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Pete Galloway

Connecticut Wealth Management, Llc

Assets Managed
$2.386B
Holdings
327
Last Quarter
2026 - Q1
Filed Date
18d ago
Growth Rate
3.76%(2Q avg: 2.91%)
Sustained Growth
4 quarters

Portfolio positions

This chart displays the top 10 holdings in Connecticut Wealth Management, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 327 positions.

Assets under management

The assets under management (AUM) of Connecticut Wealth Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 2.386B in assets, with a quarterly growth rate of 3.76% and a 2-quarter average growth rate of 2.91%. The portfolio is managed by Pete Galloway, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SPYV
Spdr Port S&p 500 Value
Recent Activity
Increased 17.53%
10.19%
$242.991M
4.295M shares@ $56.59 avg price
IEFA
Ishares Core Msci Eafe Etf
Recent Activity
Increased 10.07%
9.76%
$232.779M
2.571M shares@ $90.54 avg price
SPYG
Spdr Portfolio S&p 500 Growt
Recent Activity
Increased 8.76%
8.67%
$206.8M
2.112M shares@ $97.91 avg price
QUAL
Ishares Msci Usa Quality Fac
Recent Activity
Decreased -3.7%
7.93%
$189.103M
985,890 shares@ $191.81 avg price
IEMG
Ishares Core Msci Emerging
Recent Activity
Increased 171.61%
5.97%
$142.435M
2.042M shares@ $69.76 avg price
IJH
Ishares Core S&p Midcap Etf
Recent Activity
Decreased -21.63%
4.09%
$97.413M
1.443M shares@ $67.53 avg price
VEA
Vanguard Ftse Developed Etf
Recent Activity
Increased 0.45%
3.19%
$75.998M
1.186M shares@ $64.09 avg price
IJR
Ishares Core S&p Small-cap E
Recent Activity
Decreased -6.89%
2.64%
$62.924M
506,188 shares@ $124.31 avg price
VO
Vanguard Mid-cap Etf
Recent Activity
Decreased -9.06%
2.33%
$55.415M
192,964 shares@ $287.18 avg price
VUG
Vanguard Growth Etf
Recent Activity
Increased 2.05%
2.31%
$54.949M
125,802 shares@ $436.8 avg price

1-10 of 327