Simplicity Wealth,LLC
$3.0B 13F equity value
1,056 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Simplicity Wealth,LLC covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| AVUS | AMERICAN CENTY ETF TR | 702,241 | $90M | 3.0% |
| AVDE | AMERICAN CENTY ETF TR | 795,696 | $71M | 2.4% |
| VOO | VANGUARD INDEX FDS | 102,799 | $71M | 2.4% |
| AAPL | APPLE INC | 197,173 | $57M | 1.9% |
| NVDA | NVIDIA CORPORATION | 276,909 | $55M | 1.9% |
| IVV | ISHARES TR | 73,317 | $55M | 1.9% |
| AVIG | AMERICAN CENTY ETF TR | 1,283,956 | $53M | 1.8% |
| SPYM | SPDR SERIES TRUST | 461,034 | $41M | 1.4% |
| GOOGL | ALPHABET INC | 108,957 | $39M | 1.3% |
| AVEM | AMERICAN CENTY ETF TR | 358,301 | $35M | 1.2% |
Track Simplicity Wealth,LLC's 13F portfolio: $3.0B in reported holdings, 1,056 positions. Top holdings and quarterly changes on SentiSense.
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