MondegarAI
Circle Wealth Management, LLC

Q3 2025 · 13F-HR

Circle Wealth Management, LLCholdings as filed

Filed 2025-11-14 · accession 0001578242-25-000007

$5.14B
Reported value
225
Positions
2025-09-30
Period end
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The Brief · Circle Wealth Management, LLC · Q3 2025

AI · grounded in 13F

Circle Wealth Management, LLC established a new position in AAPL valued at $1.69B. The fund also initiated new stakes in IWF for $602.9M and IVV for $507M. Additional new positions include SPY at $482.8M, IJH at $276.9M, and IJR at $250M. Total assets under management stand at $5.14B across 225 positions.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
037833100AAPLAPPLE INC$1.69B32.9%6,637,298CommonNONE
464287614IWFISHARES TR$602.9M11.7%1,287,223CommonNONE
464287200IVVISHARES TR$507.0M9.87%757,543CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$482.8M9.40%724,679CommonNONE
464287507IJHISHARES TR$276.9M5.39%4,242,363CommonNONE
464287804IJRISHARES TR$250.0M4.86%2,103,593CommonNONE
464287598IWDISHARES TR$123.7M2.41%607,633CommonNONE
922908363VOOVANGUARD INDEX FDS$88.2M1.72%144,043CommonNONE
922908769VTIVANGUARD INDEX FDS$85.2M1.66%259,546CommonNONE
808524102SCHBSCHWAB STRATEGIC TR$67.1M1.31%2,610,481CommonNONE
532457108LLYELI LILLY & CO$65.5M1.28%85,895CommonNONE
023135106AMZNAMAZON COM INC$62.2M1.21%283,121CommonNONE
464285204IAUISHARES GOLD TR$59.6M1.16%819,093CommonNONE
594918104MSFTMICROSOFT CORP$55.9M1.09%107,830CommonNONE
654106103NKENIKE INC$38.8M0.75%556,063CommonNONE
46090E103QQQINVESCO QQQ TR$32.8M0.64%54,614CommonNONE
92204A702VGTVANGUARD WORLD FD$32.2M0.63%43,110CommonNONE
464287770IYGISHARES TR$26.4M0.51%294,600CommonNONE
464288257ACWIISHARES TR$25.9M0.50%187,610CommonNONE
855244109SBUXSTARBUCKS CORP$25.2M0.49%297,757CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$23.3M0.45%73,754CommonNONE
084670108BRK/ABERKSHIRE HATHAWAY INC DEL$21.9M0.43%29CommonNONE
67066G104NVDANVIDIA CORPORATION$20.1M0.39%107,787CommonNONE
02079K305GOOGLALPHABET INC$19.5M0.38%80,072CommonNONE
81369Y803XLKSELECT SECTOR SPDR TR$19.3M0.38%68,534CommonNONE
02079K107GOOGALPHABET INC$18.6M0.36%76,483CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$18.6M0.36%23,327CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$15.9M0.31%73,810CommonNONE
58933Y105MRKMERCK & CO INC$13.6M0.26%162,231CommonNONE
75513E101RTXRTX CORPORATION$11.4M0.22%68,306CommonNONE
464287622IWBISHARES TR$10.9M0.21%29,887CommonNONE
78463V107GLDSPDR GOLD TR$10.8M0.21%30,429CommonNONE
30303M102METAMETA PLATFORMS INC$10.1M0.20%13,742CommonNONE
69608A108PLTRPALANTIR TECHNOLOGIES INC$10.1M0.20%55,166CommonNONE
922908751VBVANGUARD INDEX FDS$9.9M0.19%38,886CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$8.6M0.17%17,130CommonNONE
88160R101TSLATESLA INC$8.6M0.17%19,313CommonNONE
464287689IWVISHARES TR$8.4M0.16%22,161CommonNONE
78463X202FEZSPDR INDEX SHS FDS$8.4M0.16%134,456CommonNONE
808524201SCHXSCHWAB STRATEGIC TR$8.2M0.16%310,300CommonNONE
22788C105CRWDCROWDSTRIKE HLDGS INC$7.8M0.15%15,901CommonNONE
68389X105ORCLORACLE CORP$7.4M0.14%26,305CommonNONE
64110L106NFLXNETFLIX INC$6.9M0.13%5,766CommonNONE
81369Y308XLPSELECT SECTOR SPDR TR$6.8M0.13%87,172CommonNONE
770700102HOODROBINHOOD MKTS INC$5.8M0.11%40,449CommonNONE
11135F101AVGOBROADCOM INC$5.8M0.11%17,433CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$4.8M0.09%17,288CommonNONE
92204A504VHTVANGUARD WORLD FD$4.6M0.09%17,643CommonNONE
833445109SNOWSNOWFLAKE INC$4.5M0.09%19,847CommonNONE
040413205ANETARISTA NETWORKS INC$4.4M0.09%30,179CommonNONE
464287440IEFISHARES TR$4.3M0.08%44,886CommonNONE
97717W307DLNWISDOMTREE TR$4.3M0.08%49,376CommonNONE
874054109TTWOTAKE-TWO INTERACTIVE SOFTWAR$4.3M0.08%16,507CommonNONE
464287606IJKISHARES TR$4.2M0.08%44,000CommonNONE
57636Q104MAMASTERCARD INCORPORATED$4.2M0.08%7,298CommonNONE
46138G649QQQMINVESCO EXCH TRADED FD TR II$4.0M0.08%16,205CommonNONE
14448C104CARRCARRIER GLOBAL CORPORATION$3.9M0.08%65,743CommonNONE
922042874VGKVANGUARD INTL EQUITY INDEX F$3.8M0.07%48,151CommonNONE
46434G103IEMGISHARES INC$3.6M0.07%54,547CommonNONE
82509L107SHOPSHOPIFY INC$3.5M0.07%23,785CommonNONE
81762P102NOWSERVICENOW INC$3.5M0.07%3,805CommonNONE
G25457105CRDOCREDO TECHNOLOGY GROUP HOLDI$3.3M0.06%22,743CommonNONE
97717W422EPIWISDOMTREE TR$3.3M0.06%74,339CommonNONE
68902V107OTISOTIS WORLDWIDE CORP$3.0M0.06%32,851CommonNONE
464287655IWMISHARES TR$3.0M0.06%12,380CommonNONE
742718109PGPROCTER AND GAMBLE CO$3.0M0.06%19,386CommonNONE
90353T100UBERUBER TECHNOLOGIES INC$3.0M0.06%30,363CommonNONE
81369Y209XLVSELECT SECTOR SPDR TR$2.8M0.05%19,953CommonNONE
81141R100SESEA LTD$2.7M0.05%15,282CommonNONE
512807306LRCXLAM RESEARCH CORP$2.6M0.05%19,479CommonNONE
01609W102BABAALIBABA GROUP HLDG LTD$2.5M0.05%14,043CommonNONE
461202103INTUINTUIT$2.4M0.05%3,501CommonNONE
81369Y605XLFSELECT SECTOR SPDR TR$2.3M0.05%43,213CommonNONE
92206C102VGSHVANGUARD SCOTTSDALE FDS$2.3M0.04%39,019CommonNONE
697435105PANWPALO ALTO NETWORKS INC$2.3M0.04%11,129CommonNONE
883556102TMOTHERMO FISHER SCIENTIFIC INC$2.2M0.04%4,534CommonNONE
98138H101WDAYWORKDAY INC$2.1M0.04%8,647CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$2.1M0.04%5,964CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$2.0M0.04%2,200CommonNONE
922475108VEEVVEEVA SYS INC$2.0M0.04%6,819CommonNONE
46641Q654JMSTJ P MORGAN EXCHANGE TRADED F$2.0M0.04%39,460CommonNONE
L8681T102SPOTSPOTIFY TECHNOLOGY S A$2.0M0.04%2,885CommonNONE
478160104JNJJOHNSON & JOHNSON$2.0M0.04%10,619CommonNONE
921946406VYMVANGUARD WHITEHALL FDS$2.0M0.04%13,859CommonNONE
58733R102MELIMERCADOLIBRE INC$2.0M0.04%835CommonNONE
452308109ITWILLINOIS TOOL WKS INC$1.9M0.04%7,443CommonNONE
922908744VTVVANGUARD INDEX FDS$1.9M0.04%10,101CommonNONE
N07059210ASMLASML HOLDING N V$1.8M0.04%1,869CommonNONE
171779309CIENCIENA CORP$1.8M0.03%12,300CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$1.8M0.03%11,058CommonNONE
149123101CATCATERPILLAR INC$1.7M0.03%3,635CommonNONE
03831W108APPAPPLOVIN CORP$1.7M0.03%2,379CommonNONE
92826C839VVISA INC$1.7M0.03%4,837CommonNONE
907818108UNPUNION PAC CORP$1.6M0.03%6,797CommonNONE
75734B100RDDTREDDIT INC$1.6M0.03%6,961CommonNONE
19260Q107COINCOINBASE GLOBAL INC$1.5M0.03%4,568CommonNONE
09857L108BKNGBOOKING HOLDINGS INC$1.5M0.03%283CommonNONE
G0403H108AONAON PLC$1.5M0.03%4,282CommonNONE
46434G822EWJISHARES INC$1.5M0.03%18,839CommonNONE
46438F101IBITISHARES BITCOIN TRUST ETF$1.5M0.03%23,032CommonNONE
88023B103TEMTEMPUS AI INC$1.5M0.03%18,221CommonNONE
98980L101ZNGAZOOM COMMUNICATIONS INC$1.3M0.03%16,115CommonNONE
13646K108CPCANADIAN PACIFIC KANSAS CITY$1.3M0.03%17,813CommonNONE
922908736VUGVANGUARD INDEX FDS$1.3M0.03%2,758CommonNONE
20030N101CMCSACOMCAST CORP NEW$1.3M0.03%41,193CommonNONE
443573100HUBSHUBSPOT INC$1.3M0.02%2,676CommonNONE
98419M100XYLXYLEM INC$1.2M0.02%8,393CommonNONE
46654Q732JTEKJ P MORGAN EXCHANGE TRADED F$1.2M0.02%13,336CommonNONE
595112103MUMICRON TECHNOLOGY INC$1.2M0.02%7,214CommonNONE
90138F102TWLOTWILIO INC$1.2M0.02%12,019CommonNONE
81369Y704XLISELECT SECTOR SPDR TR$1.2M0.02%7,692CommonNONE
127387108CDNSCADENCE DESIGN SYSTEM INC$1.2M0.02%3,277CommonNONE
20825C104COPCONOCOPHILLIPS$1.1M0.02%12,127CommonNONE
747525103QCOMQUALCOMM INC$1.1M0.02%6,849CommonNONE
V7780T103RCLROYAL CARIBBEAN GROUP$1.1M0.02%3,370CommonNONE
46120E602ISRGINTUITIVE SURGICAL INC$1.1M0.02%2,405CommonNONE
247361702DALDELTA AIR LINES INC DEL$1.1M0.02%18,927CommonNONE
437076102HDHOME DEPOT INC$1.1M0.02%2,632CommonNONE
G6683N103NUNU HLDGS LTD$1.0M0.02%63,927CommonNONE
060505104BACBANK AMERICA CORP$999,9420.02%19,382CommonNONE
808513105SCHWSCHWAB CHARLES CORP$971,7890.02%10,179CommonNONE
615369105MCOMOODYS CORP$968,6840.02%2,033CommonNONE
47103U845JAAAJANUS DETROIT STR TR$961,0670.02%18,926CommonNONE
893641100TDGTRANSDIGM GROUP INC$943,7020.02%716CommonNONE
78410G104SBACSBA COMMUNICATIONS CORP NEW$926,9200.02%4,794CommonNONE
075887109BDXBECTON DICKINSON & CO$917,5070.02%4,902CommonNONE
81369Y886XLUSELECT SECTOR SPDR TR$913,2630.02%10,472CommonNONE
169656105CMGCHIPOTLE MEXICAN GRILL INC$903,1730.02%23,046CommonNONE
35473P827FLCAFRANKLIN TEMPLETON ETF TR$893,0260.02%19,669CommonNONE
464287499IWRISHARES TR$892,1450.02%9,240CommonNONE
31428X106FDXFEDEX CORP$891,3620.02%3,780CommonNONE
244199105DEDEERE & CO$888,4560.02%1,943CommonNONE
882508104TXNTEXAS INSTRS INC$886,3400.02%4,824CommonNONE
81764X103TTANSERVICETITAN INC$878,9350.02%8,717CommonNONE
009158106APDAIR PRODS & CHEMS INC$874,3400.02%3,206CommonNONE
337738108FISVFISERV INC$856,7400.02%6,645CommonNONE
872590104TMUST-MOBILE US INC$843,0960.02%3,522CommonNONE
580135101MCDMCDONALDS CORP$835,8100.02%2,750CommonNONE
988498101YUMYUM BRANDS INC$813,9930.02%5,355CommonNONE
718172109PMPHILIP MORRIS INTL INC$812,2980.02%5,008CommonNONE
14040H105COFCAPITAL ONE FINL CORP$807,1860.02%3,797CommonNONE
81369Y407XLYSELECT SECTOR SPDR TR$805,4300.02%3,361CommonNONE
235851102DHRDANAHER CORPORATION$770,2400.01%3,885CommonNONE
17275R102CSCOCISCO SYS INC$757,4270.01%11,070CommonNONE
78409V104SPGIS&P GLOBAL INC$754,4010.01%1,550CommonNONE
778296103ROSTROSS STORES INC$753,4160.01%4,944CommonNONE
N00985106AERAERCAP HOLDINGS NV$750,2000.01%6,200CommonNONE
925815102VICRVICOR CORP$704,6820.01%14,173CommonNONE
66987V109NVSNOVARTIS AG$695,0610.01%5,420CommonNONE
69374H881COWZPACER FDS TR$687,7420.01%11,967CommonNONE
75886F107REGNREGENERON PHARMACEUTICALS$686,5320.01%1,221CommonNONE
18915M107NETCLOUDFLARE INC$685,8300.01%3,196CommonNONE
23804L103DDOGDATADOG INC$670,4190.01%4,708CommonNONE
52567D107LMNDLEMONADE INC$665,5380.01%12,433CommonNONE
526057104LENLENNAR CORP$640,9130.01%5,085CommonNONE
254687106DISDISNEY WALT CO$629,9270.01%5,502CommonNONE
947890109WBSWEBSTER FINL CORP$610,4480.01%10,270CommonNONE
81369Y852XLCSELECT SECTOR SPDR TR$608,1850.01%5,138CommonNONE
931142103WMTWALMART INC$606,8130.01%5,888CommonNONE
02156V109OKLOOKLO INC$598,4480.01%5,361CommonNONE
29362U104ENTGENTEGRIS INC$590,2650.01%6,384CommonNONE
980745103WWDWOODWARD INC$590,0780.01%2,335CommonNONE
573284106MLMMARTIN MARIETTA MATLS INC$584,2700.01%927CommonNONE
46641Q233BBAXJ P MORGAN EXCHANGE TRADED F$556,1320.01%9,871CommonNONE
929740108WABWABTEC$547,6840.01%2,732CommonNONE
444859102HUMHUMANA INC$534,9100.01%2,056CommonNONE
803054204SAPSAP SE$527,4730.01%1,974CommonNONE
389638107ETHEGRAYSCALE ETHEREUM TRUST ETF$526,0790.01%15,351CommonNONE
01749D105ALGMALLEGRO MICROSYSTEMS INC$517,3360.01%17,717CommonNONE
93403J106WRBYWARBY PARKER INC$484,7460.01%17,576CommonNONE
771049103RBLXROBLOX CORP$484,4040.01%3,497CommonNONE
35671D857FCXFREEPORT-MCMORAN INC$479,3080.01%12,221CommonNONE
617446448MSMORGAN STANLEY$477,1830.01%3,002CommonNONE
780259305SHELSHELL PLC$465,0880.01%6,502CommonNONE
81369Y506XLESELECT SECTOR SPDR TR$447,3750.01%5,008CommonNONE
464288810IHIISHARES TR$444,9530.01%7,406CommonNONE
031162100AMGNAMGEN INC$443,1450.01%1,570CommonNONE
863667101SYKSTRYKER CORPORATION$430,2960.01%1,164CommonNONE
00724F101ADBEADOBE INC$430,0020.01%1,219CommonNONE
518439104ELLAUDER ESTEE COS INC$419,5390.01%4,761CommonNONE
191216100KOCOCA COLA CO$412,6180.01%6,222CommonNONE
G1151C101ACNACCENTURE PLC IRELAND$398,2590.01%1,615CommonNONE
464287721IYWISHARES TR$398,2370.01%2,033CommonNONE
G29183103ETNEATON CORP PLC$386,9750.01%1,034CommonNONE
316841105FIGFIGMA INC$375,9020.01%7,247CommonNONE
693475105PNCPNC FINL SVCS GROUP INC$361,6360.01%1,800CommonNONE
438516106HONHONEYWELL INTL INC$344,1560.01%1,635CommonNONE
949746101WMT2WELLS FARGO CO NEW$340,9380.01%4,068CommonNONE
25809K105DASHDOORDASH INC$335,0920.01%1,232CommonNONE
43300A203HLTHILTON WORLDWIDE HLDGS INC$330,7860.01%1,275CommonNONE
464287465EFAISHARES TR$326,0960.01%3,493CommonNONE
002824100ABTABBOTT LABS$310,1870.01%2,316CommonNONE
56585A102MPCMARATHON PETE CORP$299,1320.01%1,552CommonNONE
036752103ELVELEVANCE HEALTH INC$297,9170.01%922CommonNONE
042068205ARMARM HOLDINGS PLC$290,9030.01%2,056CommonNONE
103304101BYDBOYD GAMING CORP$289,6080.01%3,350CommonNONE
013872106AAALCOA CORP$287,6560.01%8,746CommonNONE
713448108PEPPEPSICO INC$278,6660.01%1,984CommonNONE
N3167Y103RACEFERRARI N V$278,5160.01%574CommonNONE
38964R203ETHGRAYSCALE ETHEREUM MINI TR E$272,8500.01%6,964CommonNONE
69370C100PTCPTC INC$266,3620.01%1,312CommonNONE
278865100ECLECOLAB INC$265,9590.01%971CommonNONE
74348A467NOBLPROSHARES TR$264,9360.01%2,570CommonNONE
032095101APHAMPHENOL CORP NEW$258,7610.01%2,091CommonNONE
754730109RJFRAYMOND JAMES FINL INC$255,1030.00%1,478CommonNONE
70450Y103PYPLPAYPAL HLDGS INC$251,4750.00%3,750CommonNONE
12504L109CBRECBRE GROUP INC$251,1510.00%1,594CommonNONE
911363109URIUNITED RENTALS INC$248,2120.00%260CommonNONE
172967424CCITIGROUP INC$241,4400.00%2,379CommonNONE
G9456A100GLNGGOLAR LNG LTD$240,8440.00%5,960CommonNONE
67066X107NANNUVEEN NEW YORK QLT MUN INC$237,8300.00%20,808CommonNONE
921943858VEAVANGUARD TAX-MANAGED FDS$229,0740.00%3,823CommonNONE
09290D101BLKBLACKROCK INC$222,6810.00%191CommonNONE
219350105GLWCORNING INC$222,3830.00%2,711CommonNONE
G51502105JCIJOHNSON CTLS INTL PLC$217,1510.00%1,975CommonNONE
94106L109WMWASTE MGMT INC DEL$215,9300.00%978CommonNONE
166764100CVXCHEVRON CORP NEW$215,2320.00%1,386CommonNONE
001055102AFLAFLAC INC$207,8460.00%1,861CommonNONE
92204A884VOXVANGUARD WORLD FD$203,4990.00%1,084CommonNONE
502431109LHXL3HARRIS TECHNOLOGIES INC$200,6540.00%657CommonNONE
09260D107BXBLACKSTONE INC$200,2360.00%1,172CommonNONE
30231G102XOMEXXON MOBIL CORP$200,2240.00%1,776CommonNONE
126650100CVSCVS HEALTH CORP$200,0950.00%2,654CommonNONE
19243B102CGTXCOGNITION THERAPEUTICS INC$65,9370.00%48,842CommonNONE
M0740A116DRTSWALPHA TAU MEDICAL LTD$27,6000.00%80,000CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.