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	Status
1	DIV	GLOBAL X FDS	—	19,000	$329K	0.28%	SOLD
2	—	NOVABAY PHARMACEUTICALS INC	—	45,000	$254K	0.21%	SOLD
3	JPM	JPMORGAN CHASE & CO.	Financial Services	622	$200K	0.17%	SOLD

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%