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CIK: 0001913243
Total reported value
$3.0B
$3.0B
748 檔
9.3%
In Q1 2026, Simplicity Wealth,LLC's U.S. equity holdings reached a combined market value of $3.0B, distributed across 748 disclosed stock positions.
In Q1 2026, Simplicity Wealth,LLC displayed an active expansion posture, initiating 29 new positions and adding to 101 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 748 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 4.35% | -1.31% | -1.31% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 3.28% | -0.90% | +1.83% | |
| 3 | AVDE | Avantis International Equity | ETF-Other | 3.11% | -0.71% | +5.15% | |
| 4 | AVIG | Avantis Core Fixed Income | ETF-Other | 2.85% | -1.06% | +4.49% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.95% | -0.10% | +20.66% | |
| 6 | AVSF | Avantis Short-term Fixed Inc | ETF-Other | 1.94% | -0.77% | +9.84% | |
| 7 | NVDA | Nvidia CORP | Stock-Tech | 1.80% | +0.07% | +2.61% | |
| 8 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 1.80% | -0.43% | +22.75% | |
| 9 | AVLC | Avantis US Lg Cap Eq ETF | ETF-Other | 1.63% | -0.47% | -0.71% | |
| 10 | AAPL | Apple Inc | Stock-Tech | 1.54% | +0.39% | +4.91% | |
| 11 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 1.39% | -0.55% | +16.48% | |
| 12 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 1.30% | -0.13% | +14.48% | |
| 13 | MSFT | Microsoft CORP | Stock-Tech | 1.12% | -0.04% | +9.81% | |
| 14 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.04% | -0.36% | +2.79% | |
| 15 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.98% | -0.25% | -4.74% | |
| 16 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 0.90% | -0.25% | +7.65% | |
| 17 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.84% | +0.06% | +11.76% | |
| 18 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.83% | -0.23% | -1.04% | |
| 19 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 0.77% | -0.30% | +28.99% | |
| 20 | AVSC | Avantis US Small Cap Equity | ETF-Small Cap | 0.77% | -0.21% | -0.41% | |
| 21 | JHMD | John Hancock Mf Dev Intl ETF | ETF-Other | 0.76% | -0.22% | +31.65% | |
| 22 | JHML | John Hancock Multi Fact Lrg | ETF-Other | 0.75% | -0.16% | +30.98% | |
| 23 | DFSB | Dim Glb Sustain Fix Inc ETF | ETF-Other | 0.74% | -0.23% | -0.90% | |
| 24 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 0.72% | -0.10% | +7.31% | |
| 25 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.70% | -0.38% | +3.75% | |
| 26 | DFSU | Dimensional US Sus Core1 ETF | ETF-Other | 0.69% | -0.19% | -6.67% | |
| 27 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.66% | +0.65% | +13.87% | |
| 28 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.65% | +0.17% | +21.87% | |
| 29 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.65% | -0.08% | +14.30% | |
| 30 | AVGO | Broadcom Inc | Stock-Tech | 0.64% | +0.28% | +15.49% | |
| 31 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.62% | -0.13% | +13.17% | |
| 32 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.61% | +0.11% | +10.03% | |
| 33 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.59% | -0.05% | +6.97% | |
| 34 | IWX | Ishares Russell Top 200 Valu | ETF-Other | 0.57% | -0.16% | +10.09% | |
| 35 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.53% | -0.07% | +4.32% | |
| 36 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.53% | +0.04% | +11.33% | |
| 37 | QFLR | Innovator Nasdaq-100 Mf ETF | ETF-Tech | 0.53% | -0.19% | +9.27% | |
| 38 | ABBV | Abbvie Inc | Stock-Healthcare | 0.53% | +0.16% | +35.95% | |
| 39 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.53% | +0.24% | -12.39% | |
| 40 | BUFD | Ft Vst Lad Deep Buf Etf-usdi | ETF-Other | 0.51% | -0.19% | +6.68% | |
| 41 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.50% | -0.14% | +46.26% | |
| 42 | MUB | Ishares National Muni Bond E | ETF-Other | 0.49% | -0.20% | +3.63% | |
| 43 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 0.49% | -0.20% | -1.38% | |
| 44 | XOM | Exxon Mobil CORP | Stock-Energy | 0.48% | -0.06% | +11.18% | |
| 45 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.48% | -0.16% | +1.74% | |
| 46 | USIG | Ishares Broad Usd Investment | ETF-Other | 0.46% | -0.17% | +6.34% | |
| 47 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.46% | -0.28% | +0.14% | |
| 48 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.46% | -0.05% | +7.79% | |
| 49 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.43% | +0.03% | +3.05% | |
| 50 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.43% | -0.11% | +10.09% |
According to official SEC Form 13F filings, Simplicity Wealth,LLC reported a total U.S. public equity portfolio value of $3.0B across 748 disclosed positions in Q1 2026.
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, AVDE) accounted for 9.3% of total reported equity market value during Q1 2026.
Top New Position Initiated
SCEP
市值: $3.2M
Top Position Liquidated / Trimmed
ITA
前期市值: $1.1M
During Q1 2026, Simplicity Wealth,LLC's top holdings by market value included AVUS (4.3%)、VOO (3.3%)、AVDE (3.1%). The largest single position, AVUS, represented 4.3% of total portfolio value.
In Q1 2026, Simplicity Wealth,LLC made 200 total portfolio adjustments, initiating 29 new buys, adding to 101 positions, trimming 54 holdings, and fully liquidating 16 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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