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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 8 of 16  ·  316 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 RPV INVESCO EXCHANGE TRADED FD 11,947.0 $1.2M 0.05% NEW $103.36 +6.9%
142 MA MASTERCARD INCORPORATED Financial Services 2,155.0 $1.2M 0.05% NEW $570.88 -14.2%
143 VRTX VERTEX PHARMACEUTICALS INC Healthcare 2,648.0 $1.2M 0.05% NEW $453.36 -0.7%
144 PH PARKER-HANNIFIN CORP Industrials 1,365.0 $1.2M 0.05% NEW $878.96 +0.2%
145 CVX CHEVRON CORP NEW Energy 7,711.0 $1.2M 0.05% NEW $152.41 +22.5%
146 DON WISDOMTREE TR 22,303.0 $1.2M 0.05% NEW $51.60 +4.7%
147 CB CHUBB LIMITED Financial Services 3,634.0 $1.1M 0.05% NEW $312.14 +3.8%
148 AGG ISHARES TR 10,987.0 $1.1M 0.05% NEW $99.88 -1.9%
149 SLYV SPDR SERIES TRUST 11,834.0 $1.1M 0.05% NEW $90.97 +10.2%
150 AUB ATLANTIC UN BANKSHARES CORP Financial Services 30,231.0 $1.1M 0.05% NEW $35.30 +2.9%
151 HUBB HUBBELL INC Industrials 2,380.0 $1.1M 0.05% NEW $444.11 +8.5%
152 FAST FASTENAL CO Industrials 26,218.0 $1.1M 0.05% NEW $40.13 +9.6%
153 BND VANGUARD BD INDEX FDS 13,972.0 $1.0M 0.04% NEW $74.07 -1.8%
154 LOW LOWES COS INC Consumer Cyclical 4,214.0 $1.0M 0.04% NEW $241.16 -7.3%
155 HIG HARTFORD INSURANCE GROUP Financial Services 7,317.0 $1.0M 0.04% NEW $137.79 -2.6%
156 ULS UL SOLUTIONS INC Industrials 12,712.0 $1.0M 0.04% NEW $78.86 +27.6%
157 BIV VANGUARD BD INDEX FDS 12,646.0 $985K 0.04% NEW $77.88 -2.3%
158 AJG GALLAGHER ARTHUR J & CO Financial Services 3,759.0 $973K 0.04% NEW $258.79 -22.7%
159 MRK MERCK & CO INC Healthcare 9,214.0 $970K 0.04% NEW $105.26 +7.7%
160 EEM ISHARES TR 17,586.0 $962K 0.04% NEW $54.71 +18.9%
Page 8 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%