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CIK: 0001913243
Total reported value
$3.0B
$3.0B
700 檔
9.1%
The Q4 2025 SEC filing reveals that Simplicity Wealth,LLC held a total portfolio value of $3.0B, covering 700 public equity positions.
In Q4 2025, Simplicity Wealth,LLC adopted a defensive or profit-taking posture, trimming 27 positions and completely liquidating 6 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including AVUS, VOO, AVDE) accounted for 9.1% of total reported equity market value during Q4 2025.
Top New Position Initiated
DFSB
市值: $13.2M
Top Position Liquidated / Trimmed
SMMD
前期市值: $12.5M
Showing top 200 holdings (of 700 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 4.66% | -1.31% | +3.33% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 3.55% | -0.90% | -6.67% | |
| 3 | AVDE | Avantis International Equity | ETF-Other | 3.02% | -0.71% | +27.08% | |
| 4 | AVIG | Avantis Core Fixed Income | ETF-Other | 2.90% | -1.06% | +6.08% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 1.97% | +0.07% | -19.69% | |
| 6 | AVSF | Avantis Short-term Fixed Inc | ETF-Other | 1.87% | -0.77% | +4.88% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.79% | -0.10% | -51.41% | |
| 8 | AVLC | Avantis US Lg Cap Eq ETF | ETF-Other | 1.75% | -0.47% | +5.02% | |
| 9 | AAPL | Apple Inc | Stock-Tech | 1.66% | +0.39% | -7.77% | |
| 10 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 1.62% | -0.43% | +9.24% | |
| 11 | MSFT | Microsoft CORP | Stock-Tech | 1.40% | -0.04% | -12.32% | |
| 12 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 1.26% | -0.55% | +8.84% | |
| 13 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 1.14% | -0.13% | +12.89% | |
| 14 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 1.10% | -0.25% | -2.12% | |
| 15 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.03% | -0.36% | -21.00% | |
| 16 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 0.98% | -0.25% | +8.56% | |
| 17 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.88% | +0.06% | -19.20% | |
| 18 | DFSU | Dimensional US Sus Core1 ETF | ETF-Other | 0.82% | -0.19% | +233.77% | |
| 19 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.81% | -0.23% | +6.12% | |
| 20 | DFSB | Dim Glb Sustain Fix Inc ETF | ETF-Other | 0.79% | -0.23% | — | |
| 21 | AVSC | Avantis US Small Cap Equity | ETF-Small Cap | 0.77% | -0.21% | +5.15% | |
| 22 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 0.71% | -0.10% | -25.27% | |
| 23 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.70% | +0.11% | -9.63% | |
| 24 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.68% | -0.38% | +8.77% | |
| 25 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.67% | -0.13% | -23.85% | |
| 26 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.67% | +0.65% | -17.57% | |
| 27 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.67% | -0.08% | +13.77% | |
| 28 | AVGO | Broadcom Inc | Stock-Tech | 0.65% | +0.28% | +5.38% | |
| 29 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.64% | -0.05% | -4.63% | |
| 30 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 0.63% | -0.30% | +12.25% | |
| 31 | JHML | John Hancock Multi Fact Lrg | ETF-Other | 0.61% | -0.16% | +1.79% | |
| 32 | JHMD | John Hancock Mf Dev Intl ETF | ETF-Other | 0.60% | -0.22% | +44.74% | |
| 33 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.55% | +0.04% | -7.35% | |
| 34 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.55% | +0.24% | +13.54% | |
| 35 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.55% | +0.17% | -16.52% | |
| 36 | IWX | Ishares Russell Top 200 Valu | ETF-Other | 0.54% | -0.16% | +4.70% | |
| 37 | QFLR | Innovator Nasdaq-100 Mf ETF | ETF-Tech | 0.52% | -0.19% | +4.85% | |
| 38 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.52% | -0.07% | +16.61% | |
| 39 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 0.51% | -0.20% | -3.94% | |
| 40 | BUFD | Ft Vst Lad Deep Buf Etf-usdi | ETF-Other | 0.50% | -0.19% | +4.33% | |
| 41 | MUB | Ishares National Muni Bond E | ETF-Other | 0.50% | -0.20% | -12.63% | |
| 42 | FTSM | First Trust Enh Short Mat Fd | ETF-Other | 0.50% | -0.19% | -3.00% | |
| 43 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.50% | -0.16% | +56.98% | |
| 44 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.49% | -0.05% | +11.77% | |
| 45 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.48% | -0.28% | +1.40% | |
| 46 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 0.48% | +0.25% | +13.91% | |
| 47 | WLTG | Wealthtrust Dbs Lng Trm Grw | ETF-Other | 0.46% | -0.11% | +9.21% | |
| 48 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.46% | -0.01% | -7.40% | |
| 49 | USIG | Ishares Broad Usd Investment | ETF-Other | 0.46% | -0.17% | +19.35% | |
| 50 | ABBV | Abbvie Inc | Stock-Healthcare | 0.43% | +0.16% | +4.30% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AVDE | Avantis International Equity | +0.8% | +27.08% | Add |
| 2 | DFSU | Dimensional US Sus Core1 ETF | +0.6% | +233.77% | Add |
| 3 | AVUS | Avantis U.s. Equity ETF | +0.4% | +3.33% | Add |
| 4 | AVIG | Avantis Core Fixed Income | +0.2% | +6.08% | Add |
| 5 | JHMD | John Hancock Mf Dev Intl ETF | +0.2% | +44.74% | Add |
| 6 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.2% | +9.24% | Add |
| 7 | IVE | Ishares S&p 500 Value ETF | +0.2% | +56.98% | Add |
| 8 | AVEM | Avantis Emerging Markets Eq | +0.2% | +12.89% | Add |
| 9 | AVLC | Avantis US Lg Cap Eq ETF | +0.2% | +5.02% | Add |
| 10 | DFSI | Dimensional Int Sus Cor1 ETF | +0.2% | +260.60% | Add |
| 11 | CGDV | Cap Group Dividend Value | +0.1% | +116.87% | Add |
| 12 | LLY | Eli Lilly & Co | +0.1% | -7.40% | Trim |
| 13 | SCHG | Schwab US Large-cap Growth | +0.1% | +13.77% | Add |
| 14 | IWY | Ishares Russell Top 200 Grow | +0.1% | +8.56% | Add |
| 15 | AMD | Advanced Micro Devices | +0.1% | -3.16% | Trim |
| 16 | GOOG | Alphabet Inc-cl C | +0.1% | -7.35% | Trim |
| 17 | EFV | Ishares Msci Eafe Value ETF | +0.1% | +8.77% | Add |
| 18 | VOO | Vanguard S&p 500 ETF | -0.1% | -6.67% | Trim |
| 19 | DFSD | Dimensional Short Duration | -0.1% | -27.79% | Trim |
| 20 | ETH | Grayscale Ethereum Staking M | -0.1% | -14.25% | Trim |
| 21 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.1% | -37.33% | Trim |
| 22 | DFCF | Dimensional Core Fixed Inc | -0.1% | -33.44% | Trim |
| 23 | PHYS | Sprott Physical Gold Trust | -0.1% | -77.35% | Trim |
| 24 | GLD | Spdr Gold Shares | -0.1% | -57.15% | Trim |
| 25 | DFGX | Dimsnl Intr Cf In Etf-usd In | -0.1% | -43.55% | Trim |
| 26 | IEFA | Ishares Core Msci Eafe ETF | -0.1% | -51.82% | Trim |
| 27 | JEPI | Jpmorgan Equity Premium Inco | -0.1% | -83.89% | Trim |
| 28 | AMZN | Amazon.com Inc | -0.1% | -19.20% | Trim |
| 29 | IBIT | Ishares Bitcoin Trust ETF | -0.1% | -20.71% | Trim |
| 30 | IAU | Ishares Gold Trust | -0.1% | -47.76% | Trim |
| 31 | QUAL | Ishares Msci USA Quality Fac | -0.2% | -44.56% | Trim |
| 32 | IWM | Ishares Russell 2000 ETF | -0.2% | -66.21% | Trim |
| 33 | SRLN | Ss Blackstone Sr Loan ETF | -0.2% | -57.86% | Trim |
| 34 | IEMG | Ishares Core Msci Emerging | -0.2% | -21.00% | Trim |
| 35 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | -0.2% | -25.27% | Trim |
| 36 | MSFT | Microsoft CORP | -0.3% | -12.32% | Trim |
| 37 | META | Meta Platforms Inc-class A | -0.3% | -23.85% | Trim |
| 38 | IWF | Ishares Russell 1000 Growth | -0.3% | -55.21% | Trim |
| 39 | ORCL | Oracle CORP | -0.3% | -33.72% | Trim |
| 40 | NVDA | Nvidia CORP | -0.4% | -19.69% | Trim |
| 41 | IVV | Ishares Core S&p 500 ETF | -1.7% | -51.41% | Trim |
| 42 | DFSB | Dim Glb Sustain Fix Inc ETF | — | NEW | New buy |
| 43 | SMMD | Ishares Russell 2500 ETF | — | EXIT | Sold out |
| 44 | INSG | Inseego CORP | — | EXIT | Sold out |
| 45 | AGEM | Abrdn Emerging Mar Div A ETF | — | NEW | New buy |
| 46 | FHN | First Horizon CORP | — | EXIT | Sold out |
| 47 | LYFT | Lyft Inc-a | — | EXIT | Sold out |
| 48 | IGSB | Ishares 1-5y Inv Grade CORP | — | EXIT | Sold out |
| 49 | ESGU | Ishares Esg Aware Msci USA | — | NEW | New buy |
| 50 | JEPQ | JPM Nasdaq Equity Premium | — | EXIT | Sold out |
According to official SEC Form 13F filings, Simplicity Wealth,LLC reported a total U.S. public equity portfolio value of $3.0B across 700 disclosed positions in Q4 2025.
During Q4 2025, Simplicity Wealth,LLC's top holdings by market value included AVUS (4.7%)、VOO (3.5%)、AVDE (3.0%). The largest single position, AVUS, represented 4.7% of total portfolio value.
In Q4 2025, Simplicity Wealth,LLC made 50 total portfolio adjustments, initiating 3 new buys, adding to 14 positions, trimming 27 holdings, and fully liquidating 6 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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