Circle Wealth Management, LLC - Portfolio overview

Circle Wealth Management, LLC has 282 reported holdings in this dataset, with the latest filing dated 2026-05-12.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Consumer Cyclical.

Largest reported holdings by portfolio allocation

1. AAPL - APPLE INC, 43.63%
2. IVV - ISHARES TR, 10.24%
3. IWF - ISHARES TR, 8.37%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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