C2C Wealth Management, LLC ETF holdings
Scottsdale, AZ
Reported $54.6M in 27 ETFs in its Form 13F for June 30, 2026.
ETF value
$54.6M
ETFs held
27
Change from prior quarter
+15.8%
With price moves
ETFs as a share of its 13F
42.8%
of $127.6M
Top 10 of 27 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| IVV | iShares Core S&P 500 ETF | $10.2M | 13,614 | +557 shares |
| XLK | State Street Technology Select Sector SPDR ETF | $9.4M | 49,254 | +2,857 shares |
| IWM | iShares Russell 2000 ETF | $5.6M | 18,705 | −1,541 shares |
| IJH | iShares Core S&P Mid-Cap ETF | $3.6M | 46,623 | −2,259 shares |
| VEA | Vanguard FTSE Developed Markets ETF | $3.1M | 43,861 | −1,000 shares |
| AGG | iShares Core U.S. Aggregate Bond ETF | $2.3M | 22,791 | −464 shares |
| IJK | iShares S&P Mid-Cap 400 Growth ETF | $2.2M | 18,561 | −894 shares |
| IJJ | iShares S&P Mid-Cap 400 Value ETF | $1.9M | 13,108 | −866 shares |
| VWO | Vanguard FTSE Emerging Markets ETF | $1.8M | 30,177 | −700 shares |
| GSLC | Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF | $1.7M | 12,080 | −300 shares |
17 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001868903. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does C2C Wealth Management, LLC own?
C2C Wealth Management, LLC reported 27 ETF positions worth $54.6M in its Form 13F for June 30, 2026. The largest was IVV, at $10.2M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.