13F filer

Connecticut Wealth Management

As of Sep 30, 2026 Filed Oct 13, 2026 CIK 1689829 SEC filings ↗

13F Value

$2.73B

Positions

338

Top Position

SPYV11.2%

Top 5

45.8%

Latest filing changes

vs Jun 30, 2026

1 SPYV State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF +6.9%+$19.6M

2 IEFA iShares Core MSCI EAFE ETF +5.9%+$15.7M

3 SPYG State Street(R) SPDR(R) Portfolio S&P 500(R) Growth ETF +3.5%+$9.4M

4 IEMG iShares Core MSCI Emerging Markets ETF +3.3%+$5.5M

5 IBTH iShares iBonds Dec 2027 Term Treasury ETF +13.4%+$4.3M

Holdings338

#							Trend (4Q)
1	SPYV State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF	11.2%	$304.8M	+6.9%	4.99M	10.5%		ETF
2	IEFA iShares Core MSCI EAFE ETF	10.3%	$280.3M	+5.9%	2.89M	9.8%		ETF
3	SPYG State Street(R) SPDR(R) Portfolio S&P 500(R) Growth ETF	10.1%	$276.5M	+3.5%	2.25M	9.5%		ETF
4	QUAL iShares MSCI USA Quality Factor ETF	7.8%	$213.8M	-1.4%	961.8K	7.9%		ETF
5	IEMG iShares Core MSCI Emerging Markets ETF	6.3%	$171.8M	+3.3%	2.12M	6.3%		ETF
6	IJH iShares Core S&P Mid-Cap ETF	3.3%	$90.9M	-4.1%	1.26M	3.8%		ETF
7	VEA Vanguard Developed Markets Index Fund — ETF Shares	3.1%	$83.7M	+0.0%	1.19M	3.1%		ETF
8	VUG Vanguard Morningstar Growth Index Fund — ETF Shares	2.4%	$66.2M	-0.0%	735.1K	2.3%	—	ETF
9	IJR iShares Core S&P Small-Cap ETF	2.4%	$65.5M	+0.5%	481.3K	2.6%		ETF
10	VO Vanguard Morningstar Mid-Cap Index Fund — ETF Shares	2.0%	$55.3M	-4.8%	704.9K	2.2%		ETF
11	IVW iShares S&P 500 Growth ETF	1.8%	$50.0M	-0.1%	351.8K	1.8%		ETF
12	IBTG iShares iBonds Dec 2026 Term Treasury ETF	1.7%	$46.9M	+6.5%	2.05M	1.6%		ETF
13	VIG Vanguard Dividend Appreciation Index Fund — ETF Shares	1.6%	$43.7M	-0.7%	187.1K	1.6%		ETF
14	VTI Vanguard Morningstar Total Stock Market Index Fund — ETF Shares	1.6%	$43.4M	+1.3%	116.0K	1.6%		ETF
15	QQQ Invesco QQQ Trust, Series 1	1.6%	$43.0M	-0.0%	58.1K	1.6%		ETF
16	AAPL Apple	1.4%	$37.7M	+1.2%	113.3K	1.2%		Common Stock
17	VB Vanguard Morningstar Small-Cap Index Fund — ETF Shares	1.4%	$37.0M	-3.9%	130.2K	1.5%		ETF
18	IBTH iShares iBonds Dec 2027 Term Treasury ETF	1.3%	$36.3M	+13.4%	1.63M	1.2%		ETF
19	VXUS Vanguard Total International Stock Index Fund — ETF Shares	1.3%	$35.5M	-1.2%	417.9K	1.3%		ETF
20	VOOG Vanguard S&P 500 Growth Index Fund — ETF Shares	1.1%	$31.1M	-0.2%	364.2K	1.1%	—	ETF

Change compares with the prior filing. Prior % is the share of the portfolio in that filing. Trend shows the quantity held in each of the last four filings: green rose, red fell, grey unchanged.

Exited in Latest Filing16

#	Holding	Prior %	Prior Value	Change	Prior Quantity	Trend (4Q)	Type

Compared with the immediately prior published filing (Jun 30, 2026). Prior values are shown for context and are not included in current totals.