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UNION SAVINGS BANK

Q1 2026 13F Holdings

  • Location
    litchfield, CT
  • Num holdings

    320

  • Value ($000)

    $228,121

  • Date Filed
    04/17/2026
  • Form type
    13F-HR
  • CIK
    0001985855
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
S
SPHQ

INVESCO S&P 500 QUALITY ETF

ETF - LARGE CAP
46137V241
$36.7M
16 %

488,164

B
BRK.A

BERKSHIRE HATHAWAY INC COM

COMMON STOCK
084670108
$22.98M
10 %

32

I
IJH

ISHARES CORE S&P MID-CAP ETF

ETF - MID CAP
464287507
$14.08M
6 %

208,600

S
SPY

SPDR S&P 500 ETF TRUST

ETF - LARGE CAP
78462F103
$12.36M
5 %

19,002

I
IWM

ISHARES RUSSELL 2000 INDEX

ETF - SMALL CAP
464287655
$6.07M
3 %

24,490

M
MSFT

MICROSOFT CORP

COMMON STOCK
594918104
$6.04M
3 %

16,320

V
VYM

VANGUARD HIGH DIVIDEND YIELD ETF

ETF - LARGE CAP
921946406
$5.82M
3 %

39,294

A
AAPL

APPLE INCORPORATED

COMMON STOCK
037833100
$5.32M
2 %

20,981

X
XOM

EXXON MOBIL CORP COM

COMMON STOCK
30231G102
$5.11M
2 %

30,132

G
GVI

ETF ISHS INTER GOVT CR BD

ETF - INTERM
464288612
$4.41M
2 %

41,311

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