Connecticut Wealth Management
$2.7B 13F equity value
351 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Connecticut Wealth Management covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| SPYV | SPDR SERIES TRUST | 4,665,939 | $284M | 10.5% |
| IEFA | ISHARES TR | 2,731,152 | $264M | 9.8% |
| SPYG | SPDR SERIES TRUST | 2,170,139 | $258M | 9.5% |
| QUAL | ISHARES TR | 975,098 | $214M | 7.9% |
| IEMG | ISHARES INC | 2,049,493 | $170M | 6.3% |
| IJH | ISHARES TR | 1,317,455 | $102M | 3.8% |
| VEA | VANGUARD TAX-MANAGED FDS | 1,184,896 | $84M | 3.1% |
| IJR | ISHARES TR | 478,686 | $71M | 2.6% |
| VUG | VANGUARD INDEX FDS | 735,408 | $63M | 2.3% |
| VO | VANGUARD INDEX FDS | 740,816 | $60M | 2.2% |
Track Connecticut Wealth Management's 13F portfolio: $2.7B in reported holdings, 351 positions. Top holdings and quarterly changes on SentiSense.
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