Connecticut Wealth Management
$2.4B Assets Reported
344 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| SPYV | SPDR SERIES TRUST | 4,294,646 | $243M | 10.2% |
| IEFA | ISHARES TR | 2,571,288 | $233M | 9.8% |
| SPYG | SPDR SERIES TRUST | 2,112,143 | $207M | 8.7% |
| QUAL | ISHARES TR | 985,890 | $189M | 7.9% |
| IEMG | ISHARES INC | 2,042,072 | $142M | 6.0% |
| IJH | ISHARES TR | 1,442,514 | $97M | 4.1% |
| VEA | VANGUARD TAX-MANAGED FDS | 1,185,979 | $76M | 3.2% |
| IJR | ISHARES TR | 506,188 | $63M | 2.6% |
| VO | VANGUARD INDEX FDS | 192,964 | $55M | 2.3% |
| VUG | VANGUARD INDEX FDS | 125,802 | $55M | 2.3% |
Track Connecticut Wealth Management's 13F portfolio: $2.4B in reported holdings, 344 positions. Top holdings, AUM, and quarterly changes on SentiSense.