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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 4 of 17  ·  340 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 HD HOME DEPOT INC Consumer Cyclical 13,413.0 $4.7M 0.17% -607.0 -4.3% $352.69 -4.9%
62 LLY ELI LILLY & CO Healthcare 3,931.0 $4.7M 0.17% -87.0 -2.2% $1199.58 -0.5%
63 REGL PROSHARES TR 51,391.0 $4.7M 0.17% -9K -14.7% $91.57 +3.2%
64 IYW ISHARES TR 17,688.0 $4.5M 0.17% -699.0 -3.8% $252.24 -2.2%
65 AIG AMERICAN INTL GROUP INC Financial Services 58,200.0 $4.3M 0.16% $74.53 +3.4%
66 IWB ISHARES TR 10,543.0 $4.3M 0.16% $409.50 +2.5%
67 IWS ISHARES TR 26,054.0 $4.3M 0.16% $164.60 +4.6%
68 IOO ISHARES TR 31,091.0 $4.2M 0.16% -982.0 -3.1% $136.60 +4.8%
69 JNJ JOHNSON & JOHNSON Healthcare 16,532.0 $4.2M 0.15% +132.0 +0.8% $253.96 +6.3%
70 VCSH VANGUARD SCOTTSDALE FDS 52,253.0 $4.1M 0.15% -1K -2.1% $79.03 -0.4%
71 HDV ISHARES TR 148,025.0 $4.1M 0.15% +118K +400.0% $27.41 +8.6%
72 VWO VANGUARD INTL EQUITY INDEX F 67,746.0 $4.0M 0.15% -676.0 -1.0% $59.69 +1.7%
73 IBM INTERNATIONAL BUSINESS MACHS Technology 14,288.0 $4.0M 0.15% -171.0 -1.2% $281.21 -18.2%
74 VBK VANGUARD INDEX FDS 10,434.0 $3.8M 0.14% -175.0 -1.6% $365.70 -2.6%
75 XLV SELECT SECTOR SPDR TR 23,669.0 $3.8M 0.14% +802.0 +3.5% $158.66 +9.5%
76 BSV VANGUARD BD INDEX FDS 46,542.0 $3.6M 0.13% -3K -5.1% $77.91 -0.3%
77 PAVE GLOBAL X FDS 61,318.0 $3.6M 0.13% -3K -5.3% $58.92 -4.7%
78 VYM VANGUARD WHITEHALL FDS 21,440.0 $3.4M 0.12% $158.03 +4.4%
79 SPYM SPDR SERIES TRUST 38,552.0 $3.4M 0.12% -1K -2.9% $87.88 +2.6%
80 SDY SPDR SERIES TRUST 22,103.0 $3.4M 0.12% $152.18 +4.2%
Page 4 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%