Connecticut Wealth Management, LLC

Est. AUM

$2.32B

13F long equity, this entity only

Positions

323

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	SPDR SERIES TRUST	STATE STREET SPD	$243.0M	4294646	10.49%	SOLE
2	ISHARES TR	CORE MSCI EAFE	$232.8M	2571288	10.05%	SOLE
3	SPDR SERIES TRUST	STATE STREET SPD	$206.8M	2112143	8.93%	SOLE
4	ISHARES TR	MSCI USA QLT FCT	$189.1M	985890	8.16%	SOLE
5	ISHARES INC	CORE MSCI EMKT	$142.4M	2042072	6.15%	SOLE
6	ISHARES TR	CORE S&P MCP ETF	$97.4M	1442514	4.21%	SOLE
7	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$76.0M	1185979	3.28%	SOLE
8	ISHARES TR	CORE S&P SCP ETF	$62.9M	506188	2.72%	SOLE
9	VANGUARD INDEX FDS	MID CAP ETF	$55.4M	192964	2.39%	SOLE
10	VANGUARD INDEX FDS	GROWTH ETF	$54.9M	125802	2.37%	SOLE
11	VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$40.8M	189726	1.76%	SOLE
12	ISHARES TR	S&P 500 GRWT ETF	$40.0M	353931	1.73%	SOLE
13	VANGUARD INDEX FDS	SMALL CP ETF	$37.3M	142250	1.61%	SOLE
14	VANGUARD INDEX FDS	TOTAL STK MKT	$36.9M	114883	1.59%	SOLE
15	INVESCO QQQ TR	UNIT SER 1	$34.0M	58863	1.47%	SOLE
16	VANGUARD STAR FDS	VG TL INTL STK F	$33.2M	430220	1.43%	SOLE
17	RTX CORPORATION	COM	$29.8M	154643	1.29%	SOLE
18	APPLE INC	COM	$29.4M	115990	1.27%	SOLE
19	STATE STR SPDR S&P 500 ETF T	TR UNIT	$27.3M	41980	1.18%	SOLE
20	VANGUARD ADMIRAL FDS INC	500 GRTH IDX F	$24.9M	61170	1.08%	SOLE
21	WISDOMTREE TR	US TOTAL DIVIDND	$23.2M	268910	1.00%	SOLE
22	ISHARES TR	SELECT US REIT	$19.1M	308896	0.83%	SOLE
23	MICROSOFT CORP	COM	$18.7M	50554	0.81%	SOLE
24	VANGUARD SCOTTSDALE FDS	MTG-BKD SECS ETF	$16.9M	359997	0.73%	SOLE
25	NVIDIA CORPORATION	COM	$15.6M	89297	0.67%	SOLE
26	VANGUARD INDEX FDS	S&P 500 ETF SHS	$13.8M	23020	0.59%	SOLE
27	ISHARES TR	RUS MD CP GR ETF	$12.9M	100899	0.56%	SOLE
28	ISHARES TR	RUS 1000 GRW ETF	$12.4M	29078	0.54%	SOLE
29	ALPHABET INC	CAP STK CL C	$11.1M	38533	0.48%	SOLE
30	ISHARES TR	CORE S&P500 ETF	$11.0M	16812	0.47%	SOLE
31	VANGUARD INDEX FDS	VALUE ETF	$10.4M	52877	0.45%	SOLE
32	ALPHABET INC	CAP STK CL A	$9.6M	33363	0.41%	SOLE
33	VANGUARD INDEX FDS	MCAP GR IDXVIP	$9.4M	36476	0.41%	SOLE
34	INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$8.9M	46289	0.38%	SOLE
35	ISHARES TR	NATIONAL MUN ETF	$8.6M	80571	0.37%	SOLE
36	VANGUARD ADMIRAL FDS INC	500 VAL IDX FD	$8.4M	41093	0.36%	SOLE
37	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$8.4M	17442	0.36%	SOLE
38	JPMORGAN CHASE & CO	COM	$8.0M	27284	0.35%	SOLE
39	AMAZON COM INC	COM	$7.7M	36859	0.33%	SOLE
40	VANGUARD INDEX FDS	REAL ESTATE ETF	$7.7M	86251	0.33%	SOLE
41	COSTCO WHOLESALE CORPORATION	COM	$7.6M	7586	0.33%	SOLE
42	OTIS WORLDWIDE CORP	COM	$7.5M	97611	0.32%	SOLE
43	ISHARES TR	CORE DIV GRWTH	$7.1M	101100	0.31%	SOLE
44	BROADCOM INC	COM	$6.5M	21109	0.28%	SOLE
45	ISHARES TR	MSCI EAFE ETF	$6.4M	66185	0.28%	SOLE
46	CARRIER GLOBAL CORPORATION	COM	$6.1M	108353	0.26%	SOLE
47	VISA INC	COM CL A	$5.8M	19346	0.25%	SOLE
48	ARCH CAP GROUP LTD	ORD	$5.5M	57366	0.24%	SOLE
49	VANGUARD WORLD FD	INF TECH ETF	$5.4M	7759	0.23%	SOLE
50	MOODYS CORP	COM	$5.2M	11947	0.23%	SOLE

1–50 of 323

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.