13F Insight
DOSSIER · 13F-HR · Q1 2026

Connecticut Wealth Management, LLC

$2.4B in tracked AUM across 327 positions as of Q1 2026.

CW
CIK 0001689829 · last filed Mar 31, 2026
Total AUM
$2.4B
as of Q1 2026
Holdings
327
—
positions
Whale Score
59
59
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

Connecticut Wealth Management, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
SPYV
SPDR SERIES TRUST
$243M4.3M10.2%02
IEFA
ISHARES TR
$233M2.6M9.8%03
SPYG
SPDR SERIES TRUST
$207M2.1M8.7%04
QUAL
ISHARES TR
$189M986K7.9%05
IEMG
ISHARES INC
$142M2.0M6.0%06
IJH
ISHARES TR
$97M1.4M4.1%07
VEA
VANGUARD TAX-MANAGED FDS
$76M1.2M3.2%08
IJR
ISHARES TR
$63M506K2.6%09
VO
VANGUARD INDEX FDS
$55M193K2.3%10
VUG
VANGUARD INDEX FDS
$55M126K2.3%

Filing history

2026Q1Mar 31
$2.4B▲ 3.8%
327 positionsView →2025Q4Dec 31
$2.3B▲ 2.1%
316 positionsView →2025Q3Sep 30
$2.3B▲ 7.3%
317 positionsView →2025Q2Jun 30
$2.1B▲ 10.0%
308 positionsLocked2025Q1Mar 31
$1.9B▼ 6.1%
304 positionsLocked2024Q4Dec 31
$2.0B▼ 1.5%
310 positionsLocked2024Q3Sep 30
$2.1B▲ 6.6%
326 positionsLocked2024Q2Jun 30
$1.9B▲ 3.1%
323 positionsLocked2024Q1Mar 31
$1.9B▲ 7.9%
322 positionsLocked2023Q4Dec 31
$1.7B▲ 18.9%
321 positionsLocked2023Q3Sep 30
$1.5B▲ 1.8%
291 positionsLocked2023Q2Jun 30
$1.4B▲ 8.7%
263 positionsLocked
Showing 12 of 37