Holdings
Circle Wealth Management, LLC
As of Jun 30, 2026, Circle Wealth Management, LLC reported 173 positions worth US$4.1B. Largest: Apple Inc, Eli Lilly And Company and Amazon.com, Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Apple Inc | 11.6M | US$3.36B | −343K | Jun 30, 2026 |
| Eli Lilly And Company | 86,137 | US$103M | −237 | Jun 30, 2026 |
| Amazon.com, Inc. | 275K | US$65.6M | −6,168 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 173K | US$61.8M | −7,976 | Jun 30, 2026 |
| Microsoft Corp. | 108K | US$40.5M | −1,738 | Jun 30, 2026 |
| Berkshire Hathaway Inc. | 61,211 | US$30.6M | −698 | Jun 30, 2026 |
| Starbucks Corporation | 298K | US$30.4M | no change | Jun 30, 2026 |
| Jp Morgan Chase & Co. | 72,338 | US$23.7M | −2,562 | Jun 30, 2026 |
| Merck & Company, Inc. | 177K | US$22.7M | −651 | Jun 30, 2026 |
| Nike, Inc. | 552K | US$22.7M | −5,313 | Jun 30, 2026 |