Managed by Circle Wealth Management, Llc • Latest filing Q4 2025
Overlap peers will appear here as data populates
Related fund suggestions coming soon.
| — |
| 5 | A AAPL — | $1.5B | 6.64M | 0.00% | — |
| 6 | A AAPL — | $1.5B | 7.27M | 0.00% | — |
| 7 | A AAPL — | $1.5B | 6.57M | 0.00% | — |
| 8 | A AAPL — | $1.4B | 7.45M | 0.00% | — |
| 9 | A AAPL — | $1.3B | 6.54M | 0.00% | — |
| 10 | A AAPL — | $1.3B | 7.45M | 0.00% | — |
| 11 | I IAU — | $645.3M | 1.36M | 0.00% | — |
| 12 | I IAU — | $602.9M | 1.29M | 0.00% | — |
| 13 | I IAU — | $592.4M | 865.0K | 0.00% | — |
| 14 | S SPY — | $565.2M | 828.8K | 0.00% | — |
| 15 | I IAU — | $546.5M | 1.29M | 0.00% | — |
| 16 | I IAU — | $517.5M | 1.29M | 0.00% | — |
| 17 | I IAU — | $507M | 757.5K | 0.00% | — |
| 18 | I IAU — | $483.6M | 1.29M | 0.00% | — |
| 19 | S SPY — | $482.8M | 724.7K | 0.00% | — |
| 20 | I IAU — | $469.6M | 1.29M | 0.00% | — |