Connecticut Wealth Management, LLC Q4 2025 Filing

Filed February 12, 2026

Portfolio Value

$2.3T

Holdings

316

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (316 positions)

#StockSharesValue% PortfolioType
301
USMVISHARES TR
3,276$00.00%
302
DEDEERE & CO
1,419$00.00%
303
NKENIKE INC
3,532$00.00%
304
MDLZMONDELEZ INTL INC
7,258$00.00%
305
PSXPHILLIPS 66
2,743$00.00%
306
WMWASTE MGMT INC DEL
2,844$00.00%
307
LHLABCORP HOLDINGS INC
2,744$00.00%
308
VHTVANGUARD WORLD FD
2,818$00.00%
309
ADIANALOG DEVICES INC
944$00.00%
310
EQIXEQUINIX INC
499$00.00%
311
TRVCCITIGROUP INC
2,879$00.00%
312
ANETARISTA NETWORKS INC
4,349$00.00%
313
CEGCONSTELLATION ENERGY CORP
677$00.00%
314
IVEISHARES TR
4,515$00.00%
315
INTUINTUIT
1,149$00.00%
316
LMTLOCKHEED MARTIN CORP
873$00.00%
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