Circle Wealth Management, LLC
Annual return '25
+14.3%
SPY '25
+17.7%
Alpha
-3.5ptsvs SPY
Invested
$7B
Holdings
263
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 99%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$AAPL
APPLE INC
Held since at least Q1 2024
43.2%
02
$IVV
ISHARES TR
Held since at least Q1 2024
10.1%
03
$IWF
ISHARES TR
Held since at least Q1 2024
8.3%
04
$SPY
SPDR S&P 500 ETF TR
Held since at least Q1 2024
7.7%
05
$IJH
ISHARES TR
Held since at least Q1 2024
4.4%
06
$IJR
ISHARES TR
Held since at least Q1 2024
4.1%
07
$VOO
VANGUARD INDEX FDS
Held since at least Q1 2024
2.4%
08
$IWD
ISHARES TR
Held since at least Q1 2024
2.0%
09
$VTI
VANGUARD INDEX FDS
Held since at least Q1 2024
1.2%
10
$LLY
ELI LILLY & CO
Held since at least Q1 2024
1.1%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 16:28 UTC.