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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Fullcircle Wealth LLC
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| CRD # | 166695 |
| SEC # | 801-121913 |
| CIK # | 0002030910 |
| AUM | $393.5 M (2025-07-23) |
| Employees | 4 (100% Investors, 0% Brokers) |
| Phone | 972-480-6200 |
| Address | 6950 Tpc Drive Mckinney, TX 75070 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 8.5 | ||
| United Parcel Service Inc | 7.8 | ||
| Snowflake Inc | 6.2 | ||
| Apple Inc | 4.0 | ||
| Unilever PLC | 3.4 | ||
| Texas Instruments Inc | 3.0 | ||
| J P Morgan Chase & Co | 2.8 | ||
| Oracle Corp | 2.8 | ||
| Alphabet Inc | 2.6 | ||
| Broadcom Inc | 2.6 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 168 | 42.1 |
| (b) Individuals (high net worth individuals) | 114 | 351.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,702 | 393.5 |
| By Discretionary | ||
| Discretionary | 1,702 | 393.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,702 | 393.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 393.5 | |
| Total | 1,702 | 393.5 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002030910] |
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|---|---|---|
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Primetrust Advisors LLC
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SC | 0.4 |
|
Main Line Retirement Advisors LLC
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MT | 0.4 |
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Harmony Asset Management LLC
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AZ | 0.4 |
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Richmond Investment Services LLC
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WI | 0.4 |
|
Financial Asset Management Corp
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NY | 0.4 |
|
Bridge City Capital LLC
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OR | 0.4 |
|
Newton One Investments LLC
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DE | 0.4 |
|
Pacific Ridge Capital Partners LLC
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|
OR | 0.4 |
|
Planned Financial Services LLC
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|
OH | 0.4 |
|
Ceera Investments LLC
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|
0.4 |