Institutional Fund
C2c Wealth Management, LLC
Scottsdale, AZCIK 18689035 filings on record
Portfolio Value
$118.23M
Q1 2026
Holdings
92
Reported positions
New Buys
8
Opened this quarter
QoQ Change
-0.3%
from $118.62M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Apple Inc8.4%
- Ishares Tr7.2%
- Chevron Corp New6.3%
- Cohen & Steers Infrastructur6.1%
- Select Sector Spdr Tr5.2%
- Microsoft Corp5.2%
- Other61.7%
Portfolio Holdings
92 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Apple Inc | 39.2K | $9.94M | 8.4% | 0 | Held |
| 2 | Ishares Tr | 13.1K | $8.53M | 7.2% | +73 | Added |
| 3 | Chevron Corp New | 35.7K | $7.39M | 6.3% | 0 | Held |
| 4 | Cohen & Steers Infrastructur | 277.4K | $7.18M | 6.1% | +16.3K | Added |
| 5 | Select Sector Spdr Tr | 46.4K | $6.17M | 5.2% | +369 | Added |
| 6 | Microsoft Corp | 16.5K | $6.10M | 5.2% | +92 | Added |
| 7 | Ishares Tr | 20.2K | $5.02M | 4.2% | −256 | Reduced |
| 8 | International Business Machs | 18.7K | $4.54M | 3.8% | +204 | Added |
| 9 | Ishares Tr | 48.9K | $3.30M | 2.8% | −1.3K | Reduced |
| 10 | Eaton Vance Tax-Managed Dive | 230.1K | $3.17M | 2.7% | −3.5K | Reduced |
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