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FULLCIRCLE WEALTH LLC
RIA/Wealth
FULLCIRCLE WEALTH LLC is a RIA/Wealth based in Mckinney, TX led by Wesley Robert Pingelton, reporting $393.5M in AUM as of Q3 2025 with 35% ETF concentration.
Managing PartnerWesley Robert Pingelton
- Portfolio Value
- $277.1M
- Positions
- 257
- Top Holding
- UPS at 3%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in FULLCIRCLE WEALTH LLC's portfolio (21.3% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Integrated Freight & Logistics Industrials | $8.3M | 3.00% | -$271.4K Sold | 0.01% 89.3K shares | |
Software - Infrastructure Technology | $8.3M | 2.98% | +$47.3K Bought | 0.00% 16.0K shares | |
Software - Application Technology | $7.7M | 2.77% | -$242.9K Sold | 0.01% 28.9K shares | |
ETF ETF | $6.5M | 2.33% | -$475.6K Sold | — 80.6K shares | |
Insurance - Diversified Financial Services | $6.1M | 2.21% | +$52.7K Bought | 0.00% 12.5K shares | |
Consumer Electronics Technology | $5.4M | 1.94% | +$31.9K Bought | 0.00% 19.9K shares | |
ETF ETF | $4.7M | 1.71% | +$944.7K Bought | — 78.6K shares | |
ETF ETF | $4.6M | 1.64% | +$672.3K Bought | — 45.6K shares | |
ETF ETF | $3.9M | 1.39% | +$158.3K Bought | — 31.3K shares | |
ETF ETF | $3.7M | 1.35% | +$130.9K Bought | — 135.4K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in FULLCIRCLE WEALTH LLC's latest filing
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Reduced Holdings
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for FULLCIRCLE WEALTH LLC
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