Connecticut Wealth Management, LLC - Portfolio overview

Connecticut Wealth Management, LLC has 351 reported holdings in this dataset, with the latest filing dated 2026-05-01.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Industrials.

Largest reported holdings by portfolio allocation

1. SPYV - SPDR SERIES TRUST, 10.00%
2. IEFA - ISHARES TR, 9.58%
3. SPYG - SPDR SERIES TRUST, 8.51%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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