13F Filings History of C2C Wealth Management, LLC

Latest 13F report
Q4 2025 - 21 Jan 2026
Value $
$118,619,295
Signature - Title
Kevin Groman - Chief Compliance Officer
Location
Scottsdale, AZ
Summary
This page shows a list of all the recent 13F filings made by C2C Wealth Management, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. C2C Wealth Management, LLC reported 87 stock holdings with total value $118,619,295 as of Q4 2025. Top holdings included AAPL, IVV, MSFT, XLK, and UTF.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 87 $118,619,295 +$7,064,477 -$1,326,639 +$5,737,838 AAPL, IVV, MSFT, XLK, UTF 13F-HR 21 Jan 2026, 14:24
Q3 2025 84 $116,495,356 +$1,065,271 -$888,200 +$177,071 AAPL, IVV, MSFT, XLK, UTF 13F-HR 12 Nov 2025, 08:40
Q2 2025 82 $110,417,679 +$969,178 -$3,201,004 -$2,231,826 MSFT, AAPL, IVV, UTF, XLK 13F-HR 17 Jul 2025, 17:09
Q1 2025 87 $106,494,330 +$1,158,114 -$1,935,816 -$777,702 AAPL, IVV, CVX, UTF, MSFT 13F-HR 23 Apr 2025, 09:26
Q4 2024 87 $107,915,953 +$1,014,496 -$2,146,945 -$1,132,449 AAPL, IVV, MSFT, UTF, CVX 13F-HR 12 Feb 2025, 11:56
Q3 2024 87 $107,388,381 +$2,695,189 -$1,866,292 +$828,897 AAPL, IVV, MSFT, UTF, CVX 13F-HR 14 Nov 2024, 11:43
Q2 2024 81 $102,242,903 +$868,572 -$1,354,967 -$486,395 AAPL, MSFT, IVV, CVX, UTF 13F-HR 13 Aug 2024, 16:42
Q1 2024 85 $100,811,673 +$3,466,372 -$23,888,846 -$20,422,474 AAPL, MSFT, IVV, CVX, UTF 13F-HR 29 Apr 2024, 12:32
Q4 2023 104 $117,676,117 +$1,390,294 -$600,287,879 -$598,897,585 AAPL, MSFT, CVX, IVV, UTF 13F-HR 13 Feb 2024, 14:00
Q3 2023 231 $703,520,655 +$11,555,742 -$13,108,238 -$1,552,496 KLAC, AAPL, SO, MSFT, CVX 13F-HR 10 Oct 2023, 20:59
Q2 2023 247 $755,941,780 +$19,278,784 -$10,326,408 +$8,952,376 KLAC, AAPL, SO, MSFT, SPY 13F-HR 20 Jul 2023, 10:21
Q1 2023 237 $619,037,053 +$70,634,863 -$3,950,413 +$66,684,450 KLAC, AAPL, SO, MSFT, CVX 13F-HR 15 May 2023, 13:47
Q4 2022 173 $574,615,218 +$4,276,215 -$19,000,453 -$14,724,238 KLAC, SO, AAPL, CVX, MSFT 13F-HR 07 Feb 2023, 20:41
Q3 2022 172 $511,460,000 +$2,732,162 -$10,643,054 -$7,910,892 KLAC, AAPL, SO, CVX, MSFT 13F-HR 11 Oct 2022, 19:48
Q2 2022 186 $543,788,000 +$6,584,013 -$16,726,941 -$10,142,928 KLAC, SO, AAPL, MSFT, CVX 13F-HR 21 Jul 2022, 20:38
Q1 2022 205 $586,859,000 +$6,555,389 -$30,511,095 -$23,955,706 KLAC, AAPL, SO, MSFT, CVX 13F-HR 29 Apr 2022, 08:03
Q4 2021 222 $696,121,000 $0 $0 $0 KLAC, AAPL, SO, MSFT, SPY 13F-HR 23 Feb 2022, 09:13