CONNECTICUT WEALTH MANAGEMENT LLC
Q4 2023 Form 13-F
FARMINGTON, CONNECTICUT
CIK 0001689829
· CRD 154310
· SEC-registered investment adviser
$1.7B Reported Value Total
CONNECTICUT WEALTH MANAGEMENT, LLC reports 2,950 total accounts under management (AUM). There are 2,932 discretionary accounts valued at $2,073,264,757, and 18 non-discretionary accounts valued at $59,531,883.
Source: Form ADV filed * Note that certain holdings are exempt from Form 13-F reporting, so the AUM totals may be greater than the Form 13-F total.
Source: Form ADV filed 2026-10-30
Reported value
$1.7B
Quarter over quarter
+10.8%
Holdings
321
Top-10 concentration
50.8%
Key People
Form ADV owners & control persons
Kevin Christopher Leahy
PRESIDENT
Denis Michael Horrigan
PARTNER
Joshua Isaac Brier
CHIEF OPERATING OFFICER
Filing Navigation
13F Metrics
Loading 13F Metrics
Q4 2023 13F record
Q4 2023 13F filing summary
| Period of report | December 31, 2023 |
|---|---|
| Filed | February 06, 2024 |
| Form | 13F-HR |
| Reported value | $1.7B |
| Positions | 321 |
| Change in reported value | +18.9% |
| New positions | 41 |
| Exited positions | 11 |
| Position turnover | 15.7% |
| Top-10 concentration | 50.8% |
13F filings by quarter
| Quarter | Positions | Value |
|---|---|---|
|
Q3 2026 13F
Filed Oct 13, 2026
|
338 | $2.7B |
|
Q2 2026 13F
Filed Jul 29, 2026
|
340 | $2.7B |
|
Q1 2026 13F
Filed May 1, 2026
|
327 | $2.4B |
|
Q4 2025 13F
Filed Feb 12, 2026
|
316 | $2.3B |
|
Q3 2025 13F
Filed Nov 13, 2025
|
317 | $2.3B |
|
Q2 2025 13F
Filed Aug 14, 2025
|
308 | $2.1B |
|
Q1 2025 13F
Filed May 15, 2025
|
302 | $1.9B |
|
Q4 2024 13F
Filed Feb 18, 2025
|
269 | $2.0B |
|
Q3 2024 13F
Filed Nov 13, 2024
|
326 | $2.1B |
|
Q2 2024 13F
Filed Aug 13, 2024
|
323 | $1.9B |
|
Q1 2024 13F
Filed May 1, 2024
|
322 | $1.9B |
|
Q4 2023 13F
Filed Feb 6, 2024
|
321 | $1.7B |
|
Q3 2023 13F
Filed Oct 19, 2023
|
291 | $1.5B |
|
Q2 2023 13F
Filed Jul 25, 2023
|
263 | $1.4B |
|
Q1 2023 13F
Filed Apr 18, 2023
|
247 | $1.3B |
|
Q4 2022 13F
Filed Jan 17, 2023
|
204 | $1.2B |
|
Q3 2022 13F
Filed Nov 2, 2022
|
190 | $1.1B |
|
Q2 2022 13F
Filed Jul 12, 2022
|
187 | $1.1B |
|
Q1 2022 13F
Filed Apr 18, 2022
|
189 | $1.3B |
|
Q4 2021 13F
Filed Jan 24, 2022
|
197 | $1.3B |
21 earlier quarters on file — choose one from the quarter menu above.
Top 20 holdings · Q4 2023
| # | Holding | Reported value | % of portfolio |
|---|---|---|---|
| 1 | QUAL ISHARES TR | $222.6M | 12.79% |
| 2 | SPYV SPDR SER TR | $108.3M | 6.22% |
| 3 | IEFA ISHARES TR | $102.4M | 5.88% |
| 4 | IJH ISHARES TR | $97.7M | 5.61% |
| 5 | IJR ISHARES TR | $90.3M | 5.19% |
| 6 | SPYG SPDR SER TR | $86.9M | 4.99% |
| 7 | VEA VANGUARD TAX-MANAGED FDS | $53.8M | 3.09% |
| 8 | VO VANGUARD INDEX FDS | $47.8M | 2.75% |
| 9 | VXUS VANGUARD STAR FDS | $37.4M | 2.15% |
| 10 | VUG VANGUARD INDEX FDS | $37.1M | 2.13% |
| 11 | IVW ISHARES TR | $35.3M | 2.03% |
| 12 | VIG VANGUARD SPECIALIZED FUNDS | $35.2M | 2.02% |
| 13 | VB VANGUARD INDEX FDS | $33.6M | 1.93% |
| 14 | IEMG ISHARES INC | $29.0M | 1.67% |
| 15 | QQQ INVESCO QQQ TR | $26.2M | 1.51% |
| 16 | VMBS VANGUARD SCOTTSDALE FDS | $24.7M | 1.42% |
| 17 | AAPL APPLE INC | $21.2M | 1.22% |
| 18 | VTI VANGUARD INDEX FDS | $20.3M | 1.17% |
| 19 | ICF ISHARES TR | $20.1M | 1.16% |
| 20 | SPY SPDR S&P 500 ETF TR | $20.1M | 1.15% |
Values as reported on the Q4 2023 Form 13F. Every position is in the holdings table below.