13F Filings History of FULLCIRCLE WEALTH LLC

Latest 13F report
Q3 2025 - 05 Nov 2025
Value $
$283,919,881
Signature - Title
Kerri Hicken - CCO Delegate
Location
Mckinney, TX
Summary
This page shows a list of all the recent 13F filings made by FULLCIRCLE WEALTH LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. FULLCIRCLE WEALTH LLC reported 262 stock holdings with total value $283,919,881 as of Q3 2025. Top holdings included UPS, MSFT, SNOW, HYG, and BRKB.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q3 2025 262 $283,919,881 +$22,912,543 -$17,508,940 +$5,403,603 UPS, MSFT, SNOW, HYG, BRKB 13F-HR 05 Nov 2025, 17:02
Q2 2025 256 $267,680,506 +$38,913,998 -$32,278,156 +$6,635,842 MSFT, UPS, HYG, SNOW, BRKB 13F-HR 05 Aug 2025, 14:54
Q1 2025 246 $242,918,782 +$38,187,210 -$26,200,223 +$11,986,987 UPS, BRKB, BIL, SNOW, MSFT 13F-HR 29 Apr 2025, 17:32
Q4 2024 218 $243,478,337 +$36,600,043 -$20,103,298 +$16,496,745 UPS, SNOW, HYG, AAPL, MSFT 13F-HR 13 Feb 2025, 21:26
Q3 2024 187 $219,954,524 +$21,406,608 -$13,584,195 +$7,822,413 UPS, HYG, AAPL, MSFT, GBIL 13F-HR 29 Oct 2024, 10:18
Q2 2024 167 $201,906,142 $0 $0 $0 UPS, HYG, MSFT, AAPL, BRKB 13F-HR 25 Jul 2024, 10:33