Simplicity Wealth,Llc Portfolio Holdings

Simplicity Wealth,Llc

  • $1.59 Billion
  • Q3 2025

Simplicity Wealth,Llc has filed its 13F form on October 30, 2025 for Q3 2025 where it was disclosed a total value porftolio of $1.59 Billion distributed in 709 stocks.

Among their holdings, we can observe that their the top five positions include companies like: American Centy ETF Tr Avantis with a value of $73.5M, Vanguard Index Fds S&P 500 ETF with a value of $62.4M, Ishares Core S&P 500 ETF with a value of $60.2M, American Centy ETF Tr Avantis with a value of $46M, and Nvidia Corp with a value of $41.2M.

Examining the 13F form we can see an decrease of $667M in the current position value, from $2.26B to 1.59B.

Below you can find more details about Simplicity Wealth,Llc portfolio as well as his latest detailed transactions.

Portfolio value $1.59 Billion
ETFs: $1.04 Billion
Technology: $177 Million
Financial Services: $82.8 Million
Consumer Cyclical: $56.1 Million
Communication Services: $51.3 Million
Healthcare: $45.6 Million
Consumer Defensive: $44.3 Million
Industrials: $38.2 Million
Other: $34.4 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$4.69 Million 0.3% of portfolio
105,484
Q3 2025 Reduced 49.18%
$0
$4.79 Million 0.3% of portfolio
40,273
Q3 2025 Reduced 17.79%
$0
$4.57 Million 0.29% of portfolio
16,205
Q3 2025 Reduced 33.03%
$0
$4.63 Million 0.29% of portfolio
44,964
Q3 2025 Reduced 48.91%
$0
$4.51 Million 0.28% of portfolio
124,772
Q3 2025 Reduced 6.33%
$0
$4.14 Million 0.26% of portfolio
43,477
Q3 2025 Reduced 47.3%
$0
$4.1 Million 0.26% of portfolio
15,974
Q3 2025 Reduced 33.63%
$0
$4.12 Million 0.26% of portfolio
57,786
Q3 2025 Reduced 59.87%
$0
$4.07 Million 0.26% of portfolio
16,822
Q3 2025 Added 50.05%
$0
$3.99 Million 0.25% of portfolio
85,189
Q3 2025 Reduced 33.19%
$0
$3.93 Million 0.25% of portfolio
68,468
Q3 2025 Reduced 50.26%
$0
$4.01 Million 0.25% of portfolio
66,782
Q3 2025 Reduced 53.27%
$0
$3.87 Million 0.24% of portfolio
32,732
Q3 2025 Reduced 32.5%
$1.44B
$3.83 Million 0.24% of portfolio
102,949
Q3 2025 New
$0
$3.74 Million 0.24% of portfolio
42,824
Q3 2025 Added 8.99%
$0
$3.79 Million 0.24% of portfolio
12,902
Q3 2025 Reduced 42.11%
$0
$3.59 Million 0.23% of portfolio
94,331
Q3 2025 Added 1.15%
$0
$3.73 Million 0.23% of portfolio
45,115
Q3 2025 Reduced 8.59%
$0
$3.58 Million 0.23% of portfolio
13,448
Q3 2025 Reduced 5.15%
$0
$3.5 Million 0.22% of portfolio
47,039
Q3 2025 Reduced 17.54%
$0
$3.54 Million 0.22% of portfolio
110,334
Q3 2025 Reduced 51.29%
$0
$3.31 Million 0.21% of portfolio
56,905
Q3 2025 Reduced 51.9%
$0
$3.39 Million 0.21% of portfolio
10,322
Q3 2025 Added 0.49%
$0
$3.27 Million 0.21% of portfolio
32,605
Q3 2025 Reduced 22.39%
$130B
$3.25 Million 0.2% of portfolio
9,143
Q3 2025 Reduced 18.15%
$0
$2.96 Million 0.19% of portfolio
53,413
Q3 2025 Reduced 7.07%
$0
$2.97 Million 0.19% of portfolio
49,120
Q3 2025 Reduced 50.81%
$0
$3.04 Million 0.19% of portfolio
47,062
Q3 2025 Reduced 31.94%
$0
$3.03 Million 0.19% of portfolio
39,662
Q3 2025 Reduced 50.85%
$0
$2.89 Million 0.18% of portfolio
6,641
Q3 2025 Added 27.91%
$0
$2.89 Million 0.18% of portfolio
27,679
Q3 2025 Reduced 21.9%
$0
$2.87 Million 0.18% of portfolio
35,400
Q3 2025 Added 144.63%
$0
$2.93 Million 0.18% of portfolio
70,136
Q3 2025 Added 20.32%
$0
$2.79 Million 0.18% of portfolio
28,569
Q3 2025 Reduced 22.34%
$0
$2.76 Million 0.17% of portfolio
51,233
Q3 2025 Reduced 41.62%
$0
$2.65 Million 0.17% of portfolio
53,018
Q3 2025 Reduced 57.99%
$0
$2.67 Million 0.17% of portfolio
14,071
Q3 2025 Reduced 39.66%
$0
$2.7 Million 0.17% of portfolio
115,859
Q3 2025 Reduced 3.11%
$0
$2.75 Million 0.17% of portfolio
86,943
Q3 2025 Reduced 27.04%
$0
$2.73 Million 0.17% of portfolio
81,568
Q3 2025 Reduced 18.97%
$0
$2.77 Million 0.17% of portfolio
44,402
Q3 2025 Reduced 51.73%
$0
$2.48 Million 0.16% of portfolio
65,761
Q3 2025 Reduced 58.18%
$0
$2.58 Million 0.16% of portfolio
94,483
Q3 2025 Reduced 16.45%
$0
$2.51 Million 0.16% of portfolio
76,622
Q3 2025 Reduced 60.59%
$0
$2.5 Million 0.16% of portfolio
92,672
Q3 2025 Reduced 44.09%
$0
$2.55 Million 0.16% of portfolio
26,032
Q3 2025 Added 138.19%
$0
$2.48 Million 0.16% of portfolio
41,402
Q3 2025 Added 130.1%
$0
$2.47 Million 0.16% of portfolio
105,038
Q3 2025 Added 333.75%
$0
$2.46 Million 0.16% of portfolio
62,795
Q3 2025 New

Summary

  • Portfolio
  • No. of Stocks 709
  • Current Value $1.59 Billion
  • Prior Value $2.26 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 30, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 161 stocks
  • Additional Purchases 83 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 442 stocks
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