Circle Wealth Management, LLC - Q42025 Holdings

Circle Wealth Management, LLC holds 241 stocks with a total portfolio value of $ 6.49B as of Q42025. In Q42025, Circle Wealth Management, LLC added 25 new positions, increased stakes in 132 stocks, reduced 50 holdings, and fully exited 9 positions. The largest holding is Apple Inc (AAPL), representing 39.43% of the total portfolio.