Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

FULLCIRCLE WEALTH LLC 13F Holdings -- Portfolio & Top Positions (2025-09-30)

FULLCIRCLE WEALTH LLC (CIK 2030910) reported $283.9M across 261 reported positions in its SEC 13F filing for 2025-09-30. Largest positions: UPS ($8.3M, 2.93%), MSFT ($8.3M, 2.91%), SNOW ($7.7M, 2.70%), HYG ($6.5M, 2.28%), BRK/B ($6.1M, 2.15%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1UPSUNITED PARCEL SERVICE INC$8.3M2.93%89,272Trimmed
2MSFTMICROSOFT CORP$8.3M2.91%16,041Added
3SNOWSNOWFLAKE INC$7.7M2.70%28,887Trimmed
4HYGISHARES TR$6.5M2.28%80,622Trimmed
5BRK/BBERKSHIRE HATHAWAY INC DEL$6.1M2.15%12,542Added
6AAPLAPPLE INC$5.4M1.90%19,924Added
7DYNFBLACKROCK ETF TRUST$4.7M1.67%78,586Added
8GBILGOLDMAN SACHS ETF TR$4.6M1.60%45,560Added
9IVWISHARES TR$3.9M1.36%31,318Added
10CGMSCAPITAL GRP FIXED INCM ETF T$3.7M1.31%135,407Added
11QUALISHARES TR$3.6M1.29%18,759Trimmed
12BRK/ABERKSHIRE HATHAWAY INC DEL$3.7M1.29%5Hold
13ULUNILEVER PLC$3.6M1.25%58,415Added
14GOOGLALPHABET INC$3.4M1.21%12,349Trimmed
15IUSBISHARES TR$3.3M1.17%71,218Trimmed
16IVEISHARES TR$3.3M1.16%15,899Added
17TOGAMANAGED PORTFOLIO SERIES$3.2M1.14%95,429Trimmed
18EFVISHARES TR$3.2M1.11%46,444Trimmed
19AVGOBROADCOM INC$3.1M1.10%8,835Added
20JNKSPDR SERIES TRUST$3.1M1.08%31,641Trimmed
21JPMJPMORGAN CHASE & CO.$3.0M1.06%9,702Added
22MDTMEDTRONIC PLC$2.6M0.92%28,933Added
23TXNTEXAS INSTRS INC$2.6M0.91%16,146Trimmed
24IEMGISHARES INC$2.6M0.91%38,384Added
25IVVISHARES TR$2.5M0.90%3,753Added

Source: SEC Form 13F filings · as of 2025-09-30