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CIK: 0001913243
Total reported value
$3.4B
$3.4B
1022 檔
10.0%
As reported in its official Q2 2026 Form 13F filing, Simplicity Wealth,LLC's tracked investment portfolio stood at $3.4B with 1022 total positions.
In Q2 2026, Simplicity Wealth,LLC displayed an active expansion posture, initiating 48 new positions and adding to 140 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 1022 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 3.04% | -0.32% | +1.80% | |
| 2 | AVDE | Avantis International Equity | ETF-Other | 2.40% | +0.46% | +22.83% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.38% | -0.18% | +6.21% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 1.93% | +0.18% | +83.72% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 1.87% | +0.22% | +52.07% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.85% | +0.75% | +38.95% | |
| 7 | AVIG | Avantis Core Fixed Income | ETF-Other | 1.79% | -0.55% | +5.90% | |
| 8 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 1.37% | -0.37% | +11.19% | |
| 9 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.31% | -0.17% | +167.96% | |
| 10 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 1.17% | -0.10% | +25.86% | |
| 11 | AVSF | Avantis Short-term Fixed Inc | ETF-Other | 1.17% | -0.35% | +1.34% | |
| 12 | AVLC | Avantis US Lg Cap Eq ETF | ETF-Other | 1.15% | -0.12% | +2.41% | |
| 13 | MSFT | Microsoft CORP | Stock-Tech | 1.08% | +0.31% | +61.12% | |
| 14 | CAT | Caterpillar Inc | Stock-Industrials | 0.99% | -0.27% | +578.09% | |
| 15 | AVGO | Broadcom Inc | Stock-Tech | 0.92% | -0.08% | +97.91% | |
| 16 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.90% | +0.02% | +56.44% | |
| 17 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 0.84% | -0.18% | +1.50% | |
| 18 | SCNM | Sterling Cap Natl Mb ETF | ETF-Other | 0.83% | -0.14% | +2729.39% | |
| 19 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.82% | -0.19% | +90.83% | |
| 20 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.77% | -0.07% | +161.99% | |
| 21 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.73% | -0.08% | +9.70% | |
| 22 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.72% | -0.14% | +77.71% | |
| 23 | WMT | Walmart Inc | Stock-Consumer Staples | 0.70% | -0.08% | +271.97% | |
| 24 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.70% | -0.27% | +569.72% | |
| 25 | ABBV | Abbvie Inc | Stock-Healthcare | 0.69% | -0.03% | +90.67% | |
| 26 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.68% | -0.10% | -7.19% | |
| 27 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 0.67% | +0.10% | +128.98% | |
| 28 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 0.65% | -0.06% | +2.65% | |
| 29 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 0.62% | +0.31% | +46.05% | |
| 30 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.62% | -0.23% | +534.81% | |
| 31 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.61% | -0.02% | +164.86% | |
| 32 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.60% | -0.09% | +7.80% | |
| 33 | RTX | Rtx CORP | Stock-Industrials | 0.60% | -0.04% | +351.87% | |
| 34 | JHML | John Hancock Multi Fact Lrg | ETF-Other | 0.59% | +0.30% | +15.87% | |
| 35 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.57% | -0.03% | +45.78% | |
| 36 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.57% | +0.03% | +27.25% | |
| 37 | AVSC | Avantis US Small Cap Equity | ETF-Small Cap | 0.56% | -0.10% | +2.91% | |
| 38 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.55% | -0.10% | +634.94% | |
| 39 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.54% | — | +38.93% | |
| 40 | JHMD | John Hancock Mf Dev Intl ETF | ETF-Other | 0.54% | +0.27% | +14.21% | |
| 41 | SCEC | Sterling Capital Enh Cb ETF | ETF-Other | 0.54% | -0.54% | EXIT | |
| 42 | XLK | Ss Technology Select Sector | ETF-Tech | 0.53% | -0.12% | +156.03% | |
| 43 | AMD | Advanced Micro Devices | Stock-Tech | 0.52% | +0.06% | -18.69% | |
| 44 | DFSB | Dim Glb Sustain Fix Inc ETF | ETF-Other | 0.51% | -0.07% | +15.13% | |
| 45 | DFSU | Dimensional US Sus Core1 ETF | ETF-Other | 0.50% | -0.04% | +7.57% | |
| 46 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.49% | +0.11% | +32.76% | |
| 47 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.48% | — | +208.25% | |
| 48 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 0.47% | -0.07% | +2.84% | |
| 49 | CVX | Chevron CORP | Stock-Energy | 0.46% | +0.08% | +181.82% | |
| 50 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.46% | — | +35.34% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | CAT | Caterpillar Inc | +0.8% | +578.09% | Add |
| 2 | SCNM | Sterling Cap Natl Mb ETF | +0.8% | +2729.39% | Add |
| 3 | GOOGL | Alphabet Inc-cl A | +0.7% | +167.96% | Add |
| 4 | SPYG | Ss Spdr P S&p 500 Growth ETF | +0.6% | +569.72% | Add |
| 5 | SCEC | Sterling Capital Enh Cb ETF | +0.5% | NEW | New buy |
| 6 | SPYV | Ss Spdr P S&p 500 Value ETF | +0.5% | +534.81% | Add |
| 7 | GS | Goldman Sachs Group Inc | +0.5% | +634.94% | Add |
| 8 | SCHM | Schwab US Mid Cap ETF | +0.4% | NEW | New buy |
| 9 | AAPL | Apple Inc | +0.4% | +83.72% | Add |
| 10 | AXP | American Express Co | +0.4% | +1625.56% | Add |
| 11 | RTX | Rtx CORP | +0.4% | +351.87% | Add |
| 12 | SPG | Simon Property Group Inc | +0.4% | +2197.26% | Add |
| 13 | WMT | Walmart Inc | +0.4% | +271.97% | Add |
| 14 | CGDV | Cap Group Dividend Value | +0.3% | +539.95% | Add |
| 15 | JBND | Jpmorgan Active Bond ETF | +0.3% | +2892.96% | Add |
| 16 | SBND | Columbia Shrt Dur Bnd ETF | +0.3% | NEW | New buy |
| 17 | QQQ | Invesco Qqq Trust Series 1 | +0.3% | +164.86% | Add |
| 18 | C | Citigroup Inc | +0.3% | +856.24% | Add |
| 19 | XLK | Ss Technology Select Sector | +0.3% | +156.03% | Add |
| 20 | HAL | Halliburton Co | +0.3% | +4715.29% | Add |
| 21 | AVGO | Broadcom Inc | +0.3% | +97.91% | Add |
| 22 | IDMO | Invesco S&p International De | +0.3% | NEW | New buy |
| 23 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.3% | +208.25% | Add |
| 24 | VFLO | Victoryshares Free Cash Flow | +0.3% | NEW | New buy |
| 25 | DYNF | Ishrs US E F R A Etf-usd Inc | +0.3% | +128.98% | Add |
| 26 | UNH | Unitedhealth Group Inc | +0.3% | +156.68% | Add |
| 27 | UITB | Victoryshares Core Intermedi | +0.3% | NEW | New buy |
| 28 | COST | Costco Wholesale CORP | +0.2% | +161.99% | Add |
| 29 | CAIE | Calamos Autocallable Inc ETF | +0.2% | +1023.75% | Add |
| 30 | MU | Micron Technology Inc | +0.2% | +62.81% | Add |
| 31 | TJX | Tjx Companies Inc | +0.2% | +970.71% | Add |
| 32 | SPSB | Ss Spdr P St C CORP ETF | +0.2% | +2614.92% | Add |
| 33 | DE | Deere & Co | +0.2% | +520.61% | Add |
| 34 | VZ | Verizon Communications Inc | +0.2% | +258.69% | Add |
| 35 | SPHY | Ss Spdr P High Yield ETF | +0.2% | +786.85% | Add |
| 36 | GD | General Dynamics CORP | +0.2% | +989.97% | Add |
| 37 | TPR | Tapestry Inc | +0.2% | NEW | New buy |
| 38 | SPDW | Ste Str Spdr Pt Dw EU ETF | +0.2% | +90.83% | Add |
| 39 | JHCR | John Hancock Core Bond ETF | +0.2% | NEW | New buy |
| 40 | ABBV | Abbvie Inc | +0.2% | +90.67% | Add |
| 41 | VCIT | Vanguard Int-term Corporate | +0.2% | +746.92% | Add |
| 42 | SCHA | Schwab US Small-cap ETF | +0.2% | +860.19% | Add |
| 43 | DGX | Quest Diagnostics Inc | +0.2% | NEW | New buy |
| 44 | NSC | Norfolk Southern CORP | +0.2% | NEW | New buy |
| 45 | AMD | Advanced Micro Devices | +0.1% | -18.69% | Trim |
| 46 | CORO | Ish Intl Ctry Rot Act ETF | +0.1% | +763.96% | Add |
| 47 | GOVI | Invesco Equal Weight 0-30 Yr | +0.1% | +1597.11% | Add |
| 48 | CVX | Chevron CORP | +0.1% | +181.82% | Add |
| 49 | ARKQ | Ark Autonomous Tech & Robot | +0.1% | NEW | New buy |
| 50 | VLO | Valero Energy CORP | +0.1% | +984.85% | Add |
According to official SEC Form 13F filings, Simplicity Wealth,LLC reported a total U.S. public equity portfolio value of $3.4B across 1022 disclosed positions in Q2 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, AVDE, VOO) accounted for 10.0% of total reported equity market value during Q2 2026.
Top New Position Initiated
SCEC
市值: $16.0M
Top Position Liquidated / Trimmed
IEMG
前期市值: $18.4M
During Q2 2026, Simplicity Wealth,LLC's top holdings by market value included AVUS (3.0%)、AVDE (2.4%)、VOO (2.4%). The largest single position, AVUS, represented 3.0% of total portfolio value.
In Q2 2026, Simplicity Wealth,LLC made 200 total portfolio adjustments, initiating 48 new buys, adding to 140 positions, trimming 12 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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