What does Connecticut Wealth Management, LLC hold? Q1 2026 13F Holdings & Portfolio

AI Analysis · Q1 2026 · 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.

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

SPDR SERIES TRUST

$243M4.3M10.2%

ISHARES TR

$233M2.6M9.8%

SPDR SERIES TRUST

$207M2.1M8.7%

ISHARES TR

$189M986K7.9%

ISHARES INC

$142M2.0M6.0%

ISHARES TR

$97M1.4M4.1%

VANGUARD TAX-MANAGED FDS

$76M1.2M3.2%

ISHARES TR

$63M506K2.6%

VANGUARD INDEX FDS

$55M193K2.3%

VANGUARD INDEX FDS

$55M126K2.3%

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