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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
Page 4 of 5  ·  95 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 390.0 $365K 0.29% +10.0 +2.6% $935.47 +2.8%
62 IDE VOYA INFRASTRUCTURE INDLS & Financial Services 26,232.0 $363K 0.28% $13.84 -4.6%
63 SHLD GLOBAL X FDS 19,000.0 $362K 0.28% NEW $19.05 +266.5%
64 CL COLGATE PALMOLIVE CO Consumer Defensive 3,840.0 $352K 0.28% $91.68 -0.2%
65 AMD ADVANCED MICRO DEVICES INC Technology 590.0 $343K 0.27% NEW $580.91 -16.6%
66 XLV SELECT SECTOR SPDR TR 2,118.0 $336K 0.26% $158.66 +7.0%
67 T AT&T INC Communication Services 15,845.0 $328K 0.26% -85.0 -0.5% $20.70 +20.3%
68 HD HOME DEPOT INC Consumer Cyclical 909.0 $321K 0.25% $352.68 -4.3%
69 CAT CATERPILLAR INC Industrials 300.0 $319K 0.25% -15.0 -4.8% $1064.90 -21.0%
70 JNJ JOHNSON & JOHNSON Healthcare 1,254.0 $318K 0.25% $253.88 +6.8%
71 GPC GENUINE PARTS CO Consumer Cyclical 2,650.0 $313K 0.24% $117.98 +11.8%
72 NEE NEXTERA ENERGY INC Utilities 3,435.0 $301K 0.24% $87.77 -1.8%
73 MO ALTRIA GROUP INC Consumer Defensive 4,104.0 $295K 0.23% $71.95 -9.4%
74 PG PROCTER & GAMBLE CO Consumer Defensive 1,967.0 $288K 0.23% $146.64 -2.2%
75 ABT ABBOTT LABORATORIES Healthcare 3,062.0 $278K 0.22% $90.73 +24.2%
76 IGSB ISHARES TR 5,202.0 $273K 0.21% $52.41 -0.5%
77 MRK MERCK & CO INC Healthcare 1,981.0 $255K 0.20% -172.0 -8.0% $128.50 +5.2%
78 EQR EQUITY RESIDENTIAL Real Estate 3,682.0 $250K 0.20% $67.93 -6.3%
79 VO VANGUARD INDEX FDS 3,088.0 $249K 0.20% +2K +300.0% $80.57 +3.2%
80 DTM DT MIDSTREAM INC Energy 1,632.0 $239K 0.19% $146.74 -7.5%
Page 4 of 5  ·  95 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

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%