Circle Wealth Management, LLC

CIK: 0001578242Latest portfolio: $6.5B · Q4 2025

Holdings

241

Total Value

$6.5B

New Positions

24

Closed Positions

9

#StockSharesValue% PortfolioChangeType
1
AAPLAPPLE INC
9,758,066$2.6B39.43%NEWPut
2
IWFISHARES TR
1,363,473$645.0M9.93%+76K
3
IVVISHARES TR
864,965$592.0M9.12%+107K
4
SPYSPDR S&P 500 ETF TR
957,724$566.0M8.72%NEWPut
5
IJHISHARES TR
4,614,881$304.0M4.68%+373K
6
IJRISHARES TR
2,289,101$275.0M4.24%+186K
7
VOOVANGUARD INDEX FDS
270,210$169.0M2.60%+126K
8
IWDISHARES TR
672,633$141.0M2.17%+65K
9
LLYELI LILLY & CO
86,007$92.0M1.42%+112
10
VTIVANGUARD INDEX FDS
258,479$86.0M1.32%-1,067
11
SCHBSCHWAB STRATEGIC TR
2,611,861$68.0M1.05%+1K
12
IAU*ISHARES GOLD TR
819,093$66.0M1.02%
13
AMZNAMAZON COM INC
284,627$65.0M1.00%+2K
14
MSFTMICROSOFT CORP
108,306$52.0M0.80%+476
15
NKENIKE INC
556,221$35.0M0.54%+158
16
NDQINVESCO QQQ TR
58,091$35.0M0.54%+3K
17
VGTVANGUARD WORLD FD
43,176$32.0M0.49%+66
18
ACWIISHARES TR
199,113$28.0M0.43%+12K
19
GINDGOLDMAN SACHS ETF TR
1,038,508$27.0M0.42%NEW
20
IYGISHARES TR
294,600$27.0M0.42%
21
GOOGLALPHABET INC
80,435$25.0M0.39%+363
22
SBUXSTARBUCKS CORP
297,631$25.0M0.39%-126
23
GOOGALPHABET INC
76,547$24.0M0.37%+64
24
JPMJPMORGAN CHASE & CO.
72,751$23.0M0.35%-1,003
25
VBVANGUARD INDEX FDS
87,586$22.0M0.34%+49K

Quarterly Changes

New Positions

Closed Positions

Increased Positions

NameSharesChange
IJH4.6M+373K
IJR2.3M+186K
VOO270K+126K
IVV865K+107K
IWF1.4M+76K
IWD673K+65K
VB88K+49K
MRK181K+19K
JOYT26K+13K
ACWI199K+12K

Decreased Positions

NameSharesChange
IEF23K-21637
UBER17K-13324
HOOD30K-10737
IWB22K-7766
ANET24K-6235
CRDO17K-5468
ALGM14K-3715
SHOP20K-3564
GS21K-2750
VEEV4K-2444

Sector Breakdown

Financial Services0.0% ($6.450005920005659e+266T)
Technology0.0% ($2.5600005200019004e+133T)
Industrials0.0% ($1.2000300020001e+38T)
Unknown0.0% ($6.600035000210001e+36T)
Communication Services0.0% ($2.5000240008000398e+36T)
Consumer Cyclical0.0% ($6.500035000250008e+35T)
Healthcare0.0% ($9.20001900020002e+34T)
Consumer Defensive0.0% ($2000.1T)
Energy0.0% ($1.0T)
Basic Materials0.0% ($0)
Real Estate0.0% ($0)
Utilities0.0% ($0)

Filing History

QuarterFiling DatePortfolio ValueHoldings
Q4 2025Feb 13, 2026$6.5B244
Q3 2025Nov 14, 2025$5.1T226
Q2 2025Aug 14, 2025$4.6T220
Q1 2025May 14, 2025$4.4T217
Q4 2024Feb 14, 2025$4.7T215
Q3 2024Nov 14, 2024$4521.3T214
Q2 2024Aug 13, 2024$4339.8T213
Q1 2024May 14, 2024$4034.6T194
Q4 2023Feb 15, 2024$3936.3T185
Q3 2023Nov 15, 2023$4013.1T197
Q2 2023Aug 11, 2023$756.1T159
Q1 2023May 9, 2023$691.6T162
Q4 2022Feb 13, 2023$647.3T160
Q3 2022Nov 14, 2022$606.4B161
Q2 2022Aug 12, 2022$628.8B163
Q1 2022May 16, 2022$761.9B197
Q4 2021Feb 14, 2022$766.1B197
Q3 2021Nov 12, 2021$693.3B179
Q2 2021Aug 16, 2021$696.4B177
Q1 2021May 17, 2021$626.9B161
Q4 2020Feb 18, 2021$698.1B223
Q3 2020Nov 16, 2020$605.5B201
Q2 2020Aug 14, 2020$571.1B199
Q1 2020May 15, 2020$512.7B192
Q4 2019Feb 24, 2020$577.5B189
Q3 2019Nov 15, 2019$469.9B167
Q2 2019Aug 14, 2019$461.4B158
Q1 2019May 15, 2019$446.1B160
Q4 2018Feb 14, 2019$266.8B80
Q3 2018Nov 14, 2018$317.1B97
Q2 2018Aug 15, 2018$294.3B100
Q1 2018May 15, 2018$277.4B96
Q4 2017Feb 14, 2018$264.0B96
Q3 2017Nov 14, 2017$243.5B89
Q2 2017Aug 11, 2017$225.9B83
Q1 2017May 15, 2017$208.5B76
Q1 2017May 12, 2017$187.4B67

Fund Information

CIK0001578242
Most Recent FilingFeb 13, 2026
Number of Filings37

Circle Wealth Management, LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $6.5B across 241 holdings. The largest position is APPLE INC (AAPL), representing 39.4% of the portfolio. Compared to the previous quarter, the fund opened 28 new positions and closed 12 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.