What does FULLCIRCLE WEALTH LLC hold? Q3 2025 13F Holdings & Portfolio

AI Analysis · Q3 2025 · 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.

By portfolio weight as of Q3 2025.

#HoldingValueSharesWeight

UNITED PARCEL SERVICE INC

$8M89K2.9%

MICROSOFT CORP

$8M16K2.9%

SNOWFLAKE INC

$8M29K2.7%

ISHARES TR

$6M81K2.3%

BERKSHIRE HATHAWAY INC DEL

$6M13K2.2%

APPLE INC

$5M20K1.9%

BLACKROCK ETF TRUST

$5M79K1.7%

GOLDMAN SACHS ETF TR

$5M46K1.6%

ISHARES TR

$4M31K1.4%

CAPITAL GRP FIXED INCM ETF T

$4M135K1.3%

Filing history loading…