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CIK: 0001913243
Total reported value
$3.0B
$3.0B
709 檔
9.6%
During the Q3 2025 filing period, Simplicity Wealth,LLC (CIK: 0001913243) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $3.0B across 709 reported positions.
In Q3 2025, Simplicity Wealth,LLC displayed an active expansion posture, initiating 5 new positions and adding to 37 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 709 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 4.26% | -1.31% | -50.23% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 3.61% | -0.90% | -15.78% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.49% | -0.10% | -13.04% | |
| 4 | AVIG | Avantis Core Fixed Income | ETF-Other | 2.67% | -1.06% | -50.09% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 2.39% | +0.07% | -31.05% | |
| 6 | AVDE | Avantis International Equity | ETF-Other | 2.21% | -0.71% | -41.01% | |
| 7 | AVSF | Avantis Short-term Fixed Inc | ETF-Other | 1.74% | -0.77% | -51.12% | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 1.66% | -0.04% | -38.24% | |
| 9 | AAPL | Apple Inc | Stock-Tech | 1.64% | +0.39% | -30.92% | |
| 10 | AVLC | Avantis US Lg Cap Eq ETF | ETF-Other | 1.58% | -0.47% | -50.33% | |
| 11 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 1.40% | -0.43% | -31.06% | |
| 12 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.24% | -0.36% | -18.78% | |
| 13 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 1.15% | -0.55% | +37.96% | |
| 14 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 1.06% | -0.25% | -44.00% | |
| 15 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.00% | +0.06% | -22.10% | |
| 16 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 0.96% | -0.13% | -46.47% | |
| 17 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.95% | -0.13% | -19.48% | |
| 18 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 0.92% | -0.10% | -45.95% | |
| 19 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 0.87% | -0.25% | -51.54% | |
| 20 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.74% | +0.11% | -21.22% | |
| 21 | SMMD | Ishares Russell 2500 ETF | ETF-Other | 0.72% | — | -0.89% | |
| 22 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.72% | -0.23% | -49.88% | |
| 23 | AVSC | Avantis US Small Cap Equity | ETF-Small Cap | 0.69% | -0.21% | -50.57% | |
| 24 | INSG | Inseego CORP | Stock-Other | 0.66% | — | — | |
| 25 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.63% | -0.05% | -34.02% | |
| 26 | ORCL | Oracle CORP | Stock-Tech | 0.62% | — | -22.51% | |
| 27 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.61% | +0.17% | -30.57% | |
| 28 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.61% | +0.65% | -13.16% | |
| 29 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.58% | -0.04% | -28.29% | |
| 30 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.58% | -0.38% | -53.69% | |
| 31 | AVGO | Broadcom Inc | Stock-Tech | 0.57% | +0.28% | -32.08% | |
| 32 | JHML | John Hancock Multi Fact Lrg | ETF-Other | 0.57% | -0.16% | -30.83% | |
| 33 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.56% | -0.08% | -35.36% | |
| 34 | MUB | Ishares National Muni Bond E | ETF-Other | 0.55% | -0.20% | -47.61% | |
| 35 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 0.55% | -0.30% | -41.50% | |
| 36 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.50% | +0.24% | -46.34% | |
| 37 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 0.50% | -0.20% | -11.42% | |
| 38 | FTSM | First Trust Enh Short Mat Fd | ETF-Other | 0.50% | -0.19% | -49.97% | |
| 39 | IWX | Ishares Russell Top 200 Valu | ETF-Other | 0.48% | -0.16% | -48.81% | |
| 40 | QFLR | Innovator Nasdaq-100 Mf ETF | ETF-Tech | 0.47% | -0.19% | -43.31% | |
| 41 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.46% | -0.28% | +301.96% | |
| 42 | BUFD | Ft Vst Lad Deep Buf Etf-usdi | ETF-Other | 0.46% | -0.19% | +41.53% | |
| 43 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.45% | -0.11% | -51.23% | |
| 44 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.45% | +0.04% | -33.89% | |
| 45 | V | Visa Inc-class A Shares | Stock-Financials | 0.44% | -0.04% | -40.08% | |
| 46 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.43% | -0.07% | -29.30% | |
| 47 | WLTG | Wealthtrust Dbs Lng Trm Grw | ETF-Other | 0.41% | -0.11% | -7.88% | |
| 48 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.41% | -0.05% | -48.04% | |
| 49 | FHN | First Horizon CORP | Stock-Financials | 0.41% | — | — | |
| 50 | ABBV | Abbvie Inc | Stock-Healthcare | 0.41% | +0.16% | -45.32% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | TLT | Ishares 20+ Year Treasury Bd | +1.1% | +37.96% | Add |
| 2 | NVDA | Nvidia CORP | +0.8% | -31.05% | Add |
| 3 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.7% | -31.06% | Add |
| 4 | SCHG | Schwab US Large-cap Growth | +0.5% | -35.36% | Add |
| 5 | QFLR | Innovator Nasdaq-100 Mf ETF | +0.4% | -43.31% | Add |
| 6 | ORCL | Oracle CORP | +0.3% | -22.51% | Add |
| 7 | JHML | John Hancock Multi Fact Lrg | +0.3% | -30.83% | Add |
| 8 | MSFT | Microsoft CORP | +0.3% | -38.24% | Add |
| 9 | IEMG | Ishares Core Msci Emerging | +0.3% | -18.78% | Add |
| 10 | AVGO | Broadcom Inc | +0.3% | -32.08% | Add |
| 11 | SPDW | Ste Str Spdr Pt Dw EU ETF | +0.3% | -30.57% | Add |
| 12 | SPAB | Ss Spdr P Agg Bond ETF | +0.3% | -41.50% | Add |
| 13 | AMD | Advanced Micro Devices | +0.3% | -6.15% | Add |
| 14 | JHMD | John Hancock Mf Dev Intl ETF | +0.2% | -22.25% | Add |
| 15 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | +0.2% | -6.33% | Add |
| 16 | COST | Costco Wholesale CORP | +0.2% | -46.34% | Add |
| 17 | BUFD | Ft Vst Lad Deep Buf Etf-usdi | +0.2% | +41.53% | Add |
| 18 | META | Meta Platforms Inc-class A | +0.2% | -19.48% | Add |
| 19 | GOOGL | Alphabet Inc-cl A | +0.2% | -13.16% | Add |
| 20 | SPEM | State Street Sp Ptf Em ETF | +0.2% | -33.19% | Add |
| 21 | AVDE | Avantis International Equity | +0.2% | -41.01% | Add |
| 22 | INSG | Inseego CORP | +0.2% | — | Unchanged |
| 23 | PLTR | Palantir Technologies Inc-a | +0.2% | -47.96% | Add |
| 24 | OEF | Ishares S&p 100 ETF | +0.2% | -5.15% | Add |
| 25 | IBM | Intl Business Machines CORP | +0.2% | -11.41% | Add |
| 26 | TSLA | Tesla Inc | +0.1% | -21.22% | Trim |
| 27 | NFLX | Netflix Inc | +0.1% | -25.93% | Add |
| 28 | AVEM | Avantis Emerging Markets Eq | +0.1% | -46.47% | Add |
| 29 | GOOG | Alphabet Inc-cl C | +0.1% | -33.89% | Add |
| 30 | ABBV | Abbvie Inc | +0.1% | -45.32% | Add |
| 31 | JPM | Jpmorgan Chase & Co | +0.1% | -34.02% | Add |
| 32 | SMMD | Ishares Russell 2500 ETF | 0% | -0.89% | Add |
| 33 | AAPL | Apple Inc | 0% | -30.92% | Add |
| 34 | AMZN | Amazon.com Inc | 0% | -22.10% | Add |
| 35 | IWY | Ishares Russell Top 200 Grow | -0.1% | -51.54% | Trim |
| 36 | AVLC | Avantis US Lg Cap Eq ETF | -0.1% | -50.33% | Add |
| 37 | VOO | Vanguard S&p 500 ETF | -0.1% | -15.78% | Add |
| 38 | IVV | Ishares Core S&p 500 ETF | -0.1% | -13.04% | Add |
| 39 | UWM | Proshares Ultra Russell2000 | -0.2% | -93.24% | Trim |
| 40 | AGG | Ishares Core U.s. Aggregate | -0.3% | -22.39% | Trim |
| 41 | AVUS | Avantis U.s. Equity ETF | -0.4% | -50.23% | Add |
| 42 | GOVI | Invesco Equal Weight 0-30 Yr | -0.4% | -60.52% | Trim |
| 43 | GTO | Invesco Total Return Bond Et | -0.5% | -59.38% | Trim |
| 44 | AVIG | Avantis Core Fixed Income | -0.7% | -50.09% | Add |
| 45 | EMBJ | Embraer Sa-spon Adr | — | EXIT | Sold out |
| 46 | FHN | First Horizon CORP | — | NEW | New buy |
| 47 | SCHX | Schwab US Large-cap ETF | — | NEW | New buy |
| 48 | LRCX | Lam Research CORP | — | NEW | New buy |
| 49 | OUNZ | Vaneck Merk Gold ETF | — | NEW | New buy |
| 50 | DDWM | Wisdomtree Dy Inter Eq Fd-us | — | NEW | New buy |
According to official SEC Form 13F filings, Simplicity Wealth,LLC reported a total U.S. public equity portfolio value of $3.0B across 709 disclosed positions in Q3 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.
In terms of portfolio concentration, the top 5 core holdings (including AVUS, VOO, IVV) accounted for 9.6% of total reported equity market value during Q3 2025.
Top New Position Initiated
FHN
市值: $7.1M
Top Position Liquidated / Trimmed
EMBJ
前期市值: $31.0M
During Q3 2025, Simplicity Wealth,LLC's top holdings by market value included AVUS (4.3%)、VOO (3.6%)、IVV (3.5%). The largest single position, AVUS, represented 4.3% of total portfolio value.
In Q3 2025, Simplicity Wealth,LLC made 49 total portfolio adjustments, initiating 5 new buys, adding to 37 positions, trimming 6 holdings, and fully liquidating 1 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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