Long-term investor
C2c Wealth Management, LLC @c2cwealthmanagementllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001868903).
Record
- Tracked since 2025-06-30 (445 days), 42 trades recorded
- Returns: week n/a · month n/a · 90 days +8.8% · 6 months n/a · 1 year +9.6% · all +9.6%
- Max drawdown n/a · win rate 44% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- IVV · 8.0% · long · since 2025-06-30
- XLK · 7.4% · long · since 2025-06-30
- AAPL · 7.1% · long · since 2025-06-30
- UTF · 6.0% · long · since 2025-06-30
- CVX · 4.6% · long · since 2025-06-30
- MSFT · 4.6% · long · since 2025-06-30
- IWM · 4.4% · long · since 2025-06-30
- IBM · 4.1% · long · since 2025-06-30
- IJH · 2.8% · long · since 2025-06-30
- XETYX · 2.6% · long · since 2025-06-30
- VEA · 2.4% · long · since 2025-06-30
- EPD · 1.9% · long · since 2025-06-30