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 Market Cap. of $50 Millions to $300 Millions
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