Portfolio (Quarterly) Guide ↗

C2C Wealth Management, LLC

· CIK 0001868903

13F Portfolio $128M AUM 95 positions Filed Jul 9, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q1 2026 · All 7 New 13 Added 22 Reduced 4 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	BIO	BIO RAD LABS INC	Healthcare	1,715	$478K	0.40%	SOLD
2	SDIV	GLOBAL X FDS	—	20,898	$408K	0.34%	SOLD
3	VCSH	VANGUARD SCOTTSDALE FDS	—	3,118	$247K	0.21%	SOLD
4	MBB	ISHARES TR	—	2,526	$240K	0.20%	SOLD

Sector Allocation

Technology 33.8%

Financial Services 24.5%

Energy 16.7%

Healthcare 6.4%

Consumer Defensive 6.1%

Communication Services 3.5%

Real Estate 3.0%

Consumer Cyclical 2.1%

Utilities 1.8%

Industrials 1.4%