C2C Wealth Management, LLC
RIA/Wealth
C2C Wealth Management, LLC is a RIA/Wealth based in Scottsdale, AZ led by Kevin James Groman, reporting $165.3M in AUM as of Q3 2025 with 41% ETF concentration and 54% concentrated in top 10 holdings.
CCOKevin James Groman
- Portfolio Value
- $116.5M
- Positions
- 84
- Top Holding
- AAPL at 8.52%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in C2C Wealth Management, LLC's portfolio (53.9% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Consumer Electronics Technology | $9.9M | 8.52% | — | 0.00% 39.0K shares | |
ETF ETF | $8.6M | 7.35% | +$8.7K Bought | — 12.8K shares | |
Software - Infrastructure Technology | $8.4M | 7.20% | — | 0.00% 16.2K shares | |
ETF ETF | $6.4M | 5.49% | -$15.5K Sold | — 22.7K shares | |
Unknown Unknown | $6.4M | 5.46% | +$96.7K Bought | — 256.5K shares | |
Oil & Gas Integrated Energy | $5.6M | 4.78% | -$190.2K Sold | 0.00% 35.9K shares | |
ETF ETF | $5.4M | 4.65% | -$9.7K Sold | — 22.4K shares | |
Information Technology Services Technology | $5.1M | 4.37% | — | 0.00% 18.0K shares | |
Unknown Unknown | $3.7M | 3.19% | -$71.6K Sold | — 233.6K shares | |
ETF ETF | $3.3M | 2.85% | -$7.7K Sold | — 50.8K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in C2C Wealth Management, LLC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
+11.64% | |
+9.02% | |
+6.83% | |
+6.82% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
-31.19% | |
-13.35% | |
-12.93% | |
-11.11% |
Analytics
Portfolio insights and performance metrics for C2C Wealth Management, LLC
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