CIRCLE WEALTH MANAGEMENT, LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AAPL | 9.42M | $2.56B |
 | NKE | 556K | $35.44M |
 | SBUX | 298K | $25.06M |
 | AMZN | 285K | $65.70M |
 | MRK | 181K | $19.09M |
 | MSFT | 108K | $52.38M |
 | NVDA | 107K | $19.92M |
 | LLY | 86K | $92.43M |
 | RIVN | 83K | $1.64M |
 | GOOGL | 80K | $25.18M |
 | DRTSW | 80K | $27.20K |
 | GOOG | 77K | $24.02M |
 | JPM | 73K | $23.44M |
 | RTX | 68K | $12.55M |
 | CARR | 66K | $3.48M |
 | NU | 64K | $1.07M |
 | LUMN | 55K | $428.86K |
 | PLTR | 55K | $9.76M |
 | CGTX | 49K | $65.94K |
 | NFLX | 48K | $4.49M |
Apple Inc.
AAPL
Shares Held
9.42M
Value
$2.56B
NIKE, Inc.
NKE
Shares Held
556K
Value
$35.44M
Starbucks Corporation
SBUX
Shares Held
298K
Value
$25.06M
Amazon.com, Inc.
AMZN
Shares Held
285K
Value
$65.70M
Merck & Co., Inc.
MRK
Shares Held
181K
Value
$19.09M
Microsoft Corporation
MSFT
Shares Held
108K
Value
$52.38M
NVIDIA Corporation
NVDA
Shares Held
107K
Value
$19.92M
Eli Lilly and Company
LLY
Shares Held
86K
Value
$92.43M
Rivian Automotive, Inc.
RIVN
Shares Held
83K
Value
$1.64M
Alphabet Inc.
GOOGL
Shares Held
80K
Value
$25.18M
Alpha Tau Medical Ltd.
DRTSW
Shares Held
80K
Value
$27.20K
Alphabet Inc.
GOOG
Shares Held
77K
Value
$24.02M
JPMorgan Chase & Co.
JPM
Shares Held
73K
Value
$23.44M
RTX Corporation
RTX
Shares Held
68K
Value
$12.55M
Carrier Global Corporation
CARR
Shares Held
66K
Value
$3.48M
Nu Holdings Ltd.
NU
Shares Held
64K
Value
$1.07M
Lumen Technologies, Inc.
LUMN
Shares Held
55K
Value
$428.86K
Palantir Technologies Inc.
PLTR
Shares Held
55K
Value
$9.76M
Cognition Therapeutics, Inc.
CGTX
Shares Held
49K
Value
$65.94K
Netflix, Inc.
NFLX
Shares Held
48K
Value
$4.49M