§ 13F · FUND PROFILE
FULLCIRCLE WEALTH LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $268.1T (13F)Positions · 256Turnover · — · Q3Filed · Nov 5, 2025
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q3 2025
FILED NOV 5, 2025
| # | Ticker | Name | Shares | $ value | % port | Δ Q3 |
|---|---|---|---|---|---|---|
| 1 | UPS | UNITED PARCEL SERVICE INC | 89K | $8.3T | 2.9% | — |
| 2 | MSFT | MICROSOFT CORP | 16K | $8.3T | 2.9% | — |
| 3 | SNOW | SNOWFLAKE INC | 29K | $7.7T | 2.7% | — |
| 4 | HYG | ISHARES TR | 81K | $6.5T | 2.3% | — |
| 5 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 13K | $6.1T | 2.2% | — |
| 6 | AAPL | APPLE INC | 20K | $5.4T | 1.9% | — |
| 7 | DYNF | BLACKROCK ETF TRUST | 79K | $4.7T | 1.7% | — |
| 8 | GBIL | GOLDMAN SACHS ETF TR | 46K | $4.6T | 1.6% | — |
| 9 | IVW | ISHARES TR | 31K | $3.9T | 1.4% | — |
| 10 | CGMS | CAPITAL GRP FIXED INCM ETF T | 135K | $3.7T | 1.3% | — |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE FULLCIRCLE SIGNAL
AC read
FULLCIRCLE WEALTH LLC is a Other fund managing $268088.3 trillion in assets. The fund runs a broad portfolio of 256 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed