Circle Wealth Management
$7.0B Assets Reported
277 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| AAPL | APPLE INC | 12,285,894 | $3.0B | 43.2% |
| IVV | ISHARES TR | 1,088,898 | $711M | 10.1% |
| IWF | ISHARES TR | 1,363,473 | $581M | 8.3% |
| SPY | SPDR S&P 500 ETF TR | 955,349 | $542M | 7.7% |
| IJH | ISHARES TR | 4,587,095 | $310M | 4.4% |
| IJR | ISHARES TR | 2,289,104 | $285M | 4.1% |
| VOO | VANGUARD INDEX FDS | 276,504 | $165M | 2.4% |
| IWD | ISHARES TR | 672,670 | $144M | 2.0% |
| VTI | VANGUARD INDEX FDS | 259,122 | $83M | 1.2% |
| LLY | ELI LILLY & CO | 86,374 | $79M | 1.1% |
Track Circle Wealth Management's 13F portfolio: $7.0B in reported holdings, 277 positions. Top holdings, AUM, and quarterly changes on SentiSense.