Connecticut Wealth Management, LLC
Annual return '25
+16.4%
SPY '25
+17.7%
Alpha
-1.3ptsvs SPY
Invested
$4.8B
Holdings
326
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 98%. 2 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$SPYV
SPDR SERIES TRUST
Q1 2026: Exited (was 3.65M shares)
10.2%
02
$IEFA
ISHARES TR
Q1 2026: Exited (was 2.34M shares)
9.8%
03
$SPYG
SPDR SERIES TRUST
Q1 2026: Exited (was 1.94M shares)
8.7%
04
$QUAL
ISHARES TR
Q1 2026: Exited (was 1.02M shares)
7.9%
05
$IEMG
ISHARES INC
Q1 2026: Exited (was 751.9k shares)
6.0%
06
$IJH
ISHARES TR
Q1 2026: Exited (was 1.84M shares)
4.1%
07
$VEA
VANGUARD TAX-MANAGED FDS
Q1 2026: Exited (was 1.18M shares)
3.2%
08
$IJR
ISHARES TR
Q1 2026: Exited (was 543.7k shares)
2.6%
09
$VO
VANGUARD INDEX FDS
Q1 2026: Exited (was 212.2k shares)
2.3%
10
$VUG
VANGUARD INDEX FDS
Q1 2026: Exited (was 123.3k shares)
2.3%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 08:14 UTC.