Connecticut Wealth Management, LLC
•CIK: 1689829•Filing: Q4 2025
**Connecticut Wealth Management, LLC** manages $2.3B across a diversified portfolio of 316 positions. The fund exhibits significant concentration in broad market and international equity exposure, highlighted by top holdings including IEFA at $209.0M and SPYV at $207.6M. Notable allocations further include SPYG ($207.2M), QUAL ($203.3M), and IJH ($121.5M). This structure suggests a systematic approach targeting global market breadth and sector-specific growth opportunities.
Total AUM
$2.3B
QoQ Performance
+2.0%
Positions
222
Top 10 Concentration
55.8%
Latest Filing
Q4 2025
Top Holdings Allocation
IEFA
SPYV
SPYG
QUAL
IJH
IEFA9.1%
SPYV9.0%
SPYG9.0%
QUAL8.8%
IJH5.3%
VEA3.2%
IJR2.8%
VO2.7%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other86.4%
Technology5.3%
ETF2.3%
Industrial1.8%
Financial1.5%
Consumer1.2%
Healthcare1.0%
Energy0.2%
🚪 Exited Positionssold since Q3 2025
—
ISHARES TR
SOLD
$30.8M
+114 more exited positions
Changes from Q3 2025
NEW2 new positions
↑66 increased
↓93 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022