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Value $
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$4.68B
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Notable people
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Andrew D. Wingate, Lucinda Falk
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Signature - Title
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Kristen Breault - Chief Compliance Officer
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Location
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Summit, NJ
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Summary
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This page shows a list of all the recent 13F filings made by Circle Wealth Management, LLC. Form 13F is
required to be filed within 45 days of the end of a calendar quarter. Circle Wealth Management, LLC reported 214 stock holdings with total value $4.68B as of Q4 2024. Top holdings included AAPL, IWF, SPY, IVV, and IJH.