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Kevin Groman

C2c Wealth Management, Llc

Assets Managed
$127.638M
Holdings
95
Last Quarter
2026 - Q2
Filed Date
2d ago
Growth Rate
7.96%(2Q avg: 3.82%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in C2c Wealth Management, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 95 positions.

Assets under management

The assets under management (AUM) of C2c Wealth Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 127.638M in assets, with a quarterly growth rate of 7.96% and a 2-quarter average growth rate of 3.82%. The portfolio is managed by Kevin Groman, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 4.27%
7.99%
$10.196M
13,614 shares@ $748.92 avg price
XLK
Technology Select Sect Spdr
Recent Activity
Increased 6.16%
7.36%
$9.384M
49,254 shares@ $190.53 avg price
AAPL
Apple Inc
Recent Activity
Decreased -19.97%
7.11%
$9.07M
31,345 shares@ $289.37 avg price
UTF
Cohen & Steers Infrastructur
Recent Activity
Decreased -0.27%
5.98%
$7.632M
276,620 shares@ $27.6 avg price
CVX
Chevron Corp
Recent Activity
Decreased -0.27%
4.63%
$5.904M
35,616 shares@ $165.76 avg price
MSFT
Microsoft Corp
Recent Activity
Decreased -4.22%
4.62%
$5.889M
15,788 shares@ $373.03 avg price
IWM
Ishares Russell 2000 Etf
Recent Activity
Decreased -7.61%
4.41%
$5.62M
18,705 shares@ $300.45 avg price
IBM
Intl Business Machines Corp
Recent Activity
Increased 0.02%
4.13%
$5.265M
18,721 shares@ $281.22 avg price
IJH
Ishares Core S&p Midcap Etf
Recent Activity
Decreased -4.62%
2.82%
$3.595M
46,623 shares@ $77.11 avg price
XETYX
Eaton Vance Tax-mgd Div Eqty
Recent Activity
2.63%
$3.346M
230,094 shares@ $14.55 avg price

1-10 of 95