Notify me when Connecticut Wealth Management, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 316 | $2,299,982,566 | +$94,823,958 | -$89,959,139 | +$4,864,819 | IEFA, SPYV, SPYG, QUAL, IJH | 13F-HR | 12 Feb 2026, 07:37 |
| Q3 2025 | 317 | $2,253,685,399 | +$119,301,626 | -$98,272,979 | +$21,028,647 | QUAL, SPYG, SPYV, IEFA, IJH | 13F-HR | 13 Nov 2025, 06:03 |
| Q2 2025 | 308 | $2,097,965,550 | +$106,689,364 | -$71,171,335 | +$35,518,029 | QUAL, SPYG, SPYV, IEFA, IJH | 13F-HR | 14 Aug 2025, 16:42 |
| Q1 2025 | 302 | $1,907,939,557 | +$475,145,341 | -$302,779,137 | +$172,366,204 | QUAL, SPYV, IEFA, IJH, SPYG | 13F-HR | 15 May 2025, 12:18 |
| Q4 2024 | 277 | $1,774,333,736 | +$222,461,997 | -$488,488,930 | -$266,026,933 | QUAL, SPYG, IJH, VOT, IEFA | 13F-HR | 18 Feb 2025, 09:44 |
| Q3 2024 | 326 | $2,065,707,183 | +$54,136,303 | -$41,892,837 | +$12,243,466 | QUAL, SPYV, IEFA, IJH, SPYG | 13F-HR | 13 Nov 2024, 16:13 |
| Q2 2024 | 323 | $1,937,591,697 | +$83,689,658 | -$38,841,086 | +$44,848,572 | QUAL, SPYV, IEFA, SPYG, IJH | 13F-HR | 13 Aug 2024, 16:37 |
| Q1 2024 | 322 | $1,879,144,075 | +$135,794,810 | -$45,349,733 | +$90,445,077 | QUAL, SPYV, IEFA, IJH, SPYG | 13F-HR | 01 May 2024, 16:45 |
| Q4 2023 | 321 | $1,740,848,074 | +$156,348,160 | -$35,356,258 | +$120,991,902 | QUAL, SPYV, IEFA, IJH, IJR | 13F-HR | 06 Feb 2024, 13:42 |
| Q3 2023 | 291 | $1,464,449,790 | +$105,053,528 | -$17,973,661 | +$87,079,867 | QUAL, IEFA, SPYV, IJH, SPYG | 13F-HR | 19 Oct 2023, 16:39 |
| Q2 2023 | 263 | $1,438,129,667 | +$95,180,166 | -$50,754,934 | +$44,425,232 | QUAL, IEFA, SPYV, IJH, SPYG | 13F-HR | 25 Jul 2023, 11:55 |
| Q1 2023 | 247 | $1,322,725,444 | +$220,560,324 | -$141,111,162 | +$79,449,162 | QUAL, IEFA, IJH, IJR, SPYV | 13F-HR | 18 Apr 2023, 13:26 |
| Q4 2022 | 204 | $1,179,453,093 | +$57,698,020 | -$58,870,301 | -$1,172,281 | QUAL, IJH, IEFA, IJR, SPYV | 13F-HR | 17 Jan 2023, 12:40 |
| Q3 2022 | 190 | $1,073,064,000 | +$28,809,610 | -$21,914,327 | +$6,895,283 | QUAL, RTX, IJH, IJR, IEFA | 13F-HR | 02 Nov 2022, 16:37 |
| Q2 2022 | 187 | $1,143,568,000 | +$46,671,736 | -$17,330,055 | +$29,341,681 | QUAL, RTX, IEFA, IJR, IJH | 13F-HR | 12 Jul 2022, 16:16 |
| Q1 2022 | 189 | $1,307,730,000 | +$109,636,328 | -$20,343,556 | +$89,292,772 | QUAL, RTX, IEFA, IJR, IJH | 13F-HR | 18 Apr 2022, 17:26 |
| Q4 2021 | 197 | $1,288,199,000 | +$89,003,261 | -$18,305,426 | +$70,697,835 | QUAL, IEFA, IJR, IJH, SPYV | 13F-HR | 24 Jan 2022, 14:59 |
| Q3 2021 | 196 | $1,146,918,000 | +$30,202,475 | -$11,015,065 | +$19,187,410 | QUAL, IEFA, IJR, IJH, RTX | 13F-HR | 02 Nov 2021, 10:15 |
| Q2 2021 | 192 | $1,136,113,000 | +$446,065,899 | -$250,584,967 | +$195,480,932 | QUAL, IEFA, IJR, IJH, RTX | 13F-HR | 29 Jul 2021, 13:28 |
| Q1 2021 | 173 | $778,589,000 | +$264,865,185 | -$329,957,512 | -$65,092,327 | QUAL, VOT, RTX, IVW, VEU | Restatement | 12 May 2021, 12:33 |
| Q4 2020 | 187 | $827,802,000 | +$111,304,794 | -$231,507,387 | -$120,202,593 | QUAL, IEMG, IJR, IJH, VEA | 13F-HR | 29 Jan 2021, 08:57 |
| Q3 2020 | 203 | $906,071,000 | +$193,232,324 | -$52,147,290 | +$141,085,034 | QUAL, IEFA, IJR, RTX, IJH | 13F-HR | 13 Oct 2020, 12:32 |
| Q2 2020 | 137 | $711,660,000 | +$153,948,557 | -$185,944,214 | -$31,995,657 | QUAL, RTX, IEMG, VEA, IJR | 13F-HR | 14 Jul 2020, 10:18 |
| Q1 2020 | 140 | $669,489,000 | +$147,424,617 | -$167,758,868 | -$20,334,251 | QUAL, UTX, DTD, VIG, IVW | 13F-HR | 20 Apr 2020, 16:30 |
| Q4 2019 | 159 | $908,377,000 | +$55,932,208 | -$16,323,002 | +$39,609,206 | UTX, IEFA, IJH, DTD, VOOV | 13F-HR | 29 Jan 2020, 12:06 |
| Q3 2019 | 148 | $811,170,000 | +$70,371,520 | -$78,802,004 | -$8,430,484 | UTX, IEFA, VOOV, DTD, IJH | 13F-HR | 24 Oct 2019, 10:18 |
| Q2 2019 | 143 | $810,175,000 | +$515,213,211 | -$5,148,963 | +$510,064,248 | UTX, VOOV, IEFA, VOOG, DTD | 13F-HR | 29 Jul 2019, 11:42 |
| Q1 2019 | 69 | $291,896,000 | +$47,254,552 | -$14,134,846 | +$33,119,706 | VOOV, IEFA, VOOG, IJH, IJR | 13F-HR | 23 Apr 2019, 13:55 |
| Q4 2018 | 73 | $230,141,000 | +$41,504,254 | -$3,321,955 | +$38,182,299 | VOOV, VOOG, IJH, IJR, IEFA | 13F-HR | 25 Jan 2019, 17:33 |
| Q3 2018 | 69 | $226,131,000 | +$7,496,314 | -$1,471,024 | +$6,025,290 | VOOV, VOOG, IJH, IJR, VTI | 13F-HR | 14 Nov 2018, 09:35 |
| Q2 2018 | 65 | $208,870,000 | +$27,687,184 | -$3,360,084 | +$24,327,100 | VOOV, VOOG, IJH, IJR, VTI | Restatement | 07 Aug 2018, 12:43 |
| Q1 2018 | 64 | $176,505,000 | +$10,659,339 | -$9,465,892 | +$1,193,447 | VOOV, VOOG, IJH, VTI, VO | 13F-HR | 08 May 2018, 13:41 |
| Q4 2017 | 59 | $186,515,000 | +$10,202,041 | -$6,917,713 | +$3,284,328 | VOOV, VOOG, IJH, BND, VTI | 13F-HR | 14 Feb 2018, 09:46 |
| Q3 2017 | 65 | $170,161,000 | +$4,955,991 | -$6,733,620 | -$1,777,629 | VOOV, VOOG, IJH, VTI, VO | 13F-HR | 08 Nov 2017, 09:42 |
| Q2 2017 | 62 | $164,460,000 | +$5,869,900 | -$10,420,775 | -$4,550,875 | VOOV, VOOG, IJH, VTI, VO | 13F-HR | 01 Aug 2017, 16:18 |
| Q1 2017 | 62 | $164,442,000 | +$9,853,865 | -$6,187,496 | +$3,666,369 | VOOG, VOOV, IJH, VEU, VTI | 13F-HR | 04 May 2017, 15:54 |
| Q4 2016 | 59 | $156,968,000 | +$15,231,943 | -$6,187,083 | +$9,044,860 | VOOG, VOOV, IJH, IEFA, VEU | 13F-HR | 07 Feb 2017, 11:53 |
| Q3 2016 | 59 | $139,169,000 | $0 | $0 | $0 | VOOG, VOOV, IJH, VTI, SDY | 13F-HR | 14 Nov 2016, 09:41 |