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Portfolio (Quarterly) Guide ↗

Circle Wealth Management, LLC

· CIK 0001578242
13F Portfolio $7.0B AUM 266 positions Filed May 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 37 New 97 Added 61 Reduced 17 Exited
Page 13 of 14  ·  264 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 BYD BOYD GAMING CORP Consumer Cyclical 3,350.0 $275K 0.00% $82.18 +5.7%
242 ELV ELEVANCE HEALTH INC Healthcare 920.0 $269K 0.00% -31.0 -3.3% $292.75 +31.2%
243 HUM HUMANA INC Healthcare 1,536.0 $266K 0.00% -219.0 -12.5% $173.39 +108.8%
244 ETHE GRAYSCALE ETHEREUM TRUST ETF Financial Services 15,351.0 $262K 0.00% $17.07 -25.1%
245 NOBL PROSHARES TR 2,464.0 $261K 0.00% -106.0 -4.1% $106.03 -47.8%
246 ECL ECOLAB INC Basic Materials 977.0 $260K 0.00% -87.0 -8.2% $266.06 +3.8%
247 VEA VANGUARD TAX-MANAGED FDS 3,823.0 $245K 0.00% -1K -24.4% $64.08 +9.7%
248 EEM ISHARES TR 4,239.0 $241K 0.00% +80.0 +1.9% $56.79 +18.4%
249 COIN COINBASE GLOBAL INC Financial Services 1,360.0 $237K 0.00% -4K -76.0% $174.61 -14.0%
250 NAN NUVEEN NEW YORK QLT MUN INC Financial Services 20,808.0 $232K 0.00% $11.15 +4.0%
251 NVO NOVO-NORDISK A S Healthcare 6,076.0 $223K 0.00% NEW $36.75 +29.0%
252 AMAT APPLIED MATLS INC Technology 653.0 $223K 0.00% NEW $341.79 +72.3%
253 EQT EQT CORP Energy 3,471.0 $221K 0.00% NEW $63.64 -19.1%
254 IBB ISHARES TR 1,302.0 $220K 0.00% NEW $168.85 +7.5%
255 CBRE CBRE GROUP INC Real Estate 1,604.0 $217K 0.00% $135.46 -1.1%
256 RJF RAYMOND JAMES FINL INC Financial Services 1,493.0 $216K 0.00% $144.79 +6.9%
257 CRCL CIRCLE INTERNET GROUP INC Financial Services 2,223.0 $212K 0.00% NEW $95.41 -25.6%
258 CB CHUBB LIMITED Financial Services 645.0 $210K 0.00% $325.93 +2.8%
259 AFL AFLAC INC Financial Services 1,896.0 $208K 0.00% +30.0 +1.6% $109.70 +7.3%
260 ETHA ISHARES ETHEREUM TR Financial Services 12,036.0 $191K 0.00% $15.83 -24.7%
Page 13 of 14  ·  264 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 74.2%
Financial Services 16.9%
Consumer Cyclical 3.1%
Healthcare 2.8%
Communication Services 1.7%
Industrials 0.8%
Consumer Defensive 0.2%
Basic Materials 0.1%
Real Estate 0.1%
Energy 0.1%