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Simplicity Wealth

Latest statistics and disclosures from Simplicity Wealth's latest quarterly 13F-HR filing:

Top 5 stock holdings are AVUS, VOO, AVDE, AVIG, NVDA, and represent 16.11% of Simplicity Wealth's stock portfolio.
Added to shares of these 10 stocks: DFSB (+$13M), AVDE (+$11M), DFSU (+$9.7M), AGEM (+$7.1M), NFLX, JHMD, IVE, AVIG, DFSI, AVUS.
Started 85 new stock positions in BDC, DFAU, HBAN, CRCL, PFFA, WBD, SNPS, SGOL, HROW, XLG.
Reduced shares in these 10 stocks: IVV (-$32M), SMMD (-$13M), INSG (-$11M), NVDA (-$8.1M), FHN (-$7.1M), IWF (-$5.6M), IEMG, VOO, IUSB, META.
Sold out of its positions in AMC, ARKX, AKAM, AIG, AMT, BITB, MYD, CBRE, CSL, CLX.
Simplicity Wealth was a net seller of stock by $-66M.
Simplicity Wealth has $1.7B in assets under management (AUM), dropping by -2.90%.
Central Index Key (CIK): 0001913243

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Portfolio Holdings for Simplicity Wealth

Simplicity Wealth holds 700 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Simplicity Wealth has 700 total positions. Only the first 250 positions are shown.

Sign up to view all of the Simplicity Wealth Dec. 31, 2025 positions
Download the Simplicity Wealth December 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
American Centy Etf Tr Us Eqt Etf (AVUS)	4.7	$78M	+3%	699k	111.78	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	3.6	$60M	-6%	95k	627.13	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	3.0	$51M	+27%	616k	82.32	View chart
American Centy Etf Tr Avantis Core Fi (AVIG)	2.9	$49M	+6%	1.2M	41.92	View chart
NVIDIA Corporation (NVDA)	2.0	$33M	-19%	178k	186.50	View chart
American Centy Etf Tr Avantis Shfxdinc (AVSF)	1.9	$31M	+4%	666k	47.09	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.8	$30M	-51%	44k	684.93	View chart
American Centy Etf Tr Avantis Us Larg (AVLC)	1.8	$29M	+5%	374k	78.62	View chart
Apple (AAPL)	1.7	$28M	-7%	102k	271.86	View chart
Spdr Series Trust State Street Spd (SPYM)	1.6	$27M	+9%	338k	80.22	View chart
Microsoft Corporation (MSFT)	1.4	$23M	-12%	49k	483.63	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	1.3	$21M	+8%	243k	87.16	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	1.1	$19M	+12%	249k	77.02	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	1.1	$19M	-2%	467k	39.59	View chart
Ishares Core Msci Emkt (IEMG)	1.0	$17M	-20%	257k	67.22	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	1.0	$17M	+8%	60k	276.94	View chart
Amazon (AMZN)	0.9	$15M	-19%	64k	230.82	View chart
Dimensional Etf Trust Us Sustainabilty (DFSU)	0.8	$14M	+233%	319k	43.43	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.8	$14M	+6%	133k	101.98	View chart
Dimensional Etf Trust Global Sustaina (DFSB)	0.8	$13M	NEW	254k	51.80	View chart
American Centy Etf Tr Avantis Us Small (AVSC)	0.8	$13M	+5%	219k	58.74	View chart
Ishares Tr Core Univrsl Usd (IUSB)	0.7	$12M	-25%	255k	46.54	View chart
Tesla Motors (TSLA)	0.7	$12M	-9%	26k	449.72	View chart
Ishares Tr Eafe Value Etf (EFV)	0.7	$11M	+8%	160k	71.41	View chart
Meta Platforms Cl A (META)	0.7	$11M	-23%	17k	660.08	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.7	$11M	-17%	36k	313.00	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.7	$11M	+13%	343k	32.62	View chart
Broadcom (AVGO)	0.7	$11M	+5%	32k	346.09	View chart
JPMorgan Chase & Co. (JPM)	0.6	$11M	-4%	33k	322.22	View chart
Spdr Series Trust State Street Spd (SPAB)	0.6	$11M	+12%	412k	25.75	View chart
John Hancock Exchange Traded Mltfctr Lrg Cap (JHML)	0.6	$10M		129k	79.85	View chart
John Hancock Exchange Traded Multi Intl Etf (JHMD)	0.6	$10M	+44%	241k	41.53	View chart
Alphabet Cap Stk Cl C (GOOG)	0.6	$9.2M	-7%	30k	313.79	View chart
Costco Wholesale Corporation (COST)	0.5	$9.2M	+13%	11k	862.35	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.5	$9.2M	-16%	206k	44.41	View chart
Ishares Tr Rus Tp200 Vl Etf (IWX)	0.5	$9.0M	+4%	98k	91.86	View chart
Innovator Etfs Trust Nasdaq 100 Mana (QFLR)	0.5	$8.8M	+4%	256k	34.28	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.5	$8.8M	+16%	61k	143.52	View chart
Ishares Tr Core Msci Intl (IDEV)	0.5	$8.6M	-3%	104k	82.48	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD)	0.5	$8.5M	+4%	299k	28.24	View chart
Ishares Tr National Mun Etf (MUB)	0.5	$8.4M	-12%	78k	107.11	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.5	$8.4M	-3%	140k	59.93	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.5	$8.4M	+56%	39k	212.07	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.5	$8.1M	+11%	66k	123.26	View chart
Spdr Series Trust State Street Spd (BIL)	0.5	$8.1M		88k	91.38	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.5	$8.0M	+13%	131k	60.81	View chart
Etf Opportunities Trust Wealthtrust Dbs (WLTG)	0.5	$7.8M	+9%	224k	34.83	View chart
Eli Lilly & Co. (LLY)	0.5	$7.8M	-7%	7.2k	1074.63	View chart
Ishares Tr Usd Inv Grde Etf (USIG)	0.5	$7.8M	+19%	150k	51.77	View chart
Abbvie (ABBV)	0.4	$7.2M	+4%	32k	228.49	View chart
Abrdn Fds Emerging Mkts Di (AGEM)	0.4	$7.1M	NEW	186k	38.39	View chart
Visa Com Cl A (V)	0.4	$7.0M	-8%	20k	350.70	View chart
Procter & Gamble Company (PG)	0.4	$6.9M	-5%	48k	143.31	View chart
Advanced Micro Devices (AMD)	0.4	$6.8M	-3%	32k	214.16	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.4	$6.8M	+4%	72k	93.97	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.4	$6.7M	+7%	11k	614.30	View chart
Johnson & Johnson (JNJ)	0.4	$6.3M		30k	206.95	View chart
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN)	0.4	$6.3M		299k	21.00	View chart
Wal-Mart Stores (WMT)	0.4	$6.3M	-3%	56k	111.41	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.4	$6.2M	+12%	54k	113.92	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.4	$6.1M	+5%	227k	26.91	View chart
American Centy Etf Tr Avantis Intl Sml (AVDS)	0.4	$6.0M	+5%	87k	69.81	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.4	$6.0M	-6%	12k	502.67	View chart
Exxon Mobil Corporation (XOM)	0.3	$5.4M	-12%	45k	120.34	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.3	$5.4M		116k	46.59	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.3	$5.3M	+7%	90k	58.73	View chart
Lam Research Corp Com New (LRCX)	0.3	$5.3M	+2%	31k	171.18	View chart
Home Depot (HD)	0.3	$5.2M	+6%	15k	344.10	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.3	$5.1M	-6%	37k	141.05	View chart
Netflix (NFLX)	0.3	$5.1M	+907%	55k	93.76	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.3	$5.0M	+3%	107k	47.08	View chart
Wells Fargo & Company (WFC)	0.3	$5.0M	-22%	53k	93.20	View chart
Cisco Systems (CSCO)	0.3	$5.0M	+6%	65k	77.03	View chart
Coca-Cola Company (KO)	0.3	$5.0M	+20%	71k	69.91	View chart
Oracle Corporation (ORCL)	0.3	$4.9M	-33%	25k	194.91	View chart
Bank of America Corporation (BAC)	0.3	$4.9M	+9%	90k	55.00	View chart
American Centy Etf Tr Real Estate Etf (AVRE)	0.3	$4.9M	+5%	112k	43.53	View chart
Schwab Strategic Tr Fundamental Emer (FNDE)	0.3	$4.8M	+6%	133k	36.06	View chart
Ishares Tr S&p 100 Etf (OEF)	0.3	$4.8M	+3%	14k	342.96	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.3	$4.7M	+18%	101k	46.81	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.3	$4.7M	+17%	19k	250.31	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.3	$4.6M	+8%	63k	73.56	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.3	$4.5M	-55%	9.6k	473.30	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.3	$4.5M	+93%	31k	143.97	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.3	$4.5M	-7%	37k	120.18	View chart
Merck & Co (MRK)	0.3	$4.4M		42k	105.26	View chart
Vaneck Merk Gold Etf Gold Shs (OUNZ)	0.3	$4.4M	+2%	105k	41.48	View chart
John Hancock Exchange Traded Multifactor Mi (JHMM)	0.3	$4.3M	+41%	66k	65.48	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.3	$4.3M	+23%	58k	74.07	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.3	$4.3M	-6%	42k	101.67	View chart
Ishares Tr Mbs Etf (MBB)	0.3	$4.2M	+2%	45k	95.22	View chart
American Centy Etf Tr Emerging Mkt Val (AVES)	0.3	$4.2M	+5%	72k	58.31	View chart
Palantir Technologies Cl A (PLTR)	0.3	$4.2M	+13%	24k	177.75	View chart
Dimensional Etf Trust Short Duration F (DFSD)	0.2	$4.1M	-27%	87k	47.95	View chart
International Business Machines (IBM)	0.2	$4.1M	+17%	14k	296.21	View chart
Mastercard Incorporated Cl A (MA)	0.2	$4.1M	-8%	7.2k	570.87	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.2	$4.1M	+8%	14k	290.23	View chart
John Hancock Exchange Traded Multfctr Emrng (JHEM)	0.2	$4.1M	+42%	124k	32.90	View chart
Select Sector Spdr Tr State Street Com (XLC)	0.2	$4.1M	+5%	34k	117.72	View chart
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)	0.2	$3.9M	+30%	58k	67.43	View chart
Chevron Corporation (CVX)	0.2	$3.9M	+4%	25k	152.41	View chart
Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR)	0.2	$3.8M		56k	67.64	View chart
Raytheon Technologies Corp (RTX)	0.2	$3.7M	-16%	20k	183.40	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.2	$3.7M	-44%	19k	198.63	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	0.2	$3.6M	-33%	84k	42.56	View chart
Dimensional Etf Trust International (DFSI)	0.2	$3.6M	+260%	83k	42.84	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	0.2	$3.6M	-2%	107k	33.08	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.2	$3.5M	+26%	65k	54.77	View chart
UnitedHealth (UNH)	0.2	$3.5M	+12%	11k	330.11	View chart
Wisdomtree Tr Dynamic Intl Eqt (DDWM)	0.2	$3.5M	+14%	80k	43.54	View chart
McDonald's Corporation (MCD)	0.2	$3.5M	+12%	11k	305.65	View chart
Ishares Tr Core Msci Total (IXUS)	0.2	$3.5M	-9%	41k	84.64	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.2	$3.4M	-20%	69k	49.65	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.2	$3.4M	+5%	34k	99.88	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.2	$3.4M	-14%	57k	59.93	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	0.2	$3.4M	+21%	99k	34.26	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.2	$3.4M	-14%	16k	210.34	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.2	$3.3M	-37%	4.8k	681.89	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.2	$3.3M	-3%	55k	59.54	View chart
First Tr Exchange-traded Smid Risng Etf (SDVY)	0.2	$3.3M	-9%	86k	38.32	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.2	$3.3M	+116%	75k	43.64	View chart
Spdr Series Trust State Street Spd (SPYV)	0.2	$3.2M	+6%	57k	56.81	View chart
Vanguard Index Fds Value Etf (VTV)	0.2	$3.1M	+23%	16k	190.99	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	0.2	$3.1M	+2%	58k	52.77	View chart
Walt Disney Company (DIS)	0.2	$3.0M	+15%	26k	113.77	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.2	$3.0M	+11%	59k	50.29	View chart
Verizon Communications (VZ)	0.2	$3.0M	+9%	73k	40.73	View chart
Bondbloxx Etf Trust Ccc Rt Usd Hi Yl (XCCC)	0.2	$2.9M	+23%	77k	38.02	View chart
Ishares Gold Tr Ishares New (IAU)	0.2	$2.9M	-47%	36k	81.17	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.2	$2.9M	+4%	121k	24.04	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.2	$2.9M	+42%	63k	46.04	View chart
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)	0.2	$2.9M		29k	99.52	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.2	$2.9M	-26%	18k	160.97	View chart
Northern Lts Fd Tr Iii Hcm Defnd 100 (QQH)	0.2	$2.9M	-6%	37k	77.36	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.2	$2.9M	+10%	46k	62.47	View chart
Northern Lts Fd Tr Iii Hcm Defen 500 (LGH)	0.2	$2.8M	-7%	46k	61.97	View chart
Blackrock Etf Trust Ishares Us Thema (THRO)	0.2	$2.8M	+13%	73k	38.56	View chart
Blackrock Etf Trust Ishares A I Inno (BAI)	0.2	$2.8M	+19%	84k	33.30	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$2.7M	-20%	8.2k	335.26	View chart
Spdr Series Trust State Street Spd (SPYG)	0.2	$2.7M	-8%	25k	106.70	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.2	$2.7M	+2%	79k	34.46	View chart
Spdr Series Trust State Street Spd (SPTL)	0.2	$2.7M	+9%	101k	26.47	View chart
Pimco Etf Tr Sr Ln Active Etf (LONZ)	0.2	$2.7M	+13%	53k	50.28	View chart
Spdr Series Trust State Street Spd (SPMD)	0.2	$2.7M	+24%	46k	57.91	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.2	$2.6M	+6%	112k	23.37	View chart
Vanguard Index Fds Growth Etf (VUG)	0.2	$2.6M	+38%	5.2k	487.90	View chart
Agnc Invt Corp Com reit (AGNC)	0.2	$2.5M	+15%	235k	10.72	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	0.1	$2.5M		66k	38.03	View chart
Spdr Series Trust State Street Spd (JNK)	0.1	$2.5M		26k	97.21	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.1	$2.5M	+6%	50k	50.01	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.1	$2.4M		29k	85.37	View chart
Altria (MO)	0.1	$2.4M	-13%	42k	57.66	View chart
Ssga Active Etf Tr State Street Bla (SRLN)	0.1	$2.4M	-57%	59k	41.27	View chart
Pepsi (PEP)	0.1	$2.4M	-15%	17k	143.52	View chart
Ishares Tr Intl Sel Div Etf (IDV)	0.1	$2.4M	+6%	61k	39.45	View chart
Sofi Technologies (SOFI)	0.1	$2.4M	-29%	92k	26.18	View chart
Invesco Actively Managed Exc Total Return (GTO)	0.1	$2.4M	+57%	50k	47.42	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFY)	0.1	$2.4M	+5%	107k	22.24	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$2.4M	-16%	11k	219.78	View chart
Dimensional Etf Trust Global Ex Us Cor (DFGX)	0.1	$2.4M	-43%	45k	52.63	View chart
Abbott Laboratories (ABT)	0.1	$2.3M	+11%	18k	125.29	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.1	$2.3M	+4%	24k	96.16	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.1	$2.3M	+6%	24k	96.28	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.1	$2.3M	-2%	16k	143.33	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$2.3M	+32%	8.8k	257.94	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)	0.1	$2.3M		20k	114.50	View chart
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS)	0.1	$2.3M	+21%	32k	70.99	View chart
Grayscale Ethereum Mini Tr E Shs New (ETH)	0.1	$2.2M	-14%	80k	28.06	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$2.2M	-4%	7.0k	314.80	View chart
Caterpillar (CAT)	0.1	$2.2M	-16%	3.8k	572.92	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.1	$2.2M	+20%	16k	136.94	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.1	$2.2M	+70%	66k	32.73	View chart
Select Sector Spdr Tr State Street Uti (XLU)	0.1	$2.1M	+224%	49k	42.69	View chart
Invesco Exch Traded Fd Tr Ii Global Ex Us Hgh (PGHY)	0.1	$2.1M	+20%	104k	19.90	View chart
Spdr Series Trust State Street Spd (SPSM)	0.1	$2.1M	+16%	44k	46.86	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.1	$2.0M	-28%	25k	80.63	View chart
Astera Labs (ALAB)	0.1	$2.0M	+12%	12k	166.36	View chart
Annaly Capital Management In Com New (NLY)	0.1	$2.0M	+30%	89k	22.36	View chart
Capital Grp Fixed Incm Etf T Municipal High I (CGHM)	0.1	$2.0M	-3%	77k	25.48	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.1	$1.9M	NEW	13k	148.98	View chart
Capital Grp Fixed Incm Etf T Municipal Income (CGMU)	0.1	$1.9M		71k	27.38	View chart
Reddit Cl A (RDDT)	0.1	$1.9M	-23%	8.3k	229.87	View chart
Boeing Company (BA)	0.1	$1.9M	-14%	8.7k	217.12	View chart
Lockheed Martin Corporation (LMT)	0.1	$1.9M	-6%	3.9k	483.66	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$1.8M	-51%	21k	89.46	View chart
Ishares Tr Msci Intl Moment (IMTM)	0.1	$1.8M		38k	47.97	View chart
Robinhood Mkts Com Cl A (HOOD)	0.1	$1.8M	-12%	16k	113.10	View chart
Goldman Sachs (GS)	0.1	$1.8M	+6%	2.1k	878.92	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.1	$1.8M		12k	154.80	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.1	$1.8M	-40%	4.0k	444.61	View chart
Vanguard Scottsdale Fds Long Term Treas (VGLT)	0.1	$1.8M	+23%	32k	55.80	View chart
Zacks Trust Earngs Constant (ZECP)	0.1	$1.7M	-15%	50k	34.76	View chart
Affirm Hldgs Com Cl A (AFRM)	0.1	$1.7M	-20%	23k	74.43	View chart
Pacer Fds Tr Swan Sos Fd Of (PSFF)	0.1	$1.7M	-10%	53k	32.33	View chart
Automatic Data Processing (ADP)	0.1	$1.7M	+8%	6.6k	257.23	View chart
Boston Scientific Corporation (BSX)	0.1	$1.7M	-3%	18k	95.35	View chart
John Hancock Exchange Traded Corporate Bd (JHCB)	0.1	$1.7M	+51%	78k	21.51	View chart
Union Pacific Corporation (UNP)	0.1	$1.7M	-10%	7.3k	231.31	View chart
John Hancock Exchange Traded Multifactr Sml (JHSC)	0.1	$1.7M	+41%	40k	41.99	View chart
Capital Grp Fixed Incm Etf T Short Duration M (CGSM)	0.1	$1.6M	-9%	62k	26.34	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.1	$1.6M	+6%	5.4k	303.92	View chart
Medtronic SHS (MDT)	0.1	$1.6M	-21%	17k	96.06	View chart
Dimensional Etf Trust Global Cr Etf (DGCB)	0.1	$1.6M	-44%	29k	54.24	View chart
Philip Morris International (PM)	0.1	$1.6M		9.9k	160.39	View chart
At&t (T)	0.1	$1.6M	-16%	64k	24.84	View chart
Armour Residential Reit Com Shs (ARR)	0.1	$1.6M	+28%	89k	17.69	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.1	$1.6M	-15%	5.9k	268.32	View chart
Coinbase Global Com Cl A (COIN)	0.1	$1.6M	-16%	6.9k	226.14	View chart
Kraneshares Trust Asia Pacific Etf (KHYB)	0.1	$1.6M	+12%	64k	24.50	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$1.6M	-39%	57k	27.43	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.1	$1.6M	+8%	68k	23.02	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$1.6M	-57%	3.9k	396.31	View chart
Ishares Tr Msci Intl Vlu Ft (IVLU)	0.1	$1.5M	+108%	41k	38.05	View chart
Dycom Industries (DY)	0.1	$1.5M	+49%	4.5k	337.90	View chart
Spdr Index Shs Fds S&p Intl Smlcp (GWX)	0.1	$1.5M	+21%	37k	40.86	View chart
Northern Lts Fd Tr Iv Main Sectr Rotn (SECT)	0.1	$1.5M	-3%	23k	64.53	View chart
Dimensional Etf Trust Emerging Markets (DFSE)	0.1	$1.5M	+216%	36k	41.48	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$1.5M	-39%	2.0k	753.78	View chart
Spdr Series Trust State Street Spd (SDY)	0.1	$1.5M	+5%	11k	139.16	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$1.5M	-45%	7.6k	191.57	View chart
Ishares Tr Global Reit Etf (REET)	0.1	$1.5M	-18%	59k	24.95	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$1.5M	+14%	18k	79.73	View chart
Lowe's Companies (LOW)	0.1	$1.4M	-43%	6.0k	241.17	View chart
Amgen (AMGN)	0.1	$1.4M	+28%	4.4k	327.30	View chart
Colgate-Palmolive Company (CL)	0.1	$1.4M	+35%	18k	79.02	View chart
Broadridge Financial Solutions (BR)	0.1	$1.4M	+3%	6.4k	223.18	View chart
Select Sector Spdr Tr State Street Con (XLP)	0.1	$1.4M	+17%	18k	77.68	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$1.4M	+2%	15k	96.27	View chart
Spdr Series Trust State Street Spd (SPTS)	0.1	$1.4M		48k	29.28	View chart
Spdr Series Trust State Street Spd (SPTI)	0.1	$1.4M	+3%	49k	28.84	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$1.4M	-66%	5.7k	246.16	View chart
John Hancock Exchange Traded High Yield Etf (JHHY)	0.1	$1.4M	+50%	54k	25.83	View chart
J P Morgan Exchange Traded F Flexible Debt Et (JFLX)	0.1	$1.4M	+12%	28k	50.22	View chart
Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO)	0.1	$1.4M	+20%	30k	45.02	View chart
Applied Materials (AMAT)	0.1	$1.3M	+12%	5.2k	257.01	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$1.3M		25k	53.76	View chart
Ge Aerospace Com New (GE)	0.1	$1.3M	-20%	4.3k	308.01	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.1	$1.3M		35k	38.00	View chart
Spdr Series Trust State Street Spd (CWB)	0.1	$1.3M	-36%	15k	89.20	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.1	$1.3M	-10%	13k	100.38	View chart
Sprott Asset Management Physical Gold An (CEF)	0.1	$1.3M	+16%	28k	45.80	View chart
First Tr Exchange-traded Mngd Futrs Strgy (FMF)	0.1	$1.3M	+42%	27k	47.05	View chart
Newmont Mining Corporation (NEM)	0.1	$1.2M	+14%	12k	99.85	View chart
Texas Instruments Incorporated (TXN)	0.1	$1.2M		7.0k	173.48	View chart
Circle Internet Group Com Cl A (CRCL)	0.1	$1.2M	NEW	15k	79.30	View chart
Proshares Tr Short Qqq (PSQ)	0.1	$1.2M	NEW	39k	30.20	View chart
First Tr Exchange Trad Fd Vi Alt Abslt Strg (FAAR)	0.1	$1.2M	+46%	44k	27.10	View chart
Two Hbrs Invt Corp (TWO)	0.1	$1.2M	+16%	113k	10.50	View chart
Invesco Exch Traded Fd Tr Ii Equal Wegt 0-30 (GOVI)	0.1	$1.2M	+10%	43k	27.55	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.1	$1.2M	-37%	14k	85.77	View chart

Past Filings by Simplicity Wealth

SEC 13F filings are viewable for Simplicity Wealth going back to 2021

Simplicity Wealth 2025 Q4 filed Jan. 30, 2026
Simplicity Wealth 2025 Q3 filed Oct. 30, 2025
Simplicity Wealth 2025 Q2 filed July 22, 2025
Simplicity Wealth 2025 Q1 filed April 15, 2025
Simplicity Wealth 2024 Q4 filed Feb. 7, 2025
Simplicity Wealth 2024 Q3 filed Oct. 10, 2024
Simplicity Wealth 2024 Q2 filed July 10, 2024
Simplicity Wealth 2024 Q1 filed April 24, 2024
Simplicity Wealth 2023 Q4 filed Jan. 29, 2024
Simplicity Wealth 2023 Q3 filed Oct. 19, 2023
Simplicity Wealth 2023 Q2 filed July 26, 2023
Simplicity Wealth 2023 Q1 filed April 27, 2023
Simplicity Wealth 2022 Q4 filed Feb. 15, 2023
Simplicity Wealth 2022 Q3 filed Oct. 12, 2022
Simplicity Wealth 2022 Q2 filed July 19, 2022
Simplicity Wealth 2022 Q1 filed May 20, 2022

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