CIRCLE WEALTH MANAGEMENT, LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AAPL | 11.94M | $3.03B |
 | NKE | 558K | $29.45M |
 | SBUX | 298K | $26.68M |
 | AMZN | 281K | $58.60M |
 | MRK | 177K | $21.33M |
 | MSFT | 110K | $40.80M |
 | NVDA | 109K | $18.98M |
 | GOOGL | 102K | $29.29M |
 | LLY | 86K | $79.44M |
 | SNAP | 84K | $385.70K |
 | RIVN | 83K | $1.25M |
 | DRTSW | 80K | $80.00K |
 | GOOG | 79K | $22.74M |
 | JPM | 75K | $22.03M |
 | NU | 74K | $1.06M |
 | RTX | 70K | $13.42M |
 | CARR | 67K | $3.76M |
 | LUMN | 56K | $391.23K |
 | PLTR | 53K | $7.69M |
 | CGTX | 49K | $37.09K |
Apple Inc.
AAPL
Shares Held
11.94M
Value
$3.03B
NIKE, Inc.
NKE
Shares Held
558K
Value
$29.45M
Starbucks Corporation
SBUX
Shares Held
298K
Value
$26.68M
Amazon.com, Inc.
AMZN
Shares Held
281K
Value
$58.60M
Merck & Co., Inc.
MRK
Shares Held
177K
Value
$21.33M
Microsoft Corporation
MSFT
Shares Held
110K
Value
$40.80M
NVIDIA Corporation
NVDA
Shares Held
109K
Value
$18.98M
Alphabet Inc.
GOOGL
Shares Held
102K
Value
$29.29M
Eli Lilly and Company
LLY
Shares Held
86K
Value
$79.44M
Snap Inc.
SNAP
Shares Held
84K
Value
$385.70K
Rivian Automotive, Inc.
RIVN
Shares Held
83K
Value
$1.25M
Alpha Tau Medical Ltd.
DRTSW
Shares Held
80K
Value
$80.00K
Alphabet Inc.
GOOG
Shares Held
79K
Value
$22.74M
JPMorgan Chase & Co.
JPM
Shares Held
75K
Value
$22.03M
Nu Holdings Ltd.
NU
Shares Held
74K
Value
$1.06M
RTX Corporation
RTX
Shares Held
70K
Value
$13.42M
Carrier Global Corporation
CARR
Shares Held
67K
Value
$3.76M
Lumen Technologies, Inc.
LUMN
Shares Held
56K
Value
$391.23K
Palantir Technologies Inc.
PLTR
Shares Held
53K
Value
$7.69M
Cognition Therapeutics, Inc.
CGTX
Shares Held
49K
Value
$37.09K