Circle Wealth Management, LLC

13F Filings History

Latest 13F report
Q4 2024 - Feb 14, 2025
Value $
$4.68B
Notable people
Andrew D. Wingate, Lucinda Falk
Signature - Title
Kristen Breault - Chief Compliance Officer
Location
Summit, NJ
Summary
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.
Holdings Value