CIRCLE WEALTH MANAGEMENT, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | UBER | 30K | $2.97M |
 | ANET | 30K | $4.40M |
 | ORCL | 26K | $7.40M |
 | SHOP | 24K | $3.53M |
 | GS | 23K | $18.58M |
 | CMG | 23K | $903.17K |
 | CRDO | 23K | $3.31M |
 | SNOW | 20K | $4.48M |
 | LRCX | 19K | $2.61M |
 | PG | 19K | $2.98M |
 | BAC | 19K | $999.94K |
 | TSLA | 19K | $8.59M |
 | DAL | 19K | $1.07M |
 | TEM | 18K | $1.47M |
 | CP | 18K | $1.33M |
 | ALGM | 18K | $517.34K |
 | WRBY | 18K | $484.75K |
 | AVGO | 17K | $5.75M |
 | TSM | 17K | $4.83M |
 | BRK-B | 17K | $8.61M |
Uber Technologies, Inc.
UBER
Shares Held
30K
Value
$2.97M
Arista Networks, Inc.
ANET
Shares Held
30K
Value
$4.40M
Oracle Corporation
ORCL
Shares Held
26K
Value
$7.40M
Shopify Inc.
SHOP
Shares Held
24K
Value
$3.53M
The Goldman Sachs Group, Inc.
GS
Shares Held
23K
Value
$18.58M
Chipotle Mexican Grill, Inc.
CMG
Shares Held
23K
Value
$903.17K
Credo Technology Group Holding Ltd
CRDO
Shares Held
23K
Value
$3.31M
Snowflake Inc.
SNOW
Shares Held
20K
Value
$4.48M
Lam Research Corporation
LRCX
Shares Held
19K
Value
$2.61M
The Procter & Gamble Company
PG
Shares Held
19K
Value
$2.98M
Bank of America Corporation
BAC
Shares Held
19K
Value
$999.94K
Tesla, Inc.
TSLA
Shares Held
19K
Value
$8.59M
Delta Air Lines, Inc.
DAL
Shares Held
19K
Value
$1.07M
Tempus AI, Inc.
TEM
Shares Held
18K
Value
$1.47M
Canadian Pacific Kansas City Ltd.
CP
Shares Held
18K
Value
$1.33M
Allegro MicroSystems, Inc.
ALGM
Shares Held
18K
Value
$517.34K
Warby Parker Inc.
WRBY
Shares Held
18K
Value
$484.75K
Broadcom Inc.
AVGO
Shares Held
17K
Value
$5.75M
Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
17K
Value
$4.83M
Berkshire Hathaway Inc.
BRK-B
Shares Held
17K
Value
$8.61M