SEC Form 13F · Q1 2026

C2C Wealth Management, LLC

Institutional Holdings Report

13F-HRAZ
$118.2M
Portfolio Value
92
Holdings
Q1 2026
Reporting Period
Get LP Contact Details

Filing Details

Manager
C2C Wealth Management, LLC
CIK
1868903
Accession No.
0001951757-26-000648
Location
SCOTTSDALE, AZ
Form Type
13F-HR
Portfolio Value
$118.2M
Holdings Reported
92
Reporting Period
Q1 2026
Filed
April 20, 2026

About this Filing

C2C Wealth Management, LLC is an institutional investment manager based in SCOTTSDALE, AZ reporting approximately $118.2M in 13(f) securities across 92 positions as of Q1 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.