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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 5 of 16  ·  316 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 MDY SPDR S&P MIDCAP 400 ETF TR Financial Services 4,544.0 $2.7M 0.12% NEW $603.23 +9.4%
82 NOBL PROSHARES TR 26,339.0 $2.7M 0.12% NEW $104.07 +1.5%
83 TJX TJX COS INC NEW Consumer Cyclical 17,721.0 $2.7M 0.12% NEW $153.61 -3.2%
84 XLV SELECT SECTOR SPDR TR 16,811.0 $2.6M 0.11% NEW $154.80 -6.7%
85 GE GE AEROSPACE Industrials 8,446.0 $2.6M 0.11% NEW $308.02 -7.9%
86 IWB ISHARES TR 6,803.0 $2.5M 0.11% NEW $373.43 +7.8%
87 XOM EXXON MOBIL CORP Energy 20,988.0 $2.5M 0.11% NEW $120.34 +29.3%
88 PG PROCTER AND GAMBLE CO Consumer Defensive 17,564.0 $2.5M 0.11% NEW $143.31 -0.4%
89 PAVE GLOBAL X FDS 52,133.0 $2.5M 0.11% NEW $47.79 +15.5%
90 UNP UNION PAC CORP Industrials 10,683.0 $2.5M 0.11% NEW $231.31 +16.8%
91 ORCL ORACLE CORP Technology 12,526.0 $2.4M 0.11% NEW $194.91 -3.5%
92 NEE NEXTERA ENERGY INC Utilities 30,151.0 $2.4M 0.10% NEW $80.28 +11.4%
93 IJT ISHARES TR 16,916.0 $2.4M 0.10% NEW $141.16 +12.4%
94 HON HONEYWELL INTL INC Industrials 12,034.0 $2.3M 0.10% NEW $195.09 +9.7%
95 TDIV FIRST TR EXCHANGE TRADED FD 23,952.0 $2.3M 0.10% NEW $96.84 +15.7%
96 PFF ISHARES TR 74,040.0 $2.3M 0.10% NEW $30.96 +0.7%
97 IXUS ISHARES TR 26,732.0 $2.3M 0.10% NEW $84.64 +11.1%
98 UNH UNITEDHEALTH GROUP INC Healthcare 6,558.0 $2.2M 0.09% NEW $330.09 +16.9%
99 AMP AMERIPRISE FINL INC Financial Services 4,358.0 $2.1M 0.09% NEW $490.36 -4.2%
100 TSM TAIWAN SEMICONDUCTOR MFG Technology 6,927.0 $2.1M 0.09% NEW $303.87 +32.9%
Page 5 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%