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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 1 of 7  ·  126 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 QUAL ISHARES TR 985,890.0 $189.1M 7.92% -38K -3.7% $191.81 +12.5%
2 IJH ISHARES TR 1,442,514.0 $97.4M 4.08% -398K -21.6% $67.53 +10.5%
3 IJR ISHARES TR 506,188.0 $62.9M 2.64% -38K -6.9% $124.31 +12.3%
4 VO VANGUARD INDEX FDS 192,964.0 $55.4M 2.32% -19K -9.1% $287.18 -72.6%
5 IVW ISHARES TR 353,931.0 $40.0M 1.68% -31K -8.1% $113.11 +22.3%
6 VB VANGUARD INDEX FDS 142,250.0 $37.3M 1.56% -8K -5.0% $261.92 +11.8%
7 VTI VANGUARD INDEX FDS 114,883.0 $36.9M 1.54% -2K -1.6% $320.81 +15.1%
8 VXUS VANGUARD STAR FDS 430,220.0 $33.2M 1.39% -20K -4.5% $77.11 +11.7%
9 RTX RTX CORPORATION Industrials 154,643.0 $29.8M 1.25% -6K -3.6% $192.90 -7.2%
10 VOOG VANGUARD ADMIRAL FDS INC 61,170.0 $24.9M 1.04% -481.0 -0.8% $407.69 -79.6%
11 ICF ISHARES TR 308,896.0 $19.1M 0.80% -87K -21.9% $61.89 +10.8%
12 MSFT MICROSOFT CORP Technology 50,554.0 $18.7M 0.78% -351.0 -0.7% $370.17 +12.4%
13 VMBS VANGUARD SCOTTSDALE FDS 359,997.0 $16.9M 0.71% -35K -8.8% $46.95 -0.5%
14 NVDA NVIDIA CORPORATION Technology 89,297.0 $15.6M 0.65% -778.0 -0.9% $174.40 +23.2%
15 GOOG ALPHABET INC Communication Services 38,533.0 $11.1M 0.46% -1K -3.4% $286.86 +34.2%
16 GOOGL ALPHABET INC Communication Services 33,363.0 $9.6M 0.40% -2K -5.6% $287.56 +35.3%
17 VOT VANGUARD INDEX FDS 36,476.0 $9.4M 0.39% -2K -5.1% $257.35 +14.3%
18 RSP INVESCO EXCHANGE TRADED FD T 46,289.0 $8.9M 0.37% -2K -4.6% $191.92 +8.2%
19 MUB ISHARES TR 80,571.0 $8.6M 0.36% -28K -25.5% $106.15 +0.5%
20 BERKSHIRE HATHAWAY INC DEL 17,442.0 $8.4M 0.35% -692.0 -3.8% $479.20
Page 1 of 7  ·  126 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%