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 |
|---|---|---|---|---|---|---|---|---|
| Q3 2025 | 317 | $2,253,685,399 | +$119,301,623 | -$98,272,980 | +$21,028,643 | QUAL, SPYG, SPYV, IEFA, IJH | 13F-HR | 13 Nov 2025, 06:03 |
| Q2 2025 | 308 | $2,097,965,550 | +$106,689,370 | -$71,171,332 | +$35,518,038 | QUAL, SPYG, SPYV, IEFA, IJH | 13F-HR | 14 Aug 2025, 16:42 |
| Q1 2025 | 302 | $1,907,939,557 | +$475,145,378 | -$302,779,129 | +$172,366,249 | QUAL, SPYV, IEFA, IJH, SPYG | 13F-HR | 15 May 2025, 12:18 |
| Q4 2024 | 277 | $1,774,333,736 | +$222,462,006 | -$488,488,960 | -$266,026,954 | QUAL, SPYG, IJH, VOT, IEFA | 13F-HR | 18 Feb 2025, 09:44 |
| Q3 2024 | 326 | $2,065,707,183 | +$54,136,299 | -$41,892,835 | +$12,243,464 | QUAL, SPYV, IEFA, IJH, SPYG | 13F-HR | 13 Nov 2024, 16:13 |
| Q2 2024 | 323 | $1,937,591,697 | +$83,689,650 | -$38,841,086 | +$44,848,564 | QUAL, SPYV, IEFA, SPYG, IJH | 13F-HR | 13 Aug 2024, 16:37 |
| Q1 2024 | 322 | $1,879,144,075 | +$135,794,793 | -$45,349,730 | +$90,445,063 | 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 | -$14,010,120 | +$91,043,408 | QUAL, IEFA, SPYV, IJH, SPYG | 13F-HR | 19 Oct 2023, 16:39 |
| Q2 2023 | 263 | $1,438,129,667 | +$95,180,175 | -$43,434,685 | +$51,745,490 | QUAL, IEFA, SPYV, IJH, SPYG | 13F-HR | 25 Jul 2023, 11:55 |
| Q1 2023 | 247 | $1,322,725,444 | +$220,560,318 | -$127,506,071 | +$93,054,247 | QUAL, IEFA, IJH, IJR, SPYV | 13F-HR | 18 Apr 2023, 13:26 |
| Q4 2022 | 204 | $1,179,453,093 | +$57,698,026 | -$55,689,313 | +$2,008,713 | QUAL, IJH, IEFA, IJR, SPYV | 13F-HR | 17 Jan 2023, 11:40 |
| Q3 2022 | 190 | $1,073,064,000 | +$28,809,613 | -$14,931,327 | +$13,878,286 | QUAL, RTX, IJH, IJR, IEFA | 13F-HR | 02 Nov 2022, 16:37 |
| Q2 2022 | 187 | $1,143,568,000 | +$46,671,733 | -$13,135,059 | +$33,536,674 | QUAL, RTX, IEFA, IJR, IJH | 13F-HR | 12 Jul 2022, 16:16 |
| Q1 2022 | 189 | $1,307,730,000 | +$109,636,324 | -$14,573,557 | +$95,062,767 | QUAL, RTX, IEFA, IJR, IJH | 13F-HR | 18 Apr 2022, 17:26 |
| Q4 2021 | 197 | $1,288,199,000 | +$89,003,270 | -$15,023,427 | +$73,979,843 | QUAL, IEFA, IJR, IJH, SPYV | 13F-HR | 24 Jan 2022, 13:59 |
| Q3 2021 | 196 | $1,146,918,000 | +$30,202,478 | -$11,015,068 | +$19,187,410 | QUAL, IEFA, IJR, IJH, RTX | 13F-HR | 02 Nov 2021, 10:15 |
| Q2 2021 | 192 | $1,136,113,000 | +$446,065,923 | -$250,584,997 | +$195,480,926 | QUAL, IEFA, IJR, IJH, RTX | 13F-HR | 29 Jul 2021, 13:28 |
| Q1 2021 | 167 | $818,181,000 | +$264,865,170 | -$329,957,506 | -$65,092,336 | QUAL, VOT, RTX, IVW, VEU | Restatement | 12 May 2021, 12:33 |
| Q4 2020 | 180 | $825,413,391 | +$111,304,775 | -$24,233,466 | +$87,071,309 | QUAL, IEMG, IJR, IJH, VEA | 13F-HR | 29 Jan 2021, 07:57 |
| Q3 2020 | 203 | $903,393,680 | +$190,555,007 | -$96,331,931 | +$94,223,076 | QUAL, IEFA, IJR, RTX, IJH | 13F-HR | 13 Oct 2020, 12:32 |
| Q2 2020 | 131 | $711,660,000 | +$153,948,568 | -$34,275,221 | +$119,673,347 | QUAL, RTX, IEMG, VEA, IJR | 13F-HR | 14 Jul 2020, 10:18 |
| Q1 2020 | 140 | $669,489,000 | +$147,424,671 | -$162,238,882 | -$14,814,211 | QUAL, UTX, DTD, VIG, IVW | 13F-HR | 20 Apr 2020, 16:30 |
| Q4 2019 | 159 | $908,377,000 | +$55,932,203 | -$16,088,000 | +$39,844,203 | UTX, IEFA, IJH, DTD, VOOV | 13F-HR | 29 Jan 2020, 11:06 |
| Q3 2019 | 148 | $811,170,000 | +$70,371,515 | -$51,684,008 | +$18,687,507 | UTX, IEFA, VOOV, DTD, IJH | 13F-HR | 24 Oct 2019, 10:18 |
| Q2 2019 | 143 | $810,175,000 | +$515,213,217 | -$5,148,963 | +$510,064,254 | UTX, VOOV, IEFA, VOOG, DTD | 13F-HR | 29 Jul 2019, 11:42 |
| Q1 2019 | 69 | $291,896,000 | +$47,254,548 | -$12,594,838 | +$34,659,710 | VOOV, IEFA, VOOG, IJH, IJR | 13F-HR | 23 Apr 2019, 13:55 |
| Q4 2018 | 73 | $230,141,000 | +$41,504,250 | -$2,153,954 | +$39,350,296 | VOOV, VOOG, IJH, IJR, IEFA | 13F-HR | 25 Jan 2019, 16:33 |
| Q3 2018 | 69 | $226,131,000 | +$7,496,315 | -$1,253,024 | +$6,243,291 | VOOV, VOOG, IJH, IJR, VTI | 13F-HR | 14 Nov 2018, 08:35 |
| Q2 2018 | 65 | $209,081,000 | +$27,687,182 | -$2,401,084 | +$25,286,098 | VOOV, VOOG, IJH, IJR, VTI | Restatement | 07 Aug 2018, 12:43 |
| Q1 2018 | 64 | $176,505,000 | +$10,659,341 | -$8,637,893 | +$2,021,448 | VOOV, VOOG, IJH, VTI, VO | 13F-HR | 08 May 2018, 13:41 |
| Q4 2017 | 59 | $186,515,000 | +$10,202,040 | -$4,712,714 | +$5,489,326 | VOOV, VOOG, IJH, BND, VTI | 13F-HR | 14 Feb 2018, 08:46 |
| Q3 2017 | 65 | $170,161,000 | +$4,955,990 | -$6,322,621 | -$1,366,631 | VOOV, VOOG, IJH, VTI, VO | 13F-HR | 08 Nov 2017, 08:42 |
| Q2 2017 | 62 | $164,460,000 | +$5,869,901 | -$9,902,774 | -$4,032,873 | VOOV, VOOG, IJH, VTI, VO | 13F-HR | 01 Aug 2017, 16:18 |
| Q1 2017 | 62 | $164,442,000 | +$9,853,865 | -$5,547,498 | +$4,306,367 | VOOG, VOOV, IJH, VEU, VTI | 13F-HR | 04 May 2017, 15:54 |
| Q4 2016 | 59 | $156,968,000 | +$15,231,941 | -$1,124,083 | +$14,107,858 | VOOG, VOOV, IJH, IEFA, VEU | 13F-HR | 07 Feb 2017, 10:53 |
| Q3 2016 | 59 | $139,169,000 | $0 | VOOG, VOOV, IJH, VTI, SDY | 13F-HR | 14 Nov 2016, 08:41 |