Connecticut Wealth Management, LLC

RIA/Wealth

Connecticut Wealth Management, LLC is a RIA/Wealth based in Milford, CT led by Kevin Christopher Leahy, reporting $3.7B in AUM as of Q3 2025 with 80% ETF concentration and 54% concentrated in top 10 holdings.

PresidentKevin Christopher Leahy

Portfolio Value: $2.3B
Positions: 317
Top Holding: QUAL at 9.02%
Last Reported: Q3 2025

Address2 Schooner Ln, Suite 1-12, Milford, CT, 06460, United States

Top Holdings

Largest long holdings in Connecticut Wealth Management, LLC's portfolio (53.8% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 iShares MSCI USA Quality Factor QUAL	ETF ETF	$203.2M	9.02%	-$3.1M Sold	— 1.0M shares	Q3 2019 Held for 6y 2m
2 SPDR Portfolio S&P 500 Growth ETF SPYG	ETF ETF	$196.0M	8.70%	+$15.8M Bought	— 1.9M shares	Q2 2019 Held for 6y 5m
3 SPYV SPDR Portfolio S&P 500 Value ETF SPYV	ETF ETF	$191.1M	8.48%	+$22.3M Bought	— 3.5M shares	Q3 2019 Held for 6y 2m
4 iShares Core MSCI EAFE ETF IEFA	ETF ETF	$189.0M	8.39%	+$22.1M Bought	— 2.2M shares	Q4 2016 Held for 8y 11m
5 iShares Core S&P Mid-Cap ETF IJH	ETF ETF	$123.1M	5.46%	-$16.3M Sold	— 1.9M shares	Q3 2016 Held for 9y 2m
6 iShares Core S&P Small-Cap ETF IJR	ETF ETF	$71.9M	3.19%	-$25.0M Sold	— 604.9K shares	Q3 2016 Held for 9y 2m
7 Vanguard FTSE Developed Markets VEA	ETF ETF	$67.5M	2.99%	+$1.7M Bought	— 1.1M shares	Q4 2018 Held for 6y 11m
8 Vanguard Mid-Cap Fund VO	ETF ETF	$64.1M	2.84%	-$3.1M Sold	— 218.2K shares	Q3 2016 Held for 9y 2m
9 Vanguard Growth VUG	ETF ETF	$59.3M	2.63%	-$51.8K Sold	— 123.6K shares	Q3 2016 Held for 9y 2m
10 iShares Core MSCI Emerging Markets IEMG	ETF ETF	$47.0M	2.08%	-$2.5M Sold	— 712.6K shares	Q4 2018 Held for 6y 11m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Connecticut Wealth Management, LLC's latest filing

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Market Value

$2.3B

Prior: $2.1B

Q/Q Change

+7.31%

+$153.6M

Net Flows % of MV

+0.383%

Turnover Ratio

4.89%

New Purchases

17 stocks

$12.3M

Added To

64 stocks

+$97.2M

Sold Out Of

23 stocks

$9.2M

Reduced Holdings

149 stocks

-$91.7M

Increased Positions

Position	Shares Δ	Change
1 Vanguard Utilities VPU	New	0 → 9.4K +$1.8M
2 Blackstone BX	New	0 → 10.4K +$1.8M
3 Fidelity Total Bond FBND	New	0 → 33.1K +$1.5M
4 Communication Services Select Sector SPDR Fund XLC	New	0 → 10.0K +$1.2M
5 Global X U.S. Infrastructure Development PAVE	New	0 → 15.7K +$747.6K

Decreased Positions

Position	Shares Δ	Change
1 First Trust Preferred Securities and Income FPE	Sold	24.0K → 0 −$2.2M
2 Scotts Miracle-Gro SMG	Sold	14.6K → 0 −$961.1K
3 Airbnb ABNB	Sold	5.0K → 0 −$666.4K
4 CyberArk Software CYBR	Sold	1.3K → 0 −$539.1K
5 Fiserv FI	Sold	2.6K → 0 −$442.7K