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 51–100 of 316
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| ACGL | ARCH CAP GROUP LTD | 57K | $1M+ | SH |
| REGL | PROSHARES TR | 64K | $1M+ | SH |
| VGT | VANGUARD WORLD FD | 7K | $1M+ | SH |
| AIG | AMERICAN INTL GROUP INC | 58K | $1M+ | SH |
| HD | HOME DEPOT INC | 14K | $1M+ | SH |
| HEZU | ISHARES TR | 111K | $1M+ | SH |
| IWM | ISHARES TR | 19K | $1M+ | SH |
| IBTH | ISHARES TR | 210K | $1M+ | SH |
| GVI | ISHARES TR | 43K | $1M+ | SH |
| VCSH | VANGUARD SCOTTSDALE FDS | 57K | $1M+ | SH |
| IOO | ISHARES TR | 34K | $1M+ | SH |
| IBM | INTERNATIONAL BUSINESS | 15K | $1M+ | SH |
| LLY | ELI LILLY & CO | 4K | $1M+ | SH |
| META | META PLATFORMS INC | 6K | $1M+ | SH |
| BSV | VANGUARD BD INDEX FDS | 53K | $1M+ | SH |
| SHY | ISHARES TR | 44K | $1M+ | SH |
| IWS | ISHARES TR | 26K | $1M+ | SH |
| IYW | ISHARES TR | 18K | $1M+ | SH |
| HDV | ISHARES TR | 30K | $1M+ | SH |
| JNJ | JOHNSON & JOHNSON | 16K | $1M+ | SH |
| VBK | VANGUARD INDEX FDS | 11K | $1M+ | SH |
| VWO | VANGUARD INTL EQUITY INDEX | 58K | $1M+ | SH |
| CTAS | CINTAS CORP | 17K | $1M+ | SH |
| TER | TERADYNE INC | 16K | $1M+ | SH |
| SDY | SPDR SERIES TRUST | 22K | $1M+ | SH |
| VYM | VANGUARD WHITEHALL FDS | 21K | $1M+ | SH |
| CAT | CATERPILLAR INC | 5K | $1M+ | SH |
| TMO | THERMO FISHER SCIENTIFIC | 5K | $1M+ | SH |
| MCK | MCKESSON CORP | 4K | $1M+ | SH |
| SPYM | SPDR SERIES TRUST | 35K | $1M+ | SH |
| MDY | SPDR S&P MIDCAP 400 ETF TR | 5K | $1M+ | SH |
| NOBL | PROSHARES TR | 26K | $1M+ | SH |
| TJX | TJX COS INC NEW | 18K | $1M+ | SH |
| XLV | SELECT SECTOR SPDR TR | 17K | $1M+ | SH |
| GE | GE AEROSPACE | 8K | $1M+ | SH |
| IWB | ISHARES TR | 7K | $1M+ | SH |
| XOM | EXXON MOBIL CORP | 21K | $1M+ | SH |
| PG | PROCTER AND GAMBLE CO | 18K | $1M+ | SH |
| PAVE | GLOBAL X FDS | 52K | $1M+ | SH |
| UNP | UNION PAC CORP | 11K | $1M+ | SH |
| ORCL | ORACLE CORP | 13K | $1M+ | SH |
| NEE | NEXTERA ENERGY INC | 30K | $1M+ | SH |
| IJT | ISHARES TR | 17K | $1M+ | SH |
| HON | HONEYWELL INTL INC | 12K | $1M+ | SH |
| TDIV | FIRST TR EXCHANGE TRADED FD | 24K | $1M+ | SH |
| PFF | ISHARES TR | 74K | $1M+ | SH |
| IXUS | ISHARES TR | 27K | $1M+ | SH |
| UNH | UNITEDHEALTH GROUP INC | 7K | $1M+ | SH |
| AMP | AMERIPRISE FINL INC | 4K | $1M+ | SH |
| TSM | TAIWAN SEMICONDUCTOR MFG | 7K | $1M+ | SH |