Connecticut Wealth Management, LLC Q3 2025 Filing
Filed November 13, 2025
Portfolio Value
$2.3B
Holdings
317
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (317 positions)
| Stock | Value |
|---|---|
QUALISHARES TR | $203.2M |
SPYGSPDR SERIES TRUST | $196.0M |
SPYVSPDR SERIES TRUST | $191.1M |
AQLTISHARES TR | $189.0M |
IJHISHARES TR | $123.1M |
IJRISHARES TR | $71.9M |
VEAVANGUARD TAX-MANAGED FDS | $67.5M |
VOVANGUARD INDEX FDS | $64.1M |
VUGVANGUARD INDEX FDS | $59.3M |
IEMGISHARES INC | $47.0M |
IVWISHARES TR | $46.9M |
VIGVANGUARD SPECIALIZED FUNDS | $41.8M |
VBVANGUARD INDEX FDS | $39.7M |
NDQINVESCO QQQ TR | $35.1M |
RTXRTX CORPORATION | $34.9M |
VXUSVANGUARD STAR FDS | $33.2M |
AQLTISHARES TR | $30.8M |
AAPLAPPLE INC | $30.3M |
VOOGVANGUARD ADMIRAL FDS INC | $27.3M |
MSFTMICROSOFT CORP | $26.3M |
SPYSPDR S&P 500 ETF TR | $26.1M |
ICFISHARES TR | $25.1M |
VTIVANGUARD INDEX FDS | $23.9M |
IBTGISHARES TR | $23.9M |
DTDWISDOMTREE TR | $22.8M |
VMBSVANGUARD SCOTTSDALE FDS | $18.6M |
NVDANVIDIA CORPORATION | $18.4M |
IWPISHARES TR | $14.4M |
IWFISHARES TR | $14.0M |
VOOVANGUARD INDEX FDS | $13.5M |
IVVISHARES TR | $11.6M |
VOTVANGUARD INDEX FDS | $11.3M |
VTVVANGUARD INDEX FDS | $9.9M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $9.9M |
MUBISHARES TR | $9.9M |
GOOGALPHABET INC | $9.5M |
OTISOTIS WORLDWIDE CORP | $9.5M |
RSPINVESCO EXCHANGE TRADED FD T | $8.9M |
VNQVANGUARD INDEX FDS | $8.9M |
JPMJPMORGAN CHASE & CO. | $8.8M |
GOOGLALPHABET INC | $8.8M |
AVGOBROADCOM INC | $8.4M |
VOOVVANGUARD ADMIRAL FDS INC | $8.2M |
AMZNAMAZON COM INC | $8.0M |
CARRCARRIER GLOBAL CORPORATION | $7.4M |
COSTCOSTCO WHSL CORP NEW | $7.3M |
DGROISHARES TR | $6.9M |
MCOMOODYS CORP | $6.8M |
VVISA INC | $6.6M |
EFAISHARES TR | $6.6M |
REGLPROSHARES TR | $6.4M |
HDHOME DEPOT INC | $5.9M |
BONDPIMCO ETF TR | $5.7M |
ACGLARCH CAP GROUP LTD | $5.2M |
VCSHVANGUARD SCOTTSDALE FDS | $5.0M |
BSVVANGUARD BD INDEX FDS | $4.9M |
IWMISHARES TR | $4.8M |
HEZUISHARES TR | $4.7M |
MCKMCKESSON CORP | $4.7M |
AIGAMERICAN INTL GROUP INC | $4.6M |
METAMETA PLATFORMS INC | $4.2M |
IOOISHARES TR | $4.1M |
IWSISHARES TR | $3.9M |
IBMINTERNATIONAL BUSINESS MACHS | $3.7M |
HDVISHARES TR | $3.6M |
NOBLPROSHARES TR | $3.6M |
IYWISHARES TR | $3.6M |
ORCLORACLE CORP | $3.5M |
VGTVANGUARD WORLD FD | $3.5M |
CITCINTAS CORP | $3.4M |
VBKVANGUARD INDEX FDS | $3.2M |
VWOVANGUARD INTL EQUITY INDEX F | $3.2M |
MRUSMERUS N V | $3.1M |
SDYSPDR SERIES TRUST | $3.1M |
VYMVANGUARD WHITEHALL FDS | $3.0M |
JNJJOHNSON & JOHNSON | $2.9M |
LLYELI LILLY & CO | $2.8M |
MDYSPDR S&P MIDCAP 400 ETF TR | $2.7M |
GEGE AEROSPACE | $2.7M |
PGPROCTER AND GAMBLE CO | $2.6M |
ACNACCENTURE PLC IRELAND | $2.6M |
UNPUNION PAC CORP | $2.6M |
HONHONEYWELL INTL INC | $2.5M |
TJXTJX COS INC NEW | $2.5M |
IWBISHARES TR | $2.5M |
CATCATERPILLAR INC | $2.4M |
IJTISHARES TR | $2.4M |
TDIVFIRST TR EXCHANGE TRADED FD | $2.4M |
TMOTHERMO FISHER SCIENTIFIC INC | $2.4M |
UNHUNITEDHEALTH GROUP INC | $2.3M |
ADPAUTOMATIC DATA PROCESSING IN | $2.3M |
IXUSISHARES TR | $2.2M |
TERTERADYNE INC | $2.2M |
NEENEXTERA ENERGY INC | $2.2M |
A4SAMERIPRISE FINL INC | $2.1M |
SPYMSPDR SERIES TRUST | $2.1M |
DHRDANAHER CORPORATION | $2.1M |
PFFISHARES TR | $2.0M |
ORLYOREILLY AUTOMOTIVE INC | $2.0M |
TSMTAIWAN SEMICONDUCTOR MFG LTD | $2.0M |
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