§ 13F · FUND PROFILE
Connecticut Wealth Management, LLC.
AUM · $2.7B (13F)Positions · 340Turnover · n/a · Q2Filed · Jul 29, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 29, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | SPYV | SPDR SERIES TRUST | 4.67M | $284M | — | — |
| 2 | IEFA | ISHARES TR | 2.73M | $264M | — | — |
| 3 | SPYG | SPDR SERIES TRUST | 2.17M | $258M | — | — |
| 4 | QUAL | ISHARES TR | 975K | $214M | — | — |
| 5 | IEMG | ISHARES INC | 2.05M | $170M | — | — |
| 6 | IJH | ISHARES TR | 1.32M | $102M | — | — |
| 7 | VEA | VANGUARD TAX-MANAGED FDS | 1.18M | $84M | — | — |
| 8 | IJR | ISHARES TR | 479K | $71M | — | — |
| 9 | VUG | VANGUARD INDEX FDS | 735K | $63M | — | — |
| 10 | VO | VANGUARD INDEX FDS | 741K | $60M | — | — |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE CONNECTICUT SIGNAL
AC read
Connecticut Wealth Management, LLC is a Other fund managing $2.7 billion in assets. The fund runs a broad portfolio of 340 positions.
Read the full dossier →