Arkolith/Funds/Connecticut Wealth Management, LLC

Connecticut Wealth Management, LLC

CIK 1689829Wealth platform
Holdings as of Mar 31, 2026·disclosed May 1, 2026·~31-day 13F lag·13F-HR
Active Filer

Connecticut Wealth Management, LLC holds a focused book of 327 stocks worth $2.4B as of Q1 2026 (disclosed May 1, 2026, a ~45-day 13F lag). This quarter they opened Vanguard Int-Term Corporate and trimmed Ishares Msci USA Quality Fac. Their largest long position is SS SPDR P S&P 500 Value ETF at 10% of the equity book.

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holdings, largest changes, and filing provenance.
Opened
29
new positions
Added to
105
existing
Trimmed
138
reduced
Sold out
16
exited

Concentration

Top-heavy: focused book

Top 5 holdings
42%
Top 10 holdings
57%
Top 20 holdings
72%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

15% mapped to company sectors

ETF / fund or unclassified
85%
Information Technology
6%
Industrials
3%
Financials
3%
Consumer Discretionary
2%
Health Care
1%
Energy
0%
Materials
0%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

327 positions
#SecurityValueShares% PortLast moveHistory
1SPDR Series Trust
STATE STREET SPD
$243.0M4.29M
10.2%
+18%
Added · +640K sh
2Ishares TR
CORE MSCI EAFE
$232.8M2.57M
9.8%
+10%
Added · +235K sh
3SPDR Series Trust
STATE STREET SPD
$206.8M2.11M
8.7%
+8.8%
Added · +170K sh
4Ishares TR
MSCI USA QLT FCT
$189.1M985.9K
7.9%
−3.7%
Reduced · −38K sh
5Ishares Inc
CORE MSCI EMKT
$142.4M2.04M
6.0%
+172%
Added · +1.3M sh
6Ishares TR
CORE S&P MCP ETF
$97.4M1.44M
4.1%
−22%
Reduced · −398K sh
7Vanguard Tax-Managed FDS
VAN FTSE DEV MKT
$76.0M1.19M
3.2%
+0.4%
Added · +5K sh
8Ishares TR
CORE S&P SCP ETF
$62.9M506.2K
2.6%
−6.9%
Reduced · −38K sh
9Vanguard Index FDS
MID CAP ETF
$55.4M193.0K
2.3%
−9.1%
Reduced · −19K sh
10Vanguard Index FDS
GROWTH ETF
$54.9M125.8K
2.3%
+2.0%
Added · +3K sh
11Ishares TR
IBONDS 26 TRM TS
$41.2M1.80M
1.7%
+36%
Added · +472K sh
12Vanguard Specialized Funds
DIV APP ETF
$40.8M189.7K
1.7%
−0.2%
Reduced · −323 sh
13Ishares TR
S&P 500 GRWT ETF
$40.0M353.9K
1.7%
−8.1%
Reduced · −31K sh
14Vanguard Index FDS
SMALL CP ETF
$37.3M142.3K
1.6%
−5.0%
Reduced · −8K sh
15Vanguard Index FDS
TOTAL STK MKT
$36.9M114.9K
1.5%
−1.6%
Reduced · −2K sh
16Invesco QQQ TR
UNIT SER 1
$34.0M58.9K
1.4%
+1.8%
Added · +1K sh
17Vanguard Star FDS
VG TL INTL STK F
$33.2M430.2K
1.4%
−4.5%
Reduced · −20K sh
18RTX Corporation
COM
$29.8M154.6K
1.3%
−3.6%
Reduced · −6K sh
19Apple Inc
COM
$29.4M116.0K
1.2%
+0.3%
Added · +383 sh
20Ishares TR
IBONDS 27 TRM TS
$27.8M1.24M
1.2%
+490%
Added · +1.0M sh
21State STR SPDR S&P 500 ETF T
TR UNIT
$27.3M42.0K
1.1%
+7.6%
Added · +3K sh
22Vanguard Admiral FDS Inc
500 GRTH IDX F
$24.9M61.2K
1.0%
−0.8%
Reduced · −481 sh
23Wisdomtree TR
US TOTAL DIVIDND
$23.2M268.9K
1.0%
Held
24Ishares TR
SELECT US REIT
$19.1M308.9K
0.8%
−22%
Reduced · −87K sh
25Microsoft Corp
COM
$18.7M50.6K
0.8%
−0.7%
Reduced · −351 sh
26Vanguard Scottsdale FDS
MTG-BKD SECS ETF
$16.9M360.0K
0.7%
−8.8%
Reduced · −35K sh
27Nvidia Corporation
COM
$15.6M89.3K
0.7%
−0.9%
Reduced · −778 sh
28Vanguard Index FDS
S&P 500 ETF SHS
$13.8M23.0K
0.6%
+6.8%
Added · +1K sh
29Ishares TR
RUS MD CP GR ETF
$12.9M100.9K
0.5%
+0.1%
Added · +108 sh
30Ishares TR
RUS 1000 GRW ETF
$12.4M29.1K
0.5%
+1.9%
Added · +558 sh
31Alphabet Inc
CAP STK CL C
$11.1M38.5K
0.5%
−3.4%
Reduced · −1K sh
32Ishares TR
CORE S&P500 ETF
$11.0M16.8K
0.5%
+0.6%
Added · +99 sh
33Vanguard Index FDS
VALUE ETF
$10.4M52.9K
0.4%
+2.1%
Added · +1K sh
34Alphabet Inc
CAP STK CL A
$9.6M33.4K
0.4%
−5.5%
Reduced · −2K sh
35Vanguard Index FDS
MCAP GR IDXVIP
$9.4M36.5K
0.4%
−5.1%
Reduced · −2K sh
36Invesco Exchange Traded FD T
S&P500 EQL WGT
$8.9M46.3K
0.4%
−4.6%
Reduced · −2K sh
37Ishares TR
NATIONAL MUN ETF
$8.6M80.6K
0.4%
−25%
Reduced · −28K sh
38Vanguard Admiral FDS Inc
500 VAL IDX FD
$8.4M41.1K
0.4%
Held
39Berkshire Hathaway Inc Del
CL B NEW
$8.4M17.4K
0.4%
−3.8%
Reduced · −692 sh
40JPMorgan Chase & Co
COM
$8.0M27.3K
0.3%
−5.7%
Reduced · −2K sh
41Amazon Com Inc
COM
$7.7M36.9K
0.3%
−2.5%
Reduced · −934 sh
42Vanguard Index FDS
REAL ESTATE ETF
$7.7M86.3K
0.3%
−7.8%
Reduced · −7K sh
43Costco Wholesale Corporation
COM
$7.6M7.6K
0.3%
−2.5%
Reduced · −197 sh
44Otis Worldwide Corp
COM
$7.5M97.6K
0.3%
−5.7%
Reduced · −6K sh
45Ishares TR
CORE DIV GRWTH
$7.1M101.1K
0.3%
Held
46Broadcom Inc
COM
$6.5M21.1K
0.3%
+4.7%
Added · +951 sh
47Ishares TR
MSCI EAFE ETF
$6.4M66.2K
0.3%
+6.1%
Added · +4K sh
48Carrier Global Corporation
COM
$6.1M108.4K
0.3%
−3.3%
Reduced · −4K sh
49Visa Inc
COM CL A
$5.8M19.3K
0.2%
−0.4%
Reduced · −81 sh
50Arch Cap Group Ltd
ORD
$5.5M57.4K
0.2%
Held
Showing 50 of 327 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q1 2026Mar 31, 2026May 1, 2026327$2.4B13F-HR
Q4 2025Dec 31, 2025Feb 12, 2026316$2.3B13F-HR
Q3 2025Sep 30, 2025Nov 13, 2025317$2.3B13F-HR
Q2 2025Jun 30, 2025Aug 14, 2025308$2.1B13F-HR
Q1 2025Mar 31, 2025May 15, 2025304$1.9B13F-HR
Q4 2024Dec 31, 2024Feb 18, 2025310$2.0B13F-HR
Q3 2024Sep 30, 2024Nov 13, 2024326$2.1B13F-HR
Q2 2024Jun 30, 2024Aug 13, 2024323$1.9B13F-HR
Q1 2024Mar 31, 2024May 1, 2024322$1.9B13F-HR
Q4 2023Dec 31, 2023Feb 6, 2024321$1.7B13F-HR
Q3 2023Sep 30, 2023Oct 19, 2023291$1.5B13F-HR
Q2 2023Jun 30, 2023Jul 25, 2023263$1.4B13F-HR
Q1 2023Mar 31, 2023Apr 18, 2023247$1.3B13F-HR
Q4 2022Dec 31, 2022Jan 17, 2023204$1.2B13F-HR
Q3 2022Sep 30, 2022Nov 2, 2022190$1.1B13F-HR
Q2 2022Jun 30, 2022Jul 12, 2022187$1.1B13F-HR
Q1 2022Mar 31, 2022Apr 18, 2022189$1.3B13F-HR
Q4 2021Dec 31, 2021Jan 24, 2022197$1.3B13F-HR
Q3 2021Sep 30, 2021Nov 2, 2021196$1.1B13F-HR
Q2 2021Jun 30, 2021Jul 29, 2021192$1.1B13F-HR
Q1 2021Mar 31, 2021May 12, 2021173$1.1B13F-HR/A
Q4 2020Dec 31, 2020Jan 29, 2021187$942.0M13F-HR
Q3 2020Sep 30, 2020Oct 13, 2020203$906.1M13F-HR
Amended / restated
  • Q1 2021 · filed Apr 29, 202113F-HR · superseded

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.