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INSTITUTIONS
CIK 0001578242
CIRCLE WEALTH MANAGEMENT, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)
STOCK
TICKER
SHARES HELD
▲
▼
VALUE
▲
▼
Quanta Services, Inc.
PWR
338
$243.37K
Berkshire Hathaway Inc.
BRK-A
29
$21.72M