C2C Wealth Management, LLC
All 13F Filings
- Location
- Scottsdale, AZ
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 127,638
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/9/2026 | 95 | 127,638 | 13F-HR | C2C Wealth Management, LLC |
| Q1 2026 | 4/20/2026 | 92 | 118,227 | 13F-HR | C2C Wealth Management, LLC |
| Q4 2025 | 1/21/2026 | 87 | 118,619 | 13F-HR | C2C Wealth Management, LLC |
| Q3 2025 | 11/12/2025 | 84 | 116,495 | 13F-HR | C2C Wealth Management, LLC |
| Q2 2025 | 7/17/2025 | 82 | 110,418 | 13F-HR | C2C Wealth Management, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 73.07 K | 57.3% | 1.958 K | 0 | 1.958 K |
| ETFs | 54.57 K | 42.7% | 7.456 K | 0 | 7.456 K |
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Fund Snapshot
Q2 2026
Latest filed
7/9/2026
Total value ($000)
127,638
Holdings
95
QoQ value change ($000)
9,411
(8.0%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.