Connecticut Wealth Management, LLC
All 13F Filings
- Location
- Farmington, CT
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 2,704,435
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/29/2026 | 340 | 2,704,435 | 13F-HR | Connecticut Wealth Management, LLC |
| Q1 2026 | 4/30/2026 | 327 | 2,386,308 | 13F-HR | Connecticut Wealth Management, LLC |
| Q4 2025 | 2/12/2026 | 316 | 2,299,983 | 13F-HR | Connecticut Wealth Management, LLC |
| Q3 2025 | 11/13/2025 | 317 | 2,253,685 | 13F-HR | Connecticut Wealth Management, LLC |
| Q2 2025 | 8/14/2025 | 308 | 2,100,125 | 13F-HR | Connecticut Wealth Management, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 415.5 K | 15.4% | 33.73 K | 0 | 33.73 K |
| ETFs | 2.208 M | 81.7% | 277.5 K | 0 | 277.5 K |
| Debt | 80.58 K | 3.0% | 6.859 K | 0 | 6.859 K |
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Fund Snapshot
Q2 2026
Latest filed
7/29/2026
Total value ($000)
2,704,435
Holdings
340
QoQ value change ($000)
318,127
(13.3%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.