account_balance
Investment manager · 13F filer · SEC CIK 1689829
Connecticut Wealth Management, LLC
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Reported value$2.73Bas of Sep 30, 2026
Positions338 14 new, 16 sold out
Top 10 weight59.0%SPYV alone is 11%
FiledOct 1313 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
SPYVSPDR Series Trust
11.2%Added +7%
IEFAiShares Tr
10.3%Added +6%
SPYGSPDR Series Trust
10.1%Added +4%
QUALiShares Tr
7.8%
IEMGiShares Inc
6.3%Added +3%
IJHiShares Tr
3.3%−4%
VEAVanguard Tax-Managed FDS
3.1%
VUGVanguard Index FDS
2.4%
IJRiShares Tr
2.4%
VOVanguard Index FDS
2.0%
IVWiShares Tr
1.8%
IBTGiShares Tr
1.7%
SPYVSPDR Series Trust
11.2%Added +7%
IEFAiShares Tr
10.3%Added +6%
SPYGSPDR Series Trust
10.1%Added +4%
QUALiShares Tr
7.8%
IEMGiShares Inc
6.3%+3%
IJH3.3%
VEA3.1%
VUG2.4%
IJR2.4%
VO
IVW
IBTG
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
SPYV SPDR Series Trust 11.2% Added +7%
IEFA iShares Tr 10.3% Added +6%
SPYG SPDR Series Trust 10.1% Added +4%
QUAL iShares Tr 7.8% Held
IEMG iShares Inc 6.3% Added +3%
IJH iShares Tr 3.3% Trimmed −4%
VEA Vanguard Tax-Managed FDS 3.1% Held
VUG Vanguard Index FDS 2.4% Held
IJR iShares Tr 2.4% Held
VO Vanguard Index FDS 2.0% Trimmed −5%
IVW iShares Tr 1.8% Held
IBTG iShares Tr 1.7% Added +6%
What changed
Biggest moves since Jun 30, 2026
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