# EDGAR Filing Document

**Accession Number:** 0001868903
**File Stem:** 0001951757-25-000879
**Filing Date:** 2025-7
**Character Count:** 11632
**Document Hash:** 22034085c96789f5f41b0a2eb4d98165
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001951757-25-000879.hdr.sgml**: 20250717

**ACCESSION NUMBER**: 0001951757-25-000879

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250630

**FILED AS OF DATE**: 20250717

**DATE AS OF CHANGE**: 20250717

**EFFECTIVENESS DATE**: 20250717

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** C2C Wealth Management, LLC
- **CENTRAL INDEX KEY:** 0001868903

**ORGANIZATION NAME:**
- **EIN:** 814116474
- **STATE OF INCORPORATION:** MA
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-22314
- **FILM NUMBER:** 251131438

**BUSINESS ADDRESS:**
- **STREET 1:** 32531 N SCOTTSDALE RD
- **STREET 2:** STE 105-121
- **CITY:** SCOTTSDALE
- **STATE:** AZ
- **ZIP:** 85266
- **BUSINESS PHONE:** (480) 287-2130

**MAIL ADDRESS:**
- **STREET 1:** 32531 N SCOTTSDALE RD
- **STREET 2:** STE 105-121
- **CITY:** SCOTTSDALE
- **STATE:** AZ
- **ZIP:** 85266

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 06-30-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** C2C Wealth Management LLC<br>**Address:** 32531 N SCOTTSDALE RD<br>STE 105-121<br>SCOTTSDALE, AZ 85266

**Form 13F File Number:** 028-22314

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Kevin Groman<br>**Title:** Chief Compliance Officer<br>**Phone:** 480-287-2130

**Signature, Place, and Date of Signing:**

Kevin Groman  Scottsdale, AZ  07-17-2025<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 82

**Form 13F Information Table Value Total:** $110417679

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ABBOTT LABS | COM | 002824100 |  | 402938 | 2963 | SH |  | SOLE |  | 0 | 0 | 2963 |
| ABBVIE INC | COM | 00287Y109 |  | 752132 | 4052 | SH |  | SOLE |  | 0 | 0 | 4052 |
| ALTRIA GROUP INC | COM | 02209S103 |  | 246481 | 4204 | SH |  | SOLE |  | 0 | 0 | 4204 |
| AMAZON COM INC | COM | 023135106 |  | 723329 | 3297 | SH |  | SOLE |  | 0 | 0 | 3297 |
| AMGEN INC | COM | 031162100 |  | 347616 | 1245 | SH |  | SOLE |  | 0 | 0 | 1245 |
| APPLE INC | COM | 037833100 |  | 7998764 | 38986 | SH |  | SOLE |  | 0 | 0 | 38986 |
| ARES CAPITAL CORP | COM | 04010L103 |  | 1111176 | 50600 | SH |  | SOLE |  | 0 | 0 | 50600 |
| AT INC | COM | 00206R102 |  | 457497 | 15808 | SH |  | SOLE |  | 0 | 0 | 15808 |
| BANK AMERICA CORP | COM | 060505104 |  | 755748 | 15971 | SH |  | SOLE |  | 0 | 0 | 15971 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 592639 | 1220 | SH |  | SOLE |  | 0 | 0 | 1220 |
| BIO RAD LABS INC | CL A | 090572207 |  | 413864 | 1715 | SH |  | SOLE |  | 0 | 0 | 1715 |
| BOEING CO | COM | 097023105 |  | 440013 | 2100 | SH |  | SOLE |  | 0 | 0 | 2100 |
| CHEVRON CORP NEW | COM | 166764100 |  | 5312203 | 37099 | SH |  | SOLE |  | 0 | 0 | 37099 |
| CISCO SYS INC | COM | 17275R102 |  | 365563 | 5269 | SH |  | SOLE |  | 0 | 0 | 5269 |
| COHEN  STEERS INFRASTRUCTUR | COM | 19248A109 |  | 6808378 | 252630 | SH |  | SOLE |  | 0 | 0 | 252630 |
| COLGATE PALMOLIVE CO | COM | 194162103 |  | 349056 | 3840 | SH |  | SOLE |  | 0 | 0 | 3840 |
| COSTCO WHSL CORP NEW | COM | 22160K105 |  | 325690 | 329 | SH |  | SOLE |  | 0 | 0 | 329 |
| DISNEY WALT CO | COM | 254687106 |  | 301592 | 2432 | SH |  | SOLE |  | 0 | 0 | 2432 |
| EATON VANCE TAX-MANAGED DIVE | COM | 27828N102 |  | 3683314 | 238094 | SH |  | SOLE |  | 0 | 0 | 238094 |
| ELI LILLY  CO | COM | 532457108 |  | 615829 | 790 | SH |  | SOLE |  | 0 | 0 | 790 |
| SELECT SECTOR SPDR TR | ENERGY | 81369Y506 |  | 911708 | 10750 | SH |  | SOLE |  | 0 | 0 | 10750 |
| ENERGY TRANSFER L P | COM UT LTD PTN | 29273V100 |  | 431440 | 23797 | SH |  | SOLE |  | 0 | 0 | 23797 |
| ENTERPRISE PRODS PARTNERS L | COM | 293792107 |  | 1865127 | 60146 | SH |  | SOLE |  | 0 | 0 | 60146 |
| EQUITY RESIDENTIAL | SH BEN INT | 29476L107 |  | 248498 | 3682 | SH |  | SOLE |  | 0 | 0 | 3682 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 792978 | 7356 | SH |  | SOLE |  | 0 | 0 | 7356 |
| GENUINE PARTS CO | COM | 372460105 |  | 321472 | 2650 | SH |  | SOLE |  | 0 | 0 | 2650 |
| GLOBAL X FDS | GLOBX SUPDV US | 37950E291 |  | 334020 | 19000 | SH |  | SOLE |  | 0 | 0 | 19000 |
| GOLDMAN SACHS ETF TR | ACTIVEBETA US LG | 381430503 |  | 1563374 | 12880 | SH |  | SOLE |  | 0 | 0 | 12880 |
| HOME DEPOT INC | COM | 437076102 |  | 313477 | 855 | SH |  | SOLE |  | 0 | 0 | 855 |
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 |  | 5314703 | 18029 | SH |  | SOLE |  | 0 | 0 | 18029 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 |  | 856042 | 1552 | SH |  | SOLE |  | 0 | 0 | 1552 |
| INVESCO ACTVELY MNGD ETC FD | OPTIMUM YIELD | 46090F100 |  | 190829 | 14634 | SH |  | SOLE |  | 0 | 0 | 14634 |
| ISHARES INC | CORE MSCI EMKT | 46434G103 |  | 1016608 | 16935 | SH |  | SOLE |  | 0 | 0 | 16935 |
| ISHARES TR | CORE S ETF | 464287200 |  | 7937061 | 12783 | SH |  | SOLE |  | 0 | 0 | 12783 |
| ISHARES TR | CORE S MCP ETF | 464287507 |  | 3158825 | 50932 | SH |  | SOLE |  | 0 | 0 | 50932 |
| ISHARES TR | CORE US AGGBD ET | 464287226 |  | 2315824 | 23345 | SH |  | SOLE |  | 0 | 0 | 23345 |
| ISHARES TR | MBS ETF | 464288588 |  | 274534 | 2924 | SH |  | SOLE |  | 0 | 0 | 2924 |
| ISHARES TR | MSCI USA MIN VOL | 46429B697 |  | 954189 | 10165 | SH |  | SOLE |  | 0 | 0 | 10165 |
| ISHARES TR | PFD AND INCM SEC | 464288687 |  | 232953 | 7593 | SH |  | SOLE |  | 0 | 0 | 7593 |
| ISHARES TR | RUSSELL 2000 ETF | 464287655 |  | 4836135 | 22411 | SH |  | SOLE |  | 0 | 0 | 22411 |
| ISHARES TR | S 500 GRWT ETF | 464287309 |  | 1233560 | 11204 | SH |  | SOLE |  | 0 | 0 | 11204 |
| ISHARES TR | S 500 VAL ETF | 464287408 |  | 659738 | 3376 | SH |  | SOLE |  | 0 | 0 | 3376 |
| ISHARES TR | S MC 400GR ETF | 464287606 |  | 1771836 | 19475 | SH |  | SOLE |  | 0 | 0 | 19475 |
| ISHARES TR | S MC 400VL ETF | 464287705 |  | 1726907 | 13974 | SH |  | SOLE |  | 0 | 0 | 13974 |
| ISHARES TR | ISHS 1-5YR INVS | 464288646 |  | 274458 | 5202 | SH |  | SOLE |  | 0 | 0 | 5202 |
| LINDE PLC | SHS | G54950103 |  | 383320 | 817 | SH |  | SOLE |  | 0 | 0 | 817 |
| LXP INDUSTRIAL TRUST | COM | 529043101 |  | 95205 | 11526 | SH |  | SOLE |  | 0 | 0 | 11526 |
| MARSH  MCLENNAN COS INC | COM | 571748102 |  | 564091 | 2580 | SH |  | SOLE |  | 0 | 0 | 2580 |
| META PLATFORMS INC | CL A | 30303M102 |  | 626638 | 849 | SH |  | SOLE |  | 0 | 0 | 849 |
| MICROSOFT CORP | COM | 594918104 |  | 8051708 | 16187 | SH |  | SOLE |  | 0 | 0 | 16187 |
| MPLX LP | COM UNIT REP LTD | 55336V100 |  | 1051886 | 20421 | SH |  | SOLE |  | 0 | 0 | 20421 |
| NETFLIX INC | COM | 64110L106 |  | 377635 | 282 | SH |  | SOLE |  | 0 | 0 | 282 |
| NEW JERSEY RES CORP | COM | 646025106 |  | 332744 | 7424 | SH |  | SOLE |  | 0 | 0 | 7424 |
| NOVABAY PHARMACEUTICALS INC | COM NEW | 66987P409 |  | 56840 | 98000 | SH |  | SOLE |  | 0 | 0 | 98000 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 982382 | 6218 | SH |  | SOLE |  | 0 | 0 | 6218 |
| OMEGA HEALTHCARE INVS INC | COM | 681936100 |  | 634412 | 17310 | SH |  | SOLE |  | 0 | 0 | 17310 |
| ONEOK INC NEW | COM | 682680103 |  | 636061 | 7792 | SH |  | SOLE |  | 0 | 0 | 7792 |
| PEPSICO INC | COM | 713448108 |  | 223676 | 1694 | SH |  | SOLE |  | 0 | 0 | 1694 |
| PHILIP MORRIS INTL INC | COM | 718172109 |  | 1868290 | 10258 | SH |  | SOLE |  | 0 | 0 | 10258 |
| PIMCO CORPORATE  INCOME OPP | COM | 72201B101 |  | 1142011 | 82100 | SH |  | SOLE |  | 0 | 0 | 82100 |
| PROCTER AND GAMBLE CO | COM | 742718109 |  | 313382 | 1967 | SH |  | SOLE |  | 0 | 0 | 1967 |
| PUMA BIOTECHNOLOGY INC | COM | 74587V107 |  | 70727 | 20620 | SH |  | SOLE |  | 0 | 0 | 20620 |
| SEAGATE TECHNOLOGY HLDNGS PL | ORD SHS | G7997R103 |  | 432990 | 3000 | SH |  | SOLE |  | 0 | 0 | 3000 |
| SELECT SECTOR SPDR TR | SBI HEALTHCARE | 81369Y209 |  | 285485 | 2118 | SH |  | SOLE |  | 0 | 0 | 2118 |
| SELECT SECTOR SPDR TR | FINANCIAL | 81369Y605 |  | 1262484 | 24107 | SH |  | SOLE |  | 0 | 0 | 24107 |
| SELECT SECTOR SPDR TR | SBI CONS DISCR | 81369Y407 |  | 1358964 | 6253 | SH |  | SOLE |  | 0 | 0 | 6253 |
| STRYKER CORPORATION | COM | 863667101 |  | 1582520 | 4000 | SH |  | SOLE |  | 0 | 0 | 4000 |
| TARGA RES CORP | COM | 87612G101 |  | 388547 | 2232 | SH |  | SOLE |  | 0 | 0 | 2232 |
| TARGET CORP | COM | 87612E106 |  | 300882 | 3050 | SH |  | SOLE |  | 0 | 0 | 3050 |
| SELECT SECTOR SPDR TR | TECHNOLOGY | 81369Y803 |  | 5759294 | 22743 | SH |  | SOLE |  | 0 | 0 | 22743 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 |  | 2626280 | 46067 | SH |  | SOLE |  | 0 | 0 | 46067 |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 |  | 1651667 | 33394 | SH |  | SOLE |  | 0 | 0 | 33394 |
| VANGUARD INDEX FDS | MID CAP ETF | 922908629 |  | 216029 | 772 | SH |  | SOLE |  | 0 | 0 | 772 |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 92206C409 |  | 279284 | 3513 | SH |  | SOLE |  | 0 | 0 | 3513 |
| VERIZON COMMUNICATIONS INC | COM | 92343V104 |  | 750994 | 17356 | SH |  | SOLE |  | 0 | 0 | 17356 |
| VISA INC | COM CL A | 92826C839 |  | 426060 | 1200 | SH |  | SOLE |  | 0 | 0 | 1200 |
| VOYA INFRASTRUCTURE INDLS | COM | 92912X101 |  | 224822 | 19232 | SH |  | SOLE |  | 0 | 0 | 19232 |
| WP CAREY INC | COM | 92936U109 |  | 696348 | 11163 | SH |  | SOLE |  | 0 | 0 | 11163 |
| WALMART INC | COM | 931142103 |  | 440010 | 4500 | SH |  | SOLE |  | 0 | 0 | 4500 |
| WELLS FARGO CO NEW | COM | 949746101 |  | 1062471 | 13261 | SH |  | SOLE |  | 0 | 0 | 13261 |
| WELLTOWER INC | COM | 95040Q104 |  | 307460 | 2000 | SH |  | SOLE |  | 0 | 0 | 2000 |
| DBX ETF TR | XTRACK USD HIGH | 233051432 |  | 1413962 | 38298 | SH |  | SOLE |  | 0 | 0 | 38298 |

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