DOSSIER · 13F-HR · Q3 2025

FULLCIRCLE WEALTH LLC

$284M in tracked AUM across 262 positions as of Q3 2025.

FW
CIK 0002030910 · last filed Sep 30, 2025
Total AUM
$284M
as of Q3 2025
Holdings
262
—
positions
Whale Score
38
38
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2025

FULLCIRCLE WEALTH LLC filed its latest 13F-HR for Q3 2025. See the latest holdings and position changes below.

Quarter at a glance — Q3 2025

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2025.

#HoldingValueSharesWeight
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Filing history

2025Q3Sep 30
$284M▲ 5.9%
262 positionsLocked
2025Q2Jun 30
$268M▲ 10.4%
256 positionsLocked
2025Q1Mar 31
$243M▼ 0.6%
246 positionsLocked
2024Q4Dec 31
$244M▲ 9.7%
218 positionsLocked
2024Q3Sep 30
$223M▲ 9.2%
187 positionsLocked
2024Q2Jun 30
$204M—
167 positionsLocked