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CIK: 0001913243
Total reported value
$3.0B
$3.0B
561 檔
7.7%
The Q1 2025 SEC filing reveals that Simplicity Wealth,LLC held a total portfolio value of $3.0B, covering 561 public equity positions.
In Q1 2025, Simplicity Wealth,LLC displayed an active expansion posture, initiating 18 new positions and adding to 27 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including AVUS, VOO, IVV) accounted for 7.7% of total reported equity market value during Q1 2025.
Showing top 200 holdings (of 561 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 4.61% | -1.31% | — | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 3.74% | -0.90% | +16.37% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.63% | -0.10% | +56.93% | |
| 4 | AVIG | Avantis Core Fixed Income | ETF-Other | 3.32% | -1.06% | — | |
| 5 | EMBJ | Embraer Sa-spon Adr | Stock-Industrials | 2.41% | — | -0.71% | |
| 6 | AVSF | Avantis Short-term Fixed Inc | ETF-Other | 2.24% | -0.77% | — | |
| 7 | AVDE | Avantis International Equity | ETF-Other | 2.01% | -0.71% | — | |
| 8 | AVLC | Avantis US Lg Cap Eq ETF | ETF-Other | 1.69% | -0.47% | — | |
| 9 | AAPL | Apple Inc | Stock-Tech | 1.61% | +0.39% | +120.38% | |
| 10 | NVDA | Nvidia CORP | Stock-Tech | 1.60% | +0.07% | +19.66% | |
| 11 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 1.41% | -0.25% | +3279.40% | |
| 12 | MSFT | Microsoft CORP | Stock-Tech | 1.37% | -0.04% | +76.89% | |
| 13 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 1.31% | -0.10% | +148.22% | |
| 14 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.01% | +0.06% | +114.23% | |
| 15 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.95% | -0.36% | +131.16% | |
| 16 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 0.94% | -0.25% | +2559.28% | |
| 17 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 0.89% | -0.13% | — | |
| 18 | FTSM | First Trust Enh Short Mat Fd | ETF-Other | 0.84% | -0.19% | +2514.31% | |
| 19 | MUB | Ishares National Muni Bond E | ETF-Other | 0.82% | -0.20% | +666.35% | |
| 20 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.79% | -0.28% | +651.80% | |
| 21 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.77% | -0.23% | — | |
| 22 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.75% | -0.11% | +258.52% | |
| 23 | AVSC | Avantis US Small Cap Equity | ETF-Small Cap | 0.75% | -0.21% | — | |
| 24 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.74% | -0.13% | +168.03% | |
| 25 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.71% | -0.43% | +24.12% | |
| 26 | SMMD | Ishares Russell 2500 ETF | ETF-Other | 0.68% | — | +18.27% | |
| 27 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.67% | -0.38% | +2187.26% | |
| 28 | IWX | Ishares Russell Top 200 Valu | ETF-Other | 0.63% | -0.16% | +729.18% | |
| 29 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 0.61% | -0.20% | +19.03% | |
| 30 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.61% | -0.04% | +83.03% | |
| 31 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.61% | +0.11% | +66.59% | |
| 32 | GTO | Invesco Total Return Bond Et | ETF-Other | 0.61% | +0.02% | — | |
| 33 | BKLN | Invesco Senior Loan ETF | ETF-Other | 0.61% | -0.20% | — | |
| 34 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.59% | -0.20% | +340.69% | |
| 35 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.57% | -0.05% | +78.94% | |
| 36 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.52% | -0.14% | +1622.80% | |
| 37 | V | Visa Inc-class A Shares | Stock-Financials | 0.51% | -0.04% | +122.06% | |
| 38 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.50% | -0.01% | +1774.41% | |
| 39 | INSG | Inseego CORP | Stock-Other | 0.48% | — | — | |
| 40 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.47% | -0.05% | — | |
| 41 | WLTG | Wealthtrust Dbs Lng Trm Grw | ETF-Other | 0.47% | -0.11% | +54.91% | |
| 42 | GOVI | Invesco Equal Weight 0-30 Yr | ETF-Other | 0.46% | +0.13% | — | |
| 43 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 0.44% | -0.13% | +1697.31% | |
| 44 | DFSD | Dimensional Short Duration | ETF-Other | 0.43% | -0.10% | +379.32% | |
| 45 | USIG | Ishares Broad Usd Investment | ETF-Other | 0.42% | -0.17% | +1706.31% | |
| 46 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.41% | -0.02% | +9.20% | |
| 47 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.41% | -0.07% | +2226.23% | |
| 48 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.40% | +0.27% | -39.40% | |
| 49 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.40% | +0.65% | +116.09% | |
| 50 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 0.40% | -0.08% | +352.42% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AVUS | Avantis U.s. Equity ETF | +4.6% | NEW | New buy |
| 2 | AVIG | Avantis Core Fixed Income | +3.3% | NEW | New buy |
| 3 | AVSF | Avantis Short-term Fixed Inc | +2.2% | NEW | New buy |
| 4 | AVDE | Avantis International Equity | +2% | NEW | New buy |
| 5 | AVLC | Avantis US Lg Cap Eq ETF | +1.7% | NEW | New buy |
| 6 | DFAC | Dimensional US Core Equity 2 | +1.3% | +3279.40% | Add |
| 7 | AVEM | Avantis Emerging Markets Eq | +0.9% | NEW | New buy |
| 8 | IWY | Ishares Russell Top 200 Grow | +0.8% | +2559.28% | Add |
| 9 | AVUV | Avantis US Small Cap Value | +0.8% | NEW | New buy |
| 10 | FTSM | First Trust Enh Short Mat Fd | +0.8% | +2514.31% | Add |
| 11 | AVSC | Avantis US Small Cap Equity | +0.8% | NEW | New buy |
| 12 | GTO | Invesco Total Return Bond Et | +0.6% | NEW | New buy |
| 13 | BKLN | Invesco Senior Loan ETF | +0.6% | NEW | New buy |
| 14 | EFV | Ishares Msci Eafe Value ETF | +0.6% | +2187.26% | Add |
| 15 | MUB | Ishares National Muni Bond E | +0.5% | +666.35% | Add |
| 16 | BIL | Ss Spdr Bb 1-3m T-bill ETF | +0.5% | +651.80% | Add |
| 17 | IVW | Ishares S&p 500 Growth ETF | +0.5% | NEW | New buy |
| 18 | GOVI | Invesco Equal Weight 0-30 Yr | +0.5% | NEW | New buy |
| 19 | EFG | Ishares Msci Eafe Growth ETF | +0.4% | +1622.80% | Add |
| 20 | IWX | Ishares Russell Top 200 Valu | +0.4% | +729.18% | Add |
| 21 | AGG | Ishares Core U.s. Aggregate | +0.4% | +1774.41% | Add |
| 22 | VMBS | Vanguard Mortgage-backed Sec | +0.4% | +1697.31% | Add |
| 23 | DYNF | Ishrs US E F R A Etf-usd Inc | +0.4% | NEW | New buy |
| 24 | USIG | Ishares Broad Usd Investment | +0.4% | +1706.31% | Add |
| 25 | VYM | Vanguard High Dvd Yield ETF | +0.4% | +2226.23% | Add |
| 26 | AVDV | Avantis Intl S/c Value ETF | +0.4% | NEW | New buy |
| 27 | VGIT | Vanguard Intermediate-term T | +0.3% | NEW | New buy |
| 28 | AVDS | Avantis Intl Sm Cap Eq ETF | +0.3% | NEW | New buy |
| 29 | AVRE | Avantis Real Estate ETF | +0.3% | NEW | New buy |
| 30 | DFUV | Dimensional US Marketwide Va | +0.3% | +2001.58% | Add |
| 31 | IVE | Ishares S&p 500 Value ETF | +0.3% | NEW | New buy |
| 32 | IBIT | Ishares Bitcoin Trust ETF | +0.3% | +2190.82% | Add |
| 33 | IWS | Ishares Russell Mid-cap Valu | +0.3% | +1642.19% | Add |
| 34 | QUAL | Ishares Msci USA Quality Fac | +0.2% | +340.69% | Add |
| 35 | PG | Procter & Gamble Co/the | +0.2% | +258.52% | Add |
| 36 | DFSD | Dimensional Short Duration | +0.2% | +379.32% | Add |
| 37 | DFCF | Dimensional Core Fixed Inc | +0.2% | +352.42% | Add |
| 38 | META | Meta Platforms Inc-class A | 0% | +168.03% | Add |
| 39 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | -0.1% | +148.22% | Add |
| 40 | IEMG | Ishares Core Msci Emerging | -0.1% | +131.16% | Add |
| 41 | AMZN | Amazon.com Inc | -0.4% | +114.23% | Add |
| 42 | AAPL | Apple Inc | -0.6% | +120.38% | Add |
| 43 | DYFI | Idx Dynamic Fixed Income ETF | -0.8% | EXIT | Sold out |
| 44 | MSFT | Microsoft CORP | -1% | +76.89% | Add |
| 45 | ✓ | -1% | EXIT | Sold out | |
| 46 | MPLX | Mplx LP | -1.6% | EXIT | Sold out |
| 47 | EMBJ | Embraer Sa-spon Adr | -2.8% | -0.71% | Trim |
| 48 | IVV | Ishares Core S&p 500 ETF | -2.9% | +56.93% | Add |
| 49 | FYT | First Trust Small Cap Val | -3.3% | EXIT | Sold out |
| 50 | VOO | Vanguard S&p 500 ETF | -5.3% | +16.37% | Add |
According to official SEC Form 13F filings, Simplicity Wealth,LLC reported a total U.S. public equity portfolio value of $3.0B across 561 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
Top New Position Initiated
AVUS
市值: $59.3M
Top Position Liquidated / Trimmed
FYT
前期市值: $16.0M
During Q1 2025, Simplicity Wealth,LLC's top holdings by market value included AVUS (4.6%)、VOO (3.7%)、IVV (3.6%). The largest single position, AVUS, represented 4.6% of total portfolio value.
In Q1 2025, Simplicity Wealth,LLC made 50 total portfolio adjustments, initiating 18 new buys, adding to 27 positions, trimming 1 holdings, and fully liquidating 4 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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