Circle Wealth Management, LLC Portfolio Holdings
Circle Wealth Management, LLC
- $5.12 Billion
- Q3 2025
Circle Wealth Management, LLC has filed its 13F form on November 13, 2025 for Q3 2025 where it was disclosed a total value porftolio of $5.12 Billion distributed in 226 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $1.69B, Ishares Russell 1000 Gr ETF with a value of $603M, Ishares Core S&P 500 ETF with a value of $507M, Spdr S&P 500 ETF Trust with a value of $483M, and Ishares Core S&P Mid Cap ETF with a value of $277M.
Examining the 13F form we can see an increase of $531M in the current position value, from $4.59B to 5.12B.
Circle Wealth Management, LLC is based out at Summit, NJ
Below you can find more details about Circle Wealth Management, LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|
Summary
- Portfolio
- No. of Stocks 226
- Current Value $5.12 Billion
- Prior Value $4.59 Billion
- Filing
- Period Q3 2025
- Filing Date November 13, 2025
- Form Type 13F-HR
- Activity in Q3 2025
- New Purchases 27 stocks
- Additional Purchases 108 stocks
- Sold out of 0 stocks
- Reduced holdings in 47 stocks