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CIK: 0001913243
Total reported value
$3.0B
$3.0B
585 檔
14.3%
At the close of Q2 2025, Simplicity Wealth,LLC disclosed equity holdings valued at approximately $3.0B, spread across 585 reported holdings.
In Q2 2025, Simplicity Wealth,LLC displayed an active expansion posture, initiating 2 new positions and adding to 45 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including AVUS, AVIG, VOO) accounted for 14.3% of total reported equity market value during Q2 2025.
Showing top 200 holdings (of 585 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 5.70% | -1.31% | +111.89% | |
| 2 | AVIG | Avantis Core Fixed Income | ETF-Other | 3.80% | -1.06% | +112.45% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.86% | -0.90% | +29.28% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.68% | -0.10% | +24.64% | |
| 5 | AVSF | Avantis Short-term Fixed Inc | ETF-Other | 2.54% | -0.77% | +110.41% | |
| 6 | AVDE | Avantis International Equity | ETF-Other | 2.53% | -0.71% | +110.60% | |
| 7 | AVLC | Avantis US Lg Cap Eq ETF | ETF-Other | 2.12% | -0.47% | +111.86% | |
| 8 | NVDA | Nvidia CORP | Stock-Tech | 2.11% | +0.07% | +68.84% | |
| 9 | MSFT | Microsoft CORP | Stock-Tech | 1.85% | -0.04% | +90.55% | |
| 10 | EMBJ | Embraer Sa-spon Adr | Stock-Industrials | 1.59% | — | -0.09% | |
| 11 | AAPL | Apple Inc | Stock-Tech | 1.37% | +0.39% | +72.72% | |
| 12 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 1.36% | -0.43% | +221.69% | |
| 13 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 1.27% | -0.25% | +54.65% | |
| 14 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 1.22% | -0.10% | +72.81% | |
| 15 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 1.17% | -0.13% | +116.59% | |
| 16 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 1.16% | -0.25% | +97.52% | |
| 17 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.00% | -0.36% | +76.36% | |
| 18 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.95% | -0.23% | +121.40% | |
| 19 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.93% | +0.06% | +48.82% | |
| 20 | AVSC | Avantis US Small Cap Equity | ETF-Small Cap | 0.90% | -0.21% | +111.86% | |
| 21 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.85% | -0.13% | +69.07% | |
| 22 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.84% | -0.38% | +117.39% | |
| 23 | MUB | Ishares National Muni Bond E | ETF-Other | 0.75% | -0.20% | +71.67% | |
| 24 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.72% | +0.24% | +383.41% | |
| 25 | FTSM | First Trust Enh Short Mat Fd | ETF-Other | 0.72% | -0.19% | +59.77% | |
| 26 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.69% | -0.11% | +83.61% | |
| 27 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 0.67% | -0.30% | +334.51% | |
| 28 | IWX | Ishares Russell Top 200 Valu | ETF-Other | 0.64% | -0.16% | +85.53% | |
| 29 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.63% | -0.05% | +76.19% | |
| 30 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.60% | +0.17% | +206.03% | |
| 31 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 0.59% | -0.55% | +1169.10% | |
| 32 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.59% | -0.20% | +75.52% | |
| 33 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.59% | -0.14% | +88.68% | |
| 34 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.57% | -0.08% | +1083.52% | |
| 35 | JHML | John Hancock Multi Fact Lrg | ETF-Other | 0.56% | -0.16% | +297.10% | |
| 36 | V | Visa Inc-class A Shares | Stock-Financials | 0.54% | -0.04% | +97.73% | |
| 37 | QFLR | Innovator Nasdaq-100 Mf ETF | ETF-Tech | 0.54% | -0.19% | +1286.56% | |
| 38 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.53% | -0.04% | +36.70% | |
| 39 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.52% | -0.05% | +75.18% | |
| 40 | AVGO | Broadcom Inc | Stock-Tech | 0.51% | +0.28% | +105.43% | |
| 41 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.48% | +0.11% | +20.84% | |
| 42 | SMMD | Ishares Russell 2500 ETF | ETF-Other | 0.48% | — | +21.90% | |
| 43 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 0.48% | +0.25% | +109.31% | |
| 44 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 0.46% | -0.13% | +112.46% | |
| 45 | ORCL | Oracle CORP | Stock-Tech | 0.45% | — | +92.13% | |
| 46 | AVDS | Avantis Intl Sm Cap Eq ETF | ETF-Other | 0.43% | -0.12% | +113.15% | |
| 47 | ABBV | Abbvie Inc | Stock-Healthcare | 0.43% | +0.16% | +175.66% | |
| 48 | WMT | Walmart Inc | Stock-Consumer Staples | 0.42% | +0.35% | +82.84% | |
| 49 | DFUV | Dimensional US Marketwide Va | ETF-Other | 0.41% | -0.10% | +100.74% | |
| 50 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.41% | -0.07% | +81.34% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AVUS | Avantis U.s. Equity ETF | +1.1% | +111.89% | Add |
| 2 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.7% | +221.69% | Add |
| 3 | AVDE | Avantis International Equity | +0.5% | +110.60% | Add |
| 4 | NVDA | Nvidia CORP | +0.5% | +68.84% | Add |
| 5 | TLT | Ishares 20+ Year Treasury Bd | +0.5% | +1169.10% | Add |
| 6 | SCHG | Schwab US Large-cap Growth | +0.5% | +1083.52% | Add |
| 7 | AVIG | Avantis Core Fixed Income | +0.5% | +112.45% | Add |
| 8 | MSFT | Microsoft CORP | +0.5% | +90.55% | Add |
| 9 | QFLR | Innovator Nasdaq-100 Mf ETF | +0.5% | +1286.56% | Add |
| 10 | COST | Costco Wholesale CORP | +0.5% | +383.41% | Add |
| 11 | AVLC | Avantis US Lg Cap Eq ETF | +0.4% | +111.86% | Add |
| 12 | SPAB | Ss Spdr P Agg Bond ETF | +0.4% | +334.51% | Add |
| 13 | JHML | John Hancock Multi Fact Lrg | +0.3% | +297.10% | Add |
| 14 | AVSF | Avantis Short-term Fixed Inc | +0.3% | +110.41% | Add |
| 15 | AVEM | Avantis Emerging Markets Eq | +0.3% | +116.59% | Add |
| 16 | FHN | First Horizon CORP | +0.3% | NEW | New buy |
| 17 | SPDW | Ste Str Spdr Pt Dw EU ETF | +0.3% | +206.03% | Add |
| 18 | VEU | Vanguard Ftse All-world Ex-u | +0.3% | +364.64% | Add |
| 19 | LRCX | Lam Research CORP | +0.3% | NEW | New buy |
| 20 | AVGO | Broadcom Inc | +0.2% | +105.43% | Add |
| 21 | IWY | Ishares Russell Top 200 Grow | +0.2% | +97.52% | Add |
| 22 | JHMD | John Hancock Mf Dev Intl ETF | +0.2% | +311.50% | Add |
| 23 | AVUV | Avantis US Small Cap Value | +0.2% | +121.40% | Add |
| 24 | EFV | Ishares Msci Eafe Value ETF | +0.2% | +117.39% | Add |
| 25 | ORCL | Oracle CORP | +0.2% | +92.13% | Add |
| 26 | AVSC | Avantis US Small Cap Equity | +0.2% | +111.86% | Add |
| 27 | NFLX | Netflix Inc | +0.1% | +98.83% | Add |
| 28 | META | Meta Platforms Inc-class A | +0.1% | +69.07% | Add |
| 29 | AVDV | Avantis Intl S/c Value ETF | +0.1% | +112.46% | Add |
| 30 | DYNF | Ishrs US E F R A Etf-usd Inc | +0.1% | +109.31% | Add |
| 31 | AVDS | Avantis Intl Sm Cap Eq ETF | +0.1% | +113.15% | Add |
| 32 | EFG | Ishares Msci Eafe Growth ETF | +0.1% | +88.68% | Add |
| 33 | JPM | Jpmorgan Chase & Co | +0.1% | +76.19% | Add |
| 34 | IEMG | Ishares Core Msci Emerging | +0.1% | +76.36% | Add |
| 35 | IVW | Ishares S&p 500 Growth ETF | +0.1% | +75.18% | Add |
| 36 | V | Visa Inc-class A Shares | 0% | +97.73% | Add |
| 37 | IWX | Ishares Russell Top 200 Valu | 0% | +85.53% | Add |
| 38 | QUAL | Ishares Msci USA Quality Fac | — | +75.52% | Add |
| 39 | PG | Procter & Gamble Co/the | -0.1% | +83.61% | Add |
| 40 | MUB | Ishares National Muni Bond E | -0.1% | +71.67% | Add |
| 41 | AMZN | Amazon.com Inc | -0.1% | +48.82% | Add |
| 42 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | -0.1% | +72.81% | Add |
| 43 | FTSM | First Trust Enh Short Mat Fd | -0.1% | +59.77% | Add |
| 44 | DFAC | Dimensional US Core Equity 2 | -0.1% | +54.65% | Add |
| 45 | AAPL | Apple Inc | -0.2% | +72.72% | Add |
| 46 | BKLN | Invesco Senior Loan ETF | -0.6% | -82.82% | Trim |
| 47 | BIL | Ss Spdr Bb 1-3m T-bill ETF | -0.7% | -80.38% | Trim |
| 48 | EMBJ | Embraer Sa-spon Adr | -0.8% | -0.09% | Trim |
| 49 | VOO | Vanguard S&p 500 ETF | -0.9% | +29.28% | Add |
| 50 | IVV | Ishares Core S&p 500 ETF | -1% | +24.64% | Add |
According to official SEC Form 13F filings, Simplicity Wealth,LLC reported a total U.S. public equity portfolio value of $3.0B across 585 disclosed positions in Q2 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
FHN
市值: $6.6M
Top Position Liquidated / Trimmed
EMBJ
前期市值: $31.0M
During Q2 2025, Simplicity Wealth,LLC's top holdings by market value included AVUS (5.7%)、AVIG (3.8%)、VOO (2.9%). The largest single position, AVUS, represented 5.7% of total portfolio value.
In Q2 2025, Simplicity Wealth,LLC made 50 total portfolio adjustments, initiating 2 new buys, adding to 45 positions, trimming 3 holdings, and fully liquidating 0 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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