9 % | 38,986 | ||
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $8.56 M | 7 % | 12,796 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $8.38 M | 7 % | 16,187 | ||
XLK SELECT SECTOR SPDR TR | TECHNOLOGY | 81369Y803 | $6.39 M | 6 % | 22,688 | ||
UTF COHEN & STEERS INFRASTRUCTUR | COM | 19248A109 | $6.36 M | 6 % | 256,530 | ||
CHV CHEVRON CORP NEW | COM | 166764100 | $5.57 M | 5 % | 35,874 | ||
IWM ISHARES TR | RUSSELL 2000 ETF | 464287655 | $5.41 M | 5 % | 22,371 | ||
IBM INTERNATIONAL BUSINESS MACHS | COM | 459200101 | $5.09 M | 4 % | 18,029 | ||
XETYX EATON VANCE TAX-MANAGED DIVE | COM | 27828N102 | $3.71 M | 3 % | 233,594 | ||
IJH ISHARES TR | CORE S&P MCP ETF | 464287507 | $3.32 M | 3 % | 50,814 |
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