Connecticut Wealth Management, LLC - Q32026 Holdings

Connecticut Wealth Management, LLC holds 338 stocks with a total portfolio value of $ 2.73B as of Q32026. In Q32026, Connecticut Wealth Management, LLC added 15 new positions, increased stakes in 88 stocks, reduced 151 holdings, and fully exited 17 positions. The largest holding is Spdr Series Trust (SPYV), representing 11.18% of the total portfolio.