Circle Wealth Management, LLC
Circle Wealth Management, LLC reported 257 positions worth $7.96B as of June 30, 2026 (13F filed August 12, 2026). Largest holding: AAPL (42.2%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | AAPL | SH | $3.36B | 42.18% | 11,601,822 | — | — | |
| ▸ 2 | IVV | SH | $817.8M | 10.27% | 1,091,958 | — | — | |
| ▸ 3 | IWF | SH | $677.2M | 8.51% | 5,453,892 | — | — | |
| ▸ 4 | SPY | SH | $617.1M | 7.75% | 826,346 | — | — | |
| ▸ 5 | IJH | SH | $353.7M | 4.44% | 4,587,104 | — | — | |
| ▸ 6 | IJR | SH | $339.5M | 4.27% | 2,289,109 | — | — | |
| ▸ 7 | VOO | SH | $190.8M | 2.40% | 277,855 | — | — | |
| ▸ 8 | IWD | SH | $163.1M | 2.05% | 672,670 | — | — | |
| ▸ 9 | LLY | SH | $103.3M | 1.30% | 86,137 | — | — | |
| ▸ 10 | VTI | SH | $96.4M | 1.21% | 260,552 | — | — |
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Frequently Asked Questions
What stocks does Circle Wealth Management, LLC hold as of Q2 2026?
Circle Wealth Management, LLC reported 257 positions worth $7.96B in its Q2 2026 13F filing. Largest positions: AAPL (42.2%), IVV (10.3%), IWF (8.5%), SPY (7.8%) and IJH (4.4%).
What did Circle Wealth Management, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Circle Wealth Management, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.