§ 13F · FUND PROFILE
Connecticut Wealth Management, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 316Turnover · — · Q4Filed · Feb 12, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$2300.0T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 12, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | IEFA | ISHARES TR | 2.34M | $209.0T | 9.1% | NEW |
| 2 | SPYV | SPDR SERIES TRUST | 3.65M | $207.6T | 9.0% | NEW |
| 3 | SPYG | SPDR SERIES TRUST | 1.94M | $207.2T | 9.0% | NEW |
| 4 | QUAL | ISHARES TR | 1.02M | $203.3T | 8.8% | NEW |
| 5 | IJH | ISHARES TR | 1.84M | $121.5T | 5.3% | NEW |
| 6 | VEA | VANGUARD TAX-MANAGED FDS | 1.18M | $73.8T | 3.2% | NEW |
| 7 | IJR | ISHARES TR | 544K | $65.3T | 2.8% | NEW |
| 8 | VO | VANGUARD INDEX FDS | 212K | $61.6T | 2.7% | NEW |
| 9 | VUG | VANGUARD INDEX FDS | 123K | $60.1T | 2.6% | NEW |
| 10 | IEMG | ISHARES INC | 752K | $50.5T | 2.2% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE CONNECTICUT SIGNAL
AC read
Connecticut Wealth Management, LLC is classified as a Other fund.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed