Simplicity Wealth,LLC
$1.8B Assets Reported
799 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| AVUS | AMERICAN CENTY ETF TR | 689,828 | $77M | 4.3% |
| VOO | VANGUARD INDEX FDS | 96,791 | $58M | 3.3% |
| AVDE | AMERICAN CENTY ETF TR | 647,822 | $55M | 3.1% |
| AVIG | AMERICAN CENTY ETF TR | 1,212,470 | $50M | 2.9% |
| IVV | ISHARES TR | 52,766 | $34M | 2.0% |
| AVSF | AMERICAN CENTY ETF TR | 731,683 | $34M | 1.9% |
| NVDA | NVIDIA CORPORATION | 182,090 | $32M | 1.8% |
| SPYM | SPDR SERIES TRUST | 414,641 | $32M | 1.8% |
| AVLC | AMERICAN CENTY ETF TR | 371,421 | $29M | 1.6% |
| AAPL | APPLE INC | 107,322 | $27M | 1.5% |
Track Simplicity Wealth,LLC's 13F portfolio: $1.8B in reported holdings, 799 positions. Top holdings, AUM, and quarterly changes on SentiSense.