Universe · entity
Connecticut Wealth Management, LLC
Institutional manager (13F) · CIK 1689829
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $2.1B
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | SPDR SERIES TRUST | $243M | 4,294,646 |
| 2 | ISHARES TR | $233M | 2,571,288 |
| 3 | SPDR SERIES TRUST | $207M | 2,112,143 |
| 4 | ISHARES TR | $189M | 985,890 |
| 5 | ISHARES INC | $142M | 2,042,072 |
| 6 | ISHARES TR | $97M | 1,442,514 |
| 7 | VANGUARD TAX-MANAGED FDS | $76M | 1,185,979 |
| 8 | ISHARES TR | $63M | 506,188 |
| 9 | VANGUARD INDEX FDS | $55M | 192,964 |
| 10 | VANGUARD INDEX FDS | $55M | 125,802 |
| 11 | ISHARES TR | $41M | 1,799,794 |
| 12 | VANGUARD SPECIALIZED FUNDS | $41M | 189,726 |
| 13 | ISHARES TR | $40M | 353,931 |
| 14 | VANGUARD INDEX FDS | $37M | 142,250 |
| 15 | VANGUARD INDEX FDS | $37M | 114,883 |
| 16 | INVESCO QQQ TR | $34M | 58,863 |
| 17 | VANGUARD STAR FDS | $33M | 430,220 |
| 18 | RTX CORPORATION | $30M | 154,643 |
| 19 | APPLE INC | $29M | 115,990 |
| 20 | ISHARES TR | $28M | 1,240,205 |
| 21 | STATE STR SPDR S&P 500 ETF T | $27M | 41,980 |
| 22 | VANGUARD ADMIRAL FDS INC | $25M | 61,170 |
| 23 | WISDOMTREE TR | $23M | 268,910 |
| 24 | ISHARES TR | $19M | 308,896 |
| 25 | MICROSOFT CORP | $19M | 50,554 |
| 26 | VANGUARD SCOTTSDALE FDS | $17M | 359,997 |
| 27 | NVIDIA CORPORATION | $16M | 89,297 |
| 28 | VANGUARD INDEX FDS | $14M | 23,020 |
| 29 | ISHARES TR | $13M | 100,899 |
| 30 | ISHARES TR | $12M | 29,078 |
| 31 | ALPHABET INC | $11M | 38,533 |
| 32 | ISHARES TR | $11M | 16,812 |
| 33 | VANGUARD INDEX FDS | $10M | 52,877 |
| 34 | ALPHABET INC | $10M | 33,363 |
| 35 | VANGUARD INDEX FDS | $9M | 36,476 |
| 36 | INVESCO EXCHANGE TRADED FD T | $9M | 46,289 |
| 37 | ISHARES TR | $9M | 80,571 |
| 38 | VANGUARD ADMIRAL FDS INC | $8M | 41,093 |
| 39 | BERKSHIRE HATHAWAY INC DEL | $8M | 17,442 |
| 40 | JPMORGAN CHASE & CO | $8M | 27,284 |
| 41 | AMAZON COM INC | $8M | 36,859 |
| 42 | VANGUARD INDEX FDS | $8M | 86,251 |
| 43 | COSTCO WHOLESALE CORPORATION | $8M | 7,586 |
| 44 | OTIS WORLDWIDE CORP | $8M | 97,611 |
| 45 | ISHARES TR | $7M | 101,100 |
| 46 | BROADCOM INC | $7M | 21,109 |
| 47 | ISHARES TR | $6M | 66,185 |
| 48 | CARRIER GLOBAL CORPORATION | $6M | 108,353 |
| 49 | VISA INC | $6M | 19,346 |
| 50 | ARCH CAP GROUP LTD | $6M | 57,366 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.