Connecticut Wealth Management, LLC - Portfolio Stock Holdings
Connecticut Wealth Management, LLC disclosed 354 stock positions in a recent SEC 13F filing. $2,725,210,162 of stock holdings were filed, with the largest holdings including SPYV, IEFA, and SPYG. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $4,477,614,678 and has 74 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
Sept. 30, 2026No. of Stocks:
354Est. Stock Holding Value:
$2,725,210,162Top Stock Holdings By Sector
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Portfolio Stock Holdings - Connecticut Wealth Management, LLC
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Stock
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Holdings (Shares)
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Holdings (USD)
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% of Portfolio
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