Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Circle Wealth Management, LLC (CIK 1578242) reported $7.02B across 256 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AAPL ($3.03B, 43.22%), IVV ($711.3M, 10.14%), IWF ($581.4M, 8.29%), SPY ($541.8M, 7.72%), IJH ($309.8M, 4.42%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $3.03B | 43.22% | 12.3M | Added |
| 2 | IVV | ISHARES TR | $711.3M | 10.14% | 1.1M | Added |
| 3 | IWF | ISHARES TR | $581.4M | 8.29% | 1.4M | Hold |
| 4 | SPY | SPDR S&P 500 ETF TR | $541.8M | 7.72% | 955,349 | Trimmed |
| 5 | IJH | ISHARES TR | $309.8M | 4.42% | 4.6M | Trimmed |
| 6 | IJR | ISHARES TR | $284.6M | 4.06% | 2.3M | Added |
| 7 | VOO | VANGUARD INDEX FDS | $165.2M | 2.36% | 276,504 | Added |
| 8 | IWD | ISHARES TR | $143.7M | 2.05% | 672,670 | Added |
| 9 | VTI | VANGUARD INDEX FDS | $83.1M | 1.18% | 259,122 | Added |
| 10 | LLY | ELI LILLY & CO | $79.4M | 1.13% | 86,374 | Added |
| 11 | IAU | ISHARES GOLD TR | $72.2M | 1.03% | 819,093 | Hold |
| 12 | SCHB | SCHWAB STRATEGIC TR | $66.2M | 0.94% | 2.6M | Added |
| 13 | AMZN | AMAZON COM INC | $58.6M | 0.84% | 281,386 | Trimmed |
| 14 | GIND | GOLDMAN SACHS ETF TR | $43.3M | 0.62% | 2.0M | Added |
| 15 | MSFT | MICROSOFT CORP | $40.8M | 0.58% | 110,208 | Added |
| 16 | QQQ | INVESCO QQQ TR | $34.2M | 0.49% | 59,281 | Added |
| 17 | VB | VANGUARD INDEX FDS | $30.8M | 0.44% | 117,586 | Added |
| 18 | VGT | VANGUARD WORLD FD | $30.1M | 0.43% | 43,069 | Trimmed |
| 19 | NKE | NIKE INC | $29.4M | 0.42% | 557,501 | Added |
| 20 | GOOGL | ALPHABET INC | $29.3M | 0.42% | 101,845 | Added |
| 21 | ACWI | ISHARES TR | $27.6M | 0.39% | 199,113 | Hold |
| 22 | SBUX | STARBUCKS CORP | $26.7M | 0.38% | 297,775 | Added |
| 23 | IYG | ISHARES TR | $24.4M | 0.35% | 294,600 | Hold |
| 24 | GOOG | ALPHABET INC | $22.7M | 0.32% | 79,259 | Added |
| 25 | JPM | JPMORGAN CHASE & CO. | $22.0M | 0.31% | 74,900 | Added |
Source: SEC Form 13F filings · as of 2026-03-31