Stock Taper 
CIRCLE WEALTH MANAGEMENT, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Robinhood Markets, Inc. | HOOD | 29.71K | $2.98M |
 Otis Worldwide Corporation | OTIS | 32.85K | $2.35M |
 Figure Technology Solutions, Inc. Class A Common Stock | FIGR | 33.26K | $1.02M |
 Warby Parker Inc. | WRBY | 35.7K | $1.08M |
 Cognition Therapeutics, Inc. | CGTX | 48.84K | $56.17K |
 Palantir Technologies Inc. | PLTR | 54.2K | $6.32M |
 Intel Corp. | INTC | 63.36K | $8.85M |
 Carrier Global Corporation | CARR | 65.8K | $4.83M |
 RTX Corporation | RTX | 69.56K | $13.2M |
 JPMorgan Chase & Co. | JPM | 72.34K | $23.68M |
 Alphabet Inc. | GOOG | 77.47K | $27.37M |
 Nu Holdings Ltd. | NU | 85.49K | $1.14M |
 Eli Lilly and Company | LLY | 86.14K | $103.32M |
 Rivian Automotive, Inc. | RIVN | 96.19K | $1.67M |
 Alphabet Inc. | GOOGL | 96.34K | $34.43M |
 NVIDIA Corporation | NVDA | 101.1K | $20.23M |
 Microsoft Corporation | MSFT | 108.47K | $40.46M |
 Merck & Co., Inc. | MRK | 176.64K | $22.7M |
 Amazon.com, Inc. | AMZN | 275.22K | $65.6M |
 Starbucks Corporation | SBUX | 297.77K | $30.43M |