C2C Wealth Management, LLC

CIK 0001868903 · Q2 2026

13F Equity AUM

$127.6M

+8.0% QoQ

Positions

+3 QoQ

AUM Rank

#9,771

Top 78%

Skill Alpha (FF)

+1.8%/yr^ns

No Clear Edge

Rank #1,455 · Top 18%

vs S&P +2.8%/yr (unadj.)

Quarters Tracked

~4 years

Portfolio Concentration

Top 5: 33.0%Top 10: 51.6%Top 20: 68.2%

IVV8.0%

XLK7.3%

AAPL7.1%

UTF6.0%

CHV4.6%

MSFT4.6%

IWM4.4%

IBM4.1%

IJH2.8%

XETYX2.6%

Others (85)48.4%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services56.4%

Technology19.5%

Energy9.7%

Healthcare3.7%

Consumer Defensive2.1%

Communication Services2.0%

Other6.6%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 95Median: 0.42%Avg: 1.05%

0–0.5%

50(12.4%)

0.5–1%

21(15.3%)

1–3%

16(26.2%)

3–5%

4(17.8%)

5%+

4(28.4%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 0Unique: 95vs 20 funds

0%Low

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

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Position Changes This Quarter

New7Increased17Decreased24Exited4

New Positions

SHLD0.3%

+19K

AMD0.3%

+590

ETN0.2%

+527

XLI0.2%

+1K

JPM0.2%

+622

FTCS0.1%

+16K

AIID0.0%

+10K

Increased

SONM0.1%

+16K(+78%)

INVN0.0%

+5K(+50%)

NVDA1.9%

+4K(+57%)

INCM0.3%

+4K(+29%)

XLK7.3%

+3K(+6%)

VO0.2%

+2K(+300%)

WFC0.9%

+1K(+8%)

IVV8.0%

+557(+4%)

HYLB1.1%

+325(+1%)

NDQ0.9%

+70(+5%)

Decreased

AAPL7.1%

-7,823(-20%)

ET0.3%

-2,304(-10%)

IJH2.8%

-2,259(-5%)

IWM4.4%

-1,541(-8%)

VEA2.5%

-1,000(-2%)

IJK1.7%

-894(-5%)

IJJ1.5%

-866(-6%)

UTF6.0%

-750(-0%)

VWO1.4%

-700(-2%)

MSFT4.6%

-696(-4%)

Exited

-1,715

-20,898

-3,118

-2,526

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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