Institutions / Connecticut Wealth Management, LLC
Connecticut Wealth Management, LLC
CIK 1689829 · Institution · as of Dec 31, 2025
Portfolio value
$2.30B
Positions
316
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 316 →
| Company | Value | % of portfolio |
|---|---|---|
| iShares Tr | $209.00M | 9.1% |
| SPDR Series Trust | $207.60M | 9.0% |
| SPDR Series Trust | $207.22M | 9.0% |
| iShares MSCI UAE ETF | $203.34M | 8.8% |
| iShares Tr | $121.48M | 5.3% |
| Vanguard Tax-Managed Fds | $73.76M | 3.2% |
| iShares Tr | $65.34M | 2.8% |
| Vanguard Index Fds | $61.58M | 2.7% |
| Vanguard Index Fds | $60.14M | 2.6% |
| iShares Inc | $50.54M | 2.2% |
| iShares Tr | $47.48M | 2.1% |
| Vanguard Specialized Funds | $41.77M | 1.8% |
| Vanguard Index Fds | $39.15M | 1.7% |
| Vanguard Index Fds | $38.64M | 1.7% |
| Invesco Qqq Tr | $35.53M | 1.5% |
| Vanguard Star Fds | $33.98M | 1.5% |
| Apple Inc. | $31.43M | 1.4% |
| iShares Tr | $30.37M | 1.3% |
| RTX Corp | $29.41M | 1.3% |
| Vanguard Admiral Fds Inc | $27.41M | 1.2% |
| SPDR S&P 500 ETF Tr | $26.60M | 1.2% |
| Microsoft Corp | $24.62M | 1.1% |
| iShares Tr | $23.61M | 1.0% |
| WisdomTree Tr | $22.83M | 1.0% |
| Vanguard Scottsdale Fds | $18.59M | 0.8% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.