StockDriftsStockDriftsTop 50 Connecticut Wealth Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPYV | SPDR SERIES TRUST | 11.18% | 4.99M | $304.8M | +6.86%(+320.12K) | $47.51(+32.57%) | 2026-09-30 | |
| IEFA | ISHARES TR | 10.29% | 2.89M | $280.3M | +5.94%(+162.29K) | $76.08(+26.14%) | 2026-09-30 | |
| SPYG | SPDR SERIES TRUST | 10.15% | 2.25M | $276.5M | +3.53%(+76.58K) | $84.25(+44.03%) | 2026-09-30 | |
| QUAL | ISHARES TR | 7.84% | 961.8K | $213.8M | -1.36%(-13.28K) | $101.80(+121.23%) | 2026-09-30 | |
| IEMG | ISHARES INC | 6.31% | 2.12M | $171.8M | +3.31%(+67.93K) | $62.87(+23.02%) | 2026-09-30 | |
| IJH | ISHARES TR | 3.33% | 1.26M | $90.9M | -4.13%(-54.38K) | $45.17(+60.25%) | 2026-09-30 | |
| VEA | VANGUARD TAX-MANAGED FDS | 3.07% | 1.19M | $83.7M | +0.03%(+385) | $42.53(+63.09%) | 2026-09-30 | |
| VUG | VANGUARD INDEX FDS | 2.43% | 735.1K | $66.2M | -0.05%(-341) | $33.63(+164.09%) | 2026-09-30 | |
| IJR | ISHARES TR | 2.4% | 481.3K | $65.5M | +0.55%(+2.63K) | $90.42(+50.21%) | 2026-09-30 | |
| VO | VANGUARD INDEX FDS | 2.03% | 704.9K | $55.3M | -4.85%(-35.93K) | $44.84(+78.62%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +17.67% | +62.91% | +9.13% | +54.77% |
| Top 20 Holdings Unweighted | +18.65% | +67.05% | +9.12% | +54.70% |
Connecticut Wealth Management LLC reports $2.73B in US-listed equity holdings across 338 positions in its most recent 13F filing. Its largest disclosed positions are SPYV (11.2%), IEFA (10.3%) and SPYG (10.2%). The top 20 holdings account for 73.87% of reported assets. Its disclosed equity book has returned +62.91% on a three-year cumulative basis. Figures reflect the Q3 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