Circle Wealth Management, LLC

Position in SPCX — Space Exploration Technologies Corp

CIK 1578242 SUMMIT, NJ

Position in SPCX

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$4,670,628

New position

Shares Held

27,336

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#418

of 1,601 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Circle Wealth Management, LLC holds $19,782,403 across 5 Aerospace & Defense names. SPCX ranks #2 (23.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RTX	RTX Corp	69,555	$13,196,670
2	SPCX	Space Exploration Technologies Corp This page	27,336	$4,670,628
3	TDG	TransDigm Group INC	943	$1,256,113
4	LMT	Lockheed Martin Corp	768	$391,265
5	HONA	Honeywell Aerospace Inc.	1,211	$267,727

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,670,628	27,336	—	Shares	Sole	2026-08-12
No filing history on record for this holder in this stock.