Simplicity Wealth,LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1913243
Institutional-grade research for retail investors
Email me the moment this fund files its next 13F
13F Reported Value
ⓘ$3.0B
Holdings
1,022
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Simplicity Wealth,LLC disclosed 1,022 positions worth $3.0B in its Form 13F-HR for Q2 2026. During the quarter the fund opened 287 new positions and exited 33. The portfolio is most concentrated in Other (60.6% of disclosed assets). All figures are sourced directly from Simplicity Wealth,LLC’s Form 13F-HR filing with the SEC under CIK 1913243.
AI Fund Analysis
DiversifyingAMERICAN CENTY ETF TR - US
3.0% weight
Held 6 quarters
AMERICAN CENTY ETF TR - IN
2.4% weight
Held 6 quarters
VANGUARD INDEX FDS - S&P 5
2.4% weight
Held 10 quarters
$AAPL1.9% weight
Held 10 quarters
$NVDA1.9% weight
Held 10 quarters
ISHARES TR - 20 YR TR BD E
5 quarters accumulating
FIRST TR EXCHNG TRADED FD
5 quarters accumulating
ISHARES TR - MSCI INTL VLU
5 quarters accumulating
$PSX5 quarters accumulating
$LPX5 quarters accumulating
Sector Allocation
OtherTechnologyFinancialsIndustrialsConsumer DiscretionaryHealthcare
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
AMERICAN CENTY ETF TR - US EQT ETF
—Quality
$89.9M702,241 shAMERICAN CENTY ETF TR - INTL EQT ETF
—Quality
$71.0M795,696 shVANGUARD INDEX FDS - S&P 500 ETF SHS
—Quality
$70.6M102,799 sh- 76.4
Quality
$57.1M197,173 sh - 85.9
Quality
$55.4M276,909 sh ISHARES TR - CORE S&P500 ETF
—Quality
$54.9M73,317 shAMERICAN CENTY ETF TR - AVANTIS CORE FI
—Quality
$53.2M1,283,956 shSPDR SERIES TRUST - ST STR P500ETF
—Quality
$40.5M461,034 sh- 78.2
Quality
$38.9M108,957 sh AMERICAN CENTY ETF TR - AVANTIS EMGMKT
—Quality
$34.6M358,301 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| AMERICAN CENTY ETF TR - US EQT ETF | — | $89.9M | 702,241 |
| AMERICAN CENTY ETF TR - INTL EQT ETF | — | $71.0M | 795,696 |
| VANGUARD INDEX FDS - S&P 500 ETF SHS | — | $70.6M | 102,799 |
| Apple Inc.$AAPL | 76.4 | $57.1M | 197,173 |
| NVIDIA CORP$NVDA | 85.9 | $55.4M | 276,909 |
| ISHARES TR - CORE S&P500 ETF | — | $54.9M | 73,317 |
| AMERICAN CENTY ETF TR - AVANTIS CORE FI | — | $53.2M | 1,283,956 |
| SPDR SERIES TRUST - ST STR P500ETF | — | $40.5M | 461,034 |
 Alphabet Inc.$GOOG | 78.2 | $38.9M | 108,957 |
| AMERICAN CENTY ETF TR - AVANTIS EMGMKT | — | $34.6M | 358,301 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Simplicity Wealth,LLC's 1,022 positions.
Showing top 10 of 1,022 holdings.
Sector Allocation
Other
$1.8B
Technology
$380.3M
Financials
$214.3M
Industrials
$157.0M
Consumer Discretionary
$121.9M
Healthcare
$102.7M
Energy
$55.8M
Consumer Staples
$40.7M
Top Holdings — Simplicity Wealth,LLC (Q2 2026)
Top 150 of 1,022 disclosed positions (by reported value) from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | AMERICAN CENTY ETF TR - US EQT ETF | $89.9M | 3.0% | +2% | — |
| 2 | — | AMERICAN CENTY ETF TR - INTL EQT ETF | $71.0M | 2.4% | +23% | — |
| 3 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $70.6M | 2.4% | +6% | — |
| 4 | $AAPL | Apple Inc. | $57.1M | 1.9% | +84% | 76.4 |
| 5 | $NVDA | NVIDIA CORP | $55.4M | 1.9% | +52% | 85.9 |
| 6 | — | ISHARES TR - CORE S&P500 ETF | $54.9M | 1.9% | +39% | — |
| 7 | — | AMERICAN CENTY ETF TR - AVANTIS CORE FI | $53.2M | 1.8% | +6% | — |
| 8 | — | SPDR SERIES TRUST - ST STR P500ETF | $40.5M | 1.4% | +11% | — |
| 9 | $GOOG | Alphabet Inc. | $38.9M | 1.3% | +168% | 78.2 |
| 10 | — | AMERICAN CENTY ETF TR - AVANTIS EMGMKT | $34.6M | 1.2% | +26% | — |
| 11 | — | AMERICAN CENTY ETF TR - AVANTIS SHFXDINC | $34.5M | 1.2% | +1% | — |
| 12 | — | AMERICAN CENTY ETF TR - AVANTIS US LARG | $34.2M | 1.1% | +2% | — |
| 13 |  $MSFT | MICROSOFT CORP | $32.0M | 1.1% | +61% | 79.8 |
| 14 |  $CAT | CATERPILLAR INC | $29.4M | 1.0% | +578% | 66.5 |
| 15 |  $AVGO | Broadcom Inc. | $27.3M | 0.9% | +98% | 84.5 |
| 16 |  $AMZN | AMAZON COM INC | $26.6M | 0.9% | +56% | 68.7 |
| 17 | — | ISHARES TR - 20 YR TR BD ETF | $24.8M | 0.8% | +1% | — |
| 18 | — | STERLING CAP FDS - NATIONAL MUNI BD | $24.5M | 0.8% | +2729% | — |
| 19 | — | SPDR INDEX SHS FDS - ST STR PO EX ETF | $24.2M | 0.8% | +91% | — |
| 20 |  $COST | COSTCO WHOLESALE CORP /NEW | $22.9M | 0.8% | +162% | 66.2 |
| 21 | — | DIMENSIONAL ETF TRUST - US COR EQU 2 ETF | $21.6M | 0.7% | +10% | — |
| 22 |  $TSLA | Tesla, Inc. | $21.5M | 0.7% | +78% | 53.9 |
| 23 |  $WMT | Walmart Inc. | $20.9M | 0.7% | +272% | 60.2 |
| 24 | — | SPDR SERIES TRUST - ST STR P500GRW | $20.6M | 0.7% | +570% | — |
| 25 |  $ABBV | AbbVie Inc. | $20.6M | 0.7% | +91% | 72.6 |
| 26 | — | ISHARES INC - CORE MSCI EMKT | $20.3M | 0.7% | -7% | — |
| 27 | — | BLACKROCK ETF TRUST - ISHARES US EQUIT | $19.8M | 0.7% | +129% | — |
| 28 | — | ISHARES TR - RUS TP200 GR ETF | $19.1M | 0.7% | +3% | — |
| 29 | — | ISHARES TR - CORE UNIVRSL USD | $18.5M | 0.6% | +46% | — |
| 30 | — | SPDR SERIES TRUST - ST STR P500VAL | $18.4M | 0.6% | +535% | — |
| 31 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $18.2M | 0.6% | +165% | — |
| 32 | — | AMERICAN CENTY ETF TR - US SML CP VALU | $17.7M | 0.6% | +8% | — |
| 33 |  $RTX | RTX Corp | $17.7M | 0.6% | +352% | 73.2 |
| 34 | — | JOHN HANCOCK EXCHANGE TRADED - MLTFCTR LRG CAP | $17.4M | 0.6% | +16% | — |
| 35 |  $GOOGL | Alphabet Inc. | $16.9M | 0.6% | +46% | 78.2 |
| 36 | — | SCHWAB STRATEGIC TR - US LCAP GR ETF | $16.9M | 0.6% | +27% | — |
| 37 | — | AMERICAN CENTY ETF TR - AVAN US SMAL ETF | $16.4M | 0.6% | +3% | — |
| 38 |  $GS | GOLDMAN SACHS GROUP INC | $16.2M | 0.6% | +635% | 73.5 |
| 39 |  $JPM | JPMORGAN CHASE & CO | $16.1M | 0.5% | +39% | 70.7 |
| 40 | — | JOHN HANCOCK EXCHANGE TRADED - MULTI INTL ETF | $16.1M | 0.5% | +14% | — |
| 41 | — | CAPITOL SER TR - STERL CAP BD ETF | $16.0M | 0.5% | NEW | — |
| 42 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | $15.8M | 0.5% | +156% | — |
| 43 |  $AMD | ADVANCED MICRO DEVICES INC | $15.5M | 0.5% | -19% | 79.8 |
| 44 | — | DIMENSIONAL ETF TRUST - GLOBAL SUSTAINA | $15.1M | 0.5% | +15% | — |
| 45 | — | DIMENSIONAL ETF TRUST - US SUSTAINABILTY | $14.9M | 0.5% | +8% | — |
| 46 |  $META | Meta Platforms, Inc. | $14.4M | 0.5% | +33% | 79.6 |
| 47 |  $SPY | SPDR S&P 500 ETF TRUST | $14.2M | 0.5% | +208% | — |
| 48 | — | SPDR SERIES TRUST - ST STR AGGRE ETF | $13.9M | 0.5% | +3% | — |
| 49 |  $CVX | CHEVRON CORP | $13.6M | 0.5% | +182% | 62.8 |
| 50 | — | VANGUARD WHITEHALL FDS - HIGH DIV YLD | $13.6M | 0.5% | +35% | — |
| 51 |  $JNJ | JOHNSON & JOHNSON | $13.5M | 0.5% | +70% | 69 |
| 52 |  $LRCX | LAM RESEARCH CORP | $13.5M | 0.5% | -1% | 79.4 |
| 53 |  $UNH | UNITEDHEALTH GROUP INC | $13.2M | 0.4% | +157% | 62.7 |
| 54 | — | CAPITAL GROUP DIVIDEND VALUE - SHS CREAT UNIT | $13.2M | 0.4% | +540% | — |
| 55 | — | SCHWAB STRATEGIC TR - US MID-CAP ETF | $12.8M | 0.4% | NEW | — |
| 56 |  $AXP | AMERICAN EXPRESS CO | $12.7M | 0.4% | +1626% | 69.4 |
| 57 |  $VZ | VERIZON COMMUNICATIONS INC | $12.5M | 0.4% | +259% | 65.8 |
| 58 |  $XOM.R34088 | EXXON MOBIL CORP | $12.4M | 0.4% | +81% | 57.9 |
| 59 | — | ISHARES TR - RUS TP200 VL ETF | $12.3M | 0.4% | +8% | — |
| 60 | — | ISHARES TR - S&P 500 GRWT ETF | $12.2M | 0.4% | +25% | — |
| 61 |  $LLY | ELI LILLY & Co | $11.6M | 0.4% | +26% | 87.5 |
| 62 |  $SPG | SIMON PROPERTY GROUP INC. | $11.6M | 0.4% | +2197% | 76.7 |
| 63 |  $CSCO | CISCO SYSTEMS, INC. | $11.3M | 0.4% | +39% | 70.3 |
| 64 |  $C | CITIGROUP INC | $11.1M | 0.4% | +856% | 65 |
| 65 | — | ISHARES TR - EAFE GRWTH ETF | $10.8M | 0.4% | +9% | — |
| 66 | — | J P MORGAN EXCHANGE TRADED F - ACTIVE BOND ETF | $10.4M | 0.3% | +2893% | — |
| 67 | — | INNOVATOR ETFS TRUST - NASDAQ 100 MANA | $10.1M | 0.3% | -1% | — |
| 68 | — | COLUMBIA ETF TR I - SHORT DURATION | $9.8M | 0.3% | NEW | — |
| 69 | — | SPDR INDEX SHS FDS - ST PORT MARK ETF | $9.6M | 0.3% | +48% | — |
| 70 | — | ISHARES TR - EAFE VALUE ETF | $9.6M | 0.3% | -24% | — |
| 71 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST DEEP ETF | $9.5M | 0.3% | +0% | — |
| 72 |  $PG | PROCTER & GAMBLE Co | $9.4M | 0.3% | +22% | 64.6 |
| 73 | — | ISHARES TR - S&P 500 VAL ETF | $9.4M | 0.3% | +3% | — |
| 74 |  $MU | MICRON TECHNOLOGY INC | $9.3M | 0.3% | +63% | 86.2 |
| 75 |  $HAL | HALLIBURTON CO | $8.9M | 0.3% | +4715% | 53.2 |
| 76 | — | ISHARES TR - NATIONAL MUN ETF | $8.7M | 0.3% | -1% | — |
| 77 | — | ISHARES TR - USD INV GRDE ETF | $8.7M | 0.3% | +6% | — |
| 78 | — | ISHARES TR - CORE MSCI INTL | $8.6M | 0.3% | -5% | — |
| 79 |  $V | VISA INC. | $8.6M | 0.3% | +28% | 82.9 |
| 80 | — | ISHARES TR - CORE US AGGBD ET | $8.5M | 0.3% | +62% | — |
| 81 | — | SELECT SECTOR SPDR TR - ST STR FINL ETF | $8.4M | 0.3% | +127% | — |
| 82 | — | ABRDN FDS - EMER MKTS DI ETF | $8.4M | 0.3% | -7% | — |
| 83 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $8.4M | 0.3% | +69% | 70 |
| 84 |  $BRK.B | BERKSHIRE HATHAWAY INC | $8.3M | 0.3% | +22% | 73.8 |
| 85 | — | CALAMOS ETF TR - AUTOC INCOM ETF | $8.3M | 0.3% | +1024% | — |
| 86 |  $IVZ | Invesco Ltd. | $8.2M | 0.3% | NEW | — |
| 87 |  $DE | DEERE & CO | $8.1M | 0.3% | +521% | 55.4 |
| 88 | — | VICTORY PORTFOLIOS II - SHS FR CA FL ETF | $8.1M | 0.3% | NEW | — |
| 89 | — | ETF OPPORTUNITIES TRUST - WEALTHTRUST DBS | $7.9M | 0.3% | +7% | — |
| 90 |  $TJX | TJX COMPANIES INC /DE/ | $7.6M | 0.3% | +971% | 68.7 |
| 91 |  $NFLX | NETFLIX INC | $7.4M | 0.3% | +71% | 78.8 |
| 92 |  $ORCL | ORACLE CORP | $7.4M | 0.3% | +72% | 66.2 |
| 93 | — | JOHN HANCOCK EXCHANGE TRADED - MULTIFACTOR MI | $7.4M | 0.3% | +13% | — |
| 94 | — | FIRST TR EXCHANGE TRADED FD - SMID RISNG ETF | $7.3M | 0.3% | +17% | — |
| 95 | — | VICTORY PORTFOLIOS II - CORE BD ETF | $7.3M | 0.3% | NEW | — |
| 96 | — | FIRST TR EXCHANGE-TRADED FD - FIRST TR ENH NEW | $7.1M | 0.2% | -5% | — |
| 97 |  $SNPS | SYNOPSYS INC | $7.1M | 0.2% | +65% | 67.9 |
| 98 | — | ISHARES TR - CORE S&P SCP ETF | $6.9M | 0.2% | +29% | — |
| 99 |  $KO | COCA COLA CO | $6.9M | 0.2% | +22% | 69.5 |
| 100 | — | JOHN HANCOCK EXCHANGE TRADED - MULTFCTR EMRNG | $6.9M | 0.2% | +8% | — |
| 101 |  $MRK | Merck & Co., Inc. | $6.8M | 0.2% | +20% | 59.9 |
| 102 | — | AMERICAN CENTY ETF TR - INTL SMCP VLU | $6.8M | 0.2% | +4% | — |
| 103 | — | AMERICAN CENTY ETF TR - AVANTIS INTL SML | $6.7M | 0.2% | +4% | — |
| 104 | — | SPDR SERIES TRUST - ST SHOR CORP ETF | $6.7M | 0.2% | +2615% | — |
| 105 | — | ISHARES TR - US TREAS BD ETF | $6.6M | 0.2% | +20% | — |
| 106 | — | SPDR SERIES TRUST - ST PORT HIGH ETF | $6.5M | 0.2% | +787% | — |
| 107 |  $HD | HOME DEPOT, INC. | $6.5M | 0.2% | +10% | 60.3 |
| 108 | — | SSGA ACTIVE ETF TR - ST STR BL LN ETF | $6.4M | 0.2% | +173% | — |
| 109 |  $GD | GENERAL DYNAMICS CORP | $6.4M | 0.2% | +990% | 68.7 |
| 110 | — | FIRST TR EXCHNG TRADED FD VI - FT LADD BUFF ETF | $6.2M | 0.2% | +56% | — |
| 111 | — | DIMENSIONAL ETF TRUST - US MKTWIDE VALUE | $6.2M | 0.2% | -0% | — |
| 112 | — | VANGUARD SCOTTSDALE FDS - SHORT TERM TREAS | $6.1M | 0.2% | +67% | — |
| 113 | — | ISHARES TR - RUS MDCP VAL ETF | $6.0M | 0.2% | -5% | — |
| 114 | — | VANGUARD SCOTTSDALE FDS - INT-TERM CORP | $6.0M | 0.2% | +747% | — |
| 115 |  $BAC | BANK OF AMERICA CORP /DE/ | $6.0M | 0.2% | +10% | 67.6 |
| 116 |  $PLTR | Palantir Technologies Inc. | $5.8M | 0.2% | +79% | 84.6 |
| 117 | — | ISHARES TR - RUS 1000 GRW ETF | $5.8M | 0.2% | +376% | — |
| 118 | — | VANGUARD INTL EQUITY INDEX F - ALLWRLD EX US | $5.7M | 0.2% | +3% | — |
| 119 | — | ISHARES TR - MBS ETF | $5.7M | 0.2% | +23% | — |
| 120 | — | SCHWAB STRATEGIC TR - US SML CAP ETF | $5.6M | 0.2% | +860% | — |
| 121 | — | SELECT SECTOR SPDR TR - ST STR CARE ETF | $5.6M | 0.2% | +149% | — |
| 122 | — | DIMENSIONAL ETF TRUST - SHOR DUR FIX ETF | $5.6M | 0.2% | +8% | — |
| 123 | — | AMERICAN CENTY ETF TR - REAL ESTATE ETF | $5.5M | 0.2% | +5% | — |
| 124 | — | SPDR SERIES TRUST - ST STR BLO 1 ETF | $5.4M | 0.2% | -33% | — |
| 125 | — | BLACKROCK ETF TRUST - ISHA I IN TE ETF | $5.4M | 0.2% | -1% | — |
| 126 |  $TPR | TAPESTRY, INC. | $5.4M | 0.2% | NEW | 72.7 |
| 127 | — | SCHWAB STRATEGIC TR - FUND EM EQUI ETF | $5.3M | 0.2% | -5% | — |
| 128 |  $WFC | WELLS FARGO & COMPANY/MN | $5.3M | 0.2% | +21% | 61.8 |
| 129 |  $AMAT | APPLIED MATERIALS INC /DE | $5.2M | 0.2% | +41% | 72.3 |
| 130 | — | SPDR SERIES TRUST - ST LON TREAS ETF | $5.1M | 0.2% | +61% | — |
| 131 | — | JOHN HANCOCK EXCHANGE TRADED - CORE BOND ETF | $5.1M | 0.2% | NEW | — |
| 132 | — | VANGUARD SCOTTSDALE FDS - MTG-BKD SECS ETF | $5.1M | 0.2% | -3% | — |
| 133 | — | VANGUARD MUN BD FDS - TAX EXEMPT BD | $5.0M | 0.2% | +31% | — |
| 134 | — | DIMENSIONAL ETF TRUST - US COR EQU 1 ETF | $4.9M | 0.2% | +239% | — |
| 135 | — | AMERICAN CENTY ETF TR - EMERGING MKT VAL | $4.9M | 0.2% | +4% | — |
| 136 |  $WT | WisdomTree, Inc. | $4.9M | 0.2% | +20% | 59.9 |
| 137 |  $MA | Mastercard Inc | $4.8M | 0.2% | +19% | 85.1 |
| 138 | — | DIMENSIONAL ETF TRUST - INTL CORE EQUITY | $4.7M | 0.2% | +57% | — |
| 139 |  $DGX | QUEST DIAGNOSTICS INC | $4.7M | 0.2% | NEW | 69 |
| 140 | — | ISHARES TR - RUS 1000 VAL ETF | $4.7M | 0.2% | +20% | — |
| 141 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $4.4M | 0.1% | +77% | — |
| 142 | $IVZ | Invesco Ltd. | $4.4M | 0.1% | -28% | — |
| 143 |  $MCD | MCDONALDS CORP | $4.4M | 0.1% | +30% | 69 |
| 144 | — | SPDR SERIES TRUST - ST STR SP600 SML | $4.4M | 0.1% | +41% | — |
| 145 | — | VANGUARD INDEX FDS - VALUE ETF | $4.4M | 0.1% | +19% | — |
| 146 | — | SELECT SECTOR SPDR TR - ST STR UTIL ETF | $4.4M | 0.1% | +119% | — |
| 147 |  $NSC | NORFOLK SOUTHERN CORP | $4.4M | 0.1% | NEW | 63.2 |
| 148 | — | ISHARES TR - INTL SEL DIV ETF | $4.3M | 0.1% | +54% | — |
| 149 | — | BLACKROCK ETF TRUST - ISHA IN CTRY ETF | $4.3M | 0.1% | +764% | — |
| 150 | — | FIDELITY MERRIMACK STR TR - TOTAL BD ETF | $4.3M | 0.1% | +20% | — |
New Positions (287)
CAPITOL SER TR - STERL CAP BD ETF$16.0M
SCHWAB STRATEGIC TR - US MID-CAP ETF$12.8M
COLUMBIA ETF TR I - SHORT DURATION$9.8M
VICTORY PORTFOLIOS II - SHS FR CA FL ETF$8.1M
VICTORY PORTFOLIOS II - CORE BD ETF$7.3M
$TPR TAPESTRY, INC.$5.4M JOHN HANCOCK EXCHANGE TRADED - CORE BOND ETF$5.1M
$DGX QUEST DIAGNOSTICS INC$4.7M$NSC NORFOLK SOUTHERN CORP$4.4M ARK ETF TR - AUTNMUS TECHNLGY$3.7M
EXCHANGE TRADED CONCEPTS TRU - RANG NUCL RE ETF$3.6M
ISHARES TR - HIGH YLD SYSTM B$3.3M
BLACKROCK ETF TRUST - ISHA SYST AL ETF$3.3M
$RIO RIO TINTO PLC$3.3M SCHWAB STRATEGIC TR - US BRD MKT ETF$2.7M
Exited Positions (33)
PROSHARES TR
ABRDN ETFS
ETFIS SER TR I
$GOLF Acushnet Holdings Corp. VANGUARD ADMIRAL FDS INC
$UTG REAVES UTILITY INCOME FUND
$ICE Intercontinental Exchange, Inc.
$RVT ROYCE SMALL-CAP TRUST, INC.
$PLTM GraniteShares Platinum Trust
$FIG Figma, Inc.
$APTV Aptiv PLC EATON VANCE TAX ADVT DIV INC
PROSHARES TR
$BDC BELDEN INC. SCHWAB STRATEGIC TR
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