Circle Wealth Management, LLC - Q12026 Holdings

Circle Wealth Management, LLC holds 261 stocks with a total portfolio value of $ 7.02B as of Q12026. In Q12026, Circle Wealth Management, LLC added 36 new positions, increased stakes in 122 stocks, reduced 67 holdings, and fully exited 16 positions. The largest holding is Apple Inc (AAPL), representing 43.22% of the total portfolio.