Connecticut Wealth Management, LLC: 13F holdings
CIK 16898292026Q2
| Positions | 340 |
|---|
| Reported value | $2.7bn |
|---|
| Filed | 2026-07-29 |
|---|
Change since last quarter
| Positions | 340 (+13 vs prior quarter) |
|---|
| Reported value | $2.7bn (+13.3%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| SPYV SPDR SERIES TRUST | 4,665,939 | $283.6m | 10.5% |
| IEFA ISHARES TR | 2,731,152 | $263.8m | 9.8% |
| SPYG SPDR SERIES TRUST | 2,170,139 | $258.2m | 9.5% |
| QUAL ISHARES TR | 975,098 | $214.0m | 7.9% |
| IEMG ISHARES INC | 2,049,493 | $169.8m | 6.3% |
| IJH ISHARES TR | 1,317,455 | $101.6m | 3.8% |
| VEA VANGUARD TAX-MANAGED FDS | 1,184,896 | $84.4m | 3.1% |
| IJR ISHARES TR | 478,686 | $71.0m | 2.6% |
| VUG VANGUARD INDEX FDS | 735,408 | $63.3m | 2.3% |
| VO VANGUARD INDEX FDS | 740,816 | $59.7m | 2.2% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1689829")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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