SEC Form 13F · Q3 2026

C2C Wealth Management, LLC

Institutional Holdings Report

13F-HRAZ
$128.4M
Portfolio Value
90
Holdings
Q3 2026
Reporting Period
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Filing Details

Manager
C2C Wealth Management, LLC
CIK
1868903
Accession No.
0001951757-26-001718
Location
SCOTTSDALE, AZ
Form Type
13F-HR
Portfolio Value
$128.4M
Holdings Reported
90
Reporting Period
Q3 2026
Filed
October 20, 2026

About this Filing

C2C Wealth Management, LLC is an institutional investment manager based in SCOTTSDALE, AZ reporting approximately $128.4M in 13(f) securities across 90 positions as of Q3 2026. Form 13F is filed quarterly by managers exercising investment discretion over $100 million or more in covered securities; the portfolio value above reflects long positions in exchange-traded equities and related instruments, not total assets under management. This data is sourced from the manager's SEC Form 13F-HR filing on EDGAR.