1y return+14.7%S&P 500 +20.9%
3y return+61.9%S&P 500 +68.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2021: $168 against $157 in the S&P 500.2
C2C Wealth Management, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| IVVIshares Tr | $10.2M | 8.0% | +4.3% |
| XLKSelect Sector Spdr Tr | $9.4M | 7.4% | +6.2% |
| AAPLApple Inc | $9.1M | 7.1% | −20.0% |
| UTFCohen & Steers Infrastructur | $7.6M | 6.0% | |
| CVXChevron Corporation | $5.9M | 4.6% | |
| MSFTMicrosoft Corp | $5.9M | 4.6% | −4.2% |
| IWMIshares Tr | $5.6M | 4.4% | −7.6% |
| IBMInternational Business Machs | $5.3M | 4.1% | |
| IJHIshares Tr | $3.6M | 2.8% | −4.6% |
| XETYXEaton Vance Tax-managed Dive | $3.3M | 2.6% | |
| VEAVanguard Tax-managed Fds | $3.1M | 2.4% | −2.2% |
| EPDEnterprise Prods Partners L | $2.4M | 1.9% | |
| NVDANvidia Corporation | $2.4M | 1.9% | +57.2% |
| AGGIshares Tr | $2.3M | 1.8% | −2.0% |
| IJKIshares Tr | $2.2M | 1.7% | −4.6% |
| IJJIshares Tr | $1.9M | 1.5% | −6.2% |
| PMPhilip Morris Intl Inc | $1.9M | 1.5% | |
| VWOVanguard Intl Equity Index F | $1.8M | 1.4% | −2.3% |
| GSLCGoldman Sachs Etf Tr | $1.7M | 1.3% | −2.4% |
| IVWIshares Tr | $1.5M | 1.2% | |
| HYLBDbx Etf Tr | $1.4M | 1.1% | |
| IEMGIshares Inc | $1.3M | 1.0% | −1.9% |
| PTYPimco Corporate & Income Opp | $1.3M | 1.0% | |
| XLYSelect Sector Spdr Tr | $1.3M | 1.0% | −1.8% |
| SYKStryker Corporation | $1.3M | 1.0% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| Seagate Technology Hldngs PlCUSIP G7997R103 | March 31, 2023 | +1359.5% | $965K |
| LLYEli Lilly & Co | December 31, 2021 | +334.2% | $948K |
| Exxon Mobil CorpCUSIP 30231G102 | December 31, 2021 | +123.4% | $871K |
| XLKSelect Sector Spdr Tr | December 31, 2021 | +119.2% | $9.4M |
| IBMInternational Business Machs | December 31, 2021 | +110.4% | $5.3M |
| XLESelect Sector Spdr Tr | December 31, 2021 | +91.4% | $886K |
| PMPhilip Morris Intl Inc | December 31, 2021 | +90.4% | $1.9M |
| MPLXMplx LP | December 31, 2021 | +90.4% | $1.3M |
| ABBVAbbvie Inc | December 31, 2021 | +85.8% | $1.0M |
| QQQInvesco Qqq Tr | December 31, 2021 | +85.1% | $1.2M |
Sold off last quarter
- BIOBio Rad Labs Inc was $478K
- SDIVGlobal X Fds was $408K
- VCSHVanguard Scottsdale Fds was $247K
- MBBIshares Tr was $240K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +9.2% | +14.8% |
| March 31, 2026 | −1.3% | −4.6% |
| December 31, 2025 | +0.9% | +2.4% |
| September 30, 2025 | +5.4% | +7.8% |
| June 30, 2025 | +5.7% | +10.5% |
| March 31, 2025 | −0.8% | −4.6% |
| December 31, 2024 | −0.0% | +2.1% |
| September 30, 2024 | +6.2% | +5.4% |
| June 30, 2024 | +1.7% | +4.0% |
| March 31, 2024 | +9.6% | +10.0% |
| December 31, 2023 | +19.8% | +11.2% |
| September 30, 2023 | −5.0% | −3.6% |
| June 30, 2023 | +13.9% | +8.3% |
| March 31, 2023 | +5.3% | +7.0% |
| December 31, 2022 | +17.7% | +7.1% |
| September 30, 2022 | −5.9% | −5.3% |
| June 30, 2022 | −13.4% | −16.5% |
| March 31, 2022 | −9.7% | −4.9% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: C2C Wealth Management, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1868903&type=13F-HR&dateb=&owner=include&count=40CIK 1868903
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1868903/000195175726000940/Filed July 9, 2026 · accession 0001951757-26-000940