Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Connecticut Wealth Management, LLC (CIK 1689829) reported $2.39B across 327 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SPYV ($243.0M, 10.18%), IEFA ($232.8M, 9.75%), SPYG ($206.8M, 8.67%), QUAL ($189.1M, 7.92%), IEMG ($142.4M, 5.97%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPYV | SPDR SERIES TRUST | $243.0M | 10.18% | 4.3M | Added |
| 2 | IEFA | ISHARES TR | $232.8M | 9.75% | 2.6M | Added |
| 3 | SPYG | SPDR SERIES TRUST | $206.8M | 8.67% | 2.1M | Added |
| 4 | QUAL | ISHARES TR | $189.1M | 7.92% | 985,890 | Trimmed |
| 5 | IEMG | ISHARES INC | $142.4M | 5.97% | 2.0M | Added |
| 6 | IJH | ISHARES TR | $97.4M | 4.08% | 1.4M | Trimmed |
| 7 | VEA | VANGUARD TAX-MANAGED FDS | $76.0M | 3.18% | 1.2M | Added |
| 8 | IJR | ISHARES TR | $62.9M | 2.64% | 506,188 | Trimmed |
| 9 | VO | VANGUARD INDEX FDS | $55.4M | 2.32% | 192,964 | Trimmed |
| 10 | VUG | VANGUARD INDEX FDS | $54.9M | 2.30% | 125,802 | Added |
| 11 | IBTG | ISHARES TR | $41.2M | 1.73% | 1.8M | Added |
| 12 | VIG | VANGUARD SPECIALIZED FUNDS | $40.8M | 1.71% | 189,726 | Trimmed |
| 13 | IVW | ISHARES TR | $40.0M | 1.68% | 353,931 | Trimmed |
| 14 | VB | VANGUARD INDEX FDS | $37.3M | 1.56% | 142,250 | Trimmed |
| 15 | VTI | VANGUARD INDEX FDS | $36.9M | 1.54% | 114,883 | Trimmed |
| 16 | QQQ | INVESCO QQQ TR | $34.0M | 1.42% | 58,863 | Added |
| 17 | VXUS | VANGUARD STAR FDS | $33.2M | 1.39% | 430,220 | Trimmed |
| 18 | RTX | RTX CORPORATION | $29.8M | 1.25% | 154,643 | Trimmed |
| 19 | AAPL | APPLE INC | $29.4M | 1.23% | 115,990 | Added |
| 20 | IBTH | ISHARES TR | $27.8M | 1.17% | 1.2M | Added |
| 21 | SPY | STATE STR SPDR S&P 500 ETF T | $27.3M | 1.14% | 41,980 | Added |
| 22 | VOOG | VANGUARD ADMIRAL FDS INC | $24.9M | 1.05% | 61,170 | Trimmed |
| 23 | DTD | WISDOMTREE TR | $23.2M | 0.97% | 268,910 | Hold |
| 24 | ICF | ISHARES TR | $19.1M | 0.80% | 308,896 | Trimmed |
| 25 | MSFT | MICROSOFT CORP | $18.7M | 0.78% | 50,554 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31