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Connecticut Wealth Management, LLC 13F holdings

Filed 2026-07-29 · Connecticut Wealth Management, LLC · 340 positions · $2.7B

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TickerCompanySharesValue% of portfolio
SPYVSPDR SERIES TRUST4.7M$283.6M10.5%
IEFAISHARES TR2.7M$263.8M9.8%
SPYGSPDR SERIES TRUST2.2M$258.2M9.5%
QUALISHARES TR975.1K$214.0M7.9%
ACWIISHARES INC2.0M$169.8M6.3%
IJHISHARES TR1.3M$101.6M3.8%
VEAVANGUARD TAX-MANAGED FDS1.2M$84.4M3.1%
IJRISHARES TR478.7K$71.0M2.6%
VUGVANGUARD INDEX FDS735.4K$63.3M2.3%
VOVANGUARD INDEX FDS740.8K$59.7M2.2%
IVWISHARES TR352.0K$48.4M1.8%
VIGVANGUARD SPECIALIZED FUNDS188.5K$44.6M1.6%
IBTGISHARES TR1.9M$44.1M1.6%
QQQINVESCO QQQ TR58.1K$42.8M1.6%
VTIVANGUARD INDEX FDS114.5K$42.4M1.6%
VBVANGUARD INDEX FDS135.4K$41.1M1.5%
VXUSVANGUARD STAR FDS422.8K$36.1M1.3%
AAPLAPPLE INC112.0K$32.4M1.2%
IBTHISHARES TR1.4M$32.1M1.2%
SPYSTATE STR SPDR S&P 500 ETF T41.5K$31.0M1.1%
VOOGVANGUARD ADMIRAL FDS INC365.1K$30.2M1.1%
RTXRTX CORPORATION150.3K$28.5M1.1%
DTDWISDOMTREE TR266.7K$24.9M0.9%
ICFISHARES TR270.8K$18.3M0.7%
MSFTMICROSOFT CORP47.1K$17.6M0.6%
VMBSVANGUARD SCOTTSDALE FDS372.7K$17.4M0.6%
NVDANVIDIA CORPORATION84.1K$16.8M0.6%
VOOVANGUARD INDEX FDS23.1K$15.8M0.6%
IWPISHARES TR100.9K$14.8M0.5%
GOOGALPHABET INC37.5K$13.2M0.5%
IWFISHARES TR105.1K$13.1M0.5%
IVVISHARES TR16.7K$12.5M0.5%
VTVVANGUARD INDEX FDS53.5K$11.7M0.4%
GOOGLALPHABET INC30.6K$10.9M0.4%
VOTVANGUARD INDEX FDS32.8K$10.0M0.4%
RSPINVESCO EXCHANGE TRADED FD T44.1K$9.4M0.3%
VOOVVANGUARD ADMIRAL FDS INC41.1K$9.0M0.3%
JPMJPMORGAN CHASE & CO27.2K$8.9M0.3%
BRK-BBERKSHIRE HATHAWAY INC DEL16.9K$8.5M0.3%
MUBISHARES TR78.5K$8.4M0.3%
AMZNAMAZON COM INC34.4K$8.2M0.3%
AVGOBROADCOM INC20.7K$7.8M0.3%
VNQVANGUARD INDEX FDS81.2K$7.8M0.3%
CARRCARRIER GLOBAL CORPORATION104.8K$7.7M0.3%
DGROISHARES TR101.1K$7.7M0.3%
TERTERADYNE INC15.0K$7.3M0.3%
EFAISHARES TR65.8K$6.8M0.3%
VGTVANGUARD WORLD FD57.0K$6.8M0.3%
OTISOTIS WORLDWIDE CORP94.7K$6.8M0.3%
COSTCOSTCO WHOLESALE CORPORATION7.2K$6.7M0.2%
VVISA INC17.8K$6.1M0.2%
BONDPIMCO ETF TR61.3K$5.7M0.2%
CATCATERPILLAR INC5.2K$5.6M0.2%
—ARCH CAP GROUP LTD56.8K$5.5M0.2%
MOALTRIA GROUP INC75.8K$5.5M0.2%
GVIISHARES TR48.8K$5.2M0.2%
HEZUISHARES TR100.3K$5.0M0.2%
SHYISHARES TR59.9K$4.9M0.2%
MCOMOODYS CORP10.8K$4.9M0.2%
IWMISHARES TR16.0K$4.8M0.2%
Top Fund Holdings
13F
Top Fund Holdings

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