C2C Wealth Management, LLC

Q3 2025 13F-HR Holdings

Location
Scottsdale, AZ
Holdings as of
9/30/2025
Date filed
11/12/2025
Form type
13F-HR
Num holdings
84
Total value ($000)
$116,495
Net value change ($000)
+6,077 (5.5%)
New positions
3
Sold out positions
1
Turnover %
0.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/17/2025 Next filing: 1/21/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
AAPL 1,928 24.1%
XLK 636 11.0%
IVV 628 7.9%
IWM 577 11.9%
MSFT 332 4.1%
GOOGL 324 NEW
STX 275 63.5%
CVX 259 4.9%
JNJ 232 NEW
ABBV 186 24.7%
Top Reduces (Value $000, Stocks/ETFs)
UTF -446 -6.6%
IBM -228 -4.3%
PM -204 -10.9%
SYK -104 -6.6%
ARCC -94 -8.5%
XOM -74 -9.3%
OKE -67 -10.5%
XLE -58 -6.4%
TRGP -57 -14.7%
NBY -57 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type