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Portfolio (Quarterly) Guide ↗

C2C Wealth Management, LLC

· CIK 0001868903
13F Portfolio $118.2B AUM 92 positions Filed Apr 20, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 8 New 18 Added 12 Reduced 3 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 IVV ISHARES TR 13,057.0 $8.5M 7.21% +73.0 +0.6% $653.23 +13.6%
2 UTF COHEN & STEERS INFRASTRUCTUR Financial Services 277,370.0 $7.2M 6.07% +16K +6.2% $25.88 +3.1%
3 XLK SELECT SECTOR SPDR TR 46,397.0 $6.2M 5.22% +369.0 +0.8% $132.90 +31.2%
4 MSFT MICROSOFT CORP Technology 16,484.0 $6.1M 5.16% +92.0 +0.6% $370.18 +14.0%
5 IBM INTERNATIONAL BUSINESS MACHS Technology 18,718.0 $4.5M 3.84% +204.0 +1.1% $242.39 -9.5%
6 EPD ENTERPRISE PRODS PARTNERS L Energy 66,146.0 $2.5M 2.12% +3K +4.8% $37.84 +3.7%
7 PTY PIMCO CORPORATE & INCOME OPP Financial Services 108,985.0 $1.3M 1.11% +14K +15.1% $12.06 -2.7%
8 NVDA NVIDIA CORPORATION Technology 7,513.0 $1.3M 1.11% +200.0 +2.7% $174.40 +29.2%
9 MPLX MPLX LP Energy 22,321.0 $1.3M 1.08% +400.0 +1.8% $57.07 -4.0%
10 ARCC ARES CAPITAL CORP Financial Services 55,850.0 $1.0M 0.85% +6K +12.0% $18.02 +3.9%
11 QQQ INVESCO QQQ TR Financial Services 1,499.0 $865K 0.73% +30.0 +2.0% $577.15 +22.3%
12 GOOGL ALPHABET INC Communication Services 1,477.0 $425K 0.36% +75.0 +5.3% $287.56 +38.0%
13 INCM FRANKLIN TEMPLETON ETF TR 12,000.0 $345K 0.29% +3K +33.3% $28.75 +1.5%
14 IDE VOYA INFRASTRUCTURE INDLS & Financial Services 26,232.0 $327K 0.28% +7K +36.4% $12.48 +10.2%
15 XLV SELECT SECTOR SPDR TR 2,118.0 $311K 0.26% +33.0 +1.6% $146.61 -0.6%
16 HD HOME DEPOT INC Consumer Cyclical 909.0 $299K 0.25% +205.0 +29.1% $328.89 -9.5%
17 PEP PEPSICO INC Consumer Defensive 1,548.0 $240K 0.20% +110.0 +7.7% $155.29 -4.0%
18 PBYI PUMA BIOTECHNOLOGY INC Healthcare 23,620.0 $151K 0.13% +600.0 +2.6% $6.39 +8.3%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 32.1%
Financial Services 23.2%
Energy 19.8%
Healthcare 6.8%
Consumer Defensive 6.1%
Communication Services 3.9%
Real Estate 2.8%
Consumer Cyclical 1.9%
Utilities 1.9%
Industrials 0.9%