CIK 1689829
Connecticut Wealth Management, LLC
Institutional 13F holdings & portfolio
Holdings
316
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
2
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 316
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| IEFA | ISHARES TR | 2.3M | $1M+ | SH |
| SPYV | SPDR SERIES TRUST | 3.7M | $1M+ | SH |
| SPYG | SPDR SERIES TRUST | 1.9M | $1M+ | SH |
| QUAL | ISHARES TR | 1.0M | $1M+ | SH |
| IJH | ISHARES TR | 1.8M | $1M+ | SH |
| VEA | VANGUARD TAX-MANAGED FDS | 1.2M | $1M+ | SH |
| IJR | ISHARES TR | 544K | $1M+ | SH |
| VO | VANGUARD INDEX FDS | 212K | $1M+ | SH |
| VUG | VANGUARD INDEX FDS | 123K | $1M+ | SH |
| IEMG | ISHARES INC | 752K | $1M+ | SH |
| IVW | ISHARES TR | 385K | $1M+ | SH |
| VIG | VANGUARD SPECIALIZED FUNDS | 190K | $1M+ | SH |
| VTI | VANGUARD INDEX FDS | 117K | $1M+ | SH |
| VB | VANGUARD INDEX FDS | 150K | $1M+ | SH |
| QQQ | INVESCO QQQ TR | 58K | $1M+ | SH |
| VXUS | VANGUARD STAR FDS | 450K | $1M+ | SH |
| AAPL | APPLE INC | 116K | $1M+ | SH |
| IBTG | ISHARES TR | 1.3M | $1M+ | SH |
| RTX | RTX CORPORATION | 160K | $1M+ | SH |
| VOOG | VANGUARD ADMIRAL FDS INC | 62K | $1M+ | SH |
| SPY | SPDR S&P 500 ETF TR | 39K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 51K | $1M+ | SH |
| ICF | ISHARES TR | 396K | $1M+ | SH |
| DTD | WISDOMTREE TR | 269K | $1M+ | SH |
| VMBS | VANGUARD SCOTTSDALE FDS | 395K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 90K | $1M+ | SH |
| IWP | ISHARES TR | 101K | $1M+ | SH |
| VOO | VANGUARD INDEX FDS | 22K | $1M+ | SH |
| IWF | ISHARES TR | 29K | $1M+ | SH |
| GOOG | ALPHABET INC | 40K | $1M+ | SH |
| MUB | ISHARES TR | 108K | $1M+ | SH |
| IVV | ISHARES TR | 17K | $1M+ | SH |
| GOOGL | ALPHABET INC | 35K | $1M+ | SH |
| VOT | VANGUARD INDEX FDS | 38K | $1M+ | SH |
| VTV | VANGUARD INDEX FDS | 52K | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO. | 29K | $1M+ | SH |
| RSP | INVESCO EXCHANGE TRADED FD | 49K | $1M+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 18K | $1M+ | SH |
| OTIS | OTIS WORLDWIDE CORP | 104K | $1M+ | SH |
| AMZN | AMAZON COM INC | 38K | $1M+ | SH |
| MCO | MOODYS CORP | 17K | $1M+ | SH |
| VOOV | VANGUARD ADMIRAL FDS INC | 41K | $1M+ | SH |
| VNQ | VANGUARD INDEX FDS | 94K | $1M+ | SH |
| DGRO | ISHARES TR | 101K | $1M+ | SH |
| AVGO | BROADCOM INC | 20K | $1M+ | SH |
| V | VISA INC | 19K | $1M+ | SH |
| COST | COSTCO WHSL CORP NEW | 8K | $1M+ | SH |
| EFA | ISHARES TR | 62K | $1M+ | SH |
| CARR | CARRIER GLOBAL CORPORATION | 112K | $1M+ | SH |
| BOND | PIMCO ETF TR | 61K | $1M+ | SH |