C2 C Wealth Management, LLC Portfolio Holdings

C2 C Wealth Management, LLC

  • $126 Million
  • Q4 2025

C2 C Wealth Management, LLC has filed its 13F form on January 21, 2026 for Q4 2025 where it was disclosed a total value porftolio of $126 Million distributed in 87 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Technology Sector Spdr with a value of $13.3M, Apple Inc. with a value of $10.5M, Ishares Core S&P 500 ETF with a value of $8.77M, Microsoft Corp with a value of $8.32M, and Cohen & Steers Infrastructure Fund Inc with a value of $6.3M.

Examining the 13F form we can see an increase of $9.65M in the current position value, from $116M to 126M.

Below you can find more details about C2 C Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $126 Million
ETFs: $55.7 Million
Technology: $26.9 Million
Financial Services: $16.1 Million
Energy: $10.8 Million
Healthcare: $5.12 Million
Consumer Defensive: $3.69 Million
Communication Services: $2.67 Million
Real Estate: $2.01 Million
Other: $2.53 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$6.3 Million 5.02% of portfolio
261,070
Q4 2025 Added 1.77%
$0
$3.6 Million 2.87% of portfolio
233,594
Q3 2025 Reduced 1.89%
$0
$1.27 Million 1.01% of portfolio
94,700
Q4 2025 Added 8.11%
$0
$1.01 Million 0.8% of portfolio
49,850
Q3 2025 Reduced 1.48%
$0
$227,000 0.18% of portfolio
19,232
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 87
  • Current Value $126 Million
  • Prior Value $116 Million
  • Filing
  • Period Q4 2025
  • Filing Date January 21, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 5 stocks
  • Additional Purchases 22 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 20 stocks
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