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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 17 of 17  ·  327 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 IDXX IDEXX LABS INC Healthcare 374.0 $210K 0.01% $561.89 -0.8%
322 DFAX DIMENSIONAL ETF TRUST 6,103.0 $207K 0.01% NEW $33.97 +11.5%
323 MO ALTRIA GROUP INC Consumer Defensive 3,091.0 $204K 0.01% NEW $65.99 +9.7%
324 QUIK QUICKLOGIC CORP Technology 21,534.0 $202K 0.01% -11K -33.1% $9.38 +142.5%
325 MGK VANGUARD WORLD FD 546.0 $201K 0.01% NEW $367.44 -75.6%
326 SDGR SCHRODINGER INC Healthcare 11,576.0 $132K 0.01% $11.36 +15.8%
327 TLSI TRISALUS LIFE SCIENCES INC Healthcare 22,303.0 $89K 0.00% $4.00 -19.5%
Page 17 of 17  ·  327 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%