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CIK: 0001913243
Total reported value
$3.4B
$3.4B
700 檔
7.9%
The Q4 2025 SEC filing reveals that Simplicity Wealth,LLC held a total portfolio value of $3.4B, covering 700 public equity positions.
Simplicity Wealth,LLC executed strategic sector rebalancing during Q4 2025, establishing 18 new positions while fully exiting 26 holdings and trimming 80 positions.
In terms of portfolio concentration, the top 5 core holdings (including AVUS, VOO, AVDE) accounted for 7.9% of total reported equity market value during Q4 2025.
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% | -0.32% | +3.33% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 3.55% | -0.18% | -6.67% | |
| 3 | AVDE | Avantis International Equity | ETF-Other | 3.02% | +0.46% | +27.08% | |
| 4 | AVIG | Avantis Core Fixed Income | ETF-Other | 2.90% | -0.55% | +6.08% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 1.97% | +0.22% | -19.69% | |
| 6 | AVSF | Avantis Short-term Fixed Inc | ETF-Other | 1.87% | -0.35% | +4.88% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.79% | +0.75% | -51.41% | |
| 8 | AVLC | Avantis US Lg Cap Eq ETF | ETF-Other | 1.75% | -0.12% | +5.02% | |
| 9 | AAPL | Apple Inc | Stock-Tech | 1.66% | +0.18% | -7.77% | |
| 10 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 1.62% | -0.37% | +9.24% | |
| 11 | MSFT | Microsoft CORP | Stock-Tech | 1.40% | +0.31% | -12.32% | |
| 12 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 1.26% | -0.18% | +8.84% | |
| 13 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 1.14% | -0.10% | +12.89% | |
| 14 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 1.10% | -0.08% | -2.12% | |
| 15 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.03% | -0.10% | -21.00% | |
| 16 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 0.98% | -0.06% | +8.56% | |
| 17 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.88% | +0.02% | -19.20% | |
| 18 | DFSU | Dimensional US Sus Core1 ETF | ETF-Other | 0.82% | -0.04% | +233.77% | |
| 19 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.81% | -0.09% | +6.12% | |
| 20 | DFSB | Dim Glb Sustain Fix Inc ETF | ETF-Other | 0.79% | -0.07% | — | |
| 21 | AVSC | Avantis US Small Cap Equity | ETF-Small Cap | 0.77% | -0.10% | +5.15% | |
| 22 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 0.71% | +0.31% | -25.27% | |
| 23 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.70% | -0.14% | -9.63% | |
| 24 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.68% | +0.03% | +8.77% | |
| 25 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.67% | +0.11% | -23.85% | |
| 26 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.67% | -0.17% | -17.57% | |
| 27 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.67% | +0.03% | +13.77% | |
| 28 | AVGO | Broadcom Inc | Stock-Tech | 0.65% | -0.08% | +5.38% | |
| 29 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.64% | — | -4.63% | |
| 30 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 0.63% | -0.07% | +12.25% | |
| 31 | JHML | John Hancock Multi Fact Lrg | ETF-Other | 0.61% | +0.30% | +1.79% | |
| 32 | JHMD | John Hancock Mf Dev Intl ETF | ETF-Other | 0.60% | +0.27% | +44.74% | |
| 33 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.55% | -0.03% | -7.35% | |
| 34 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.55% | -0.07% | +13.54% | |
| 35 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.55% | -0.19% | -16.52% | |
| 36 | IWX | Ishares Russell Top 200 Valu | ETF-Other | 0.54% | +0.02% | +4.70% | |
| 37 | QFLR | Innovator Nasdaq-100 Mf ETF | ETF-Tech | 0.52% | -0.03% | +4.85% | |
| 38 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.52% | — | +16.61% | |
| 39 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 0.51% | -0.02% | -3.94% | |
| 40 | BUFD | Ft Vst Lad Deep Buf Etf-usdi | ETF-Other | 0.50% | -0.03% | +4.33% | |
| 41 | MUB | Ishares National Muni Bond E | ETF-Other | 0.50% | +0.06% | -12.63% | |
| 42 | FTSM | First Trust Enh Short Mat Fd | ETF-Other | 0.50% | +0.04% | -3.00% | |
| 43 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.50% | +0.10% | +56.98% | |
| 44 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.49% | +0.15% | +11.77% | |
| 45 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.48% | +0.17% | +1.40% | |
| 46 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 0.48% | +0.10% | +13.91% | |
| 47 | WLTG | Wealthtrust Dbs Lng Trm Grw | ETF-Other | 0.46% | -0.05% | +9.21% | |
| 48 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.46% | -0.03% | -7.40% | |
| 49 | USIG | Ishares Broad Usd Investment | ETF-Other | 0.46% | -0.02% | +19.35% | |
| 50 | ABBV | Abbvie Inc | Stock-Healthcare | 0.43% | -0.03% | +4.30% |
According to official SEC Form 13F filings, Simplicity Wealth,LLC reported a total U.S. public equity portfolio value of $3.4B across 700 disclosed positions in Q4 2025.
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Top New Position Initiated
DFSB
市值: $13.2M
Top Position Liquidated / Trimmed
SMMD
前期市值: $12.5M
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 200 total portfolio adjustments, initiating 18 new buys, adding to 76 positions, trimming 80 holdings, and fully liquidating 26 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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