Connecticut Wealth Management, LLC

Name: Connecticut Wealth Management, LLC 13F Holdings
Creator: 13F Insight

$2.7B in tracked AUM across 338 positions as of Q3 2026.

CIK 0001689829 · last filed Sep 30, 2026

Total AUM

$2.7B

as of Q3 2026

Holdings

338

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positions

Whale Score

tracked

Activity

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no data

changes this Q

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight

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