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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Circle Wealth Management, LLC

Quarter ended Q4 2025 · Filed February 13, 2026 · Accession 0001578242-26-000001

Total Value
$6.49B
Positions
244
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (244)

#IssuerTicker / CUSIPSharesValue% of Filing
1APPLE INCAAPL9,416,666$2.56B39.42%
2ISHARES TR4642876141,363,473$645.3M9.94%
3ISHARES TR464287200864,965$592.4M9.12%
4SPDR S&P 500 ETF TRSPY828,824$565.2M8.70%
5ISHARES TR4642875074,614,881$304.6M4.69%
6ISHARES TR4642878042,289,101$275.1M4.24%
7VANGUARD INDEX FDS922908363270,210$169.5M2.61%
8ISHARES TR464287598672,633$141.5M2.18%
9ELI LILLY & COLLY86,007$92.4M1.42%
10VANGUARD INDEX FDS922908769258,479$86.7M1.33%
11SCHWAB STRATEGIC TR8085241022,611,861$68.5M1.06%
12ISHARES GOLD TRIAU819,093$66.5M1.02%
13AMAZON COM INCAMZN284,627$65.7M1.01%
14MICROSOFT CORPMSFT108,306$52.4M0.81%
15INVESCO QQQ TRIVZ58,091$35.7M0.55%
16NIKE INCNKE556,221$35.4M0.55%
17VANGUARD WORLD FD92204A70243,176$32.5M0.50%
18ISHARES TR464288257199,113$28.2M0.43%
19GOLDMAN SACHS ETF TRNVGLF1,038,508$27.4M0.42%
20ISHARES TR464287770294,600$27.2M0.42%
21ALPHABET INCGOOG80,435$25.2M0.39%
22STARBUCKS CORPSBUX297,631$25.1M0.39%
23ALPHABET INCGOOG76,547$24.0M0.37%
24JPMORGAN CHASE & CO.VYLD72,751$23.4M0.36%
25VANGUARD INDEX FDS92290875187,586$22.6M0.35%
26BERKSHIRE HATHAWAY INC DELBRK-A29$21.9M0.34%
27NVIDIA CORPORATIONNVDA106,792$19.9M0.31%
28SELECT SECTOR SPDR TR81369Y803136,590$19.7M0.30%
29MERCK & CO INCMRK181,376$19.1M0.29%
30GOLDMAN SACHS GROUP INCGSCE20,577$18.1M0.28%
31VANGUARD SPECIALIZED FUNDS92190884475,877$16.7M0.26%
32VANGUARD INTL EQUITY INDEX F922042775192,702$14.2M0.22%
33SPDR GOLD TRGLD32,439$12.9M0.20%
34RTX CORPORATIONRTX68,426$12.5M0.19%
35PALANTIR TECHNOLOGIES INCPLTR54,888$9.8M0.15%
36SPDR INDEX SHS FDS78463X202134,771$8.7M0.13%
37BERKSHIRE HATHAWAY INC DELBRK-A17,252$8.7M0.13%
38ISHARES TR46428768922,161$8.6M0.13%
39META PLATFORMS INCMETA12,864$8.5M0.13%
40TESLA INCTSLA18,662$8.4M0.13%
41SCHWAB STRATEGIC TR808524201310,300$8.4M0.13%
42ISHARES TR46428762222,121$8.3M0.13%
43CROWDSTRIKE HLDGS INCCRWD15,449$7.2M0.11%
44SELECT SECTOR SPDR TR81369Y30887,366$6.8M0.10%
45WISDOMTREE TRWT143,703$6.7M0.10%
46BROADCOM INCAVGO17,044$5.9M0.09%
47VANGUARD WORLD FD92204A50417,954$5.2M0.08%
48TAIWAN SEMICONDUCTOR MFG LTD87403910016,418$5.0M0.08%
49ORACLE CORPORCL-PD25,278$4.9M0.08%
50PROFESSIONALLY MANAGED PORTFO74316P57973,452$4.8M0.07%
51NETFLIX INCNFLX47,940$4.5M0.07%
52WISDOMTREE TRWT49,376$4.3M0.07%
53TAKE-TWO INTERACTIVE SOFTWARTTWO16,920$4.3M0.07%
54ISHARES TR46428760644,000$4.3M0.07%
55MASTERCARD INCORPORATEDMA7,392$4.2M0.06%
56LAM RESEARCH CORPLRCX23,914$4.1M0.06%
57SNOWFLAKE INCSNOW18,598$4.1M0.06%
58INVESCO EXCH TRADED FD TR IIIVZ16,095$4.1M0.06%
59VANGUARD INTL EQUITY INDEX F92204287448,151$4.0M0.06%
60ISHARES INC46434G10354,547$3.7M0.06%
61CARRIER GLOBAL CORPORATIONCARR65,831$3.5M0.05%
62ROBINHOOD MKTS INC77070010229,712$3.4M0.05%
63SHOPIFY INCSHOP20,221$3.3M0.05%
64ISHARES TR46428765513,165$3.2M0.05%
65CIENA CORPCIEN13,467$3.1M0.05%
66ARISTA NETWORKS INCANET23,944$3.1M0.05%
67SELECT SECTOR SPDR TR81369Y20920,134$3.1M0.05%
68OTIS WORLDWIDE CORPOTIS32,851$2.9M0.04%
69PROCTER AND GAMBLE CO74271810919,485$2.8M0.04%
70THERMO FISHER SCIENTIFIC INCTMO4,623$2.7M0.04%
71SERVICENOW INCNOW17,358$2.7M0.04%
72ADVANCED MICRO DEVICES INCAMD12,145$2.6M0.04%
73VANGUARD SCOTTSDALE FDS92206C10244,109$2.6M0.04%
74CREDO TECHNOLOGY GROUP HOLDICRDO17,275$2.5M0.04%
75SELECT SECTOR SPDR TR81369Y60544,925$2.5M0.04%
76J P MORGAN EXCHANGE TRADED F46654Q73225,907$2.3M0.04%
77JOHNSON & JOHNSONJNJ10,838$2.2M0.03%
78ISHARES TR46428744023,249$2.2M0.03%
79ALIBABA GROUP HLDG LTDBBAAY14,816$2.2M0.03%
80INTUITINTU3,243$2.1M0.03%
81UNITEDHEALTH GROUP INCUNH6,258$2.1M0.03%
82PALO ALTO NETWORKS INCPANW11,204$2.1M0.03%
83ASML HOLDING N VASMLF1,918$2.1M0.03%
84SEA LTDSE15,985$2.0M0.03%
85J P MORGAN EXCHANGE TRADED F46641Q65439,460$2.0M0.03%
86VANGUARD WHITEHALL FDS92194640613,749$2.0M0.03%
87VANGUARD INDEX FDS92290874410,101$1.9M0.03%
88WORKDAY INCWDAY8,860$1.9M0.03%
89COSTCO WHSL CORP NEW22160K1052,201$1.9M0.03%
90APPLOVIN CORPAPP2,798$1.9M0.03%
91ILLINOIS TOOL WKS INC4523081097,526$1.9M0.03%
92UNION PAC CORPUNP7,929$1.8M0.03%
93CATERPILLAR INCCAT3,161$1.8M0.03%
94VISA INCV4,997$1.8M0.03%
95MERCADOLIBRE INCMELI860$1.7M0.03%
96INTUITIVE SURGICAL INCISRG3,032$1.7M0.03%
97ISHARES INC46434G82221,256$1.7M0.03%
98TWILIO INCTWLO12,019$1.7M0.03%
99MICRON TECHNOLOGY INCMU5,870$1.7M0.03%
100RIVIAN AUTOMOTIVE INCRIVN82,999$1.6M0.03%
101SPDR S&P 500 ETF TRSPY128,900$1.5M0.02%
102VICOR CORPVICR13,187$1.4M0.02%
103DOORDASH INCDASH6,376$1.4M0.02%
104ISHARES BITCOIN TRUST ETFIBIT28,610$1.4M0.02%
105BOOKING HOLDINGS INCBKNG265$1.4M0.02%
106UBER TECHNOLOGIES INCUBER17,039$1.4M0.02%
107ZOOM COMMUNICATIONS INCZM16,115$1.4M0.02%
108SPOTIFY TECHNOLOGY S ASPOT2,385$1.4M0.02%
109AON PLCAON3,828$1.4M0.02%
110VANGUARD INDEX FDS9229087362,752$1.3M0.02%
111DELTA AIR LINES INC DELDAL18,947$1.3M0.02%
112CANADIAN PACIFIC KANSAS CITYCP17,600$1.3M0.02%
113COINBASE GLOBAL INCCOIN5,670$1.3M0.02%
114HUBSPOT INCHUBS3,122$1.3M0.02%
115TRANSDIGM GROUP INCTDG938$1.2M0.02%
116JANUS DETROIT STR TR47103U84524,276$1.2M0.02%
117CLOUDFLARE INCNET6,206$1.2M0.02%
118REDDIT INCRDDT5,322$1.2M0.02%
119COMCAST CORP NEWCCZ40,720$1.2M0.02%
120SELECT SECTOR SPDR TR81369Y7047,771$1.2M0.02%
121CONOCOPHILLIPSCOP12,658$1.2M0.02%
122QUALCOMM INCQCOM6,889$1.2M0.02%
123XYLEM INCXYL8,393$1.1M0.02%
124LEMONADE INCLMND15,825$1.1M0.02%
125FEDEX CORPFDX3,795$1.1M0.02%
126BANK AMERICA CORP06050510419,881$1.1M0.02%
127LUMENTUM HLDGS INCLITE2,920$1.1M0.02%
128VANGUARD BD INDEX FDS92193783514,494$1.1M0.02%
129TEMPUS AI INCTEM18,127$1.1M0.02%
130NU HLDGS LTDNU63,927$1.1M0.02%
131MOODYS CORPMCO2,045$1.0M0.02%
132CADENCE DESIGN SYSTEM INCCDNS3,327$1.0M0.02%
133SCHWAB CHARLES CORPSCHW-PJ10,339$1.0M0.02%
134VEEVA SYS INCVEEV4,375$976,6310.02%
135T-MOBILE US INCTMUSZ4,775$969,5160.01%
136BECTON DICKINSON & COBDX4,952$961,0350.01%
137ROYAL CARIBBEAN GROUPV7780T1033,415$952,5120.01%
138FRANKLIN TEMPLETON ETF TRFGDL19,669$950,0130.01%
139REGENERON PHARMACEUTICALSREGN1,225$945,5410.01%
140CAPITAL ONE FINL CORP14040H1053,867$937,3210.01%
141HOME DEPOT INCHD2,711$933,0200.01%
142DEERE & CODE1,970$917,1730.01%
143SERVICETITAN INCTTAN8,585$914,3030.01%
144PHILIP MORRIS INTL INC7181721095,582$895,3530.01%
145SELECT SECTOR SPDR TR81369Y88620,944$894,0990.01%
146DANAHER CORPORATION2358511023,900$892,7880.01%
147ROSS STORES INCROST4,954$892,4140.01%
148ISHARES TR4642874999,244$889,9100.01%
149TEXAS INSTRS INC8825081045,072$880,0010.01%
150FIRST SOLAR INCFSLR3,278$856,3120.01%
151MCDONALDS CORPMCD2,792$853,2820.01%
152CHIPOTLE MEXICAN GRILL INCCMG22,817$844,2290.01%
153CISCO SYS INCCSCO10,881$838,1320.01%
154S&P GLOBAL INCSPGI1,576$823,6020.01%
155YUM BRANDS INCYUM5,355$810,1370.01%
156SELECT SECTOR SPDR TR81369Y4076,722$802,6740.01%
157AIR PRODS & CHEMS INCAIIR3,221$795,6510.01%
158AERCAP HOLDINGS NVAER5,517$793,1240.01%
159NOVARTIS AGNVSEF5,330$734,8470.01%
160FIGMA INCFIG19,465$727,4070.01%
161WALMART INCWMT6,521$726,5000.01%
162PACER FDS TR69374H88111,967$720,0530.01%
163WOODWARD INCWWD2,335$705,9170.01%
164SAP SESAPGF2,754$668,9740.01%
165DATADOG INCDDOG4,783$650,4400.01%
166WEBSTER FINL CORP94789010910,270$646,3930.01%
167DISNEY WALT CO2546871065,670$645,0240.01%
168MORGAN STANLEYMS-PQ3,528$626,3090.01%
169SBA COMMUNICATIONS CORP NEWSBAC3,237$626,1330.01%
170MARTIN MARIETTA MATLS INC573284106988$615,1880.01%
171LENNAR CORPLEN-B5,970$613,7160.01%
172SELECT SECTOR SPDR TR81369Y8525,138$604,8450.01%
173J P MORGAN EXCHANGE TRADED F46641Q23310,542$593,5150.01%
174ISHARES TR4642874656,137$589,2930.01%
175ECHOSTAR CORPSATS5,338$580,2410.01%
176WABTEC9297401082,716$579,7300.01%
177FISERV INCFISV8,289$556,7720.01%
178FREEPORT-MCMORAN INCFCX10,856$551,3760.01%
179ENTEGRIS INCENTG6,384$537,8520.01%
180APPLE INCAAPL341,400$520,0260.01%
181AMGEN INCAMGN1,553$508,4170.01%
182SYMBOTIC INCSYM8,357$497,2420.01%
183LAUDER ESTEE COS INC5184391044,739$496,2680.01%
184WARBY PARKER INCWRBY22,165$482,9750.01%
185ACCENTURE PLC IRELANDACN1,781$477,8420.01%
186ALCOA CORPAA8,746$464,7620.01%
187ISHARES TR4642888107,406$460,2840.01%
188HUMANA INCHUM1,755$449,5080.01%
189ADOBE INCADBE1,283$449,0370.01%
190SELECT SECTOR SPDR TR81369Y50610,026$448,2600.01%
191STRYKER CORPORATIONSYK1,258$442,1490.01%
192COCA COLA COKO6,292$439,8470.01%
193LUMEN TECHNOLOGIES INCLUMN55,194$428,8570.01%
194WELLS FARGO CO NEW9497461014,308$401,4600.01%
195PNC FINL SVCS GROUP INC6934751051,877$391,8040.01%
196OKLO INCOKLO5,396$387,2170.01%
197SHELL PLCRYDAF5,212$382,9780.01%
198ISHARES TR46429B6633,144$382,3420.01%
199EATON CORP PLCETN1,180$375,8420.01%
200GRAYSCALE ETHEREUM TRUST ETF38963810715,351$374,1040.01%
201ALLEGRO MICROSYSTEMS INCALGM14,002$369,3730.01%
202SNAP INCSNAP44,503$359,1390.01%
203HONEYWELL INTL INC4385161061,834$357,7540.01%
204WELLTOWER INCWELL1,919$356,2100.01%
205FABRINETFN769$350,1100.01%
206RAMACO RES INCMETCZ19,275$346,9500.01%
207PEPSICO INCPEP2,339$335,7330.01%
208ELEVANCE HEALTH INCELV951$333,3730.01%
209VANGUARD TAX-MANAGED FDS9219438585,055$315,7890.00%
210ABBOTT LABSABLZF2,496$312,7220.00%
211AMPHENOL CORP NEW0320951012,261$305,5520.00%
212HILTON WORLDWIDE HLDGS INCHLT1,043$299,6020.00%
213CITIGROUP INCC-PR2,504$292,1590.00%
214VANGUARD SCOTTSDALE FDS92206C730945$292,0430.00%
215BOYD GAMING CORPBYD3,350$285,5540.00%
216ECOLAB INCECL1,064$279,3610.00%
217EXXON MOBIL CORPXOM2,282$274,6250.00%
218VANGUARD SCOTTSDALE FDS92206C6642,731$271,7890.00%
219ISHARES ETHEREUM TR46438R10512,036$269,9670.00%
220PROSHARES TR74348A4672,570$267,5060.00%
221CBRE GROUP INCCBRE1,604$257,9070.00%
222MARATHON PETE CORPMARA1,562$254,0280.00%
223TTM TECHNOLOGIES INCTTMI3,577$246,8130.00%
224CORNING INCGLW2,756$241,3150.00%
225RAYMOND JAMES FINL INC7547301091,493$239,7610.00%
226PTC INCPTC1,345$234,3120.00%
227NUVEEN NEW YORK QLT MUN INCNU20,808$234,2930.00%
228ISHARES TR4642872344,159$227,5570.00%
229BLACKROCK INCBLK210$224,7710.00%
230GOLAR LNG LTDGLNG5,960$221,7720.00%
231CHIME FINL INC16935C1098,606$216,6130.00%
232CVS HEALTH CORPCVS2,694$213,8060.00%
233FERRARI N VRACE574$212,1270.00%
234INTEL CORPINTC5,744$211,9580.00%
235CHEVRON CORP NEWCVX1,384$210,9350.00%
236VANGUARD WORLD FD92204A8841,084$209,8950.00%
237ABBVIE INCABBV911$208,1610.00%
238AFLAC INCAFL1,866$205,7370.00%
239CHUBB LIMITEDCB645$201,3170.00%
240PAYPAL HLDGS INCPYPL3,434$200,4770.00%
241COGNITION THERAPEUTICS INCCGTX48,842$65,9370.00%
242PALANTIR TECHNOLOGIES INCPLTR26,900$48,8320.00%
243AMBEV SAABEV19,721$48,7110.00%
244ALPHA TAU MEDICAL LTDDRTSW80,000$27,2000.00%