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Rbb Fund Trust shares owned by Circle Wealth Management

Quarter-by-quarter ownership of Rbb Fund Trust (FEOE) shares owned by Circle Wealth Management from 13F filings

Historical chart of Circle Wealth Management investment in Rbb Fund Trust

Tip: Access up to 7 years of quarterly data

All positions including Rbb Fund Trust held by Circle Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Rbb Fund Trust by Circle Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $11M 209k 50.46

More positions owned by Circle Wealth Management

Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Rus 1000 Val Etf (IWD)
Vanguard Index Fds Total Stk Mkt (VTI)
Eli Lilly & Co. (LLY)
Ishares Gold Tr Ishares New (IAU)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Amazon (AMZN)
Goldman Sachs Etf Tr India Equity Etf (GIND)
Microsoft Corporation (MSFT)

View all positions for Circle Wealth Management

Top funds holding Rbb Fund Trust

LPL Financial
Stifel Financial
Royal Bank of Canada
Northwestern Mutual Wealth Management Company
Raymond James Financial
Bank of America Corporation
Great Valley Advisor Group
Goss Wealth Management
Janney Montgomery Scott
Nkcfo
Cetera Investment Advisers
Tanglewood Wealth Management
Berger Financial Group
Commonwealth Equity Services
HighTower Advisors

View all funds holding Rbb Fund Trust