Institutions / Circle Wealth Management, LLC
Circle Wealth Management, LLC
CIK 1578242 · Institution · as of Dec 31, 2025
Portfolio value
$6.49B
Positions
241
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 241 →
| Company | Value | % of portfolio |
|---|---|---|
| Apple Inc. | $2.56B | 39.4% |
| iShares Tr | $645.33M | 9.9% |
| iShares Tr | $592.45M | 9.1% |
| SPDR S&P 500 ETF Tr | $565.19M | 8.7% |
| iShares Tr | $304.58M | 4.7% |
| iShares Tr | $275.10M | 4.2% |
| Vanguard Index Fds | $169.46M | 2.6% |
| iShares Tr | $141.48M | 2.2% |
| ELI LILLY & Co | $92.43M | 1.4% |
| Vanguard Index Fds | $86.66M | 1.3% |
| Schwab Strategic Tr | $68.51M | 1.1% |
| iShares Gold Tr | $66.49M | 1.0% |
| Amazon.com Inc | $65.70M | 1.0% |
| Microsoft Corp | $52.38M | 0.8% |
| Invesco Qqq Tr | $35.69M | 0.5% |
| NIKE, Inc. | $35.44M | 0.5% |
| Vanguard World Fd | $32.55M | 0.5% |
| iShares Tr | $28.17M | 0.4% |
| Goldman Sachs ETF Tr | $27.42M | 0.4% |
| iShares Tr | $27.18M | 0.4% |
| Alphabet Inc. | $25.18M | 0.4% |
| Starbucks Corp | $25.06M | 0.4% |
| Alphabet Inc. | $24.02M | 0.4% |
| JPMorgan Chase & Co | $23.44M | 0.4% |
| Vanguard Index Fds | $22.59M | 0.3% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.