C2C Wealth Management, LLC
C2C Wealth Management, LLC reported 95 holdings worth US$128M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 9, 2026
C2C Wealth Management, LLC reported 95 holdings worth US$128M as of Jun 30, 2026. Largest: Apple Inc, Chevron Corporation and Microsoft Corp. Filed Jul 9, 2026 (Form 13F).
- Holdings
- 95
- Value as reported
- US$128M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Apple Inc | 31,345 | US$9.07M | 7.1% |
| Chevron Corporation | 35,616 | US$5.9M | 4.6% |
| Microsoft Corp. | 15,788 | US$5.89M | 4.6% |
| International Business Machines Corporation | 18,721 | US$5.26M | 4.1% |
| Enterprise Products Partners L.p. | 66,146 | US$2.43M | 1.9% |
| Nvidia Corporation | 11,807 | US$2.36M | 1.9% |
| Philip Morris International Inc | 10,258 | US$1.86M | 1.5% |
| Stryker Corporation | 4,000 | US$1.26M | 0.99% |
| Mplx Lp | 22,321 | US$1.26M | 0.99% |
| Wells Fargo & Company | 14,293 | US$1.18M | 0.93% |
| Ares Capital Corporation | 55,850 | US$1.03M | 0.81% |
| Abbvie Inc. | 4,056 | US$1.02M | 0.80% |
| Eli Lilly And Company | 790 | US$948K | 0.74% |
| Amazon.com, Inc. | 3,842 | US$916K | 0.72% |
| Bank Of America Corporation | 15,674 | US$893K | 0.70% |
| Exxon Mobil Corporation | 6,374 | US$871K | 0.68% |
| Omega Healthcare Investors, Inc. | 17,310 | US$825K | 0.65% |
| W. P. Carey Inc. Reit | 9,589 | US$686K | 0.54% |
| Oneok, Inc. | 7,792 | US$677K | 0.53% |
| Meta Platforms, Inc. | 1,165 | US$656K | 0.51% |
| Cisco Systems, Inc. | 5,569 | US$654K | 0.51% |
| Verizon Communications Inc. | 15,225 | US$645K | 0.51% |
| Berkshire Hathaway Inc. | 1,170 | US$585K | 0.46% |
| Alphabet Inc (google) Class C | 1,502 | US$537K | 0.42% |
| Targa Resources, Inc. | 1,984 | US$532K | 0.42% |
| Walmart Inc. | 4,500 | US$510K | 0.40% |
| Visa Inc. | 1,402 | US$481K | 0.38% |
| Boeing Company (the) | 2,100 | US$455K | 0.36% |
| Welltower Inc. | 2,000 | US$454K | 0.36% |
| Amgen Inc. | 1,245 | US$451K | 0.35% |
| Marsh | 2,580 | US$430K | 0.34% |
| Dte Energy Company | 2,751 | US$419K | 0.33% |
| Newjersey Resources Corporation | 7,424 | US$416K | 0.33% |
| Energy Transfer Lp | 21,493 | US$411K | 0.32% |
| Target Corporation | 3,050 | US$398K | 0.31% |
| Costco Wholesale Corporation | 390 | US$365K | 0.29% |
| Colgate-palmolive Company | 3,840 | US$352K | 0.28% |
| Advanced Micro Devices Inc | 590 | US$343K | 0.27% |
| At&t Inc. | 15,845 | US$328K | 0.26% |
| Home Depot, Inc. (the) | 909 | US$321K | 0.25% |
| Caterpillar, Inc. | 300 | US$319K | 0.25% |
| Johnson & Johnson | 1,254 | US$318K | 0.25% |
| Genuine Parts Company | 2,650 | US$313K | 0.24% |
| Nextera Energy, Inc. | 3,435 | US$301K | 0.24% |
| Altria Group, Inc. | 4,104 | US$295K | 0.23% |
| Procter & Gamble Company (the) | 1,967 | US$288K | 0.23% |
| Abbott Laboratories | 3,062 | US$278K | 0.22% |
| Merck & Company, Inc. | 1,981 | US$255K | 0.20% |
| Equity Residential | 3,682 | US$250K | 0.20% |
| Dt Midstream, Inc. | 1,632 | US$239K | 0.19% |
| Walt Disney Company (the) | 2,432 | US$234K | 0.18% |
| Consolidated Edison, Inc. | 1,989 | US$220K | 0.17% |
| Coca-cola Company (the) | 2,644 | US$215K | 0.17% |
| Pepsico, Inc. | 1,548 | US$210K | 0.16% |
| Jp Morgan Chase & Co. | 622 | US$204K | 0.16% |
| Netflix, Inc. | 2,820 | US$201K | 0.16% |
| Puma Biotechnology Inc | 23,620 | US$192K | 0.15% |
| Dna X, Inc. | 35,500 | US$183K | 0.14% |
| Duos Technologies Group, Inc. | 11,000 | US$132K | 0.10% |
| Identiv, Inc. | 15,000 | US$37,800 | 0.03% |
| T Stamp Inc. | 10,000 | US$19,800 | 0.02% |
| Bio-rad Laboratories, Inc. | 0 | US$0 | 0.00% |
Source
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