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Institutional

Circle Wealth Management, LLC

CIK 0001578242
$7.02B
Reported AUM
261
Positions
Q1 2026
Period
2026-05-12
Filed

The Brief · Circle Wealth Management, LLC · Q1 2026

AI · grounded in 13F

Circle Wealth Management, LLC increased its position in GIND by 87.7866%. The fund established new positions in FEOE for $10.5M and EWY for $9.3M. It also accumulated shares of AAPL and IVV, increasing both holdings by approximately 25.9%. These moves occurred alongside a reduction in shares of AMZN by 1.1387%.

Portfolio · Q1 2026

AAPL$3.03BIVV$711.3MIWF$581.4MSPY$541.8MIJHIJRVOOIWDOther$944.9MCL

Top holdings

QoQ vs Q4 2025

#StockIssuerPriceDay %1Y Gr.5Y Gr.Value% of bookΔ shares (QoQ)Status
1AAPLAPPLE INC$307.34-1.25%51.31%116.17%$3.03B43.22%+2,527,828+25.9%
2IVVISHARES TR$740.91-2.62%24.60%80.03%$711.3M10.14%+223,933+25.9%
3IWFISHARES TR$122.69-3.26%20.87%79.95%$581.4M8.29%HELD
4SPYSPDR S&P 500 ETF TR$737.55-2.58%24.51%79.50%$541.8M7.72%2,375−0.2%
5IJHISHARES TR$73.95-2.00%22.71%46.95%$309.8M4.42%27,786−0.6%
6IJRISHARES TR$137.68-1.84%29.63%34.80%$284.6M4.06%+3+0.0%
7VOOVANGUARD INDEX FDS$678.00-2.59%24.60%80.00%$165.2M2.36%+6,294+2.3%
8IWDISHARES TR$236.42-1.91%26.12%62.18%$143.7M2.05%+37+0.0%
9VTIVANGUARD INDEX FDS$363.38-2.68%24.59%71.45%$83.1M1.18%+643+0.2%
10LLYELI LILLY & CO$1131.420.55%48.00%387.10%$79.4M1.13%+367+0.4%
11IAUISHARES GOLD TR$81.22-3.63%30.01%135.01%$72.2M1.03%HELD
12SCHBSCHWAB STRATEGIC TR$28.650.70%24.50%71.73%$66.2M0.94%+24,376+0.9%
13AMZNAMAZON COM INC$246.03-3.06%15.20%47.87%$58.6M0.84%3,241−1.1%
14GINDGOLDMAN SACHS ETF TR$23.140.00%-13.89%-14.24%$43.3M0.62%+911,671+87.8%
15MSFTMICROSOFT CORP$416.67-2.66%-10.71%52.39%$40.8M0.58%+1,902+1.8%
16QQQINVESCO QQQ TR$705.06-4.80%33.69%99.06%$34.2M0.49%+1,190+2.0%
17VBVANGUARD INDEX FDS$288.20-2.44%25.47%39.47%$30.8M0.44%+30,000+34.3%
18VGTVANGUARD WORLD FD$115.28-6.14%47.86%130.97%$30.1M0.43%107−0.2%
19NKENIKE INC$42.98-1.47%-29.22%-72.13%$29.4M0.42%+1,280+0.2%
20GOOGLALPHABET INC$368.53-0.98%112.92%175.80%$29.3M0.42%+21,410+26.6%
21ACWIISHARES TR$155.670.83%24.80%63.87%$27.6M0.39%HELD
22SBUXSTARBUCKS CORP$95.291.22%9.11%-11.82%$26.7M0.38%+144+0.0%
23IYGISHARES TR$88.260.02%7.64%53.13%$24.4M0.35%HELD
24GOOGALPHABET INC$365.76-0.95%109.82%172.71%$22.7M0.32%+2,712+3.5%
25JPMJPMORGAN CHASE & CO.$312.370.48%19.84%133.52%$22.0M0.31%+2,149+3.0%
26MRKMERCK & CO INC$120.790.44%58.51%82.35%$21.4M0.30%+15,911+8.8%
27BRK/ABERKSHIRE HATHAWAY INC DEL$20.8M0.30%HELD
28NVDANVIDIA CORPORATION$205.10-6.20%44.92%955.49%$19.0M0.27%+2,059+1.9%
29XLKSELECT SECTOR SPDR TR$180.30-6.66%52.15%143.77%$18.5M0.26%+2,569+1.9%
30GSGOLDMAN SACHS GROUP INC$1038.68-4.94%72.57%212.75%$17.4M0.25%+1+0.0%
31VIGVANGUARD SPECIALIZED FUNDS$233.28-1.37%$15.9M0.23%2,067−2.7%
32VEUVANGUARD INTL EQUITY INDEX F$81.13-3.76%$14.5M0.21%HELD
33GLDSPDR GOLD TR$396.24-3.65%$14.3M0.20%+865+2.7%
34FEZSPDR INDEX SHS FDS$66.88-2.25%$14.3M0.20%+94,947+70.5%
35RTXRTX CORPORATION$180.990.88%$13.4M0.19%+1,139+1.7%
36FEOERBB FUND TRUST$52.57-3.04%$10.5M0.15%+208,580NEW
37EWYISHARES INC$175.19-14.11%$9.4M0.13%+76,117NEW
38BRK/BBERKSHIRE HATHAWAY INC DEL$8.8M0.13%+1,197+6.9%
39IWVISHARES TR$418.71-2.61%$8.2M0.12%HELD
40METAMETA PLATFORMS INC$593.00-5.51%$8.2M0.12%+1,484+11.5%
41SCHXSCHWAB STRATEGIC TR$29.05-2.65%$8.0M0.11%HELD
42IWBISHARES TR$403.01-2.58%$7.9M0.11%+7+0.0%
43PLTRPALANTIR TECHNOLOGIES INC$135.53-4.35%$7.7M0.11%29,200−35.7%
44XLPSELECT SECTOR SPDR TR$83.441.71%$7.2M0.10%+135+0.2%
45TSLATESLA INC$391.00-6.56%$7.0M0.10%+41+0.2%
46CRWDCROWDSTRIKE HLDGS INC$671.02-6.68%$6.4M0.09%+972+6.3%
47AVGOBROADCOM INC$385.73-7.92%$6.4M0.09%+3,642+21.4%
48EPIWISDOMTREE TR$41.610.22%$6.3M0.09%+11,836+8.2%
49EMXCISHARES INC$96.672.94%$6.3M0.09%+80,369NEW
50VHTVANGUARD WORLD FD$284.130.26%$4.8M0.07%373−2.1%
51IJKISHARES TR$112.46-2.69%$4.4M0.06%HELD
52DLNWISDOMTREE TR$96.100.37%$4.4M0.06%HELD
53NFLXNETFLIX INC$82.180.76%$4.3M0.06%2,807−5.9%
54LRCXLAM RESEARCH CORP$303.28-9.85%$4.1M0.06%4,585−19.2%
55VGKVANGUARD INTL EQUITY INDEX F$87.870.85%$4.0M0.06%HELD
56IEMGISHARES INC$78.63-6.40%$3.9M0.06%+1,987+3.6%
57QQQMINVESCO EXCH TRADED FD TR II$290.35-4.78%$3.8M0.05%252−1.6%
58CARRCARRIER GLOBAL CORPORATION$68.081.38%$3.8M0.05%+958+1.5%
59TTWOTAKE-TWO INTERACTIVE SOFTWAR$214.39-1.04%$3.6M0.05%+1,511+8.9%
60MAMASTERCARD INCORPORATED$491.081.93%$3.4M0.05%621−8.4%
61JTEKJ P MORGAN EXCHANGE TRADED F$101.43-7.07%$3.4M0.05%+16,464+63.6%
62TSMTAIWAN SEMICONDUCTOR MFG LTD$415.17-6.69%$3.3M0.05%6,659−40.6%
63IEFISHARES TR$93.62-0.53%$3.3M0.05%+11,068+47.6%
64LITELUMENTUM HLDGS INC$863.66-8.62%$3.2M0.05%+1,599+54.8%
65IWMISHARES TR$281.65-3.55%$3.1M0.04%785−6.0%
66COSTCOSTCO WHSL CORP NEW$971.87-0.05%$3.0M0.04%+814+37.0%
67XLVSELECT SECTOR SPDR TR$153.010.61%$3.0M0.04%+7+0.0%
68SNOWSNOWFLAKE INC$238.26-2.42%$2.9M0.04%+683+3.7%
69JNJJOHNSON & JOHNSON$232.772.02%$2.8M0.04%+673+6.2%
70PGPROCTER AND GAMBLE CO$146.544.09%$2.8M0.04%20−0.1%
71ORCLORACLE CORP$213.68-9.59%$2.8M0.04%6,444−25.5%
72CIENCIENA CORP$488.21-8.85%$2.7M0.04%6,408−47.6%
73VGSHVANGUARD SCOTTSDALE FDS$58.04-0.17%$2.6M0.04%HELD
74AMDADVANCED MICRO DEVICES INC$466.38-10.86%$2.6M0.04%+515+4.2%
75TMOTHERMO FISHER SCIENTIFIC INC$472.80-1.91%$2.6M0.04%+612+13.2%
76OTISOTIS WORLDWIDE CORP$69.93-0.58%$2.6M0.04%+454+1.4%
77ASMLASML HOLDING N V$1641.74-6.59%$2.5M0.04%24−1.3%
78ANETARISTA NETWORKS INC$154.27-7.07%$2.4M0.03%4,168−17.4%
79SHOPSHOPIFY INC$109.54-5.60%$2.4M0.03%+134+0.7%
80CATCATERPILLAR INC$904.28-3.85%$2.3M0.03%+30+0.9%
81PANWPALO ALTO NETWORKS INC$272.05-2.58%$2.2M0.03%+2,724+24.3%
82UNPUNION PAC CORP$272.323.19%$2.1M0.03%+614+7.7%
83VYMVANGUARD WHITEHALL FDS$158.24-1.35%$2.0M0.03%HELD
84JMSTJ P MORGAN EXCHANGE TRADED F$50.930.02%$2.0M0.03%HELD
85NETCLOUDFLARE INC$250.11-6.90%$2.0M0.03%+3,524+56.8%
86VTVVANGUARD INDEX FDS$212.02-1.36%$2.0M0.03%HELD
87ITWILLINOIS TOOL WKS INC$252.720.64%$2.0M0.03%+10+0.1%
88JAAAJANUS DETROIT STR TR$50.570.04%$1.9M0.03%+14,435+59.5%
89MELIMERCADOLIBRE INC$1607.80-1.65%$1.9M0.03%+243+28.3%
90HOODROBINHOOD MKTS INC$82.47-6.63%$1.9M0.03%2,512−8.5%
91VVISA INC$323.571.06%$1.8M0.03%+1,110+22.2%
92ENTGENTEGRIS INC$131.564.90%$1.8M0.03%+9,349+146.4%
93INTCINTEL CORP$99.17-11.28%$1.8M0.03%+35,432+616.9%
94TXNTEXAS INSTRS INC$285.06-6.65%$1.8M0.03%+4,262+84.0%
95AMTAMERICAN TOWER CORP$194.120.11%$1.8M0.03%+10,440NEW
96EWJISHARES INC$90.72-3.62%$1.8M0.03%HELD
97XLFSELECT SECTOR SPDR TR$52.300.21%$1.8M0.03%8,784−19.6%
98UNHUNITEDHEALTH GROUP INC$399.470.76%$1.7M0.02%+12+0.2%
99ZNGAZOOM COMMUNICATIONS INC$1.7M0.02%+4,768+29.6%
100FNFABRINET$621.25-13.09%$1.7M0.02%+2,403+312.5%
101COPCONOCOPHILLIPS$1.6M0.02%564−4.5%
102XLISELECT SECTOR SPDR TR$1.5M0.02%+1,661+21.4%
103BKNGBOOKING HOLDINGS INC$1.5M0.02%+97+36.6%
104TWLOTWILIO INC$1.5M0.02%+52+0.4%
105AKREPROFESSIONALLY MANAGED PORTFO$1.5M0.02%44,818−61.0%
106NOWSERVICENOW INC$1.4M0.02%3,646−21.0%
107ISRGINTUITIVE SURGICAL INC$1.4M0.02%+73+2.4%
108BABAALIBABA GROUP HLDG LTD$1.4M0.02%3,618−24.4%
109WDAYWORKDAY INC$1.4M0.02%+1,914+21.6%
110CPCANADIAN PACIFIC KANSAS CITY$1.4M0.02%311−1.8%
111HDHOME DEPOT INC$1.3M0.02%+1,368+50.5%
112CSCOCISCO SYS INC$1.3M0.02%+5,444+50.0%
113RIVNRIVIAN AUTOMOTIVE INC$1.3M0.02%+389+0.5%
114APPAPPLOVIN CORP$1.2M0.02%+167+6.0%
115COFCAPITAL ONE FINL CORP$1.2M0.02%+2,540+65.7%
116LMNDLEMONADE INC$1.2M0.02%+2,602+16.4%
117INTUINTUIT$1.1M0.02%586−18.1%
118ONON SEMICONDUCTOR CORP$1.1M0.02%+18,433NEW
119MUMICRON TECHNOLOGY INC$1.1M0.02%2,524−43.0%
120IBITISHARES BITCOIN TRUST ETF$1.1M0.02%+383+1.3%
121DEDEERE & CO$1.1M0.02%5−0.3%
122CMCSACOMCAST CORP NEW$1.1M0.02%2,258−5.5%
123MCDMCDONALDS CORP$1.1M0.02%+755+27.0%
124CDNSCADENCE DESIGN SYSTEM INC$1.1M0.02%+604+18.2%
125TDGTRANSDIGM GROUP INC$1.1M0.02%+4+0.4%
126ADIANALOG DEVICES INC$1.1M0.02%+3,388NEW
127BNDVANGUARD BD INDEX FDS$1.1M0.02%+91+0.6%
128NUNU HLDGS LTD$1.1M0.02%+10,106+15.8%
129SCHWSCHWAB CHARLES CORP$1.1M0.02%+960+9.3%
130APDAIR PRODS & CHEMS INC$1.1M0.01%+395+12.3%
131PMPHILIP MORRIS INTL INC$1.0M0.01%+765+13.7%
132FDXFEDEX CORP$1.0M0.01%866−22.8%
133VICRVICOR CORP$1.0M0.01%6,754−51.2%
134DASHDOORDASH INC$1.0M0.01%+503+7.9%
135VUGVANGUARD INDEX FDS$1.0M0.01%400−14.5%
136TMUST-MOBILE US INC$1.0M0.01%+36+0.8%
137XYLXYLEM INC$1.0M0.01%+20+0.2%
138SNDKSANDISK CORP$1.0M0.01%+1,581NEW
139SPGIS&P GLOBAL INC$1.0M0.01%+782+49.6%
140DHRDANAHER CORPORATION$981K0.01%+1,272+32.6%
141BACBANK AMERICA CORP$972K0.01%+54+0.3%
142FLCAFRANKLIN TEMPLETON ETF TR$963K0.01%HELD
143XLUSELECT SECTOR SPDR TR$961K0.01%HELD
144REGNREGENERON PHARMACEUTICALS$958K0.01%+15+1.2%
145MTSIMACOM TECH SOLUTIONS HLDGS I$936K0.01%+4,214NEW
146RCLROYAL CARIBBEAN GROUP$936K0.01%15−0.4%
147SATSECHOSTAR CORP$932K0.01%+2,624+49.2%
148QCOMQUALCOMM INC$911K0.01%+187+2.7%
149SNPSSYNOPSYS INC$910K0.01%+2,295NEW
150IWRISHARES TR$899K0.01%+3+0.0%
151HUBSHUBSPOT INC$886K0.01%+507+16.2%
152AONAON PLC$876K0.01%1,113−29.1%
153DALDELTA AIR LINES INC DEL$875K0.01%5,783−30.5%
154MCOMOODYS CORP$869K0.01%52−2.5%
155SAPSAP SE$868K0.01%+2,317+84.1%
156XLCSELECT SECTOR SPDR TR$854K0.01%+2,568+50.0%
157AMKRAMKOR TECHNOLOGY INC$842K0.01%+18,703NEW
158GFSGLOBALFOUNDRIES INC$841K0.01%+18,908NEW
159YUMYUM BRANDS INC$834K0.01%+6+0.1%
160TEMTEMPUS AI INC$823K0.01%+82+0.5%
161FSLRFIRST SOLAR INC$817K0.01%+866+26.4%
162MGNRAMERICAN BEACON SELECT FUNDS$808K0.01%+15,671NEW
163NVSNOVARTIS AG$794K0.01%134−2.5%
164WMTWALMART INC$793K0.01%144−2.2%
165BDXBECTON DICKINSON & CO$777K0.01%10−0.2%
166BBAXJ P MORGAN EXCHANGE TRADED F$766K0.01%+2,340+22.2%
167BLKBLACKROCK INC$759K0.01%+579+275.7%
168COWZPACER FDS TR$749K0.01%HELD
169XLYSELECT SECTOR SPDR TR$733K0.01%HELD
170RDDTREDDIT INC$725K0.01%+65+1.2%
171CMGCHIPOTLE MEXICAN GRILL INC$724K0.01%214−0.9%
172WBSWEBSTER FINL CORP$678K0.01%500−4.9%
173ABBVABBVIE INC$654K0.01%+2,096+230.1%
174FCXFREEPORT-MCMORAN INC$636K0.01%35−0.3%
175ALGMALLEGRO MICROSYSTEMS INC$625K0.01%+5,812+41.5%
176XLESELECT SECTOR SPDR TR$615K0.01%+9+0.1%
177ACNACCENTURE PLC IRELAND$611K0.01%+1,299+72.9%
178EFAISHARES TR$596K0.01%HELD
179KOCOCA COLA CO$575K0.01%+1,270+20.2%
180SBACSBA COMMUNICATIONS CORP NEW$564K0.01%+40+1.2%
181WATWATERS CORP$560K0.01%+1,882NEW
182WRBYWARBY PARKER INC$556K0.01%+4,243+19.1%
183VEEVVEEVA SYS INC$552K0.01%1,233−28.2%
184HONHONEYWELL INTL INC$551K0.01%+602+32.8%
185FISVFISERV INC$550K0.01%+1,560+18.8%
186AMGNAMGEN INC$544K0.01%6−0.4%
187AERAERCAP HOLDINGS NV$541K0.01%1,576−28.6%
188SHWSHERWIN WILLIAMS CO$539K0.01%+1,681NEW
189DISDISNEY WALT CO$537K0.01%99−1.7%
190ROKROCKWELL AUTOMATION INC$536K0.01%+1,493NEW
191KBWBINVESCO EXCH TRADED FD TR II$527K0.01%+6,662NEW
192LENLENNAR CORP$525K0.01%+80+1.3%
193MSMORGAN STANLEY$517K0.01%386−10.9%
194UBERUBER TECHNOLOGIES INC$513K0.01%9,906−58.1%
195DOCNDIGITALOCEAN HLDGS INC$512K0.01%+5,963NEW
196AAALCOA CORP$506K0.01%1,115−12.7%
197ROSTROSS STORES INC$502K0.01%2,637−53.2%
198ETNEATON CORP PLC$497K0.01%+209+17.7%
199XYZBLOCK INC$497K0.01%+8,255NEW
200MLMMARTIN MARIETTA MATLS INC$473K0.01%185−18.7%
201WWDWOODWARD INC$471K0.01%1,018−43.6%
202VRSKVERISK ANALYTICS INC$469K0.01%+2,474NEW
203LMTLOCKHEED MARTIN CORP$450K0.01%+745NEW
204SYMSYMBOTIC INC$447K0.01%+38+0.5%
205PEPPEPSICO INC$446K0.01%+534+22.8%
206PCORPROCORE TECHNOLOGIES INC$442K0.01%+7,747NEW
207JOEST JOE CO$440K0.01%+7,000NEW
208HDVISHARES TR$427K0.01%HELD
209WELLWELLTOWER INC$426K0.01%+235+12.2%
210SUNBSUNBELT RENTALS HOLDINGS INC$417K0.01%+6,408NEW
211FIGRFIGURE TECHNOLOGY SOLUTIO$405K0.01%+11,940NEW
212IHIISHARES TR$395K0.01%HELD
213LUMNLUMEN TECHNOLOGIES INC$391K0.01%+1,098+2.0%
214SYKSTRYKER CORPORATION$391K0.01%69−5.5%
215SNAPSNAP INC$386K0.01%+39,344+88.4%
216MPCMARATHON PETE CORP$381K0.01%HELD
217AJGGALLAGHER ARTHUR J & CO$379K0.01%+1,751NEW
218PNCPNC FINL SVCS GROUP INC$378K0.01%58−3.1%
219GLWCORNING INC$375K0.01%HELD
220BXBLACKSTONE INC$366K0.01%+3,183NEW
221TTANSERVICETITAN INC$362K0.01%2,879−33.5%
222TTMITTM TECHNOLOGIES INC$350K0.00%+16+0.4%
223WMT2WELLS FARGO CO NEW$349K0.00%+75+1.7%
224XOMEXXON MOBIL CORP$347K0.00%234−10.3%
225CTASCINTAS CORP$341K0.00%+2,014NEW
226GLNGGOLAR LNG LTD$322K0.00%HELD
227ELLAUDER ESTEE COS INC$321K0.00%260−5.5%
228AMRZAMRIZE LTD$308K0.00%+5,500NEW
229OLEDUNIVERSAL DISPLAY CORP$306K0.00%+3,336NEW
230SHELSHELL PLC$305K0.00%1,928−37.0%
231CVXCHEVRON CORP NEW$296K0.00%+45+3.3%
232ADBEADOBE INC$295K0.00%68−5.3%
233OKLOOKLO INC$291K0.00%+470+8.7%
234METCRAMACO RES INC$284K0.00%900−4.7%
235ABTABBOTT LABS$284K0.00%+266+10.7%
236APHAMPHENOL CORP NEW$282K0.00%30−1.3%
237CSXCSX CORP$280K0.00%+6,812NEW
238XLBSELECT SECTOR SPDR TR$277K0.00%+5,535NEW
239BYDBOYD GAMING CORP$275K0.00%HELD
240ELVELEVANCE HEALTH INC$269K0.00%31−3.3%
241HUMHUMANA INC$266K0.00%219−12.5%
242ETHEGRAYSCALE ETHEREUM TRUST ETF$262K0.00%HELD
243NOBLPROSHARES TR$261K0.00%106−4.1%
244ECLECOLAB INC$260K0.00%87−8.2%
245VEAVANGUARD TAX-MANAGED FDS$245K0.00%1,232−24.4%
246EEMISHARES TR$241K0.00%+80+1.9%
247COINCOINBASE GLOBAL INC$237K0.00%4,310−76.0%
248NANNUVEEN NEW YORK QLT MUN INC$232K0.00%HELD
249NVONOVO-NORDISK A S$223K0.00%+6,076NEW
250AMATAPPLIED MATLS INC$223K0.00%+653NEW
251EQTEQT CORP$221K0.00%+3,471NEW
252IBBISHARES TR$220K0.00%+1,302NEW
253CBRECBRE GROUP INC$217K0.00%HELD
254RJFRAYMOND JAMES FINL INC$216K0.00%HELD
255CRCLCIRCLE INTERNET GROUP INC$212K0.00%+2,223NEW
256CBCHUBB LIMITED$210K0.00%HELD
257AFLAFLAC INC$208K0.00%+30+1.6%
258ETHAISHARES ETHEREUM TR$191K0.00%HELD
259DRTSWALPHA TAU MEDICAL LTD$80K0.00%HELD
260ABEVAMBEV SA$58K0.00%HELD
261CGTXCOGNITION THERAPEUTICS INC$37K0.00%HELD
262CRDOCREDO TECHNOLOGY GROUP HOLDI17,275EXITED
263SESEA LTD15,985EXITED
264SPOTSPOTIFY TECHNOLOGY S A2,385EXITED
265FIGFIGMA INC19,465EXITED
266DDOGDATADOG INC4,783EXITED
267WABWABTEC2,716EXITED
268HLTHILTON WORLDWIDE HLDGS INC1,043EXITED
269CCITIGROUP INC2,504EXITED
270VONEVANGUARD SCOTTSDALE FDS945EXITED
271VTWOVANGUARD SCOTTSDALE FDS2,731EXITED
272PTCPTC INC1,345EXITED
273CHYMCHIME FINL INC8,606EXITED
274CVSCVS HEALTH CORP2,694EXITED
275RACEFERRARI N V574EXITED
276VOXVANGUARD WORLD FD1,084EXITED
277PYPLPAYPAL HLDGS INC3,434EXITED

Source: SEC EDGAR · accession 0001578242-26-000002. 13F discloses long positions only — shorts, foreign equities, and options are excluded.