Circle Wealth Management
$8.0B 13F equity value
284 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Circle Wealth Management covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| AAPL | APPLE INC | 11,601,822 | $3.4B | 42.2% |
| IVV | ISHARES TR | 1,091,958 | $818M | 10.3% |
| IWF | ISHARES TR | 5,453,892 | $677M | 8.5% |
| SPY | STATE STR SPDR S&P 500 ETF T | 826,346 | $617M | 7.8% |
| IJH | ISHARES TR | 4,587,104 | $354M | 4.4% |
| IJR | ISHARES TR | 2,289,109 | $339M | 4.3% |
| VOO | VANGUARD INDEX FDS | 277,855 | $191M | 2.4% |
| IWD | ISHARES TR | 672,670 | $163M | 2.0% |
| LLY | ELI LILLY & CO | 86,137 | $103M | 1.3% |
| VTI | VANGUARD INDEX FDS | 260,552 | $96M | 1.2% |
Track Circle Wealth Management's 13F portfolio: $8.0B in reported holdings, 284 positions. Top holdings and quarterly changes on SentiSense.
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