StockDriftsStockDriftsTop 50 Connecticut Wealth Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPYV | SPDR SERIES TRUST | 10.49% | 4.67M | $283.6M | +8.65%(+371.29K) | $46.59(+36.11%) | 2026-06-30 | |
| IEFA | ISHARES TR | 9.75% | 2.73M | $263.8M | +6.22%(+159.86K) | $74.85(+35.37%) | 2026-06-30 | |
| SPYG | SPDR SERIES TRUST | 9.55% | 2.17M | $258.2M | +2.75%(+58.00K) | $82.95(+48.14%) | 2026-06-30 | |
| QUAL | ISHARES TR | 7.91% | 975.1K | $214.0M | -1.09%(-10.79K) | $101.80(+121.04%) | 2026-06-30 | |
| IEMG | ISHARES INC | 6.28% | 2.05M | $169.8M | +0.36%(+7.42K) | $62.23(+32.78%) | 2026-06-30 | |
| IJH | ISHARES TR | 3.76% | 1.32M | $101.6M | -8.67%(-125.06K) | $45.17(+73.91%) | 2026-06-30 | |
| VEA | VANGUARD TAX-MANAGED FDS | 3.12% | 1.18M | $84.4M | -0.09%(-1.08K) | $42.52(+74.06%) | 2026-06-30 | |
| IJR | ISHARES TR | 2.63% | 478.7K | $71.0M | -5.43%(-27.50K) | $90.14(+66.37%) | 2026-06-30 | |
| VUG | VANGUARD INDEX FDS | 2.34% | 735.4K | $63.3M | -2.57%(-19.40K) | $33.63(+165.16%) | 2026-06-30 | |
| VO | VANGUARD INDEX FDS | 2.21% | 740.8K | $59.7M | -4.02%(-31.04K) | $44.84(+88.08%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +15.83% | +55.39% | +8.95% | +53.51% |
| Top 20 Holdings Unweighted | +16.42% | +57.77% | +9.00% | +53.83% |
Connecticut Wealth Management, LLC reports $2.70B in US-listed equity holdings across 340 positions in its most recent 13F filing. Its largest disclosed positions are SPYV (10.5%), IEFA (9.8%) and SPYG (9.6%). The top 20 holdings account for 72.66% of reported assets. Its disclosed equity book has returned +55.39% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Connecticut Wealth Management, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1689829). View Connecticut Wealth Management, LLC’s 13F filings on SEC