Connecticut Wealth Management, LLC

CIK 1689829 · EDGAR ↗

sum of disclosed values for 2026-03-31; 0 positions have no disclosed value and are left out of the sum, counted here rather than dropped: $2.4B
every reported holding for this filer and quarter, including ones with no disclosed value: 327
positions with no comparable holding in the prior quarter (kind new), 2026-03-31: 29
positions absent from this quarter's filing after being held last quarter (kind exit), 2026-03-31 — inferred from absence, not a sale record: 18

Quarter-end snapshot, filed up to 45 days later — not current holdings. What a 13F covers ↓

Changes · Quarter ended 2026-03-31. Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Position changes into quarter 2026-03-31
The reviewed ticker for the filed issuer name and share class, the same mapping the Reported positions table uses. Symbols are never inferred from names; — means no reviewed mapping.	position matched across quarters by exact reported CUSIP over a registry gap — never a name match	NEW / ADD / TRIM / EXIT by share count · NO CHANGE = same shares; the value moved with price, so never an ADD or a TRIM · EXIT = absent this quarter (disposed, delisted, confidential, or reported by an affiliate) — the filing does not say which · NO PRIOR = no comparable prior quarter on record (a first filing, or a quarter filed inside an affiliate's report), so not called a new stake · n/c = not classifiable: value undisclosed on one side of the pair, or neither shares nor value can classify it · †v: the reported share count is unchanged across the pair; this build's data classified the change from its reported value; builds from 2026-09-10 on read it as NO CHANGE	derived by Public Filings from the published data; “no value” means the source did not disclose a usable value — never zero	reported unit changed across the pair (SH↔PRN); the share delta is withheld rather than fabricated	Prev value	Curr value	Prev shares	Curr shares
—	share class as filed: STATE STREET SPD · position key `pos:12962` · issuer key `iss:1602`	ADD	+$35.4M	+640,278	$208M	$243M	3,654,368	4,294,646
—	share class as filed: CORE MSCI EAFE · position key `sid:sec:prov:f1fd766d326ca552a85c000a4415c3d6` · issuer key `cusip6:46432F`	ADD	+$23.8M	+235,054	$209M	$233M	2,336,234	2,571,288
—	share class as filed: STATE STREET SPD · position key `pos:12580` · issuer key `iss:1602`	ADD	−$425K	+170,020	$207M	$207M	1,942,123	2,112,143
—	share class as filed: MSCI USA QLT FCT · position key `sid:sec:prov:fc322b756e10c5adfb425878e834e2d4` · issuer key `cusip6:46432F`	TRIM	−$14.2M	−37,897	$203M	$189M	1,023,787	985,890
—	share class as filed: CORE MSCI EMKT · position key `pos:13905` · issuer key `iss:1016`	ADD	+$91.9M	+1,290,206	$50.5M	$142M	751,866	2,042,072
—	share class as filed: CORE S&P MCP ETF · position key `pos:16868` · issuer key `iss:1012`	TRIM	−$24.1M	−398,147	$121M	$97.4M	1,840,661	1,442,514
—	share class as filed: VAN FTSE DEV MKT · position key `pos:17409` · issuer key `iss:2478`	ADD	+$2.2M	+5,273	$73.8M	$76.0M	1,180,706	1,185,979
—	share class as filed: CORE S&P SCP ETF · position key `pos:14033` · issuer key `iss:1012`	TRIM	−$2.4M	−37,505	$65.3M	$62.9M	543,693	506,188
—	share class as filed: MID CAP ETF · position key `pos:14055` · issuer key `iss:2483`	TRIM	−$6.2M	−19,230	$61.6M	$55.4M	212,194	192,964
—	share class as filed: GROWTH ETF · position key `pos:11209` · issuer key `iss:2483`	ADD	−$5.2M	+2,526	$60.1M	$54.9M	123,276	125,802
—	share class as filed: IBONDS 26 TRM TS · position key `pos:13685` · issuer key `iss:2406`	ADD	+$10.9M	+472,331	$30.4M	$41.2M	1,327,463	1,799,794
—	share class as filed: DIV APP ETF · position key `pos:16249` · issuer key `iss:2476`	TRIM	−$967K	−323	$41.8M	$40.8M	190,049	189,726
—	share class as filed: S&P 500 GRWT ETF · position key `pos:13746` · issuer key `iss:1012`	TRIM	−$7.4M	−31,264	$47.5M	$40.0M	385,195	353,931
—	share class as filed: SMALL CP ETF · position key `pos:17231` · issuer key `iss:2483`	TRIM	−$1.4M	−7,553	$38.6M	$37.3M	149,803	142,250
—	share class as filed: TOTAL STK MKT · position key `pos:12944` · issuer key `iss:2483`	TRIM	−$2.3M	−1,888	$39.1M	$36.9M	116,771	114,883
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: UNIT SER 1 · position key `pos:11173` · issuer key `iss:995`	ADD	−$1.6M	+1,019	$35.5M	$34.0M	57,844	58,863
—	share class as filed: VG TL INTL STK F · position key `sid:sec:prov:e80cc45ae7833b901a24570947177154` · issuer key `cusip6:921909`	TRIM	−$803K	−20,161	$34.0M	$33.2M	450,381	430,220
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:15626` · issuer key `iss:1529`	TRIM	+$421K	−5,717	$29.4M	$29.8M	160,360	154,643
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:13215` · issuer key `iss:144`	ADD	−$2.0M	+383	$31.4M	$29.4M	115,607	115,990
—	share class as filed: IBONDS 27 TRM TS · position key `sid:sec:prov:be332591a56bef4dbf18730507a4b1e6` · issuer key `iss:2406`	ADD	+$23.1M	+1,030,037	$4.7M	$27.8M	210,168	1,240,205

Flags: no row carries a flag.

1–20 of the 100 changes on this page

Mark-to-market only (no share change) · 55

Positions whose share count is identical in both quarters; the value changed with price, not with a decision.

Positions held with no share change into quarter 2026-03-31
The reviewed ticker for the filed issuer name and share class, the same mapping the Reported positions table uses. Symbols are never inferred from names; — means no reviewed mapping.	position matched across quarters by exact reported CUSIP over a registry gap — never a name match	NEW / ADD / TRIM / EXIT by share count · NO CHANGE = same shares; the value moved with price, so never an ADD or a TRIM · EXIT = absent this quarter (disposed, delisted, confidential, or reported by an affiliate) — the filing does not say which · NO PRIOR = no comparable prior quarter on record (a first filing, or a quarter filed inside an affiliate's report), so not called a new stake · n/c = not classifiable: value undisclosed on one side of the pair, or neither shares nor value can classify it · †v: the reported share count is unchanged across the pair; this build's data classified the change from its reported value; builds from 2026-09-10 on read it as NO CHANGE	derived by Public Filings from the published data; “no value” means the source did not disclose a usable value — never zero	Prev value	Curr value	Prev shares	Curr shares
—	share class as filed: US TOTAL DIVIDND · position key `pos:10680` · issuer key `iss:1981`	NO CHANGE	+$398K	$22.8M	$23.2M	268,910	268,910
—	share class as filed: 500 VAL IDX FD · position key `sid:sec:prov:1a6ad5cfa82d1a61ffcb9c40f646e44d` · issuer key `cusip6:921932`	NO CHANGE	−$43.6K	$8.4M	$8.4M	41,093	41,093
—	share class as filed: CORE DIV GRWTH · position key `pos:18043` · issuer key `iss:2405`	NO CHANGE	+$76.8K	$7.0M	$7.1M	101,100	101,100
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: ORD · position key `pos:16902` · issuer key `iss:2033`	NO CHANGE	+$4.0K	$5.5M	$5.5M	57,366	57,366
—	share class as filed: NASD TECH DIV · position key `sid:sec:prov:dbad887a5f1987a2a1d09827f43291b4` · issuer key `iss:2382`	NO CHANGE	−$76.2K	$2.3M	$2.2M	23,952	23,952
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:16809` · issuer key `iss:119`	NO CHANGE	−$200K	$2.1M	$1.9M	4,358	4,358
—	share class as filed: RUS MID CAP ETF · position key `pos:16063` · issuer key `iss:1012`	NO CHANGE	+$13.9K	$1.4M	$1.4M	14,469	14,469
—	share class as filed: S&P500 PUR VAL · position key `pos:17773` · issuer key `iss:1000`	NO CHANGE	+$48.1K	$1.2M	$1.3M	11,947	11,947
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:10904` · issuer key `iss:1569`	NO CHANGE	−$104K	$1.3M	$1.2M	3,445	3,445
—	share class as filed: STATE STREET SPD · position key `pos:15174` · issuer key `iss:1602`	NO CHANGE	+$42.7K	$1.1M	$1.1M	11,834	11,834
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: CLASS A COM SHS · position key `pos:12269` · issuer key `iss:1848`	NO CHANGE	+$87.1K	$1.0M	$1.1M	12,712	12,712
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:10159` · issuer key `iss:185`	NO CHANGE	+$13.3K	$1.1M	$1.1M	30,231	30,231
—	share class as filed: MSCI EMG MKT ETF · position key `pos:13160` · issuer key `iss:1012`	NO CHANGE	+$36.6K	$962K	$999K	17,586	17,586
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:16172` · issuer key `iss:1141`	NO CHANGE	−$20.6K	$1.0M	$996K	4,214	4,214
—	share class as filed: US SMALLCAP DIVD · position key `pos:18236` · issuer key `iss:1981`	NO CHANGE	+$68.6K	$921K	$990K	27,545	27,545
—	share class as filed: STATE STREET SPD · position key `pos:13139` · issuer key `iss:1602`	NO CHANGE	+$33.7K	$883K	$917K	9,556	9,556
—	share class as filed: SHS · position key `sid:sec:prov:1492f9661b038177c0b21ff3a981965f` · issuer key `cusip6:336917`	NO CHANGE	+$110K	$754K	$864K	17,000	17,000
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:17983` · issuer key `iss:799`	NO CHANGE	−$159K	$973K	$814K	3,759	3,759
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: SHS CL A · position key `pos:14354` · issuer key `iss:2031`	NO CHANGE	−$70.6K	$827K	$757K	2,344	2,344
—	share class as filed: S&P MC 400VL ETF · position key `pos:16414` · issuer key `iss:1012`	NO CHANGE	+$5.1K	$733K	$738K	5,572	5,572
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM SHS · position key `pos:11064` · issuer key `iss:1089`	NO CHANGE	+$43.7K	$688K	$732K	2,744	2,744
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:17974` · issuer key `iss:488`	NO CHANGE	+$218K	$455K	$673K	488	488
—	share class as filed: STATE STREET SPD · position key `pos:18026` · issuer key `iss:1602`	NO CHANGE	+$16.2K	$624K	$640K	6,990	6,990
—	share class as filed: S&P MDCP400 PR · position key `pos:12743` · issuer key `iss:1000`	NO CHANGE	+$26.9K	$594K	$621K	11,325	11,325
—	share class as filed: FLTG RATE NT ETF · position key `sid:sec:prov:5a7fcb3dee6c4561333e06d370e28221` · issuer key `cusip6:46429B`	NO CHANGE	+$997	$564K	$565K	11,082	11,082
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:11002` · issuer key `iss:696`	NO CHANGE	+$15.2K	$526K	$541K	7,816	7,816
—	share class as filed: RAFI US 1000 ETF · position key `pos:13240` · issuer key `iss:1000`	NO CHANGE	+$6.6K	$510K	$516K	10,866	10,866
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:11609` · issuer key `iss:1447`	NO CHANGE	+$146K	$354K	$500K	2,743	2,743
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:11633` · issuer key `iss:673`	NO CHANGE	+$107K	$382K	$489K	499	499
—	share class as filed: RESIDENTIAL MULT · position key `pos:17685` · issuer key `iss:1013`	NO CHANGE	+$3.3K	$475K	$478K	5,750	5,750
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:17281` · issuer key `iss:809`	NO CHANGE	+$7.9K	$418K	$426K	1,242	1,242
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: SHS · position key `pos:11265` · issuer key `iss:2258`	NO CHANGE	+$51.3K	$357K	$408K	1,760	1,760
—	share class as filed: S&P500 DOWNSID · position key `pos:12648` · issuer key `iss:994`	NO CHANGE	+$3.6K	$392K	$396K	10,482	10,482
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:10146` · issuer key `iss:397`	NO CHANGE	+$15.8K	$368K	$384K	1,150	1,150
—	share class as filed: US SML CAP ETF · position key `pos:11515` · issuer key `iss:1633`	NO CHANGE	+$7.5K	$356K	$364K	12,513	12,513
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:16187` · issuer key `iss:1768`	NO CHANGE	−$7.3K	$368K	$360K	3,012	3,012
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:12417` · issuer key `iss:2008`	NO CHANGE	+$2.0K	$354K	$356K	3,937	3,937
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:15035` · issuer key `iss:505`	NO CHANGE	+$94.5K	$230K	$325K	2,462	2,462
—	share class as filed: INTER TERM TREAS · position key `sid:sec:prov:7175357d7c86ef92a73a4c94c374b858` · issuer key `iss:2482`	NO CHANGE	−$2.0K	$313K	$311K	5,230	5,230
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: SHS · position key `pos:13728` · issuer key `iss:2247`	NO CHANGE	−$40.5K	$351K	$311K	1,069	1,069
—	share class as filed: MSCI USA MIN VOL · position key `sid:sec:prov:ead4136001e20c053d7f45b14bcdc536` · issuer key `cusip6:46429B`	NO CHANGE	−$4.7K	$308K	$304K	3,276	3,276
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:13979` · issuer key `iss:874`	NO CHANGE	−$12.5K	$314K	$302K	4,668	4,668
—	share class as filed: LARGE CAP ETF · position key `pos:11695` · issuer key `iss:2483`	NO CHANGE	−$14.2K	$280K	$266K	891	891
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:17263` · issuer key `iss:1795`	NO CHANGE	+$26.5K	$232K	$259K	7,782	7,782
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:13319` · issuer key `iss:53`	NO CHANGE	−$49.8K	$307K	$257K	2,256	2,256
—	share class as filed: DIVID ACHIEVEV · position key `pos:14938` · issuer key `iss:1000`	NO CHANGE	−$2.1K	$258K	$255K	5,000	5,000
—	share class as filed: SH BEN INT · position key `sid:sec:prov:374bc3d3d7aaf395d6004a8b6dde7e31` · issuer key `cusip6:552737`	NO CHANGE	−$1.6K	$251K	$249K	53,880	53,880
—	share class as filed: COM SH BEN INT · position key `sid:sec:prov:d93654b2b17427cd2ad17fd90cfc4a7c` · issuer key `cusip6:41013T`	NO CHANGE	+$7.5K	$238K	$246K	18,742	18,742
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: CL A · position key `pos:15940` · issuer key `iss:614`	NO CHANGE	−$49.7K	$288K	$239K	4,710	4,710
—	share class as filed: US BRD MKT ETF · position key `pos:15909` · issuer key `iss:1633`	NO CHANGE	−$10.1K	$234K	$224K	8,928	8,928
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: CL A · position key `pos:10461` · issuer key `iss:875`	NO CHANGE	−$78.0K	$300K	$222K	2,235	2,235
—	share class as filed: BLOOMBERG PRICIN · position key `sid:sec:prov:f0826b706706965ae3bc4b47a648ae1c` · issuer key `cusip6:46138J`	NO CHANGE	−$9.8K	$232K	$222K	2,574	2,574
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:16368` · issuer key `iss:953`	NO CHANGE	−$42.9K	$253K	$210K	374	374
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:13630` · issuer key `iss:1631`	NO CHANGE	−$75.5K	$207K	$132K	11,576	11,576
—	share class as filed: COM · position key `sid:sec:prov:23294fd27516b3a2a3451405ff978b74` · issuer key `cusip6:89680M`	NO CHANGE	−$66.5K	$156K	$89.2K	22,303	22,303

Flags: no row carries a flag.

Holdings without a security ID are counted, not compared. Method ↗

Reported positions — 2026-03-31

235 issuers · 327 rows

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This build carries one quarter for this manager: 2026-03-31. Notable managers carry four published quarters, others two.

This list carries reported issuer names and security identities, without a dated ticker mapping. Symbols are not inferred from names.

a position composed from a base filing plus NEW-HOLDINGS amendments keeps every source row here; the composition's latest filed date is the one shown served from this build's published holdings (derived from the filer's own reported rows); every row resolves to its filing

Share of total reported value, calculated only when the full position list has disclosed values. This is 13F long value, not total assets.

value undisclosed on the filing: retained and counted, excluded from sums, never shown as $0

—

SPDR SERIES TRUST

8 positions · 8 reported rows

Rows Connecticut Wealth Management, LLC reported for SPDR SERIES TRUST, as it reported them
SPDR SERIES TRUST · STATE STREET SPD CUSIP — src ↗	$243M	4,294,646
SPDR SERIES TRUST · STATE STREET SPD CUSIP — src ↗	$207M	2,112,143
SPDR SERIES TRUST · STATE STREET SPD CUSIP — src ↗	$3.2M	22,103
SPDR SERIES TRUST · STATE STREET SPD CUSIP — src ↗	$3.0M	39,706
SPDR SERIES TRUST · STATE STREET SPD CUSIP — src ↗	$1.1M	11,834
SPDR SERIES TRUST · STATE STREET SPD CUSIP — src ↗	$917K	9,556
SPDR SERIES TRUST · STATE STREET SPD CUSIP — src ↗	$853K	8,830
SPDR SERIES TRUST · STATE STREET SPD CUSIP — src ↗	$640K	6,990

ticker not yet mapped

$460M

6,505,808

19.3%

—

ISHARES TR

3 positions · 3 reported rows

Rows Connecticut Wealth Management, LLC reported for ISHARES TR, as it reported them
ISHARES TR · CORE MSCI EAFE CUSIP 46432F842 src ↗	$233M	2,571,288
ISHARES TR · MSCI USA QLT FCT CUSIP 46432F339 src ↗	$189M	985,890
ISHARES TR · CORE MSCI TOTAL CUSIP 46432F834 src ↗	$2.1M	24,685

ticker not yet mapped

$424M

3,581,863

17.8%

—

ISHARES TR

31 positions · 31 reported rows

Rows Connecticut Wealth Management, LLC reported for ISHARES TR, as it reported them
ISHARES TR · CORE S&P MCP ETF CUSIP — src ↗	$97.4M	1,442,514
ISHARES TR · CORE S&P SCP ETF CUSIP — src ↗	$62.9M	506,188
ISHARES TR · S&P 500 GRWT ETF CUSIP — src ↗	$40.0M	353,931
ISHARES TR · SELECT US REIT CUSIP — src ↗	$19.1M	308,896
ISHARES TR · RUS MD CP GR ETF CUSIP — src ↗	$12.9M	100,899
ISHARES TR · RUS 1000 GRW ETF CUSIP — src ↗	$12.4M	29,078
ISHARES TR · CORE S&P500 ETF CUSIP — src ↗	$11.0M	16,812
ISHARES TR · MSCI EAFE ETF CUSIP — src ↗	$6.4M	66,185
ISHARES TR · 1 3 YR TREAS BD CUSIP — src ↗	$4.6M	55,323
ISHARES TR · RUSSELL 2000 ETF CUSIP — src ↗	$4.0M	16,157
ISHARES TR · GLOBAL 100 ETF CUSIP — src ↗	$3.9M	32,073
ISHARES TR · RUS MDCP VAL ETF CUSIP — src ↗	$3.8M	26,056
ISHARES TR · RUS 1000 ETF CUSIP — src ↗	$3.8M	10,527
ISHARES TR · U.S. TECH ETF CUSIP — src ↗	$3.3M	18,387
ISHARES TR · S&P SML 600 GWT CUSIP — src ↗	$2.5M	17,023
ISHARES TR · RUS 2000 GRW ETF CUSIP — src ↗	$1.5M	4,862
ISHARES TR · RUS 1000 VAL ETF CUSIP — src ↗	$1.5M	6,791
ISHARES TR · RUS MID CAP ETF CUSIP — src ↗	$1.4M	14,469
ISHARES TR · MSCI EMG MKT ETF CUSIP — src ↗	$999K	17,586
ISHARES TR · CORE US AGGBD ET CUSIP — src ↗	$995K	10,019
ISHARES TR · S&P 500 VAL ETF CUSIP — src ↗	$905K	4,284
ISHARES TR · RUS 2000 VAL ETF CUSIP — src ↗	$743K	3,918
ISHARES TR · S&P MC 400VL ETF CUSIP — src ↗	$738K	5,572
ISHARES TR · U.S. FINLS ETF CUSIP — src ↗	$617K	5,244
ISHARES TR · 7-10 YR TRSY BD CUSIP — src ↗	$608K	6,372
ISHARES TR · ISHARES BIOTECH CUSIP — src ↗	$492K	2,917
ISHARES TR · CORE S&P US GWT CUSIP — src ↗	$485K	3,125
ISHARES TR · ISHARES SEMICDTR CUSIP — src ↗	$373K	1,134
ISHARES TR · SELECT DIVID ETF CUSIP — src ↗	$354K	2,340
ISHARES TR · S&P MC 400GR ETF CUSIP — src ↗	$320K	3,182
ISHARES TR · US INDUSTRIALS CUSIP — src ↗	$242K	1,642

ticker not yet mapped

$300M

3,093,506

12.6%

—

VANGUARD INDEX FDS

12 positions · 12 reported rows

Rows Connecticut Wealth Management, LLC reported for VANGUARD INDEX FDS, as it reported them
VANGUARD INDEX FDS · MID CAP ETF CUSIP — src ↗	$55.4M	192,964
VANGUARD INDEX FDS · GROWTH ETF CUSIP — src ↗	$54.9M	125,802
VANGUARD INDEX FDS · SMALL CP ETF CUSIP — src ↗	$37.3M	142,250
VANGUARD INDEX FDS · TOTAL STK MKT CUSIP — src ↗	$36.9M	114,883
VANGUARD INDEX FDS · S&P 500 ETF SHS CUSIP 922908363 src ↗	$13.8M	23,020
VANGUARD INDEX FDS · VALUE ETF CUSIP — src ↗	$10.4M	52,877
VANGUARD INDEX FDS · MCAP GR IDXVIP CUSIP 922908538 src ↗	$9.4M	36,476
VANGUARD INDEX FDS · REAL ESTATE ETF CUSIP 922908553 src ↗	$7.7M	86,251
VANGUARD INDEX FDS · SML CP GRW ETF CUSIP 922908595 src ↗	$3.2M	10,609
VANGUARD INDEX FDS · MCAP VL IDXVIP CUSIP 922908512 src ↗	$883K	4,791
VANGUARD INDEX FDS · LARGE CAP ETF CUSIP — src ↗	$266K	891
VANGUARD INDEX FDS · SM CP VAL ETF CUSIP — src ↗	$229K	1,055

ticker not yet mapped

$230M

791,869

9.6%

—

ISHARES INC

2 positions · 2 reported rows

Rows Connecticut Wealth Management, LLC reported for ISHARES INC, as it reported them
ISHARES INC · CORE MSCI EMKT CUSIP — src ↗	$142M	2,042,072
ISHARES INC · ESG AWR MSCI EM CUSIP — src ↗	$830K	18,260

ticker not yet mapped

$143M

2,060,332

6.0%

—

VANGUARD TAX-MANAGED FDS · VAN FTSE DEV MKT CUSIP —
2026-03-31 filed 2026-05-01 +31d

src ↗

ticker not yet mapped

$76.0M

1,185,979

3.2%

—

ISHARES TR

4 positions · 4 reported rows

Rows Connecticut Wealth Management, LLC reported for ISHARES TR, as it reported them
ISHARES TR · IBONDS 26 TRM TS CUSIP — src ↗	$41.2M	1,799,794
ISHARES TR · IBONDS 27 TRM TS CUSIP 46436E841 src ↗	$27.8M	1,240,205
ISHARES TR · ESG EAFE ETF CUSIP 46436E759 src ↗	$359K	4,761
ISHARES TR · IBONDS 28 TRM TS CUSIP 46436E833 src ↗	$251K	11,275

ticker not yet mapped

$69.7M

3,056,035

2.9%

—

VANGUARD SPECIALIZED FUNDS · DIV APP ETF CUSIP —
2026-03-31 filed 2026-05-01 +31d

src ↗

ticker not yet mapped

$40.8M

189,726

1.7%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

INVESCO QQQ TR · UNIT SER 1 CUSIP —
2026-03-31 filed 2026-05-01 +31d

src ↗

$34.0M

58,863

1.4%

—

VANGUARD ADMIRAL FDS INC

2 positions · 2 reported rows

Rows Connecticut Wealth Management, LLC reported for VANGUARD ADMIRAL FDS INC, as it reported them
VANGUARD ADMIRAL FDS INC · 500 GRTH IDX F CUSIP 921932505 src ↗	$24.9M	61,170
VANGUARD ADMIRAL FDS INC · 500 VAL IDX FD CUSIP 921932703 src ↗	$8.4M	41,093

ticker not yet mapped

$33.3M

102,263

1.4%

—

VANGUARD STAR FDS · VG TL INTL STK F CUSIP 921909768
2026-03-31 filed 2026-05-01 +31d

src ↗

ticker not yet mapped

$33.2M

430,220

1.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

RTX CORPORATION · COM CUSIP —
2026-03-31 filed 2026-05-01 +31d

src ↗

$29.8M

154,643

1.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

APPLE INC · COM CUSIP —
2026-03-31 filed 2026-05-01 +31d

src ↗

$29.4M

115,990

1.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

STATE STR SPDR S&P 500 ETF T · TR UNIT CUSIP —
2026-03-31 filed 2026-05-01 +31d

src ↗

$27.3M

41,980

1.1%

—

WISDOMTREE TR

3 positions · 3 reported rows

Rows Connecticut Wealth Management, LLC reported for WISDOMTREE TR, as it reported them
WISDOMTREE TR · US TOTAL DIVIDND CUSIP — src ↗	$23.2M	268,910
WISDOMTREE TR · US SMALLCAP DIVD CUSIP — src ↗	$990K	27,545
WISDOMTREE TR · US MIDCAP DIVID CUSIP — src ↗	$983K	18,706

ticker not yet mapped

$25.2M

315,161

1.1%

—

VANGUARD SCOTTSDALE FDS

4 positions · 4 reported rows

Rows Connecticut Wealth Management, LLC reported for VANGUARD SCOTTSDALE FDS, as it reported them
VANGUARD SCOTTSDALE FDS · MTG-BKD SECS ETF CUSIP 92206C771 src ↗	$16.9M	359,997
VANGUARD SCOTTSDALE FDS · SHRT TRM CORP BD CUSIP 92206C409 src ↗	$4.2M	53,368
VANGUARD SCOTTSDALE FDS · INT-TERM CORP CUSIP — src ↗	$1.1M	13,671
VANGUARD SCOTTSDALE FDS · INTER TERM TREAS CUSIP 92206C706 src ↗	$311K	5,230

ticker not yet mapped

$22.6M

432,266

0.9%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ALPHABET INC

2 positions · 2 reported rows

Rows Connecticut Wealth Management, LLC reported for ALPHABET INC, as it reported them
ALPHABET INC · CAP STK CL C CUSIP — src ↗	$11.1M	38,533
ALPHABET INC · CAP STK CL A CUSIP — src ↗	$9.6M	33,363

$20.6M

71,896

0.9%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MICROSOFT CORP · COM CUSIP —
2026-03-31 filed 2026-05-01 +31d

src ↗

$18.7M

50,554

0.8%

—

ISHARES TR

8 positions · 8 reported rows

Rows Connecticut Wealth Management, LLC reported for ISHARES TR, as it reported them
ISHARES TR · NATIONAL MUN ETF CUSIP — src ↗	$8.6M	80,571
ISHARES TR · INTRM GOV CR ETF CUSIP — src ↗	$4.7M	43,637
ISHARES TR · PFD AND INCM SEC CUSIP — src ↗	$1.7M	55,916
ISHARES TR · MBS ETF CUSIP — src ↗	$1.0M	10,532
ISHARES TR · U.S. MED DVC ETF CUSIP — src ↗	$736K	13,802
ISHARES TR · ESG OPTIMIZED CUSIP — src ↗	$563K	4,260
ISHARES TR · RESIDENTIAL MULT CUSIP — src ↗	$478K	5,750
ISHARES TR · EAFE GRWTH ETF CUSIP — src ↗	$399K	3,582

ticker not yet mapped

$18.1M

218,050

0.8%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

NVIDIA CORPORATION · COM CUSIP —
2026-03-31 filed 2026-05-01 +31d

src ↗

$15.6M

89,297

0.7%

—

INVESCO EXCHANGE TRADED FD T

5 positions · 5 reported rows

Rows Connecticut Wealth Management, LLC reported for INVESCO EXCHANGE TRADED FD T, as it reported them
INVESCO EXCHANGE TRADED FD T · S&P500 EQL WGT CUSIP — src ↗	$8.9M	46,289
INVESCO EXCHANGE TRADED FD T · S&P500 PUR VAL CUSIP — src ↗	$1.3M	11,947
INVESCO EXCHANGE TRADED FD T · S&P MDCP400 PR CUSIP — src ↗	$621K	11,325
INVESCO EXCHANGE TRADED FD T · RAFI US 1000 ETF CUSIP — src ↗	$516K	10,866
INVESCO EXCHANGE TRADED FD T · DIVID ACHIEVEV CUSIP — src ↗	$255K	5,000

ticker not yet mapped

$11.6M

85,427

0.5%

—

ISHARES TR

2 positions · 2 reported rows

Rows Connecticut Wealth Management, LLC reported for ISHARES TR, as it reported them
ISHARES TR · CORE DIV GRWTH CUSIP — src ↗	$7.1M	101,100
ISHARES TR · CUR HD EURZN ETF CUSIP 46434V639 src ↗	$4.4M	100,276

ticker not yet mapped

$11.5M

201,376

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BERKSHIRE HATHAWAY INC DEL · CL B NEW CUSIP —
2026-03-31 filed 2026-05-01 +31d

src ↗

$8.4M

17,442

0.4%

—

VANGUARD WORLD FD

4 positions · 4 reported rows

Rows Connecticut Wealth Management, LLC reported for VANGUARD WORLD FD, as it reported them
VANGUARD WORLD FD · INF TECH ETF CUSIP 92204A702 src ↗	$5.4M	7,759
VANGUARD WORLD FD · UTILITIES ETF CUSIP 92204A876 src ↗	$1.5M	7,717
VANGUARD WORLD FD · HEALTH CAR ETF CUSIP 92204A504 src ↗	$745K	2,736
VANGUARD WORLD FD · INDUSTRIAL ETF CUSIP 92204A603 src ↗	$529K	1,695

ticker not yet mapped

$8.2M

19,907

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

JPMORGAN CHASE & CO · COM CUSIP —
2026-03-31 filed 2026-05-01 +31d

src ↗

$8.0M

27,284

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AMAZON COM INC · COM CUSIP —
2026-03-31 filed 2026-05-01 +31d

src ↗

$7.7M

36,859

0.3%

—

SELECT SECTOR SPDR TR

6 positions · 6 reported rows

Rows Connecticut Wealth Management, LLC reported for SELECT SECTOR SPDR TR, as it reported them
SELECT SECTOR SPDR TR · STATE STREET HEA CUSIP 81369Y209 src ↗	$3.4M	22,867
SELECT SECTOR SPDR TR · STATE STREET COM CUSIP 81369Y852 src ↗	$1.2M	11,031
SELECT SECTOR SPDR TR · STATE STREET ENE CUSIP 81369Y506 src ↗	$1.1M	18,184
SELECT SECTOR SPDR TR · STATE STREET FIN CUSIP 81369Y605 src ↗	$1.1M	22,268
SELECT SECTOR SPDR TR · STATE STREET UTI CUSIP — src ↗	$422K	9,201
SELECT SECTOR SPDR TR · STATE STREET TEC CUSIP — src ↗	$409K	3,076

ticker not yet mapped

$7.6M

86,627

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

COSTCO WHOLESALE CORPORATION · COM CUSIP —
2026-03-31 filed 2026-05-01 +31d

src ↗

$7.6M

7,586

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

OTIS WORLDWIDE CORP · COM CUSIP —
2026-03-31 filed 2026-05-01 +31d

src ↗

$7.5M

97,611

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BROADCOM INC · COM CUSIP —
2026-03-31 filed 2026-05-01 +31d

src ↗

$6.5M

21,109

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CARRIER GLOBAL CORPORATION · COM CUSIP —
2026-03-31 filed 2026-05-01 +31d

src ↗

$6.1M

108,353

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

VISA INC · COM CL A CUSIP —
2026-03-31 filed 2026-05-01 +31d

src ↗

$5.8M

19,346

0.2%

—

VANGUARD BD INDEX FDS

3 positions · 3 reported rows

Rows Connecticut Wealth Management, LLC reported for VANGUARD BD INDEX FDS, as it reported them
VANGUARD BD INDEX FDS · SHORT TRM BOND CUSIP — src ↗	$3.8M	49,066
VANGUARD BD INDEX FDS · INTERMED TERM CUSIP 921937819 src ↗	$980K	12,694
VANGUARD BD INDEX FDS · TOTAL BND MRKT CUSIP — src ↗	$719K	9,769

ticker not yet mapped

$5.5M

71,529

0.2%

—

ISHARES TR

4 positions · 4 reported rows

Rows Connecticut Wealth Management, LLC reported for ISHARES TR, as it reported them
ISHARES TR · CORE HIGH DV ETF CUSIP 46429B663 src ↗	$4.0M	29,605
ISHARES TR · MSCI INDIA ETF CUSIP 46429B598 src ↗	$645K	13,764
ISHARES TR · FLTG RATE NT ETF CUSIP 46429B655 src ↗	$565K	11,082
ISHARES TR · MSCI USA MIN VOL CUSIP 46429B697 src ↗	$304K	3,276

ticker not yet mapped

$5.5M

57,727

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ARCH CAP GROUP LTD · ORD CUSIP —
2026-03-31 filed 2026-05-01 +31d

src ↗

$5.5M

57,366

0.2%

—

VANGUARD INTL EQUITY INDEX F

3 positions · 3 reported rows

Rows Connecticut Wealth Management, LLC reported for VANGUARD INTL EQUITY INDEX F, as it reported them
VANGUARD INTL EQUITY INDEX F · FTSE EMR MKT ETF CUSIP 922042858 src ↗	$3.7M	68,422
VANGUARD INTL EQUITY INDEX F · ALLWRLD EX US CUSIP — src ↗	$1.5M	20,432
VANGUARD INTL EQUITY INDEX F · TT WRLD ST ETF CUSIP — src ↗	$215K	1,556

ticker not yet mapped

$5.4M

90,410

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MOODYS CORP · COM CUSIP —
2026-03-31 filed 2026-05-01 +31d

src ↗

$5.2M

11,947

0.2%

—

PROSHARES TR · S&P MDCP 400 DIV CUSIP 74347B680
2026-03-31 filed 2026-05-01 +31d

src ↗

ticker not yet mapped

$5.2M

60,221

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

TERADYNE INC · COM CUSIP —
2026-03-31 filed 2026-05-01 +31d

src ↗

$4.7M

15,831

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

HOME DEPOT INC · COM CUSIP —
2026-03-31 filed 2026-05-01 +31d

src ↗

$4.6M

14,020

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AMERICAN INTL GROUP INC · COM NEW CUSIP —
2026-03-31 filed 2026-05-01 +31d

src ↗

$4.4M

58,200

0.2%

—

PIMCO ETF TR · ACTIVE BD ETF CUSIP 72201R775
2026-03-31 filed 2026-05-01 +31d

src ↗

ticker not yet mapped

$4.3M

46,349

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

JOHNSON & JOHNSON · COM CUSIP —
2026-03-31 filed 2026-05-01 +31d

src ↗

$4.0M

16,400

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

EXXON MOBIL CORP · COM CUSIP —
2026-03-31 filed 2026-05-01 +31d

src ↗

$3.9M

22,724

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CATERPILLAR INC · COM CUSIP —
2026-03-31 filed 2026-05-01 +31d

src ↗

$3.7M

5,267

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ELI LILLY & CO · COM CUSIP —
2026-03-31 filed 2026-05-01 +31d

src ↗

$3.7M

4,018

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

INTERNATIONAL BUSINESS MACHS · COM CUSIP —
2026-03-31 filed 2026-05-01 +31d

src ↗

$3.5M

14,459

0.1%

—

GLOBAL X FDS · US INFR DEV ETF CUSIP 37954Y673
2026-03-31 filed 2026-05-01 +31d

src ↗

ticker not yet mapped

$3.3M

64,740

0.1%

—

VANGUARD WHITEHALL FDS · HIGH DIV YLD CUSIP —
2026-03-31 filed 2026-05-01 +31d

src ↗

ticker not yet mapped

$3.2M

21,448

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

META PLATFORMS INC · CL A CUSIP —
2026-03-31 filed 2026-05-01 +31d

src ↗

$3.2M

5,512

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MCKESSON CORP · COM CUSIP —
2026-03-31 filed 2026-05-01 +31d

src ↗

$3.0M

3,512

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CINTAS CORP · COM CUSIP —
2026-03-31 filed 2026-05-01 +31d

src ↗

$2.8M

16,474

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

NEXTERA ENERGY INC · COM CUSIP —
2026-03-31 filed 2026-05-01 +31d

src ↗

$2.7M

29,597

0.1%

—

PROSHARES TR · S&P 500 DV ARIST CUSIP 74348A467
2026-03-31 filed 2026-05-01 +31d

src ↗

ticker not yet mapped

$2.7M

25,334

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PROCTER & GAMBLE CO · COM CUSIP —
2026-03-31 filed 2026-05-01 +31d

src ↗

$2.7M

18,538

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

TJX COS INC NEW · COM CUSIP —
2026-03-31 filed 2026-05-01 +31d

src ↗

$2.6M

16,260

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

UNION PAC CORP · COM CUSIP —
2026-03-31 filed 2026-05-01 +31d

src ↗

$2.5M

10,202

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

STATE STR SPDR S&P MIDCAP 40 · UTSER1 S&PDCRP CUSIP —
2026-03-31 filed 2026-05-01 +31d

src ↗

$2.5M

3,985

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

TAIWAN SEMICONDUCTOR MANUFAC · SPONSORED ADS CUSIP —
2026-03-31 filed 2026-05-01 +31d

src ↗

$2.3M

6,918

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

GE AEROSPACE · COM NEW CUSIP —
2026-03-31 filed 2026-05-01 +31d

src ↗

$2.3M

8,192

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

THERMO FISHER SCIENTIFIC INC · COM CUSIP —
2026-03-31 filed 2026-05-01 +31d

src ↗

$2.3M

4,600

0.1%

—

FIRST TR EXCHANGE TRADED FD · NASD TECH DIV CUSIP 33738R118
2026-03-31 filed 2026-05-01 +31d

src ↗

ticker not yet mapped

$2.2M

23,952

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

WALMART INC · COM CUSIP —
2026-03-31 filed 2026-05-01 +31d

src ↗

$2.2M

17,334

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

HONEYWELL INTL INC · COM CUSIP —
2026-03-31 filed 2026-05-01 +31d

src ↗

$2.1M

9,357

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PEPSICO INC · COM CUSIP —
2026-03-31 filed 2026-05-01 +31d

src ↗

$2.1M

13,580

0.1%

—

SCHWAB STRATEGIC TR

4 positions · 4 reported rows

Rows Connecticut Wealth Management, LLC reported for SCHWAB STRATEGIC TR, as it reported them
SCHWAB STRATEGIC TR · US DIVIDEND EQ CUSIP — src ↗	$920K	30,000
SCHWAB STRATEGIC TR · US LRG CAP ETF CUSIP — src ↗	$593K	23,147
SCHWAB STRATEGIC TR · US SML CAP ETF CUSIP — src ↗	$364K	12,513
SCHWAB STRATEGIC TR · US BRD MKT ETF CUSIP — src ↗	$224K	8,928

ticker not yet mapped

$2.1M

74,588

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AMGEN INC · COM CUSIP —
2026-03-31 filed 2026-05-01 +31d

src ↗

$2.0M

5,771

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AMERIPRISE FINL INC · COM CUSIP —
2026-03-31 filed 2026-05-01 +31d

src ↗

$1.9M

4,358

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

STATE STR SPDR DOW JONES IND · UT SER 1 CUSIP —
2026-03-31 filed 2026-05-01 +31d

src ↗

$1.9M

4,133

0.1%

—

FIDELITY MERRIMACK STR TR · TOTAL BD ETF CUSIP 316188309
2026-03-31 filed 2026-05-01 +31d

src ↗

ticker not yet mapped

$1.9M

41,932

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

SNAP ON INC · COM CUSIP —
2026-03-31 filed 2026-05-01 +31d

src ↗

$1.9M

5,220

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

GE VERNOVA INC · COM CUSIP —
2026-03-31 filed 2026-05-01 +31d

src ↗

$1.8M

2,052

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ABBVIE INC · COM CUSIP —
2026-03-31 filed 2026-05-01 +31d

src ↗

$1.8M

8,186

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AMPHENOL CORP · CL A CUSIP —
2026-03-31 filed 2026-05-01 +31d

src ↗

$1.7M

13,702

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CUMMINS INC · COM CUSIP —
2026-03-31 filed 2026-05-01 +31d

src ↗

$1.7M

3,214

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ORACLE CORP · COM CUSIP —
2026-03-31 filed 2026-05-01 +31d

src ↗

$1.7M

11,284

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MARRIOTT INTL INC NEW · CL A CUSIP —
2026-03-31 filed 2026-05-01 +31d

src ↗

$1.7M

5,075

0.1%

—

DIMENSIONAL ETF TRUST

2 positions · 2 reported rows

Rows Connecticut Wealth Management, LLC reported for DIMENSIONAL ETF TRUST, as it reported them
DIMENSIONAL ETF TRUST · US CORE EQUITY 2 CUSIP 25434V708 src ↗	$1.4M	37,123
DIMENSIONAL ETF TRUST · WORLD EX US CORE CUSIP 25434V880 src ↗	$207K	6,103

ticker not yet mapped

$1.6M

43,226

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AXIS CAP HLDGS LTD · SHS CUSIP —
2026-03-31 filed 2026-05-01 +31d

src ↗

$1.6M

16,140

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

OREILLY AUTOMOTIVE INC · COM CUSIP —
2026-03-31 filed 2026-05-01 +31d

src ↗

$1.6M

17,516

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

UNITEDHEALTH GROUP INC · COM CUSIP —
2026-03-31 filed 2026-05-01 +31d

src ↗

$1.6M

5,888

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

M & T BK CORP · COM CUSIP —
2026-03-31 filed 2026-05-01 +31d

src ↗

$1.6M

7,644

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

THE CIGNA GROUP · COM CUSIP —
2026-03-31 filed 2026-05-01 +31d

src ↗

$1.6M

5,891

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

TESLA INC · COM CUSIP —
2026-03-31 filed 2026-05-01 +31d

src ↗

$1.6M

4,226

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AUTOMATIC DATA PROCESSING IN · COM CUSIP —
2026-03-31 filed 2026-05-01 +31d

src ↗

$1.6M

7,691

0.1%

—

SSGA ACTIVE ETF TR · STATE STREET DOU CUSIP 78467V848
2026-03-31 filed 2026-05-01 +31d

src ↗

ticker not yet mapped

$1.5M

38,679

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MCDONALDS CORP · COM CUSIP —
2026-03-31 filed 2026-05-01 +31d

src ↗

$1.5M

4,878

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CHEVRON CORPORATION · COM CUSIP —
2026-03-31 filed 2026-05-01 +31d

src ↗

$1.5M

7,228

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BANK AMERICA CORP · COM CUSIP —
2026-03-31 filed 2026-05-01 +31d

src ↗

$1.5M

30,281

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

DANAHER CORP DEL · COM CUSIP —
2026-03-31 filed 2026-05-01 +31d

src ↗

$1.3M

7,031

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PROGRESSIVE CORP · COM CUSIP —
2026-03-31 filed 2026-05-01 +31d

src ↗

$1.3M

6,457

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PARKER-HANNIFIN CORP · COM CUSIP —
2026-03-31 filed 2026-05-01 +31d

src ↗

$1.3M

1,427

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BLACKSTONE INC · COM CUSIP —
2026-03-31 filed 2026-05-01 +31d

src ↗

$1.3M

11,069

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ROCKWELL AUTOMATION INC · COM CUSIP —
2026-03-31 filed 2026-05-01 +31d

src ↗

$1.2M

3,445

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

FASTENAL CO · COM CUSIP —
2026-03-31 filed 2026-05-01 +31d

src ↗

$1.2M

25,807

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

VERTEX PHARMACEUTICALS INC · COM CUSIP —
2026-03-31 filed 2026-05-01 +31d

src ↗

$1.2M

2,653

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ILLINOIS TOOL WKS INC · COM CUSIP —
2026-03-31 filed 2026-05-01 +31d

src ↗

$1.2M

4,540

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MERCK & CO INC · COM CUSIP —
2026-03-31 filed 2026-05-01 +31d

src ↗

$1.2M

9,776

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

HUBBELL INC · COM CUSIP —
2026-03-31 filed 2026-05-01 +31d

src ↗

$1.2M

2,374

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CISCO SYS INC · COM CUSIP —
2026-03-31 filed 2026-05-01 +31d

src ↗

$1.2M

14,857

0.0%

1–20 of the 100 issuers on this page

One line per issuer, largest first — open a line for its reported rows. Grouping ↗

Book shape

Tick = median of the 8,748 tracked filers with a 2026-03-31 book (the index median: the 8,662 with a complete book). Concentration uses reported 13F long value, not total assets; the index is withheld when any position lacks a value.

share of the period's disclosed value held in the top-N positions; denominator is reported 13F value, not total assets: 76.5%below median 80.0%
integer Herfindahl–Hirschman index in basis points over disclosed position values: 448 bpsabove median 446 bps
holdings with no disclosed value (undisclosed, or unreadable on the filing) — kept and counted, never shown as zero: 327 / 327median book 97.5 positions

345 quarter-over-quarter rows

Filing history

Available filing periods
Period	Source
2026-03-31	EDGAR ↗
2026-06-30	EDGAR ↗

Complete source filings on SEC EDGAR

The filing on EDGAR is the record, including any filed after this build.

Open Connecticut Wealth Management, LLC's 13F filings on SEC EDGAR ↗

A 13F is a quarterly, long-only snapshot filed up to 45 days late — not current holdings. what a 13F covers ↗

13F reports cover LONG positions in Section 13(f) securities (US exchange-traded equities plus reportable options, warrants, certain convertibles) held by managers with at least $100M in such securities — so managers below that threshold are absent entirely. No short positions, no cash, no non-13(f) assets — not a full portfolio, and not a census of institutional ownership.

Positions are quarter-end snapshots filed up to 45 days late — not current holdings: a position may have changed or closed since the quarter ended.

Values are the manager's stated market value at quarter-end in era-dependent units (whole dollars for form versions effective 2023-01-03 onward, thousands before), normalized here to whole dollars; each record notes its original unit.

Affiliated managers may report the same position, so one position can appear under more than one filer.

Positions under confidential treatment may be omitted until a later amendment discloses them.

These are disclosures, not investment advice.

Changes · Q1 2026Quarter ended 2026-03-31. Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Reported positions — 2026-03-31

Book shape

Filing history

Changes · Quarter ended 2026-03-31. Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.