Connecticut Wealth Management, LLC

$2.4B reported 13(f) long value · latest quarter 2026-06-30 · CIK 1689829 · EDGAR ↗

sum of disclosed values for 2026-03-31; 0 positions carry a NULL value and are excluded from the sum, surfaced here rather than folded away: $2.4B
ALL retained default holdings for this (filer, period), including NULL-value ones: 327
positions with no comparable holding in the prior quarter (kind new), 2026-03-31: 29
positions absent from this quarter's filing after being held last quarter (kind exit), 2026-03-31 — inferred from absence, not a sale record: 18

A quarter-end snapshot. Filed up to 45 days later, so this page is not current holdings and never a complete portfolio. what a 13F is — and is not ↓ methodology §13F ↗

Position changes — into 2026-03-31

by shares · Δ value · filing link · how changes are classified §

Position changes into quarter 2026-03-31
position matched across quarters by exact reported CUSIP over a registry gap — producer-reconciled identity, never a name match `identity_reconciled_by_cusip`	the reported share count is unchanged across the pair; this build's data classified the change from its reported value; builds from 2026-09-10 on read it as NO CHANGE `classified_by_value` · EXIT = absent this quarter: disposed, delisted, under confidential treatment, or reported instead by an affiliated manager — the filing does not say which · change not classifiable: value undisclosed on one side of the quarter pair, or neither shares nor value can classify it · NO CHANGE = the share count is identical in both quarters; the value moved only with price, so the row is mark-to-market and never an ADD or a TRIM (NEW / ADD / TRIM / EXIT / NO CHANGE) · NO PRIOR = this filer has no comparable holdings list for the previous quarter on record — a first filing under this registration, or a quarter reported inside an affiliated manager's filing — so the position is not called a new stake	derived by Public Filings from the published aggregate; NULL means the source did not disclose a usable value — never zero	reported unit changed across the pair (SH↔PRN); the share delta is withheld rather than fabricated `shares_unit_mismatch`	Prev value	Curr value	Prev shares	Curr shares
position key `pos:12962` · issuer key `iss:1602` STATE STREET SPD	ADD	+$35.4M	+640,278	$208M	$243M	3,654,368	4,294,646
position key `sid:sec:prov:f1fd766d326ca552a85c000a4415c3d6` · issuer key `cusip6:46432F` CORE MSCI EAFE	ADD	+$23.8M	+235,054	$209M	$233M	2,336,234	2,571,288
position key `pos:12580` · issuer key `iss:1602` STATE STREET SPD	ADD	−$425K	+170,020	$207M	$207M	1,942,123	2,112,143
position key `sid:sec:prov:fc322b756e10c5adfb425878e834e2d4` · issuer key `cusip6:46432F` MSCI USA QLT FCT	TRIM	−$14.2M	−37,897	$203M	$189M	1,023,787	985,890
position key `pos:13905` · issuer key `iss:1016` CORE MSCI EMKT	ADD	+$91.9M	+1,290,206	$50.5M	$142M	751,866	2,042,072
position key `pos:16868` · issuer key `iss:1012` CORE S&P MCP ETF	TRIM	−$24.1M	−398,147	$121M	$97.4M	1,840,661	1,442,514
position key `pos:17409` · issuer key `cusip6:921943` VAN FTSE DEV MKT	ADD	+$2.2M	+5,273	$73.8M	$76.0M	1,180,706	1,185,979
position key `pos:14033` · issuer key `iss:1012` CORE S&P SCP ETF	TRIM	−$2.4M	−37,505	$65.3M	$62.9M	543,693	506,188
position key `pos:14055` · issuer key `cusip6:922908` MID CAP ETF	TRIM	−$6.2M	−19,230	$61.6M	$55.4M	212,194	192,964
position key `pos:11209` · issuer key `cusip6:922908` GROWTH ETF	ADD	−$5.2M	+2,526	$60.1M	$54.9M	123,276	125,802
position key `pos:13685` · issuer key `cusip6:46436E` IBONDS 26 TRM TS	ADD	+$10.9M	+472,331	$30.4M	$41.2M	1,327,463	1,799,794
position key `pos:16249` · issuer key `cusip6:921908` DIV APP ETF	TRIM	−$967K	−323	$41.8M	$40.8M	190,049	189,726
position key `pos:13746` · issuer key `iss:1012` S&P 500 GRWT ETF	TRIM	−$7.4M	−31,264	$47.5M	$40.0M	385,195	353,931
position key `pos:17231` · issuer key `cusip6:922908` SMALL CP ETF	TRIM	−$1.4M	−7,553	$38.6M	$37.3M	149,803	142,250
position key `pos:12944` · issuer key `cusip6:922908` TOTAL STK MKT	TRIM	−$2.3M	−1,888	$39.1M	$36.9M	116,771	114,883
position key `pos:11173` · issuer key `iss:995` UNIT SER 1	ADD	−$1.6M	+1,019	$35.5M	$34.0M	57,844	58,863
position key `sid:sec:prov:e80cc45ae7833b901a24570947177154` · issuer key `cusip6:921909` VG TL INTL STK F	TRIM	−$803K	−20,161	$34.0M	$33.2M	450,381	430,220
position key `pos:15626` · issuer key `iss:1529` COM	TRIM	+$421K	−5,717	$29.4M	$29.8M	160,360	154,643
position key `pos:13215` · issuer key `iss:144` COM	ADD	−$2.0M	+383	$31.4M	$29.4M	115,607	115,990
position key `sid:sec:prov:be332591a56bef4dbf18730507a4b1e6` · issuer key `cusip6:46436E` IBONDS 27 TRM TS	ADD	+$23.1M	+1,030,037	$4.7M	$27.8M	210,168	1,240,205
position key `pos:11570` · issuer key `iss:1599` TR UNIT	ADD	+$704K	+2,976	$26.6M	$27.3M	39,004	41,980
position key `sid:sec:prov:c8f043869bd8b335686b8dae04ab1826` · issuer key `cusip6:921932` 500 GRTH IDX F	TRIM	−$2.5M	−481	$27.4M	$24.9M	61,651	61,170
position key `pos:16029` · issuer key `iss:1012` SELECT US REIT	TRIM	−$4.5M	−86,847	$23.6M	$19.1M	395,743	308,896
position key `pos:11825` · issuer key `iss:1225` COM	TRIM	−$5.9M	−351	$24.6M	$18.7M	50,905	50,554
position key `sid:sec:prov:3e8440a4e05faf828ae027dc10359b61` · issuer key `cusip6:92206C` MTG-BKD SECS ETF	TRIM	−$1.7M	−34,878	$18.6M	$16.9M	394,875	359,997
position key `pos:15642` · issuer key `iss:1334` COM	TRIM	−$1.2M	−778	$16.8M	$15.6M	90,075	89,297
position key `sid:sec:prov:127f0021d8310eeeecdea8298c5f12e5` · issuer key `cusip6:922908` S&P 500 ETF SHS	ADD	+$245K	+1,476	$13.5M	$13.8M	21,544	23,020
position key `pos:18016` · issuer key `iss:1012` RUS MD CP GR ETF	ADD	−$875K	+108	$13.8M	$12.9M	100,791	100,899
position key `pos:11528` · issuer key `iss:1012` RUS 1000 GRW ETF	ADD	−$1.1M	+558	$13.5M	$12.4M	28,520	29,078
position key `pos:17821` · issuer key `iss:89` CAP STK CL C	TRIM	−$1.5M	−1,348	$12.5M	$11.1M	39,881	38,533
position key `pos:10307` · issuer key `iss:1012` CORE S&P500 ETF	ADD	−$466K	+99	$11.4M	$11.0M	16,713	16,812
position key `pos:10986` · issuer key `cusip6:922908` VALUE ETF	ADD	+$484K	+1,091	$9.9M	$10.4M	51,786	52,877
position key `pos:15142` · issuer key `iss:89` CAP STK CL A	TRIM	−$1.5M	−1,964	$11.1M	$9.6M	35,327	33,363
position key `sid:sec:prov:4bf4a03276865e7070ffcb8527bf98a8` · issuer key `cusip6:922908` MCAP GR IDXVIP	TRIM	−$1.3M	−1,971	$10.7M	$9.4M	38,447	36,476
position key `pos:15152` · issuer key `iss:1000` S&P500 EQL WGT	TRIM	−$414K	−2,247	$9.3M	$8.9M	48,536	46,289
position key `pos:16556` · issuer key `iss:1013` NATIONAL MUN ETF	TRIM	−$3.0M	−27,551	$11.6M	$8.6M	108,122	80,571
position key `pos:11205` · issuer key `iss:255` CL B NEW	TRIM	−$757K	−692	$9.1M	$8.4M	18,134	17,442
position key `pos:18039` · issuer key `iss:1025` COM	TRIM	−$1.3M	−1,664	$9.3M	$8.0M	28,948	27,284
position key `pos:14175` · issuer key `iss:95` COM	TRIM	−$1.0M	−934	$8.7M	$7.7M	37,793	36,859
position key `sid:sec:prov:63fa5c7c9852af95fc89e071b88157c3` · issuer key `cusip6:922908` REAL ESTATE ETF	TRIM	−$631K	−7,338	$8.3M	$7.7M	93,589	86,251
position key `pos:12030` · issuer key `iss:525` COM	TRIM	+$847K	−197	$6.7M	$7.6M	7,783	7,586
position key `pos:14318` · issuer key `iss:1382` COM	TRIM	−$1.5M	−5,913	$9.0M	$7.5M	103,524	97,611
position key `pos:12827` · issuer key `iss:323` COM	ADD	−$443K	+951	$7.0M	$6.5M	20,158	21,109
position key `pos:14648` · issuer key `iss:1012` MSCI EAFE ETF	ADD	+$437K	+3,797	$6.0M	$6.4M	62,388	66,185
position key `pos:11584` · issuer key `iss:403` COM	TRIM	+$178K	−3,752	$5.9M	$6.1M	112,105	108,353
position key `pos:12848` · issuer key `iss:1921` COM CL A	TRIM	−$966K	−81	$6.8M	$5.8M	19,427	19,346
position key `sid:sec:prov:e10fb4f0bf62f2cd6470d7f399584bca` · issuer key `cusip6:92204A` INF TECH ETF	ADD	+$137K	+759	$5.3M	$5.4M	7,000	7,759
position key `pos:16504` · issuer key `iss:1251` COM	TRIM	−$3.4M	−4,863	$8.6M	$5.2M	16,810	11,947
position key `sid:sec:prov:443ae96c4ee53dd6e796879d558f8538` · issuer key `cusip6:74347B` S&P MDCP 400 DIV	TRIM	−$193K	−3,854	$5.4M	$5.2M	64,075	60,221
position key `pos:15327` · issuer key `iss:1780` COM	TRIM	+$1.6M	−176	$3.1M	$4.7M	16,007	15,831
position key `pos:17791` · issuer key `iss:1013` INTRM GOV CR ETF	ADD	+$6.0K	+328	$4.6M	$4.7M	43,309	43,637
position key `pos:10715` · issuer key `iss:916` COM	TRIM	−$367K	−447	$5.0M	$4.6M	14,467	14,020
position key `pos:13422` · issuer key `iss:1012` 1 3 YR TREAS BD	ADD	+$885K	+10,856	$3.7M	$4.6M	44,467	55,323
position key `sid:sec:prov:ea0b38b893ec0f350146b47249e6830e` · issuer key `cusip6:46434V` CUR HD EURZN ETF	TRIM	−$477K	−10,764	$4.9M	$4.4M	111,040	100,276
position key `pos:14089` · issuer key `iss:107` COM NEW	TRIM	−$602K	−24	$5.0M	$4.4M	58,224	58,200
position key `sid:sec:prov:067fdb2f74f79fc28d1072b78e62a0fd` · issuer key `cusip6:72201R` ACTIVE BD ETF	TRIM	−$1.4M	−14,718	$5.7M	$4.3M	61,067	46,349
position key `sid:sec:prov:3a69ff5ca4f41bbce8dbd9c569fbb075` · issuer key `cusip6:92206C` SHRT TRM CORP BD	TRIM	−$340K	−3,961	$4.6M	$4.2M	57,329	53,368
position key `sid:sec:prov:b26ae58d14ccf4d7e6ea3cbd9be9909d` · issuer key `cusip6:46429B` CORE HIGH DV ETF	TRIM	+$406K	−98	$3.6M	$4.0M	29,703	29,605
position key `pos:13599` · issuer key `iss:1035` COM	ADD	+$659K	+214	$3.3M	$4.0M	16,186	16,400
position key `pos:15702` · issuer key `iss:1012` RUSSELL 2000 ETF	TRIM	−$720K	−3,045	$4.7M	$4.0M	19,202	16,157
position key `pos:11670` · issuer key `iss:1012` GLOBAL 100 ETF	TRIM	−$449K	−2,099	$4.3M	$3.9M	34,172	32,073
position key `pos:14552` · issuer key `iss:711` COM	ADD	+$1.3M	+1,736	$2.5M	$3.9M	20,988	22,724
position key `pos:10984` · issuer key `cusip6:921937` SHORT TRM BOND	TRIM	−$314K	−3,736	$4.2M	$3.8M	52,802	49,066
position key `pos:12325` · issuer key `iss:1012` RUS MDCP VAL ETF	ADD	+$144K	+154	$3.7M	$3.8M	25,902	26,056
position key `pos:12858` · issuer key `iss:1012` RUS 1000 ETF	ADD	+$1.2M	+3,724	$2.5M	$3.8M	6,803	10,527
position key `pos:13432` · issuer key `iss:411` COM	ADD	+$775K	+106	$3.0M	$3.7M	5,161	5,267
position key `sid:sec:prov:2727b63284f6235da134480881be8949` · issuer key `cusip6:922042` FTSE EMR MKT ETF	ADD	+$559K	+10,025	$3.1M	$3.7M	58,397	68,422
position key `pos:15863` · issuer key `iss:1123` COM	ADD	−$563K	+55	$4.3M	$3.7M	3,963	4,018
position key `pos:10136` · issuer key `iss:990` COM	TRIM	−$818K	−134	$4.3M	$3.5M	14,593	14,459
position key `sid:sec:prov:2b5902c05a996d81adf5ce01e71326f4` · issuer key `cusip6:81369Y` STATE STREET HEA	ADD	+$750K	+6,056	$2.6M	$3.4M	16,811	22,867
position key `pos:11514` · issuer key `iss:1012` U.S. TECH ETF	ADD	−$305K	+155	$3.6M	$3.3M	18,232	18,387
position key `sid:sec:prov:58c5537198ddc1f7386eaaf94c8d6db4` · issuer key `cusip6:37954Y` US INFR DEV ETF	ADD	+$798K	+12,607	$2.5M	$3.3M	52,133	64,740
position key `pos:14990` · issuer key `iss:1602` STATE STREET SPD	TRIM	+$138K	−82	$3.1M	$3.2M	22,185	22,103
position key `sid:sec:prov:e1fd18a8d58c43ad5ed9af37714bdfaa` · issuer key `cusip6:922908` SML CP GRW ETF	TRIM	−$21.0K	−74	$3.2M	$3.2M	10,683	10,609
position key `pos:12412` · issuer key `cusip6:921946` HIGH DIV YLD	ADD	+$135K	+257	$3.0M	$3.2M	21,191	21,448
position key `pos:11390` · issuer key `iss:720` CL A	TRIM	−$1.1M	−937	$4.3M	$3.2M	6,449	5,512
position key `pos:17201` · issuer key `iss:1208` COM	ADD	+$164K	+7	$2.9M	$3.0M	3,505	3,512
position key `pos:14221` · issuer key `iss:1602` STATE STREET SPD	ADD	+$247K	+4,903	$2.8M	$3.0M	34,803	39,706
position key `pos:17845` · issuer key `iss:455` COM	TRIM	−$345K	−175	$3.1M	$2.8M	16,649	16,474
position key `pos:10718` · issuer key `iss:1311` COM	TRIM	+$328K	−554	$2.4M	$2.7M	30,151	29,597
position key `sid:sec:prov:2293e5cc92fd9a725cb1495d0f85f49b` · issuer key `cusip6:74348A` S&P 500 DV ARIST	TRIM	−$55.4K	−1,005	$2.7M	$2.7M	26,339	25,334
position key `pos:14992` · issuer key `iss:1485` COM	ADD	+$161K	+974	$2.5M	$2.7M	17,564	18,538
position key `pos:17899` · issuer key `iss:1745` COM	TRIM	−$125K	−1,461	$2.7M	$2.6M	17,721	16,260
position key `pos:14191` · issuer key `iss:1855` COM	TRIM	+$4.2K	−481	$2.5M	$2.5M	10,683	10,202
position key `pos:17806` · issuer key `iss:1012` S&P SML 600 GWT	ADD	+$75.5K	+107	$2.4M	$2.5M	16,916	17,023
position key `pos:17758` · issuer key `iss:1605` UTSER1 S&PDCRP	TRIM	−$283K	−559	$2.7M	$2.5M	4,544	3,985
position key `pos:17467` · issuer key `iss:1751` SPONSORED ADS	TRIM	+$233K	−9	$2.1M	$2.3M	6,927	6,918
position key `pos:12492` · issuer key `iss:810` COM NEW	TRIM	−$277K	−254	$2.6M	$2.3M	8,446	8,192
position key `pos:15125` · issuer key `iss:1798` COM	TRIM	−$626K	−382	$2.9M	$2.3M	4,982	4,600
position key `pos:13490` · issuer key `iss:1939` COM	ADD	+$389K	+1,485	$1.8M	$2.2M	15,849	17,334
position key `sid:sec:prov:dfc53698e1eaaf9980eb2a947889eb27` · issuer key `cusip6:46432F` CORE MSCI TOTAL	TRIM	−$124K	−2,047	$2.3M	$2.1M	26,732	24,685
position key `pos:13876` · issuer key `iss:917` COM	TRIM	−$233K	−2,677	$2.3M	$2.1M	12,034	9,357
position key `pos:13833` · issuer key `iss:1435` COM	ADD	+$239K	+549	$1.9M	$2.1M	13,031	13,580
position key `pos:11671` · issuer key `iss:122` COM	ADD	+$145K	+10	$1.9M	$2.0M	5,761	5,771
position key `pos:17452` · issuer key `iss:1604` UT SER 1	ADD	+$50.7K	+255	$1.9M	$1.9M	3,878	4,133
position key `sid:sec:prov:5682d6057b30813559773b9f85162b0a` · issuer key `cusip6:316188` TOTAL BD ETF	TRIM	−$101K	−1,808	$2.0M	$1.9M	43,740	41,932
position key `pos:16114` · issuer key `iss:1682` COM	TRIM	+$82.4K	−43	$1.8M	$1.9M	5,263	5,220
position key `pos:17386` · issuer key `iss:806` COM	ADD	+$485K	+54	$1.3M	$1.8M	1,998	2,052
position key `pos:15499` · issuer key `iss:23` COM	ADD	−$85.7K	+19	$1.9M	$1.8M	8,167	8,186
position key `pos:15235` · issuer key `iss:125` CL A	ADD	−$107K	+97	$1.8M	$1.7M	13,605	13,702

Flags: no row carries a flag.

1–20 of the 100 changes on this page

Mark-to-market only (no share change) · 55

Positions whose share count is identical in both quarters; the value changed with price, not with a decision.

Positions held with no share change into quarter 2026-03-31
position matched across quarters by exact reported CUSIP over a registry gap — producer-reconciled identity, never a name match `identity_reconciled_by_cusip`	the reported share count is unchanged across the pair; this build's data classified the change from its reported value; builds from 2026-09-10 on read it as NO CHANGE `classified_by_value` · EXIT = absent this quarter: disposed, delisted, under confidential treatment, or reported instead by an affiliated manager — the filing does not say which · change not classifiable: value undisclosed on one side of the quarter pair, or neither shares nor value can classify it · NO CHANGE = the share count is identical in both quarters; the value moved only with price, so the row is mark-to-market and never an ADD or a TRIM (NEW / ADD / TRIM / EXIT / NO CHANGE) · NO PRIOR = this filer has no comparable holdings list for the previous quarter on record — a first filing under this registration, or a quarter reported inside an affiliated manager's filing — so the position is not called a new stake	derived by Public Filings from the published aggregate; NULL means the source did not disclose a usable value — never zero	Prev value	Curr value	Prev shares	Curr shares
position key `pos:10680` · issuer key `iss:1981` US TOTAL DIVIDND	NO CHANGE	+$398K	$22.8M	$23.2M	268,910	268,910
position key `sid:sec:prov:1a6ad5cfa82d1a61ffcb9c40f646e44d` · issuer key `cusip6:921932` 500 VAL IDX FD	NO CHANGE	−$43.6K	$8.4M	$8.4M	41,093	41,093
position key `pos:18043` · issuer key `cusip6:46434V` CORE DIV GRWTH	NO CHANGE	+$76.8K	$7.0M	$7.1M	101,100	101,100
position key `pos:16902` · issuer key `iss:2033` ORD	NO CHANGE	+$4.0K	$5.5M	$5.5M	57,366	57,366
position key `sid:sec:prov:dbad887a5f1987a2a1d09827f43291b4` · issuer key `cusip6:33738R` NASD TECH DIV	NO CHANGE	−$76.2K	$2.3M	$2.2M	23,952	23,952
position key `pos:16809` · issuer key `iss:119` COM	NO CHANGE	−$200K	$2.1M	$1.9M	4,358	4,358
position key `pos:16063` · issuer key `iss:1012` RUS MID CAP ETF	NO CHANGE	+$13.9K	$1.4M	$1.4M	14,469	14,469
position key `pos:17773` · issuer key `iss:1000` S&P500 PUR VAL	NO CHANGE	+$48.1K	$1.2M	$1.3M	11,947	11,947
position key `pos:10904` · issuer key `iss:1569` COM	NO CHANGE	−$104K	$1.3M	$1.2M	3,445	3,445
position key `pos:15174` · issuer key `iss:1602` STATE STREET SPD	NO CHANGE	+$42.7K	$1.1M	$1.1M	11,834	11,834
position key `pos:12269` · issuer key `iss:1848` CLASS A COM SHS	NO CHANGE	+$87.1K	$1.0M	$1.1M	12,712	12,712
position key `pos:10159` · issuer key `iss:185` COM	NO CHANGE	+$13.3K	$1.1M	$1.1M	30,231	30,231
position key `pos:13160` · issuer key `iss:1012` MSCI EMG MKT ETF	NO CHANGE	+$36.6K	$962K	$999K	17,586	17,586
position key `pos:16172` · issuer key `iss:1141` COM	NO CHANGE	−$20.6K	$1.0M	$996K	4,214	4,214
position key `pos:18236` · issuer key `iss:1981` US SMALLCAP DIVD	NO CHANGE	+$68.6K	$921K	$990K	27,545	27,545
position key `pos:13139` · issuer key `iss:1602` STATE STREET SPD	NO CHANGE	+$33.7K	$883K	$917K	9,556	9,556
position key `sid:sec:prov:1492f9661b038177c0b21ff3a981965f` · issuer key `cusip6:336917` SHS	NO CHANGE	+$110K	$754K	$864K	17,000	17,000
position key `pos:17983` · issuer key `iss:799` COM	NO CHANGE	−$159K	$973K	$814K	3,759	3,759
position key `pos:14354` · issuer key `iss:2031` SHS CL A	NO CHANGE	−$70.6K	$827K	$757K	2,344	2,344
position key `pos:16414` · issuer key `iss:1012` S&P MC 400VL ETF	NO CHANGE	+$5.1K	$733K	$738K	5,572	5,572
position key `pos:11064` · issuer key `iss:1089` COM SHS	NO CHANGE	+$43.7K	$688K	$732K	2,744	2,744
position key `pos:17974` · issuer key `iss:488` COM	NO CHANGE	+$218K	$455K	$673K	488	488
position key `pos:18026` · issuer key `iss:1602` STATE STREET SPD	NO CHANGE	+$16.2K	$624K	$640K	6,990	6,990
position key `pos:12743` · issuer key `iss:1000` S&P MDCP400 PR	NO CHANGE	+$26.9K	$594K	$621K	11,325	11,325
position key `sid:sec:prov:5a7fcb3dee6c4561333e06d370e28221` · issuer key `cusip6:46429B` FLTG RATE NT ETF	NO CHANGE	+$997	$564K	$565K	11,082	11,082
position key `pos:11002` · issuer key `iss:696` COM	NO CHANGE	+$15.2K	$526K	$541K	7,816	7,816
position key `pos:13240` · issuer key `iss:1000` RAFI US 1000 ETF	NO CHANGE	+$6.6K	$510K	$516K	10,866	10,866
position key `pos:11609` · issuer key `iss:1447` COM	NO CHANGE	+$146K	$354K	$500K	2,743	2,743
position key `pos:11633` · issuer key `iss:673` COM	NO CHANGE	+$107K	$382K	$489K	499	499
position key `pos:17685` · issuer key `iss:1013` RESIDENTIAL MULT	NO CHANGE	+$3.3K	$475K	$478K	5,750	5,750
position key `pos:17281` · issuer key `iss:809` COM	NO CHANGE	+$7.9K	$418K	$426K	1,242	1,242
position key `pos:11265` · issuer key `iss:2258` SHS	NO CHANGE	+$51.3K	$357K	$408K	1,760	1,760
position key `pos:12648` · issuer key `iss:994` S&P500 DOWNSID	NO CHANGE	+$3.6K	$392K	$396K	10,482	10,482
position key `pos:10146` · issuer key `iss:397` COM	NO CHANGE	+$15.8K	$368K	$384K	1,150	1,150
position key `pos:11515` · issuer key `iss:1633` US SML CAP ETF	NO CHANGE	+$7.5K	$356K	$364K	12,513	12,513
position key `pos:16187` · issuer key `iss:1768` COM	NO CHANGE	−$7.3K	$368K	$360K	3,012	3,012
position key `pos:12417` · issuer key `iss:2008` COM	NO CHANGE	+$2.0K	$354K	$356K	3,937	3,937
position key `pos:15035` · issuer key `iss:505` COM	NO CHANGE	+$94.5K	$230K	$325K	2,462	2,462
position key `sid:sec:prov:7175357d7c86ef92a73a4c94c374b858` · issuer key `cusip6:92206C` INTER TERM TREAS	NO CHANGE	−$2.0K	$313K	$311K	5,230	5,230
position key `pos:13728` · issuer key `iss:2247` SHS	NO CHANGE	−$40.5K	$351K	$311K	1,069	1,069
position key `sid:sec:prov:ead4136001e20c053d7f45b14bcdc536` · issuer key `cusip6:46429B` MSCI USA MIN VOL	NO CHANGE	−$4.7K	$308K	$304K	3,276	3,276
position key `pos:13979` · issuer key `iss:874` COM	NO CHANGE	−$12.5K	$314K	$302K	4,668	4,668
position key `pos:11695` · issuer key `cusip6:922908` LARGE CAP ETF	NO CHANGE	−$14.2K	$280K	$266K	891	891
position key `pos:17263` · issuer key `iss:1795` COM	NO CHANGE	+$26.5K	$232K	$259K	7,782	7,782
position key `pos:13319` · issuer key `iss:53` COM	NO CHANGE	−$49.8K	$307K	$257K	2,256	2,256
position key `pos:14938` · issuer key `iss:1000` DIVID ACHIEVEV	NO CHANGE	−$2.1K	$258K	$255K	5,000	5,000
position key `sid:sec:prov:374bc3d3d7aaf395d6004a8b6dde7e31` · issuer key `cusip6:552737` SH BEN INT	NO CHANGE	−$1.6K	$251K	$249K	53,880	53,880
position key `sid:sec:prov:d93654b2b17427cd2ad17fd90cfc4a7c` · issuer key `cusip6:41013T` COM SH BEN INT	NO CHANGE	+$7.5K	$238K	$246K	18,742	18,742
position key `pos:15940` · issuer key `iss:614` CL A	NO CHANGE	−$49.7K	$288K	$239K	4,710	4,710
position key `pos:15909` · issuer key `iss:1633` US BRD MKT ETF	NO CHANGE	−$10.1K	$234K	$224K	8,928	8,928
position key `pos:10461` · issuer key `iss:875` CL A	NO CHANGE	−$78.0K	$300K	$222K	2,235	2,235
position key `sid:sec:prov:f0826b706706965ae3bc4b47a648ae1c` · issuer key `cusip6:46138J` BLOOMBERG PRICIN	NO CHANGE	−$9.8K	$232K	$222K	2,574	2,574
position key `pos:16368` · issuer key `iss:953` COM	NO CHANGE	−$42.9K	$253K	$210K	374	374
position key `pos:13630` · issuer key `iss:1631` COM	NO CHANGE	−$75.5K	$207K	$132K	11,576	11,576
position key `sid:sec:prov:23294fd27516b3a2a3451405ff978b74` · issuer key `cusip6:89680M` COM	NO CHANGE	−$66.5K	$156K	$89.2K	22,303	22,303

Flags: no row carries a flag.

Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Truncated by Public Filings. Changes compare every position with a security identifier, new and exited included; holdings without one are counted, not compared. methodology §13F ↗

Reported positions — 2026-03-31

1–100 of 235 issuers · $2.4B disclosed value over 327 rows · 0 undisclosed-value rows

View

This build carries one quarter for this manager: 2026-03-31. Notable managers carry four published quarters, others two.

This list carries reported issuer names and security identities, without a dated ticker mapping. Symbols are not inferred from names.

a position composed from a base filing plus NEW-HOLDINGS amendments keeps every source row here; the composition's latest filed date is the one shown served from this build's published holdings (derived from the filer's own reported rows); every row resolves to its filing

Share of total reported value, calculated only when the full position list has disclosed values. This is 13F long value, not total assets.

value undisclosed on the filing: retained and counted, excluded from sums, never shown as $0

—

SPDR SERIES TRUST

8 positions · 8 reported rows

Rows Connecticut Wealth Management, LLC reported for SPDR SERIES TRUST, as it reported them
SPDR SERIES TRUST · STATE STREET SPD CUSIP — src ↗	$243M	4,294,646
SPDR SERIES TRUST · STATE STREET SPD CUSIP — src ↗	$207M	2,112,143
SPDR SERIES TRUST · STATE STREET SPD CUSIP — src ↗	$3.2M	22,103
SPDR SERIES TRUST · STATE STREET SPD CUSIP — src ↗	$3.0M	39,706
SPDR SERIES TRUST · STATE STREET SPD CUSIP — src ↗	$1.1M	11,834
SPDR SERIES TRUST · STATE STREET SPD CUSIP — src ↗	$917K	9,556
SPDR SERIES TRUST · STATE STREET SPD CUSIP — src ↗	$853K	8,830
SPDR SERIES TRUST · STATE STREET SPD CUSIP — src ↗	$640K	6,990

ticker not yet mapped

$460M

6,505,808

19.3%

—

ISHARES TR

3 positions · 3 reported rows

Rows Connecticut Wealth Management, LLC reported for ISHARES TR, as it reported them
ISHARES TR · CORE MSCI EAFE CUSIP 46432F842 src ↗	$233M	2,571,288
ISHARES TR · MSCI USA QLT FCT CUSIP 46432F339 src ↗	$189M	985,890
ISHARES TR · CORE MSCI TOTAL CUSIP 46432F834 src ↗	$2.1M	24,685

ticker not yet mapped

$424M

3,581,863

17.8%

—

ISHARES TR

31 positions · 31 reported rows

Rows Connecticut Wealth Management, LLC reported for ISHARES TR, as it reported them
ISHARES TR · CORE S&P MCP ETF CUSIP — src ↗	$97.4M	1,442,514
ISHARES TR · CORE S&P SCP ETF CUSIP — src ↗	$62.9M	506,188
ISHARES TR · S&P 500 GRWT ETF CUSIP — src ↗	$40.0M	353,931
ISHARES TR · SELECT US REIT CUSIP — src ↗	$19.1M	308,896
ISHARES TR · RUS MD CP GR ETF CUSIP — src ↗	$12.9M	100,899
ISHARES TR · RUS 1000 GRW ETF CUSIP — src ↗	$12.4M	29,078
ISHARES TR · CORE S&P500 ETF CUSIP — src ↗	$11.0M	16,812
ISHARES TR · MSCI EAFE ETF CUSIP — src ↗	$6.4M	66,185
ISHARES TR · 1 3 YR TREAS BD CUSIP — src ↗	$4.6M	55,323
ISHARES TR · RUSSELL 2000 ETF CUSIP — src ↗	$4.0M	16,157
ISHARES TR · GLOBAL 100 ETF CUSIP — src ↗	$3.9M	32,073
ISHARES TR · RUS MDCP VAL ETF CUSIP — src ↗	$3.8M	26,056
ISHARES TR · RUS 1000 ETF CUSIP — src ↗	$3.8M	10,527
ISHARES TR · U.S. TECH ETF CUSIP — src ↗	$3.3M	18,387
ISHARES TR · S&P SML 600 GWT CUSIP — src ↗	$2.5M	17,023
ISHARES TR · RUS 2000 GRW ETF CUSIP — src ↗	$1.5M	4,862
ISHARES TR · RUS 1000 VAL ETF CUSIP — src ↗	$1.5M	6,791
ISHARES TR · RUS MID CAP ETF CUSIP — src ↗	$1.4M	14,469
ISHARES TR · MSCI EMG MKT ETF CUSIP — src ↗	$999K	17,586
ISHARES TR · CORE US AGGBD ET CUSIP — src ↗	$995K	10,019
ISHARES TR · S&P 500 VAL ETF CUSIP — src ↗	$905K	4,284
ISHARES TR · RUS 2000 VAL ETF CUSIP — src ↗	$743K	3,918
ISHARES TR · S&P MC 400VL ETF CUSIP — src ↗	$738K	5,572
ISHARES TR · U.S. FINLS ETF CUSIP — src ↗	$617K	5,244
ISHARES TR · 7-10 YR TRSY BD CUSIP — src ↗	$608K	6,372
ISHARES TR · ISHARES BIOTECH CUSIP — src ↗	$492K	2,917
ISHARES TR · CORE S&P US GWT CUSIP — src ↗	$485K	3,125
ISHARES TR · ISHARES SEMICDTR CUSIP — src ↗	$373K	1,134
ISHARES TR · SELECT DIVID ETF CUSIP — src ↗	$354K	2,340
ISHARES TR · S&P MC 400GR ETF CUSIP — src ↗	$320K	3,182
ISHARES TR · US INDUSTRIALS CUSIP — src ↗	$242K	1,642

ticker not yet mapped

$300M

3,093,506

12.6%

—

VANGUARD INDEX FDS

12 positions · 12 reported rows

Rows Connecticut Wealth Management, LLC reported for VANGUARD INDEX FDS, as it reported them
VANGUARD INDEX FDS · MID CAP ETF CUSIP — src ↗	$55.4M	192,964
VANGUARD INDEX FDS · GROWTH ETF CUSIP — src ↗	$54.9M	125,802
VANGUARD INDEX FDS · SMALL CP ETF CUSIP — src ↗	$37.3M	142,250
VANGUARD INDEX FDS · TOTAL STK MKT CUSIP — src ↗	$36.9M	114,883
VANGUARD INDEX FDS · S&P 500 ETF SHS CUSIP 922908363 src ↗	$13.8M	23,020
VANGUARD INDEX FDS · VALUE ETF CUSIP — src ↗	$10.4M	52,877
VANGUARD INDEX FDS · MCAP GR IDXVIP CUSIP 922908538 src ↗	$9.4M	36,476
VANGUARD INDEX FDS · REAL ESTATE ETF CUSIP 922908553 src ↗	$7.7M	86,251
VANGUARD INDEX FDS · SML CP GRW ETF CUSIP 922908595 src ↗	$3.2M	10,609
VANGUARD INDEX FDS · MCAP VL IDXVIP CUSIP 922908512 src ↗	$883K	4,791
VANGUARD INDEX FDS · LARGE CAP ETF CUSIP — src ↗	$266K	891
VANGUARD INDEX FDS · SM CP VAL ETF CUSIP — src ↗	$229K	1,055

ticker not yet mapped

$230M

791,869

9.6%

—

ISHARES INC

2 positions · 2 reported rows

Rows Connecticut Wealth Management, LLC reported for ISHARES INC, as it reported them
ISHARES INC · CORE MSCI EMKT CUSIP — src ↗	$142M	2,042,072
ISHARES INC · ESG AWR MSCI EM CUSIP — src ↗	$830K	18,260

ticker not yet mapped

$143M

2,060,332

6.0%

—

VANGUARD TAX-MANAGED FDS · VAN FTSE DEV MKT CUSIP —
2026-03-31 filed 2026-05-01 +31d

src ↗

ticker not yet mapped

$76.0M

1,185,979

3.2%

—

ISHARES TR

4 positions · 4 reported rows

Rows Connecticut Wealth Management, LLC reported for ISHARES TR, as it reported them
ISHARES TR · IBONDS 26 TRM TS CUSIP — src ↗	$41.2M	1,799,794
ISHARES TR · IBONDS 27 TRM TS CUSIP 46436E841 src ↗	$27.8M	1,240,205
ISHARES TR · ESG EAFE ETF CUSIP 46436E759 src ↗	$359K	4,761
ISHARES TR · IBONDS 28 TRM TS CUSIP 46436E833 src ↗	$251K	11,275

ticker not yet mapped

$69.7M

3,056,035

2.9%

—

VANGUARD SPECIALIZED FUNDS · DIV APP ETF CUSIP —
2026-03-31 filed 2026-05-01 +31d

src ↗

ticker not yet mapped

$40.8M

189,726

1.7%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

INVESCO QQQ TR · UNIT SER 1 CUSIP —
2026-03-31 filed 2026-05-01 +31d

src ↗

$34.0M

58,863

1.4%

—

VANGUARD ADMIRAL FDS INC

2 positions · 2 reported rows

Rows Connecticut Wealth Management, LLC reported for VANGUARD ADMIRAL FDS INC, as it reported them
VANGUARD ADMIRAL FDS INC · 500 GRTH IDX F CUSIP 921932505 src ↗	$24.9M	61,170
VANGUARD ADMIRAL FDS INC · 500 VAL IDX FD CUSIP 921932703 src ↗	$8.4M	41,093

ticker not yet mapped

$33.3M

102,263

1.4%

—

VANGUARD STAR FDS · VG TL INTL STK F CUSIP 921909768
2026-03-31 filed 2026-05-01 +31d

src ↗

ticker not yet mapped

$33.2M

430,220

1.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

RTX CORPORATION · COM CUSIP —
2026-03-31 filed 2026-05-01 +31d

src ↗

$29.8M

154,643

1.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

APPLE INC · COM CUSIP —
2026-03-31 filed 2026-05-01 +31d

src ↗

$29.4M

115,990

1.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

STATE STR SPDR S&P 500 ETF T · TR UNIT CUSIP —
2026-03-31 filed 2026-05-01 +31d

src ↗

$27.3M

41,980

1.1%

—

WISDOMTREE TR

3 positions · 3 reported rows

Rows Connecticut Wealth Management, LLC reported for WISDOMTREE TR, as it reported them
WISDOMTREE TR · US TOTAL DIVIDND CUSIP — src ↗	$23.2M	268,910
WISDOMTREE TR · US SMALLCAP DIVD CUSIP — src ↗	$990K	27,545
WISDOMTREE TR · US MIDCAP DIVID CUSIP — src ↗	$983K	18,706

ticker not yet mapped

$25.2M

315,161

1.1%

—

VANGUARD SCOTTSDALE FDS

4 positions · 4 reported rows

Rows Connecticut Wealth Management, LLC reported for VANGUARD SCOTTSDALE FDS, as it reported them
VANGUARD SCOTTSDALE FDS · MTG-BKD SECS ETF CUSIP 92206C771 src ↗	$16.9M	359,997
VANGUARD SCOTTSDALE FDS · SHRT TRM CORP BD CUSIP 92206C409 src ↗	$4.2M	53,368
VANGUARD SCOTTSDALE FDS · INT-TERM CORP CUSIP — src ↗	$1.1M	13,671
VANGUARD SCOTTSDALE FDS · INTER TERM TREAS CUSIP 92206C706 src ↗	$311K	5,230

ticker not yet mapped

$22.6M

432,266

0.9%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ALPHABET INC

2 positions · 2 reported rows

Rows Connecticut Wealth Management, LLC reported for ALPHABET INC, as it reported them
ALPHABET INC · CAP STK CL C CUSIP — src ↗	$11.1M	38,533
ALPHABET INC · CAP STK CL A CUSIP — src ↗	$9.6M	33,363

$20.6M

71,896

0.9%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MICROSOFT CORP · COM CUSIP —
2026-03-31 filed 2026-05-01 +31d

src ↗

$18.7M

50,554

0.8%

—

ISHARES TR

8 positions · 8 reported rows

Rows Connecticut Wealth Management, LLC reported for ISHARES TR, as it reported them
ISHARES TR · NATIONAL MUN ETF CUSIP — src ↗	$8.6M	80,571
ISHARES TR · INTRM GOV CR ETF CUSIP — src ↗	$4.7M	43,637
ISHARES TR · PFD AND INCM SEC CUSIP — src ↗	$1.7M	55,916
ISHARES TR · MBS ETF CUSIP — src ↗	$1.0M	10,532
ISHARES TR · U.S. MED DVC ETF CUSIP — src ↗	$736K	13,802
ISHARES TR · ESG OPTIMIZED CUSIP — src ↗	$563K	4,260
ISHARES TR · RESIDENTIAL MULT CUSIP — src ↗	$478K	5,750
ISHARES TR · EAFE GRWTH ETF CUSIP — src ↗	$399K	3,582

ticker not yet mapped

$18.1M

218,050

0.8%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

NVIDIA CORPORATION · COM CUSIP —
2026-03-31 filed 2026-05-01 +31d

src ↗

$15.6M

89,297

0.7%

—

INVESCO EXCHANGE TRADED FD T

5 positions · 5 reported rows

Rows Connecticut Wealth Management, LLC reported for INVESCO EXCHANGE TRADED FD T, as it reported them
INVESCO EXCHANGE TRADED FD T · S&P500 EQL WGT CUSIP — src ↗	$8.9M	46,289
INVESCO EXCHANGE TRADED FD T · S&P500 PUR VAL CUSIP — src ↗	$1.3M	11,947
INVESCO EXCHANGE TRADED FD T · S&P MDCP400 PR CUSIP — src ↗	$621K	11,325
INVESCO EXCHANGE TRADED FD T · RAFI US 1000 ETF CUSIP — src ↗	$516K	10,866
INVESCO EXCHANGE TRADED FD T · DIVID ACHIEVEV CUSIP — src ↗	$255K	5,000

ticker not yet mapped

$11.6M

85,427

0.5%

—

ISHARES TR

2 positions · 2 reported rows

Rows Connecticut Wealth Management, LLC reported for ISHARES TR, as it reported them
ISHARES TR · CORE DIV GRWTH CUSIP — src ↗	$7.1M	101,100
ISHARES TR · CUR HD EURZN ETF CUSIP 46434V639 src ↗	$4.4M	100,276

ticker not yet mapped

$11.5M

201,376

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BERKSHIRE HATHAWAY INC DEL · CL B NEW CUSIP —
2026-03-31 filed 2026-05-01 +31d

src ↗

$8.4M

17,442

0.4%

—

VANGUARD WORLD FD

4 positions · 4 reported rows

Rows Connecticut Wealth Management, LLC reported for VANGUARD WORLD FD, as it reported them
VANGUARD WORLD FD · INF TECH ETF CUSIP 92204A702 src ↗	$5.4M	7,759
VANGUARD WORLD FD · UTILITIES ETF CUSIP 92204A876 src ↗	$1.5M	7,717
VANGUARD WORLD FD · HEALTH CAR ETF CUSIP 92204A504 src ↗	$745K	2,736
VANGUARD WORLD FD · INDUSTRIAL ETF CUSIP 92204A603 src ↗	$529K	1,695

ticker not yet mapped

$8.2M

19,907

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

JPMORGAN CHASE & CO · COM CUSIP —
2026-03-31 filed 2026-05-01 +31d

src ↗

$8.0M

27,284

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AMAZON COM INC · COM CUSIP —
2026-03-31 filed 2026-05-01 +31d

src ↗

$7.7M

36,859

0.3%

—

SELECT SECTOR SPDR TR

6 positions · 6 reported rows

Rows Connecticut Wealth Management, LLC reported for SELECT SECTOR SPDR TR, as it reported them
SELECT SECTOR SPDR TR · STATE STREET HEA CUSIP 81369Y209 src ↗	$3.4M	22,867
SELECT SECTOR SPDR TR · STATE STREET COM CUSIP 81369Y852 src ↗	$1.2M	11,031
SELECT SECTOR SPDR TR · STATE STREET ENE CUSIP 81369Y506 src ↗	$1.1M	18,184
SELECT SECTOR SPDR TR · STATE STREET FIN CUSIP 81369Y605 src ↗	$1.1M	22,268
SELECT SECTOR SPDR TR · STATE STREET UTI CUSIP — src ↗	$422K	9,201
SELECT SECTOR SPDR TR · STATE STREET TEC CUSIP — src ↗	$409K	3,076

ticker not yet mapped

$7.6M

86,627

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

COSTCO WHOLESALE CORPORATION · COM CUSIP —
2026-03-31 filed 2026-05-01 +31d

src ↗

$7.6M

7,586

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

OTIS WORLDWIDE CORP · COM CUSIP —
2026-03-31 filed 2026-05-01 +31d

src ↗

$7.5M

97,611

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BROADCOM INC · COM CUSIP —
2026-03-31 filed 2026-05-01 +31d

src ↗

$6.5M

21,109

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CARRIER GLOBAL CORPORATION · COM CUSIP —
2026-03-31 filed 2026-05-01 +31d

src ↗

$6.1M

108,353

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

VISA INC · COM CL A CUSIP —
2026-03-31 filed 2026-05-01 +31d

src ↗

$5.8M

19,346

0.2%

—

VANGUARD BD INDEX FDS

3 positions · 3 reported rows

Rows Connecticut Wealth Management, LLC reported for VANGUARD BD INDEX FDS, as it reported them
VANGUARD BD INDEX FDS · SHORT TRM BOND CUSIP — src ↗	$3.8M	49,066
VANGUARD BD INDEX FDS · INTERMED TERM CUSIP 921937819 src ↗	$980K	12,694
VANGUARD BD INDEX FDS · TOTAL BND MRKT CUSIP — src ↗	$719K	9,769

ticker not yet mapped

$5.5M

71,529

0.2%

—

ISHARES TR

4 positions · 4 reported rows

Rows Connecticut Wealth Management, LLC reported for ISHARES TR, as it reported them
ISHARES TR · CORE HIGH DV ETF CUSIP 46429B663 src ↗	$4.0M	29,605
ISHARES TR · MSCI INDIA ETF CUSIP 46429B598 src ↗	$645K	13,764
ISHARES TR · FLTG RATE NT ETF CUSIP 46429B655 src ↗	$565K	11,082
ISHARES TR · MSCI USA MIN VOL CUSIP 46429B697 src ↗	$304K	3,276

ticker not yet mapped

$5.5M

57,727

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ARCH CAP GROUP LTD · ORD CUSIP —
2026-03-31 filed 2026-05-01 +31d

src ↗

$5.5M

57,366

0.2%

—

VANGUARD INTL EQUITY INDEX F

3 positions · 3 reported rows

Rows Connecticut Wealth Management, LLC reported for VANGUARD INTL EQUITY INDEX F, as it reported them
VANGUARD INTL EQUITY INDEX F · FTSE EMR MKT ETF CUSIP 922042858 src ↗	$3.7M	68,422
VANGUARD INTL EQUITY INDEX F · ALLWRLD EX US CUSIP — src ↗	$1.5M	20,432
VANGUARD INTL EQUITY INDEX F · TT WRLD ST ETF CUSIP — src ↗	$215K	1,556

ticker not yet mapped

$5.4M

90,410

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MOODYS CORP · COM CUSIP —
2026-03-31 filed 2026-05-01 +31d

src ↗

$5.2M

11,947

0.2%

—

PROSHARES TR · S&P MDCP 400 DIV CUSIP 74347B680
2026-03-31 filed 2026-05-01 +31d

src ↗

ticker not yet mapped

$5.2M

60,221

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

TERADYNE INC · COM CUSIP —
2026-03-31 filed 2026-05-01 +31d

src ↗

$4.7M

15,831

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

HOME DEPOT INC · COM CUSIP —
2026-03-31 filed 2026-05-01 +31d

src ↗

$4.6M

14,020

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AMERICAN INTL GROUP INC · COM NEW CUSIP —
2026-03-31 filed 2026-05-01 +31d

src ↗

$4.4M

58,200

0.2%

—

PIMCO ETF TR · ACTIVE BD ETF CUSIP 72201R775
2026-03-31 filed 2026-05-01 +31d

src ↗

ticker not yet mapped

$4.3M

46,349

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

JOHNSON & JOHNSON · COM CUSIP —
2026-03-31 filed 2026-05-01 +31d

src ↗

$4.0M

16,400

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

EXXON MOBIL CORP · COM CUSIP —
2026-03-31 filed 2026-05-01 +31d

src ↗

$3.9M

22,724

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CATERPILLAR INC · COM CUSIP —
2026-03-31 filed 2026-05-01 +31d

src ↗

$3.7M

5,267

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ELI LILLY & CO · COM CUSIP —
2026-03-31 filed 2026-05-01 +31d

src ↗

$3.7M

4,018

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

INTERNATIONAL BUSINESS MACHS · COM CUSIP —
2026-03-31 filed 2026-05-01 +31d

src ↗

$3.5M

14,459

0.1%

—

GLOBAL X FDS · US INFR DEV ETF CUSIP 37954Y673
2026-03-31 filed 2026-05-01 +31d

src ↗

ticker not yet mapped

$3.3M

64,740

0.1%

—

VANGUARD WHITEHALL FDS · HIGH DIV YLD CUSIP —
2026-03-31 filed 2026-05-01 +31d

src ↗

ticker not yet mapped

$3.2M

21,448

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

META PLATFORMS INC · CL A CUSIP —
2026-03-31 filed 2026-05-01 +31d

src ↗

$3.2M

5,512

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MCKESSON CORP · COM CUSIP —
2026-03-31 filed 2026-05-01 +31d

src ↗

$3.0M

3,512

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CINTAS CORP · COM CUSIP —
2026-03-31 filed 2026-05-01 +31d

src ↗

$2.8M

16,474

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

NEXTERA ENERGY INC · COM CUSIP —
2026-03-31 filed 2026-05-01 +31d

src ↗

$2.7M

29,597

0.1%

—

PROSHARES TR · S&P 500 DV ARIST CUSIP 74348A467
2026-03-31 filed 2026-05-01 +31d

src ↗

ticker not yet mapped

$2.7M

25,334

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PROCTER & GAMBLE CO · COM CUSIP —
2026-03-31 filed 2026-05-01 +31d

src ↗

$2.7M

18,538

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

TJX COS INC NEW · COM CUSIP —
2026-03-31 filed 2026-05-01 +31d

src ↗

$2.6M

16,260

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

UNION PAC CORP · COM CUSIP —
2026-03-31 filed 2026-05-01 +31d

src ↗

$2.5M

10,202

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

STATE STR SPDR S&P MIDCAP 40 · UTSER1 S&PDCRP CUSIP —
2026-03-31 filed 2026-05-01 +31d

src ↗

$2.5M

3,985

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

TAIWAN SEMICONDUCTOR MANUFAC · SPONSORED ADS CUSIP —
2026-03-31 filed 2026-05-01 +31d

src ↗

$2.3M

6,918

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

GE AEROSPACE · COM NEW CUSIP —
2026-03-31 filed 2026-05-01 +31d

src ↗

$2.3M

8,192

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

THERMO FISHER SCIENTIFIC INC · COM CUSIP —
2026-03-31 filed 2026-05-01 +31d

src ↗

$2.3M

4,600

0.1%

—

FIRST TR EXCHANGE TRADED FD · NASD TECH DIV CUSIP 33738R118
2026-03-31 filed 2026-05-01 +31d

src ↗

ticker not yet mapped

$2.2M

23,952

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

WALMART INC · COM CUSIP —
2026-03-31 filed 2026-05-01 +31d

src ↗

$2.2M

17,334

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

HONEYWELL INTL INC · COM CUSIP —
2026-03-31 filed 2026-05-01 +31d

src ↗

$2.1M

9,357

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PEPSICO INC · COM CUSIP —
2026-03-31 filed 2026-05-01 +31d

src ↗

$2.1M

13,580

0.1%

—

SCHWAB STRATEGIC TR

4 positions · 4 reported rows

Rows Connecticut Wealth Management, LLC reported for SCHWAB STRATEGIC TR, as it reported them
SCHWAB STRATEGIC TR · US DIVIDEND EQ CUSIP — src ↗	$920K	30,000
SCHWAB STRATEGIC TR · US LRG CAP ETF CUSIP — src ↗	$593K	23,147
SCHWAB STRATEGIC TR · US SML CAP ETF CUSIP — src ↗	$364K	12,513
SCHWAB STRATEGIC TR · US BRD MKT ETF CUSIP — src ↗	$224K	8,928

ticker not yet mapped

$2.1M

74,588

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AMGEN INC · COM CUSIP —
2026-03-31 filed 2026-05-01 +31d

src ↗

$2.0M

5,771

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AMERIPRISE FINL INC · COM CUSIP —
2026-03-31 filed 2026-05-01 +31d

src ↗

$1.9M

4,358

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

STATE STR SPDR DOW JONES IND · UT SER 1 CUSIP —
2026-03-31 filed 2026-05-01 +31d

src ↗

$1.9M

4,133

0.1%

—

FIDELITY MERRIMACK STR TR · TOTAL BD ETF CUSIP 316188309
2026-03-31 filed 2026-05-01 +31d

src ↗

ticker not yet mapped

$1.9M

41,932

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

SNAP ON INC · COM CUSIP —
2026-03-31 filed 2026-05-01 +31d

src ↗

$1.9M

5,220

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

GE VERNOVA INC · COM CUSIP —
2026-03-31 filed 2026-05-01 +31d

src ↗

$1.8M

2,052

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ABBVIE INC · COM CUSIP —
2026-03-31 filed 2026-05-01 +31d

src ↗

$1.8M

8,186

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AMPHENOL CORP · CL A CUSIP —
2026-03-31 filed 2026-05-01 +31d

src ↗

$1.7M

13,702

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CUMMINS INC · COM CUSIP —
2026-03-31 filed 2026-05-01 +31d

src ↗

$1.7M

3,214

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ORACLE CORP · COM CUSIP —
2026-03-31 filed 2026-05-01 +31d

src ↗

$1.7M

11,284

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MARRIOTT INTL INC NEW · CL A CUSIP —
2026-03-31 filed 2026-05-01 +31d

src ↗

$1.7M

5,075

0.1%

—

DIMENSIONAL ETF TRUST

2 positions · 2 reported rows

Rows Connecticut Wealth Management, LLC reported for DIMENSIONAL ETF TRUST, as it reported them
DIMENSIONAL ETF TRUST · US CORE EQUITY 2 CUSIP 25434V708 src ↗	$1.4M	37,123
DIMENSIONAL ETF TRUST · WORLD EX US CORE CUSIP 25434V880 src ↗	$207K	6,103

ticker not yet mapped

$1.6M

43,226

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AXIS CAP HLDGS LTD · SHS CUSIP —
2026-03-31 filed 2026-05-01 +31d

src ↗

$1.6M

16,140

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

OREILLY AUTOMOTIVE INC · COM CUSIP —
2026-03-31 filed 2026-05-01 +31d

src ↗

$1.6M

17,516

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

UNITEDHEALTH GROUP INC · COM CUSIP —
2026-03-31 filed 2026-05-01 +31d

src ↗

$1.6M

5,888

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

M & T BK CORP · COM CUSIP —
2026-03-31 filed 2026-05-01 +31d

src ↗

$1.6M

7,644

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

THE CIGNA GROUP · COM CUSIP —
2026-03-31 filed 2026-05-01 +31d

src ↗

$1.6M

5,891

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

TESLA INC · COM CUSIP —
2026-03-31 filed 2026-05-01 +31d

src ↗

$1.6M

4,226

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AUTOMATIC DATA PROCESSING IN · COM CUSIP —
2026-03-31 filed 2026-05-01 +31d

src ↗

$1.6M

7,691

0.1%

—

SSGA ACTIVE ETF TR · STATE STREET DOU CUSIP 78467V848
2026-03-31 filed 2026-05-01 +31d

src ↗

ticker not yet mapped

$1.5M

38,679

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MCDONALDS CORP · COM CUSIP —
2026-03-31 filed 2026-05-01 +31d

src ↗

$1.5M

4,878

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CHEVRON CORPORATION · COM CUSIP —
2026-03-31 filed 2026-05-01 +31d

src ↗

$1.5M

7,228

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BANK AMERICA CORP · COM CUSIP —
2026-03-31 filed 2026-05-01 +31d

src ↗

$1.5M

30,281

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

DANAHER CORP DEL · COM CUSIP —
2026-03-31 filed 2026-05-01 +31d

src ↗

$1.3M

7,031

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PROGRESSIVE CORP · COM CUSIP —
2026-03-31 filed 2026-05-01 +31d

src ↗

$1.3M

6,457

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PARKER-HANNIFIN CORP · COM CUSIP —
2026-03-31 filed 2026-05-01 +31d

src ↗

$1.3M

1,427

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BLACKSTONE INC · COM CUSIP —
2026-03-31 filed 2026-05-01 +31d

src ↗

$1.3M

11,069

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ROCKWELL AUTOMATION INC · COM CUSIP —
2026-03-31 filed 2026-05-01 +31d

src ↗

$1.2M

3,445

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

FASTENAL CO · COM CUSIP —
2026-03-31 filed 2026-05-01 +31d

src ↗

$1.2M

25,807

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

VERTEX PHARMACEUTICALS INC · COM CUSIP —
2026-03-31 filed 2026-05-01 +31d

src ↗

$1.2M

2,653

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ILLINOIS TOOL WKS INC · COM CUSIP —
2026-03-31 filed 2026-05-01 +31d

src ↗

$1.2M

4,540

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MERCK & CO INC · COM CUSIP —
2026-03-31 filed 2026-05-01 +31d

src ↗

$1.2M

9,776

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

HUBBELL INC · COM CUSIP —
2026-03-31 filed 2026-05-01 +31d

src ↗

$1.2M

2,374

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CISCO SYS INC · COM CUSIP —
2026-03-31 filed 2026-05-01 +31d

src ↗

$1.2M

14,857

0.0%

1–20 of the 100 issuers on this page

Change kind and share change are in Position changes above; Congress overlap is planned.

One line per issuer, largest first; a row with no issuer key stands on its own line. Open a line for its rows as this filer reported them. The list holds every row this filer reported for the quarter. Issuer totals on the holders pages count each manager's own report once; that never removes a row here. how positions are grouped ↗

Book shape

2026-03-31 · concentration · vs tracked median · tick = median

Top-25 concentration: 76.5%below median 80.0%
Concentration index: 448 bpsabove median 446 bps
Positions with value: 327 / 327median book 97.5 positions

Concentration uses reported 13F long value, not total assets. The index is withheld when any position lacks a value. Medians are over the 8,748 tracked filers with a 2026-03-31 book; the index median over the 8,662 with a complete book.

holdings whose <value> did not parse — retained and counted, never zero-filled: 0 · share of the period's disclosed value held in the top-N positions; denominator is reported 13F value, not total assets: 76.5% · integer Herfindahl–Hirschman index in basis points over disclosed position values: 448 · QoQ moves: 345

Filing history

AVAILABLE QUARTERS

Available filing periods
Period	Source
2026-03-31	EDGAR ↗
2026-06-30	EDGAR ↗

PLANNED sector rotation · Congress overlap · signals for this filer

Complete source filings on SEC EDGAR

The complete filing on EDGAR.

The position list above is served from the published Public Filings build, each position as this filer reported it; where the page cannot embed every reported row, the list says how many it leaves out. This block is provenance, not a substitute: the filing itself is the record, and it is one click away. Public Filings decided on 2026-08-01 to serve this list from its published build; filings newer than this build are on EDGAR.

Open Connecticut Wealth Management, LLC's 13F filings on SEC EDGAR ↗

Notes on this data

Reported positions

Quarter-end holdings as filed

Explore the full published position list and its source filing. This record excludes the manager’s cash, shorts and non-13(f) assets.

Share changes

Compare consecutive quarters

Position changes retain the producer’s classification and comparability flags. Share counts and reported values describe different changes.

Coverage

A snapshot, not current holdings

Use the quarter selector to inspect available periods. Unknown values stay unknown and each table states its coverage.

A 13F is a quarterly, long-only snapshot filed up to 45 days late — not current holdings. what a 13F covers ↗

13F reports cover LONG positions in Section 13(f) securities (US exchange-traded equities plus reportable options, warrants, certain convertibles) held by managers with at least $100M in such securities — so managers below that threshold are absent entirely. No short positions, no cash, no non-13(f) assets — not a full portfolio, and not a census of institutional ownership.

Positions are quarter-end snapshots filed up to 45 days late — not current holdings. A position may have been changed or closed before you ever see it, and is older still by however long ago that quarter ended.

Values are the manager's stated market value at quarter-end in era-dependent units (whole dollars for form versions effective 2023-01-03 onward, thousands before), normalized here to whole dollars with unit_basis carried on every record.

Affiliated managers may report the same position (otherManager), so one position can appear under more than one filer.

Positions under confidential treatment may be omitted until a later amendment discloses them.

These are disclosures, not investment advice (ARCHITECTURE.md §5.2 / M2-CONTRACT §5).