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Portfolio (Quarterly) Guide ↗

Connecticut Wealth Management, LLC

· CIK 0001689829
13F Portfolio $2.3B AUM Filed Feb 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 316 New
Page 4 of 16  ·  316 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 IOO ISHARES TR 34,172.0 $4.3M 0.19% NEW $126.67 +11.1%
62 IBM INTERNATIONAL BUSINESS Technology 14,593.0 $4.3M 0.19% NEW $296.22 -26.3%
63 LLY ELI LILLY & CO Healthcare 3,963.0 $4.3M 0.18% NEW $1074.70 -6.3%
64 META META PLATFORMS INC Communication Services 6,449.0 $4.3M 0.18% NEW $660.07 -6.3%
65 BSV VANGUARD BD INDEX FDS 52,802.0 $4.2M 0.18% NEW $78.81 -1.3%
66 SHY ISHARES TR 44,467.0 $3.7M 0.16% NEW $82.82 -0.9%
67 IWS ISHARES TR 25,902.0 $3.7M 0.16% NEW $141.05 +10.2%
68 IYW ISHARES TR 18,232.0 $3.6M 0.16% NEW $199.68 +19.6%
69 HDV ISHARES TR 29,703.0 $3.6M 0.16% NEW $121.61 -77.6%
70 JNJ JOHNSON & JOHNSON Healthcare 16,186.0 $3.3M 0.15% NEW $206.95 +11.5%
71 VBK VANGUARD INDEX FDS 10,683.0 $3.2M 0.14% NEW $302.12 +11.7%
72 VWO VANGUARD INTL EQUITY INDEX 58,397.0 $3.1M 0.14% NEW $53.76 +8.7%
73 CTAS CINTAS CORP Industrials 16,649.0 $3.1M 0.14% NEW $188.07 -11.8%
74 TER TERADYNE INC Technology 16,007.0 $3.1M 0.14% NEW $193.56 +84.2%
75 SDY SPDR SERIES TRUST 22,185.0 $3.1M 0.13% NEW $139.16 +5.0%
76 VYM VANGUARD WHITEHALL FDS 21,191.0 $3.0M 0.13% NEW $143.52 +8.5%
77 CAT CATERPILLAR INC Industrials 5,161.0 $3.0M 0.13% NEW $572.88 +55.1%
78 TMO THERMO FISHER SCIENTIFIC Healthcare 4,982.0 $2.9M 0.13% NEW $579.40 -22.6%
79 MCK MCKESSON CORP Healthcare 3,505.0 $2.9M 0.12% NEW $820.29 -8.9%
80 SPYM SPDR SERIES TRUST 34,803.0 $2.8M 0.12% NEW $80.22 +8.4%
Page 4 of 16  ·  316 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 29.8%
Technology 25.2%
Industrials 18.0%
Healthcare 7.8%
Communication Services 6.8%
Consumer Cyclical 6.0%
Consumer Defensive 3.3%
Energy 1.2%
Utilities 1.1%
Basic Materials 0.6%