SEC Form 13F · Q2 2026

C2C Wealth Management, LLC

Institutional Holdings Report

13F-HRAZ
$127.6M
Portfolio Value
95
Holdings
Q2 2026
Reporting Period
Get LP Contact Details

Filing Details

Manager
C2C Wealth Management, LLC
CIK
1868903
Accession No.
0001951757-26-000940
Location
SCOTTSDALE, AZ
Form Type
13F-HR
Portfolio Value
$127.6M
Holdings Reported
95
Reporting Period
Q2 2026
Filed
July 9, 2026

About this Filing

C2C Wealth Management, LLC is an institutional investment manager based in SCOTTSDALE, AZ reporting approximately $127.6M in 13(f) securities across 95 positions as of Q2 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.