FULLCIRCLE WEALTH LLC — 13F holdings

FULLCIRCLE WEALTH LLC reported 262 holdings worth $284M in its 13F filing for Q3 2025, filed November 5, 2025.

Largest positions

1. UPS UNITED PARCEL SERVICE INC — $8.32M (2.9%)
2. MSFT MICROSOFT CORP — $8.25M (2.9%)
3. SNOW SNOWFLAKE INC — $7.67M (2.7%)
4. HYG ISHARES TR — $6.46M (2.3%)
5. BRK.B BERKSHIRE HATHAWAY INC DEL — $6.12M (2.2%)
6. AAPL APPLE INC — $5.38M (1.9%)
7. DYNF BLACKROCK ETF TRUST — $4.74M (1.7%)
8. GBIL GOLDMAN SACHS ETF TR — $4.55M (1.6%)
9. IVW ISHARES TR — $3.86M (1.4%)
10. CGMS CAPITAL GRP FIXED INCM ETF T — $3.73M (1.3%)