Circle Wealth Management
Latest statistics and disclosures from Circle Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SPY, VTI, SCHB, MRK, AAPL, and represent 53.92% of Circle Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: SGEN, MSFT, HIBB, AMZN, XLI, AAPL, JPM, UL, DIS, TJX.
- Started 30 new stock positions in UL, CRSP, WM, SHW, GWRE, DPZ, YETI, ZG, AMBA, RACE.
- Reduced shares in these 10 stocks: SPY (-$7.9M), Seattle Genetics, VTI, DLN, XLP, IBM, SCHB, CI, Unilever, GS.
- Sold out of its positions in Highpoint Res Corp, IBM, Seattle Genetics, Unilever, SGH.
- Circle Wealth Management was a net buyer of stock by $13M.
- Circle Wealth Management has $698M in assets under management (AUM), dropping by 15.44%.
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Portfolio Holdings for Circle Wealth Management
Companies in the Circle Wealth Management portfolio as of the December 2020 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
---|---|---|---|---|---|---|
Spdr S&p 500 Etf Tr Tr Unit (SPY) | 32.1 | $224M | -3% | 600k | 373.87 | |
Vanguard Index Fds Total Stk Mkt (VTI) | 8.2 | $57M | -3% | 295k | 194.64 | |
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 6.7 | $47M | -2% | 514k | 90.99 | |
Merck & Co (MRK) | 4.6 | $32M | 395k | 81.80 | ||
Apple (AAPL) | 2.3 | $16M | +6% | 119k | 132.69 | |
JPMorgan Chase & Co. (JPM) | 1.8 | $13M | +7% | 99k | 127.07 | |
Berkshire Hathaway Inc Del Cl A (BRK.A) | 1.7 | $12M | -5% | 34.00 | 347823.53 | |
Ametek (AME) | 1.6 | $11M | -4% | 93k | 120.94 | |
Microsoft Corporation (MSFT) | 1.6 | $11M | +15% | 50k | 222.42 | |
Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.6 | $11M | +2% | 35k | 313.74 | |
Aon Shs Cl A (AON) | 1.5 | $10M | -2% | 49k | 211.27 | |
Illinois Tool Works (ITW) | 1.3 | $8.9M | 44k | 203.89 | ||
Amazon (AMZN) | 1.2 | $8.1M | +17% | 2.5k | 3256.94 | |
Goldman Sachs (GS) | 1.0 | $7.2M | -10% | 27k | 263.73 | |
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Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.9 | $6.6M | -12% | 98k | 67.44 | |
Alphabet Cap Stk Cl C (GOOG) | 0.9 | $6.4M | 3.6k | 1751.85 | ||
Select Sector Spdr Tr Technology (XLK) | 0.9 | $6.1M | +3% | 47k | 130.03 | |
Walt Disney Company (DIS) | 0.8 | $5.9M | +16% | 33k | 181.17 | |
PNC Financial Services (PNC) | 0.7 | $5.2M | -2% | 35k | 148.99 | |
Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.7 | $4.8M | +3% | 21k | 231.88 | |
Comcast Corp Cl A (CMCSA) | 0.7 | $4.7M | +7% | 90k | 52.40 | |
Ishares Tr Russell 2000 Etf (IWM) | 0.6 | $4.5M | 23k | 196.08 | ||
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.6 | $4.5M | 50k | 90.95 | ||
Procter & Gamble Company (PG) | 0.6 | $4.2M | 30k | 139.13 | ||
Alphabet Cap Stk Cl A (GOOGL) | 0.6 | $4.2M | +16% | 2.4k | 1752.51 | |
Vanguard World Fds Health Car Etf (VHT) | 0.6 | $4.0M | 18k | 223.75 | ||
Mastercard Incorporated Cl A (MA) | 0.6 | $3.9M | +2% | 11k | 356.97 | |
3M Company (MMM) | 0.5 | $3.7M | +2% | 21k | 174.77 | |
Wisdomtree Tr Us Largecap Divd (DLN) | 0.5 | $3.3M | -27% | 31k | 107.49 | |
Facebook Cl A (FB) | 0.4 | $3.0M | +12% | 11k | 273.14 | |
Tesla Motors (TSLA) | 0.4 | $2.9M | +25% | 4.2k | 705.56 | |
Spdr Gold Tr Gold Shs (GLD) | 0.4 | $2.9M | +2% | 16k | 178.35 | |
Plug Power Com New (PLUG) | 0.4 | $2.8M | -5% | 82k | 33.90 | |
Crowdstrike Hldgs Cl A (CRWD) | 0.4 | $2.5M | +25% | 12k | 211.85 | |
Seagen (SGEN) | 0.4 | $2.5M | NEW | 14k | 175.16 | |
Johnson & Johnson (JNJ) | 0.3 | $2.3M | +30% | 15k | 157.35 | |
Union Pacific Corporation (UNP) | 0.3 | $2.3M | +16% | 11k | 208.22 | |
Citigroup Com New (C) | 0.3 | $2.1M | 35k | 61.67 | ||
Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.3 | $2.1M | 6.1k | 343.71 | ||
Cigna Corp (CI) | 0.3 | $2.1M | -29% | 10k | 208.15 | |
Palo Alto Networks (PANW) | 0.3 | $2.1M | 5.8k | 355.31 | ||
Qorvo (QRVO) | 0.3 | $2.0M | 12k | 166.26 | ||
Visa Com Cl A (V) | 0.3 | $1.9M | +41% | 8.7k | 218.73 | |
Regeneron Pharmaceuticals (REGN) | 0.3 | $1.8M | 3.7k | 482.99 | ||
Servicenow (NOW) | 0.3 | $1.7M | 3.2k | 550.44 | ||
UnitedHealth (UNH) | 0.2 | $1.7M | +7% | 4.8k | 350.58 | |
Freeport-mcmoran CL B (FCX) | 0.2 | $1.7M | 65k | 26.02 | ||
Thermo Fisher Scientific (TMO) | 0.2 | $1.7M | +52% | 3.6k | 465.83 | |
Ii-vi (IIVI) | 0.2 | $1.6M | 21k | 75.98 | ||
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.2 | $1.6M | 19k | 83.27 | ||
Metropcs Communications (TMUS) | 0.2 | $1.6M | 12k | 134.86 | ||
Ishares Tr U.s. Med Dvc Etf (IHI) | 0.2 | $1.6M | 4.8k | 327.39 | ||
Capital One Financial (COF) | 0.2 | $1.6M | 16k | 98.85 | ||
Corning Incorporated (GLW) | 0.2 | $1.5M | 43k | 36.01 | ||
Oracle Corporation (ORCL) | 0.2 | $1.5M | -7% | 23k | 64.69 | |
Evoqua Water Technologies Corp (AQUA) | 0.2 | $1.5M | 55k | 26.99 | ||
Texas Instruments Incorporated (TXN) | 0.2 | $1.5M | +59% | 9.0k | 164.19 | |
Wells Fargo & Company (WFC) | 0.2 | $1.4M | -2% | 48k | 30.18 | |
Teladoc (TDOC) | 0.2 | $1.4M | 7.1k | 199.94 | ||
Nxp Semiconductors N V (NXPI) | 0.2 | $1.4M | 9.0k | 158.99 | ||
Hibbett Sports (HIBB) | 0.2 | $1.4M | NEW | 30k | 46.18 | |
Select Sector Spdr Tr Sbi Int-inds (XLI) | 0.2 | $1.4M | +404% | 16k | 88.58 | |
Verizon Communications (VZ) | 0.2 | $1.4M | -14% | 24k | 58.75 | |
Micron Technology (MU) | 0.2 | $1.3M | 18k | 75.17 | ||
Xylem (XYL) | 0.2 | $1.3M | 13k | 101.79 | ||
L3harris Technologies (LHX) | 0.2 | $1.3M | 6.8k | 188.98 | ||
Eaton Vance Floating-Rate Income Trust (EFT) | 0.2 | $1.3M | 98k | 13.16 | ||
Seaworld Entertainment (SEAS) | 0.2 | $1.3M | 41k | 31.59 | ||
Ionis Pharmaceuticals (IONS) | 0.2 | $1.3M | 23k | 56.53 | ||
Royal Caribbean Cruises (RCL) | 0.2 | $1.3M | +7% | 17k | 74.70 | |
Netflix (NFLX) | 0.2 | $1.2M | +8% | 2.3k | 540.65 | |
Accenture Plc Ireland Shs Class A (ACN) | 0.2 | $1.2M | +113% | 4.7k | 261.18 | |
Bank of America Corporation (BAC) | 0.2 | $1.2M | 40k | 30.30 | ||
Charter Communications Inc N Cl A (CHTR) | 0.2 | $1.2M | +15% | 1.8k | 661.61 | |
TJX Companies (TJX) | 0.2 | $1.2M | +165% | 17k | 68.28 | |
NVIDIA Corporation (NVDA) | 0.2 | $1.1M | +66% | 2.2k | 522.16 | |
Vanguard Index Fds Small Cp Etf (VB) | 0.2 | $1.1M | 5.7k | 194.70 | ||
Diageo Spon Adr New (DEO) | 0.2 | $1.1M | 7.0k | 158.81 | ||
Amgen (AMGN) | 0.2 | $1.1M | +46% | 4.8k | 229.89 | |
Discovery Com Ser A (DISCA) | 0.2 | $1.1M | -6% | 36k | 30.09 | |
Philip Morris International (PM) | 0.2 | $1.1M | +5% | 13k | 82.77 | |
Qualcomm (QCOM) | 0.2 | $1.1M | 6.9k | 152.31 | ||
Alibaba Group Hldg Sponsored Ads (BABA) | 0.1 | $1.0M | -6% | 4.5k | 232.78 | |
Nexstar Media Group Cl A (NXST) | 0.1 | $1.0M | 9.3k | 109.14 | ||
Progressive Corporation (PGR) | 0.1 | $993k | +88% | 10k | 98.89 | |
Las Vegas Sands (LVS) | 0.1 | $985k | 17k | 59.61 | ||
Ecolab (ECL) | 0.1 | $972k | +66% | 4.5k | 216.43 | |
Nike CL B (NKE) | 0.1 | $972k | +26% | 6.9k | 141.46 | |
Paypal Holdings (PYPL) | 0.1 | $955k | -23% | 4.1k | 234.24 | |
Cameco Corporation (CCJ) | 0.1 | $931k | +59% | 70k | 13.40 | |
Hdfc Bank Sponsored Ads (HDB) | 0.1 | $899k | +123% | 12k | 72.29 | |
Madison Square Grdn Sprt Cor Cl A (MSGS) | 0.1 | $881k | +6% | 4.8k | 184.16 | |
Intel Corporation (INTC) | 0.1 | $857k | +51% | 17k | 49.83 | |
Unilever Spon Adr New (UL) | 0.1 | $855k | NEW | 14k | 60.36 | |
MGM Resorts International. (MGM) | 0.1 | $848k | 27k | 31.52 | ||
Vanguard Index Fds Growth Etf (VUG) | 0.1 | $847k | +53% | 3.3k | 253.44 | |
McDonald's Corporation (MCD) | 0.1 | $829k | 3.9k | 214.60 | ||
Ishares Tr Russell 3000 Etf (IWV) | 0.1 | $819k | 3.7k | 223.59 | ||
FedEx Corporation (FDX) | 0.1 | $818k | +26% | 3.2k | 259.60 | |
Amyris Com New (AMRS) | 0.1 | $813k | +11% | 132k | 6.17 | |
Papa John's Int'l (PZZA) | 0.1 | $797k | 9.4k | 84.81 | ||
Analog Devices (ADI) | 0.1 | $797k | +161% | 5.4k | 147.76 | |
Flexshares Tr Mornstar Upstr (GUNR) | 0.1 | $795k | 24k | 32.54 | ||
Designer Brands Cl A (DBI) | 0.1 | $767k | -20% | 100k | 7.65 | |
Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $748k | 8.2k | 91.57 | ||
Cisco Systems (CSCO) | 0.1 | $738k | -13% | 17k | 44.75 | |
Tegna (TGNA) | 0.1 | $736k | 53k | 13.95 | ||
Coca-Cola Company (KO) | 0.1 | $723k | 13k | 54.86 | ||
Cognex Corporation (CGNX) | 0.1 | $721k | +114% | 9.0k | 80.33 | |
Baker Hughes Company Cl A (BKR) | 0.1 | $717k | +97% | 34k | 20.84 | |
Pepsi (PEP) | 0.1 | $713k | +4% | 4.8k | 148.39 | |
Ross Stores (ROST) | 0.1 | $710k | NEW | 5.8k | 122.84 | |
Intuit (INTU) | 0.1 | $704k | NEW | 1.9k | 379.72 | |
Viavi Solutions Inc equities (VIAV) | 0.1 | $698k | 47k | 14.98 | ||
Peloton Interactive Cl A Com (PTON) | 0.1 | $686k | +41% | 4.5k | 151.77 | |
S&p Global (SPGI) | 0.1 | $671k | +25% | 2.0k | 328.60 | |
Caterpillar (CAT) | 0.1 | $663k | 3.6k | 181.99 | ||
Sherwin-Williams Company (SHW) | 0.1 | $638k | NEW | 868.00 | 735.02 | |
Roper Industries (ROP) | 0.1 | $638k | +6% | 1.5k | 431.37 | |
Costco Wholesale Corporation (COST) | 0.1 | $634k | +20% | 1.7k | 376.48 | |
Dycom Industries (DY) | 0.1 | $625k | 8.3k | 75.57 | ||
Adobe Systems Incorporated (ADBE) | 0.1 | $624k | +13% | 1.2k | 500.40 | |
Progyny (PGNY) | 0.1 | $622k | 15k | 42.38 | ||
Cummins (CMI) | 0.1 | $621k | +116% | 2.7k | 227.31 | |
Energizer Holdings (ENR) | 0.1 | $620k | -4% | 15k | 42.18 | |
News Corp Cl A (NWSA) | 0.1 | $615k | -7% | 34k | 17.98 | |
Booking Holdings (BKNG) | 0.1 | $608k | +51% | 273.00 | 2227.11 | |
Marriott Intl Cl A (MAR) | 0.1 | $604k | 4.6k | 131.82 | ||
Home Depot (HD) | 0.1 | $603k | 2.3k | 265.52 | ||
Sterling Bancorp (STL) | 0.1 | $598k | 33k | 17.99 | ||
General Motors Company (GM) | 0.1 | $597k | +3% | 14k | 41.63 | |
Blackline (BL) | 0.1 | $594k | NEW | 4.5k | 133.39 | |
Air Products & Chemicals (APD) | 0.1 | $588k | +24% | 2.2k | 273.11 | |
Gilead Sciences (GILD) | 0.1 | $587k | 10k | 58.21 | ||
Abbvie (ABBV) | 0.1 | $574k | 5.4k | 107.09 | ||
Ark Etf Tr Innovation Etf (ARKK) | 0.1 | $549k | NEW | 4.4k | 124.52 | |
Hasbro (HAS) | 0.1 | $546k | 5.8k | 93.61 | ||
Cheniere Energy Com New (LNG) | 0.1 | $543k | 9.1k | 60.00 | ||
Verisk Analytics (VRSK) | 0.1 | $519k | +22% | 2.5k | 207.52 | |
Flexshares Tr Stoxx Globr Inf (NFRA) | 0.1 | $516k | 9.6k | 53.76 | ||
Pfizer (PFE) | 0.1 | $511k | 14k | 36.78 | ||
Chipotle Mexican Grill (CMG) | 0.1 | $509k | +26% | 367.00 | 1386.92 | |
Telephone & Data Sys Com New (TDS) | 0.1 | $507k | +33% | 27k | 18.57 | |
Atlassian Corp Cl A (TEAM) | 0.1 | $501k | 2.1k | 233.68 | ||
General Electric Company (GE) | 0.1 | $497k | -2% | 46k | 10.81 | |
Wal-Mart Stores (WMT) | 0.1 | $491k | 3.4k | 144.28 | ||
Yeti Hldgs (YETI) | 0.1 | $490k | NEW | 7.2k | 68.45 | |
Lam Research Corporation (LRCX) | 0.1 | $487k | 1.0k | 472.36 | ||
Becton, Dickinson and (BDX) | 0.1 | $484k | +24% | 1.9k | 250.00 | |
Martin Marietta Materials (MLM) | 0.1 | $481k | 1.7k | 283.94 | ||
Dollar General (DG) | 0.1 | $475k | +29% | 2.3k | 210.46 | |
Ishares Tr Msci Acwi Etf (ACWI) | 0.1 | $471k | 5.2k | 90.77 | ||
Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $463k | +8% | 1.9k | 241.02 | |
Ishares Tr U.s. Tech Etf (IYW) | 0.1 | $463k | +300% | 5.4k | 85.02 | |
Pool Corporation (POOL) | 0.1 | $461k | NEW | 1.2k | 372.68 | |
stock (SPLK) | 0.1 | $448k | 2.6k | 170.02 | ||
Granite Construction (GVA) | 0.1 | $446k | 17k | 26.68 | ||
Zoetis Cl A (ZTS) | 0.1 | $434k | NEW | 2.6k | 165.59 | |
Shopify Cl A (SHOP) | 0.1 | $428k | +7% | 378.00 | 1132.28 | |
Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $416k | +4% | 3.8k | 108.96 | |
Liberty Broadband Corp Com Ser C (LBRDK) | 0.1 | $415k | +29% | 2.6k | 158.40 | |
Edwards Lifesciences (EW) | 0.1 | $414k | NEW | 4.5k | 91.31 | |
Webster Financial Corporation (WBS) | 0.1 | $411k | 9.8k | 42.11 | ||
Workday Cl A (WDAY) | 0.1 | $409k | +30% | 1.7k | 239.46 | |
Morgan Stanley Com New (MS) | 0.1 | $402k | +4% | 5.9k | 68.60 | |
Brown Forman Corp Cl A (BF.A) | 0.1 | $396k | 5.4k | 73.41 | ||
Tenable Hldgs (TENB) | 0.1 | $396k | 7.6k | 52.21 | ||
Yum! Brands (YUM) | 0.1 | $379k | +19% | 3.5k | 108.44 | |
Boyd Gaming Corporation (BYD) | 0.1 | $377k | 8.8k | 42.94 | ||
Abbott Laboratories (ABT) | 0.1 | $374k | 3.4k | 109.42 | ||
Anthem (ANTM) | 0.1 | $373k | 1.2k | 321.27 | ||
At&t (T) | 0.1 | $372k | -9% | 13k | 28.74 | |
Arista Networks (ANET) | 0.1 | $371k | +32% | 1.3k | 290.30 | |
Health Catalyst (HCAT) | 0.1 | $359k | +22% | 8.3k | 43.49 | |
Proshares Tr S&p 500 Dv Arist (NOBL) | 0.1 | $358k | 4.5k | 79.88 | ||
Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.1 | $356k | 3.1k | 113.59 | ||
Match Group (MTCH) | 0.1 | $353k | +5% | 2.3k | 151.24 | |
BlackRock (BLK) | 0.0 | $349k | 484.00 | 721.07 | ||
SVB Financial (SIVB) | 0.0 | $348k | -4% | 897.00 | 387.96 | |
Ansys (ANSS) | 0.0 | $342k | 939.00 | 364.22 | ||
Hilton Worldwide Holdings (HLT) | 0.0 | $325k | 2.9k | 111.34 | ||
Novartis Sponsored Adr (NVS) | 0.0 | $322k | +31% | 3.4k | 94.54 | |
Elanco Animal Health (ELAN) | 0.0 | $321k | 11k | 30.72 | ||
Store Capital Corp reit (STOR) | 0.0 | $321k | +8% | 9.4k | 34.00 | |
Snap Cl A (SNAP) | 0.0 | $320k | NEW | 6.4k | 50.14 | |
Yum China Holdings (YUMC) | 0.0 | $319k | 5.6k | 57.06 | ||
Fiserv (FISV) | 0.0 | $317k | NEW | 2.8k | 113.82 | |
Waters Corporation (WAT) | 0.0 | $311k | NEW | 1.3k | 247.81 | |
TransDigm Group Incorporated (TDG) | 0.0 | $311k | NEW | 503.00 | 618.29 | |
Lumentum Hldgs (LITE) | 0.0 | $310k | +5% | 3.3k | 94.80 | |
Honeywell International (HON) | 0.0 | $306k | 1.4k | 212.80 | ||
Chevron Corporation (CVX) | 0.0 | $300k | -3% | 3.5k | 84.55 | |
Nextera Energy (NEE) | 0.0 | $299k | +300% | 3.9k | 77.14 | |
Ishares Tr Rus 1000 Etf (IWB) | 0.0 | $296k | +16% | 1.4k | 212.19 | |
Franco-Nevada Corporation (FNV) | 0.0 | $296k | -7% | 2.4k | 125.32 | |
Danaher Corporation (DHR) | 0.0 | $282k | +8% | 1.3k | 222.05 | |
Invesco Exchange Traded Fd T Dynmc Lrg Valu (PWV) | 0.0 | $280k | -30% | 7.3k | 38.62 | |
Trimble Navigation (TRMB) | 0.0 | $279k | 4.2k | 66.75 | ||
Digital Realty Trust (DLR) | 0.0 | $270k | 1.9k | 139.46 | ||
Zillow Group Cl A (ZG) | 0.0 | $268k | NEW | 2.0k | 136.04 | |
salesforce (CRM) | 0.0 | $264k | 1.2k | 222.41 | ||
Signature Bank (SBNY) | 0.0 | $262k | NEW | 1.9k | 135.33 | |
Iridium Communications (IRDM) | 0.0 | $262k | NEW | 6.7k | 39.40 | |
Textron (TXT) | 0.0 | $262k | -53% | 5.4k | 48.41 | |
Aerie Pharmaceuticals (AERI) | 0.0 | $260k | +8% | 19k | 13.51 | |
Lauder Estee Cos Cl A (EL) | 0.0 | $253k | -14% | 949.00 | 266.60 | |
Ambarella SHS (AMBA) | 0.0 | $248k | NEW | 2.7k | 91.85 | |
United Parcel Service CL B (UPS) | 0.0 | $245k | 1.5k | 168.62 | ||
Ferrari Nv Ord (RACE) | 0.0 | $242k | NEW | 1.1k | 229.38 | |
Automatic Data Processing (ADP) | 0.0 | $232k | NEW | 1.3k | 176.43 | |
Pinterest Cl A (PINS) | 0.0 | $231k | NEW | 3.5k | 66.00 | |
Domino's Pizza (DPZ) | 0.0 | $225k | NEW | 588.00 | 382.65 | |
Dynatrace Com New (DT) | 0.0 | $216k | 5.0k | 43.20 | ||
Medtronic SHS (MDT) | 0.0 | $214k | NEW | 1.8k | 117.20 | |
Waste Management (WM) | 0.0 | $210k | NEW | 1.8k | 118.18 | |
Crispr Therapeutics Namen Akt (CRSP) | 0.0 | $208k | NEW | 1.4k | 153.05 | |
Kansas City Southern Com New (KSU) | 0.0 | $207k | NEW | 1.0k | 204.34 | |
Lowe's Companies (LOW) | 0.0 | $206k | 1.3k | 160.69 | ||
Guidewire Software (GWRE) | 0.0 | $204k | NEW | 1.6k | 128.95 | |
Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $202k | NEW | 2.2k | 91.69 | |
360 Digitech American Dep (QFIN) | 0.0 | $118k | 10k | 11.80 | ||
Rti Biologics (SRGA) | 0.0 | $44k | 20k | 2.20 |
Past Filings by Circle Wealth Management
SEC 13F filings are viewable for Circle Wealth Management going back to 2016
- Circle Wealth Management 2020 Q4 filed Feb. 18, 2021
- Circle Wealth Management 2020 Q3 filed Nov. 16, 2020
- Circle Wealth Management 2020 Q2 filed Aug. 14, 2020
- Circle Wealth Management 2020 Q1 filed May 15, 2020
- Circle Wealth Management 2019 Q4 filed Feb. 24, 2020
- Circle Wealth Management 2019 Q3 filed Nov. 15, 2019
- Circle Wealth Management 2019 Q2 filed Aug. 14, 2019
- Circle Wealth Management 2019 Q1 filed May 15, 2019
- Circle Wealth Management 2018 Q4 filed Feb. 14, 2019
- Circle Wealth Management 2018 Q3 filed Nov. 14, 2018
- Circle Wealth Management 2018 Q2 filed Aug. 15, 2018
- Circle Wealth Management 2018 Q1 filed May 15, 2018
- Circle Wealth Management 2017 Q4 filed Feb. 14, 2018
- Circle Wealth Management 2017 Q3 filed Nov. 14, 2017
- Circle Wealth Management 2017 Q2 filed Aug. 11, 2017
- Circle Wealth Management 2017 Q1 filed May 15, 2017