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Connecticut Wealth Management, LLC
Updated 6 days agoManaged by Connecticut Wealth Management, Llc • Latest filing Q3 2026
Portfolio value
$2.7B
Q3 2026
Filings
5
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
20.9%
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 5 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q3 2025 | $2.3B |
| Q4 2025 | $2.3B |
| Q1 2026 | $2.4B |
| Q2 2026 | $2.7B |
| Q3 2026 | $2.7B |
Top holdings
338 positions as of Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | $304.8M | 4.99M | 11.18% | Added(+6.9%) | |
| 2 | $280.3M | 2.89M | 10.29% | Added(+5.9%) | |
| 3 | $276.5M | 2.25M | 10.15% | Added(+3.5%) | |
| 4 | $213.8M | 961.8K | 7.84% | Trimmed(-1.4%) | |
| 5 | $171.8M | 2.12M | 6.31% | Added(+3.3%) | |
| 6 | $90.9M | 1.26M | 3.33% | Trimmed(-4.1%) | |
| 7 | $83.7M | 1.19M | 3.07% | Added(+0.0%) | |
| 8 | $66.2M | 735.1K | 2.43% | Trimmed(-0.1%) | |
| 9 | $65.5M | 481.3K | 2.40% | Added(+0.6%) | |
| 10 | $55.3M | 704.9K | 2.03% | Trimmed(-4.8%) | |
| 11 | $50M | 351.8K | 1.84% | Trimmed(-0.1%) | |
| 12 | $46.9M | 2.05M | 1.72% | Added(+6.5%) | |
| 13 | $43.7M | 187.1K | 1.60% | Trimmed(-0.7%) | |
| 14 | $43.4M | 116.0K | 1.59% | Added(+1.3%) | |
| 15 | $43M | 58.1K | 1.58% | Trimmed(-0.0%) | |
| 16 | $37.7M | 113.3K | 1.38% | Added(+1.2%) | |
| 17 | $37M | 130.2K | 1.36% | Trimmed(-3.9%) | |
| 18 | $36.3M | 1.63M | 1.33% | Added(+13.4%) | |
| 19 | $35.5M | 417.9K | 1.30% | Trimmed(-1.1%) | |
| 20 | $31.1M | 364.2K | 1.14% | Trimmed(-0.2%) |