Connecticut Wealth Management, LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing reports that the firm manages a total of 338 positions.
The portfolio is dominated by a handful of major technology and financial names. NVIDIA Corporation is the largest holding, with 17,710,677 shares. Microsoft Corporation follows with 23,335,582 shares. Apple Inc. is the third-largest holding, with 37,729,024 shares. Other significant positions include Alphabet Inc. Class A (28,456 shares), Amazon.com Inc. (33,756 shares), and Berkshire Hathaway Inc. Class B (16,793 shares).
Financial sector exposure is also notable, with JPMorgan Chase & Co. holding 27,242 shares and Bank of America Corp. holding 29,868 shares. The filing lists Rosa D. Cadena, Chief Compliance Officer, as the authorized signatory for the report.
