Connecticut Wealth Management, LLC
All holdings · as of Dec 31, 2025
| 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% |
| NVIDIA Corp | $16.80M | 0.7% |
| ISHARES TR | $13.80M | 0.6% |
| VANGUARD INDEX FDS | $13.51M | 0.6% |
| ISHARES TR | $13.50M | 0.6% |
| Alphabet Inc. | $12.51M | 0.5% |
| ISHARES TR | $11.58M | 0.5% |
| ISHARES TR | $11.45M | 0.5% |
| Alphabet Inc. | $11.06M | 0.5% |
| VANGUARD INDEX FDS | $10.73M | 0.5% |
| VANGUARD INDEX FDS | $9.89M | 0.4% |
| JPMORGAN CHASE & CO | $9.33M | 0.4% |
| INVESCO EXCHANGE TRADED FD | $9.30M | 0.4% |
| Warren E. Buffett | $9.12M | 0.4% |
| Otis Worldwide Corp | $9.04M | 0.4% |
| Amazon.com Inc | $8.72M | 0.4% |
| Moody's Corp | $8.59M | 0.4% |
| VANGUARD ADMIRAL FDS INC | $8.42M | 0.4% |
| VANGUARD INDEX FDS | $8.28M | 0.4% |
| ISHARES TR | $7.02M | 0.3% |
| Broadcom Inc. | $6.98M | 0.3% |
| Visa Inc | $6.81M | 0.3% |
| COSTCO WHOLESALE CORP /NEW | $6.71M | 0.3% |
| ISHARES TR | $5.99M | 0.3% |
| CARRIER GLOBAL Corp | $5.92M | 0.3% |
| PIMCO ETF TR | $5.68M | 0.2% |