CONNECTICUT WEALTH MANAGEMENT LLC
Q1 2024 Form 13-F
FARMINGTON, CONNECTICUT
CIK 0001689829
· CRD 154310
· SEC-registered investment adviser
$1.9B Reported Value Total
CONNECTICUT WEALTH MANAGEMENT, LLC reports 1,388 total accounts under management (AUM). There are 1,372 discretionary accounts valued at $3,102,324,640, and 16 non-discretionary accounts valued at $65,987,775.
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
$1.9B
Quarter over quarter
+7.8%
Holdings
322
Top-10 concentration
52.0%
Key People
Form ADV owners & control persons
Kevin Christopher Leahy
PRESIDENT
Denis Michael Horrigan
PARTNER
Joshua Isaac Brier
CHIEF OPERATING OFFICER
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Q1 2024 13F record
Q1 2024 13F filing summary
| Period of report | March 31, 2024 |
|---|---|
| Filed | May 01, 2024 |
| Form | 13F-HR |
| Reported value | $1.9B |
| Positions | 322 |
| Change in reported value | +7.9% |
| New positions | 13 |
| Exited positions | 12 |
| Position turnover | 7.5% |
| Top-10 concentration | 52.0% |
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 · Q1 2024
| # | Holding | Reported value | % of portfolio |
|---|---|---|---|
| 1 | QUAL ISHARES TR | $251.1M | 13.36% |
| 2 | SPYV SPDR SER TR | $119.4M | 6.35% |
| 3 | IEFA ISHARES TR | $115.0M | 6.12% |
| 4 | IJH ISHARES TR | $109.5M | 5.83% |
| 5 | SPYG SPDR SER TR | $100.3M | 5.34% |
| 6 | IJR ISHARES TR | $97.9M | 5.21% |
| 7 | VEA VANGUARD TAX-MANAGED FDS | $54.2M | 2.89% |
| 8 | VO VANGUARD INDEX FDS | $50.8M | 2.7% |
| 9 | VUG VANGUARD INDEX FDS | $40.0M | 2.13% |
| 10 | IVW ISHARES TR | $39.6M | 2.11% |
| 11 | VXUS VANGUARD STAR FDS | $38.2M | 2.04% |
| 12 | VIG VANGUARD SPECIALIZED FUNDS | $36.7M | 1.95% |
| 13 | VB VANGUARD INDEX FDS | $33.8M | 1.8% |
| 14 | IEMG ISHARES INC | $29.9M | 1.59% |
| 15 | QQQ INVESCO QQQ TR | $28.2M | 1.5% |
| 16 | ICF ISHARES TR | $22.3M | 1.18% |
| 17 | VTI VANGUARD INDEX FDS | $22.1M | 1.18% |
| 18 | SPY SPDR S&P 500 ETF TR | $21.3M | 1.13% |
| 19 | VOOG VANGUARD ADMIRAL FDS INC | $20.9M | 1.11% |
| 20 | RTX RTX CORPORATION | $20.2M | 1.07% |
Values as reported on the Q1 2024 Form 13F. Every position is in the holdings table below.