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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 2 of 16  ·  316 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 SPY SPDR S&P 500 ETF TR Financial Services 39,004.0 $26.6M 1.16% NEW $681.92 +8.4%
22 MSFT MICROSOFT CORP Technology 50,905.0 $24.6M 1.07% NEW $483.62 -15.3%
23 ICF ISHARES TR 395,743.0 $23.6M 1.03% NEW $59.67 +10.7%
24 DTD WISDOMTREE TR 268,910.0 $22.8M 0.99% NEW $84.88 +7.5%
25 VMBS VANGUARD SCOTTSDALE FDS 394,875.0 $18.6M 0.81% NEW $47.08 -1.6%
26 NVDA NVIDIA CORPORATION Technology 90,075.0 $16.8M 0.73% NEW $186.50 +26.4%
27 IWP ISHARES TR 100,791.0 $13.8M 0.60% NEW $136.94 -0.6%
28 VOO VANGUARD INDEX FDS 21,544.0 $13.5M 0.59% NEW $627.14 +8.3%
29 IWF ISHARES TR 28,520.0 $13.5M 0.59% NEW $473.30 -73.7%
30 GOOG ALPHABET INC Communication Services 39,881.0 $12.5M 0.54% NEW $313.80 +26.6%
31 MUB ISHARES TR 108,122.0 $11.6M 0.50% NEW $107.11 -0.9%
32 IVV ISHARES TR 16,713.0 $11.4M 0.50% NEW $684.95 +8.4%
33 GOOGL ALPHABET INC Communication Services 35,327.0 $11.1M 0.48% NEW $313.00 +28.1%
34 VOT VANGUARD INDEX FDS 38,447.0 $10.7M 0.47% NEW $279.14 +2.3%
35 VTV VANGUARD INDEX FDS 51,786.0 $9.9M 0.43% NEW $190.99 +8.2%
36 JPM JPMORGAN CHASE & CO. Financial Services 28,948.0 $9.3M 0.41% NEW $322.22 -6.9%
37 RSP INVESCO EXCHANGE TRADED FD 48,536.0 $9.3M 0.40% NEW $191.56 +5.2%
38 BERKSHIRE HATHAWAY INC DEL 18,134.0 $9.1M 0.40% NEW $502.65
39 OTIS OTIS WORLDWIDE CORP Industrials 103,524.0 $9.0M 0.39% NEW $87.35 -16.4%
40 AMZN AMAZON COM INC Consumer Cyclical 37,793.0 $8.7M 0.38% NEW $230.82 +14.4%
Page 2 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%