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Portfolio (Quarterly) Guide ↗

Connecticut Wealth Management, LLC

· CIK 0001689829
13F Portfolio $2.7B AUM 340 positions Filed Jul 29, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 25 New 58 Added 157 Reduced 12 Exited
Page 17 of 17  ·  340 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 ISCG ISHARES TR 3,440.0 $225K 0.01% NEW $65.54 -1.5%
322 DFAX DIMENSIONAL ETF TRUST 6,103.0 $225K 0.01% $36.84 +4.1%
323 FLS FLOWSERVE CORP Industrials 3,011.0 $223K 0.01% $74.16 +10.8%
324 ITOT ISHARES TR 1,353.0 $222K 0.01% NEW $164.32 +2.1%
325 KLAC KLA CORP Technology 736.0 $222K 0.01% NEW $301.55 -39.6%
326 IJS ISHARES TR 1,606.0 $220K 0.01% NEW $136.68 +0.9%
327 CEG CONSTELLATION ENERGY CORP Utilities 877.0 $218K 0.01% -12.0 -1.4% $248.37 +13.6%
328 ESGV VANGUARD WORLD FD 1,604.0 $212K 0.01% NEW $132.24 +2.5%
329 IBKR INTERACTIVE BROKERS GROUP IN Financial Services 2,386.0 $208K 0.01% NEW $87.04 +11.7%
330 MGK VANGUARD WORLD FD 2,325.0 $204K 0.01% +2K +325.8% $87.91 +0.8%
331 GDV GABELLI DIVID & INCOME TR Financial Services 6,920.0 $203K 0.01% NEW $29.40 +3.7%
332 CTSH COGNIZANT TECHNOLOGY SOLUTIO Technology 5,228.0 $202K 0.01% -6K -54.2% $38.73 +58.5%
333 IYJ ISHARES TR 1,211.0 $202K 0.01% -431.0 -26.2% $166.69 -0.8%
334 AMT AMERICAN TOWER CORP Real Estate 1,231.0 $201K 0.01% -506.0 -29.1% $163.63 +8.6%
335 VEEV VEEVA SYS INC Healthcare 1,132.0 $201K 0.01% NEW $177.47 +38.9%
336 VT VANGUARD INTL EQUITY INDEX F 1,274.0 $200K 0.01% -282.0 -18.1% $156.99 +2.4%
337 SDGR SCHRODINGER INC Healthcare 11,576.0 $188K 0.01% $16.25 +19.0%
338 PDO PIMCO DYNAMIC INCOME OPRNTS Financial Services 10,176.0 $135K 0.01% NEW $13.22 -4.6%
339 DSL DOUBLELINE INCOME SOLUTIONS Financial Services 10,105.0 $112K 0.00% NEW $11.06 -3.7%
340 TLSI TRISALUS LIFE SCIENCES INC Healthcare 22,303.0 $101K 0.00% $4.55 +8.4%
Page 17 of 17  ·  340 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 31.1%
Technology 25.3%
Industrials 18.3%
Healthcare 7.3%
Consumer Cyclical 5.5%
Consumer Defensive 4.8%
Communication Services 3.6%
Energy 1.7%
Utilities 1.5%
Basic Materials 0.6%