C2C Wealth Management, LLC - Portfolio overview

C2C Wealth Management, LLC has 96 reported holdings in this dataset, with the latest filing dated 2026-04-20.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. AAPL - APPLE INC, 8.33%
2. IVV - ISHARES TR, 7.15%
3. CVX - CHEVRON CORPORATION, 6.19%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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