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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
Q1 2026 Q4 2025 · All 29 New 87 Added 126 Reduced 18 Exited
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 +3.5%
22 SDOG ALPS ETF TR 3,650.0 $237K 0.01% NEW $65.04 +4.5%
23 FLS FLOWSERVE CORP Industrials 3,011.0 $221K 0.01% NEW $73.51 -0.2%
24 WASH WASHINGTON TR BANCORP INC Financial Services 6,615.0 $221K 0.01% NEW $33.46 -4.1%
25 VRSN VERISIGN INC Technology 861.0 $214K 0.01% NEW $248.36 +23.6%
26 PFE PFIZER INC Healthcare 7,527.0 $211K 0.01% NEW $28.08 -7.9%
27 DFAX DIMENSIONAL ETF TRUST 6,103.0 $207K 0.01% NEW $33.97 +11.5%
28 MO ALTRIA GROUP INC Consumer Defensive 3,091.0 $204K 0.01% NEW $65.99 +9.7%
29 MGK VANGUARD WORLD FD 546.0 $201K 0.01% NEW $367.44 -75.6%
Page 2 of 2  ·  29 positions

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 29.2%
Technology 23.4%
Industrials 19.1%
Healthcare 7.6%
Communication Services 6.3%
Consumer Cyclical 5.8%
Consumer Defensive 4.1%
Energy 2.1%
Utilities 1.5%
Basic Materials 0.7%