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Portfolio (Quarterly) Guide ↗

Connecticut Wealth Management, LLC

· CIK 0001689829
13F Portfolio $2.4B AUM 327 positions Filed May 1, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 29 New 87 Added 126 Reduced 18 Exited
Page 4 of 17  ·  327 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 VCSH VANGUARD SCOTTSDALE FDS 53,368.0 $4.2M 0.18% -4K -6.9% $79.27 -0.5%
62 HDV ISHARES TR 29,605.0 $4.0M 0.17% $135.72 -79.8%
63 JNJ JOHNSON & JOHNSON Healthcare 16,400.0 $4.0M 0.17% +214.0 +1.3% $244.44 -2.2%
64 IWM ISHARES TR 16,157.0 $4.0M 0.17% -3K -15.9% $248.00 +19.1%
65 IOO ISHARES TR 32,073.0 $3.9M 0.16% -2K -6.1% $120.97 +11.9%
66 XOM EXXON MOBIL CORP Energy 22,724.0 $3.9M 0.16% +2K +8.3% $169.66 -17.6%
67 BSV VANGUARD BD INDEX FDS 49,066.0 $3.8M 0.16% -4K -7.1% $78.41 -0.8%
68 IWS ISHARES TR 26,056.0 $3.8M 0.16% +154.0 +0.6% $145.74 +11.4%
69 IWB ISHARES TR 10,527.0 $3.8M 0.16% +4K +54.7% $356.55 +12.6%
70 CAT CATERPILLAR INC Industrials 5,267.0 $3.7M 0.16% +106.0 +2.0% $708.49 +38.9%
71 VWO VANGUARD INTL EQUITY INDEX F 68,422.0 $3.7M 0.15% +10K +17.2% $54.05 +9.8%
72 LLY ELI LILLY & CO Healthcare 4,018.0 $3.7M 0.15% +55.0 +1.4% $919.82 +20.4%
73 IBM INTERNATIONAL BUSINESS MACHS Technology 14,459.0 $3.5M 0.15% -134.0 -0.9% $242.39 +9.3%
74 XLV SELECT SECTOR SPDR TR 22,867.0 $3.4M 0.14% +6K +36.0% $146.61 +3.8%
75 IYW ISHARES TR 18,387.0 $3.3M 0.14% +155.0 +0.8% $181.42 +34.1%
76 PAVE GLOBAL X FDS 64,740.0 $3.3M 0.14% +13K +24.2% $50.81 +13.8%
77 SDY SPDR SERIES TRUST 22,103.0 $3.2M 0.14% $145.94 +2.8%
78 VBK VANGUARD INDEX FDS 10,609.0 $3.2M 0.13% -74.0 -0.7% $302.25 +16.6%
79 VYM VANGUARD WHITEHALL FDS 21,448.0 $3.2M 0.13% +257.0 +1.2% $148.10 +6.8%
80 META META PLATFORMS INC Communication Services 5,512.0 $3.2M 0.13% -937.0 -14.5% $572.14 -1.7%
Page 4 of 17  ·  327 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 29.2%
Technology 23.4%
Industrials 19.1%
Healthcare 7.6%
Communication Services 6.3%
Consumer Cyclical 5.8%
Consumer Defensive 4.1%
Energy 2.1%
Utilities 1.5%
Basic Materials 0.7%