Circle Wealth Management, LLC: 13F holdings
CIK 15782422026Q2
| Positions | 256 |
|---|
| Reported value | $8.0bn |
|---|
| Filed | 2026-08-12 |
|---|
Change since last quarter
| Positions | 256 (-5 vs prior quarter) |
|---|
| Reported value | $8.0bn (+13.5%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| AAPL APPLE INC | 11,601,822 | $3.4bn | 42.2% |
| IVV ISHARES TR | 1,091,958 | $817.8m | 10.3% |
| IWF ISHARES TR | 5,453,892 | $677.2m | 8.5% |
| SPY STATE STR SPDR S&P 500 ETF T | 826,346 | $617.1m | 7.8% |
| IJH ISHARES TR | 4,587,104 | $353.7m | 4.4% |
| IJR ISHARES TR | 2,289,109 | $339.5m | 4.3% |
| VOO VANGUARD INDEX FDS | 277,855 | $190.8m | 2.4% |
| IWD ISHARES TR | 672,670 | $163.1m | 2.0% |
| LLY ELI LILLY & CO | 86,137 | $103.3m | 1.3% |
| VTI VANGUARD INDEX FDS | 260,552 | $96.4m | 1.2% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1578242")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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