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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 4 of 7  ·  126 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 TOTL SSGA ACTIVE ETF TR 38,679.0 $1.5M 0.06% -502.0 -1.3% $39.73 -0.8%
62 VEU VANGUARD INTL EQUITY INDEX F 20,432.0 $1.5M 0.06% -398.0 -1.9% $75.10 +12.0%
63 VPU VANGUARD WORLD FD 7,717.0 $1.5M 0.06% -3K -29.4% $198.14 -0.8%
64 IWO ISHARES TR 4,862.0 $1.5M 0.06% -426.0 -8.1% $313.84 +21.0%
65 MCD MCDONALDS CORP Consumer Cyclical 4,878.0 $1.5M 0.06% -426.0 -8.0% $310.79 -10.1%
66 CVX CHEVRON CORPORATION Energy 7,228.0 $1.5M 0.06% -483.0 -6.3% $206.90 -10.7%
67 BAC BANK AMERICA CORP Financial Services 30,281.0 $1.5M 0.06% -269.0 -0.9% $48.75 +7.1%
68 DHR DANAHER CORP DEL Healthcare 7,031.0 $1.3M 0.06% -775.0 -9.9% $189.60 -8.9%
69 BX BLACKSTONE INC Financial Services 11,069.0 $1.3M 0.05% -568.0 -4.9% $114.99 +2.7%
70 FAST FASTENAL CO Industrials 25,807.0 $1.2M 0.05% -411.0 -1.6% $46.40 -4.2%
71 ITW ILLINOIS TOOL WKS INC Industrials 4,540.0 $1.2M 0.05% -645.0 -12.4% $260.29 -3.8%
72 CSCO CISCO SYS INC Technology 14,857.0 $1.2M 0.05% -2K -10.9% $77.59 +52.5%
73 ACN ACCENTURE PLC IRELAND Technology 5,385.0 $1.1M 0.04% -927.0 -14.7% $198.30 -10.7%
74 CB CHUBB LTD SWITZ Financial Services 3,223.0 $1.1M 0.04% -411.0 -11.3% $325.97 -0.2%
75 AGG ISHARES TR 10,019.0 $995K 0.04% -968.0 -8.8% $99.27 -0.6%
76 DON WISDOMTREE TR 18,706.0 $983K 0.04% -4K -16.1% $52.54 +5.7%
77 ABT ABBOTT LABORATORIES Healthcare 9,374.0 $962K 0.04% -709.0 -7.0% $102.67 -15.6%
78 NFLX NETFLIX INC. Communication Services 9,530.0 $916K 0.04% -50.0 -0.5% $96.15 -8.8%
79 IVE ISHARES TR 4,284.0 $905K 0.04% -231.0 -5.1% $211.15 +7.9%
80 VOE VANGUARD INDEX FDS 4,791.0 $883K 0.04% -73.0 -1.5% $184.28 +5.9%
Page 4 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%