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Portfolio (Quarterly) Guide ↗

Connecticut Wealth Management, LLC

· CIK 0001689829
13F Portfolio $2.4B AUM 327 positions Filed May 1, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 29 New 87 Added 126 Reduced
Page 2 of 2  ·  29 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 TGT TARGET CORP Consumer Defensive 2,109.0 $256K 0.01% NEW — $121.20 +28.0%
22 SDOG ALPS ETF TR — 3,650.0 $237K 0.01% NEW — $65.04 +5.3%
23 FLS FLOWSERVE CORP Industrials 3,011.0 $221K 0.01% NEW — $73.51 +0.5%
24 WASH WASHINGTON TR BANCORP INC Financial Services 6,615.0 $221K 0.01% NEW — $33.46 +13.8%
25 VRSN VERISIGN INC Technology 861.0 $214K 0.01% NEW — $248.36 +11.4%
26 PFE PFIZER INC Healthcare 7,527.0 $211K 0.01% NEW — $28.08 +0.8%
27 DFAX DIMENSIONAL ETF TRUST — 6,103.0 $207K 0.01% NEW — $33.97 +9.9%
28 MO ALTRIA GROUP INC Consumer Defensive 3,091.0 $204K 0.01% NEW — $65.99 +3.8%
29 MGK VANGUARD WORLD FD — 546.0 $201K 0.01% NEW — $367.44 -74.8%
Page 2 of 2  ·  29 positions

① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 30.0%
Technology 24.0%
Industrials 19.6%
Healthcare 7.8%
Consumer Cyclical 6.0%
Consumer Defensive 4.2%
Communication Services 3.7%
Energy 2.2%
Utilities 1.6%
Basic Materials 0.7%