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Manager record

Circle Wealth Management, LLC

Summit, NJ · CIK 1578242 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$7.96BReported 13F valueQ2 2026 · as filed
258Holdings listed
+13.5%vs prior quartervalue change includes market moves
5Quarters on record
Aug 12Latest filed
Reported 13F value by quarter, Q2 2025 to Q2 2026Q2 2025: $4.6B$4.6BQ2 2025220 holdingsQ3 2025: $5.1B$5.1BQ3 2025226 holdingsQ4 2025: $6.5B$6.5BQ4 2025244 holdingsQ1 2026: $7.0B$7.0BQ1 2026266 holdingsQ2 2026: $8.0B$8.0BQ2 2026258 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Aug 12 2026 13F-HR · period Q2 2026

$7.96B · 258 holdings listed · View original SEC filing ↗
May 12 2026 13F-HR · period Q1 2026

$7.02B · 266 holdings listed · View original SEC filing ↗
Feb 13 2026 13F-HR · period Q4 2025

$6.49B · 244 holdings listed · View original SEC filing ↗
Nov 14 2025 13F-HR · period Q3 2025

$5.14B · 226 holdings listed · View original SEC filing ↗
Aug 14 2025 13F-HR · period Q2 2025

$4.62B · 220 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q2 2026 · latest filing Aug 12, 2026 · Change methodology