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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 9 of 16  ·  316 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 IVE ISHARES TR 4,515.0 $957K 0.04% NEW $212.07 +5.3%
162 GS GOLDMAN SACHS GROUP INC Financial Services 1,088.0 $957K 0.04% NEW $879.27 +8.5%
163 SLYG SPDR SERIES TRUST 9,795.0 $923K 0.04% NEW $94.19 +12.3%
164 DES WISDOMTREE TR 27,545.0 $921K 0.04% NEW $33.45 +12.8%
165 NFLX NETFLIX INC Communication Services 9,580.0 $898K 0.04% NEW $93.76 -6.8%
166 ESGE ISHARES INC 20,174.0 $891K 0.04% NEW $44.17 +18.2%
167 INDA ISHARES TR 16,455.0 $889K 0.04% NEW $54.05 -11.4%
168 MDYG SPDR SERIES TRUST 9,556.0 $883K 0.04% NEW $92.43 +13.4%
169 TRV TRAVELERS COMPANIES INC Financial Services 3,019.0 $876K 0.04% NEW $290.11 +4.0%
170 TSCO TRACTOR SUPPLY CO Consumer Cyclical 17,320.0 $866K 0.04% NEW $50.01 -37.6%
171 IHI ISHARES TR 13,883.0 $863K 0.04% NEW $62.15 -21.2%
172 VOE VANGUARD INDEX FDS 4,864.0 $863K 0.04% NEW $177.37 +7.5%
173 MS MORGAN STANLEY Financial Services 4,712.0 $837K 0.04% NEW $177.54 +8.7%
174 SHW SHERWIN WILLIAMS CO Basic Materials 2,560.0 $830K 0.04% NEW $324.03 -7.0%
175 AXP AMERICAN EXPRESS CO Financial Services 2,237.0 $828K 0.04% NEW $369.95 -15.8%
176 AON AON PLC Financial Services 2,344.0 $827K 0.04% NEW $352.88 -9.4%
177 SCHD SCHWAB STRATEGIC TR 29,600.0 $812K 0.04% NEW $27.43 +15.6%
178 VHT VANGUARD WORLD FD 2,818.0 $811K 0.04% NEW $287.89 -6.2%
179 IWN ISHARES TR 4,388.0 $795K 0.04% NEW $181.21 +14.0%
180 ECL ECOLAB INC Basic Materials 2,993.0 $786K 0.03% NEW $262.53 -5.3%
Page 9 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%