Circle Wealth Management, LLC

Institutional manager (13F) · CIK 1578242

13F holdings · as of 2026-03-31 · top 50 · reported portfolio $6.8B

#	Issuer	Value	Shares
1	APPLE INC	$3.0B	11,944,494
2	ISHARES TR	$711M	1,088,898
3	ISHARES TR	$581M	1,363,473
4	SPDR S&P 500 ETF TR	$540M	830,249
5	ISHARES TR	$310M	4,587,095
6	ISHARES TR	$285M	2,289,104
7	VANGUARD INDEX FDS	$165M	276,504
8	ISHARES TR	$144M	672,670
9	VANGUARD INDEX FDS	$83M	259,122
10	ELI LILLY & CO	$79M	86,374
11	ISHARES GOLD TR	$72M	819,093
12	SCHWAB STRATEGIC TR	$66M	2,636,237
13	AMAZON COM INC	$59M	281,386
14	GOLDMAN SACHS ETF TR	$43M	1,950,179
15	MICROSOFT CORP	$41M	110,208
16	INVESCO QQQ TR	$34M	59,281
17	VANGUARD INDEX FDS	$31M	117,586
18	VANGUARD WORLD FD	$30M	43,069
19	NIKE INC	$29M	557,501
20	ALPHABET INC	$29M	101,845
21	ISHARES TR	$28M	199,113
22	STARBUCKS CORP	$27M	297,775
23	ISHARES TR	$24M	294,600
24	ALPHABET INC	$23M	79,259
25	JPMORGAN CHASE & CO.	$22M	74,900
26	MERCK & CO INC	$21M	177,287
27	BERKSHIRE HATHAWAY INC DEL	$21M	29
28	NVIDIA CORPORATION	$19M	108,851
29	SELECT SECTOR SPDR TR	$18M	139,159
30	GOLDMAN SACHS GROUP INC	$17M	20,578
31	VANGUARD SPECIALIZED FUNDS	$16M	73,810
32	VANGUARD INTL EQUITY INDEX F	$14M	192,702
33	SPDR GOLD TR	$14M	33,304
34	SPDR INDEX SHS FDS	$14M	229,718
35	RTX CORPORATION	$13M	69,565
36	RBB FUND TRUST	$11M	208,580
37	ISHARES INC	$9M	76,117
38	BERKSHIRE HATHAWAY INC DEL	$9M	18,449
39	ISHARES TR	$8M	22,161
40	META PLATFORMS INC	$8M	14,348
41	SCHWAB STRATEGIC TR	$8M	310,300
42	ISHARES TR	$8M	22,128
43	PALANTIR TECHNOLOGIES INC	$8M	52,588
44	SELECT SECTOR SPDR TR	$7M	87,501
45	TESLA INC	$7M	18,703
46	CROWDSTRIKE HLDGS INC	$6M	16,421
47	BROADCOM INC	$6M	20,686
48	WISDOMTREE TR	$6M	155,539
49	ISHARES INC	$6M	80,369
50	VANGUARD WORLD FD	$5M	17,581

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.