Circle Wealth Management, LLC — 13F holdings

Circle Wealth Management, LLC reported 258 holdings worth $7.96B in its 13F filing for Q2 2026, filed August 12, 2026.

Largest positions

  1. AAPL APPLE INC — $3.36B (42.2%)
  2. IVV ISHARES TR — $818M (10.3%)
  3. IWF ISHARES TR — $677M (8.5%)
  4. SPY SPDR S&P 500 ETF TR — $617M (7.8%)
  5. IJH ISHARES TR — $354M (4.4%)
  6. IJR ISHARES TR — $339M (4.3%)
  7. VOO VANGUARD INDEX FDS — $191M (2.4%)
  8. IWD ISHARES TR — $163M (2.0%)
  9. LLY ELI LILLY & CO — $103M (1.3%)
  10. VTI VANGUARD INDEX FDS — $96.4M (1.2%)