Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Simplicity Wealth

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

Top 5 stock holdings are AVUS, VOO, IVV, AVIG, NVDA, and represent 16.41% of Simplicity Wealth's stock portfolio.
Added to shares of these 10 stocks: BIL (+$6.0M), SCHX (+$5.7M), TLT (+$5.5M), DFSD (+$5.2M), BKLN, DFCF, DFGX, DFSU, OUNZ, ETH.
Started 161 new stock positions in IBDX, MUSA, LYG, WELL, PSFF, JEPQ, RTO, CCCC, XCCC, KMDA.
Reduced shares in these 10 stocks: AVUS (-$74M), AVIG (-$46M), , AVSF (-$31M), AVLC (-$28M), AVDE (-$27M), NVDA (-$19M), MSFT (-$18M), IWY (-$16M), DFAC (-$14M).
Sold out of its positions in ABNB, LCTU, BAH, CTRA, CPSM, CMG, CHT, CSGP, HYLB, DPZ.
Simplicity Wealth was a net seller of stock by $-831M.
Simplicity Wealth has $1.7B in assets under management (AUM), dropping by -28.11%.
Central Index Key (CIK): 0001913243

Tip: Access up to 7 years of quarterly data

Positions held by Simplicity Wealth consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for Simplicity Wealth

Simplicity Wealth holds 709 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Simplicity Wealth has 709 total positions. Only the first 250 positions are shown.

Sign up to view all of the Simplicity Wealth Sept. 30, 2025 positions
Download the Simplicity Wealth September 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
American Centy Etf Tr Us Eqt Etf (AVUS)	4.3	$74M	-50%	676k	108.70	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	3.6	$62M	-15%	102k	612.38	View chart
Ishares Tr Core S&p500 Etf (IVV)	3.5	$60M	-13%	90k	669.30	View chart
American Centy Etf Tr Avantis Core Fi (AVIG)	2.7	$46M	-50%	1.1M	42.08	View chart
NVIDIA Corporation (NVDA)	2.4	$41M	-31%	221k	186.58	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	2.2	$38M	-41%	485k	78.90	View chart
American Centy Etf Tr Avantis Shfxdinc (AVSF)	1.7	$30M	-51%	635k	47.21	View chart
Microsoft Corporation (MSFT)	1.7	$29M	-38%	55k	517.95	View chart
Apple (AAPL)	1.6	$28M	-30%	111k	254.63	View chart
American Centy Etf Tr Avantis Us Larg (AVLC)	1.6	$27M	-50%	356k	76.51	View chart
Spdr Series Trust Portfolio S&p500 (SPLG)	1.4	$24M	-31%	309k	78.34	View chart
Ishares Core Msci Emkt (IEMG)	1.2	$21M	-18%	325k	65.92	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	1.2	$20M	+37%	223k	89.37	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	1.1	$18M	-43%	477k	38.57	View chart
Amazon (AMZN)	1.0	$17M	-22%	79k	219.57	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	1.0	$17M	-46%	220k	75.11	View chart
Meta Platforms Cl A (META)	0.9	$16M	-19%	22k	734.37	View chart
Ishares Tr Core Total Usd (IUSB)	0.9	$16M	-45%	342k	46.71	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.9	$15M	-51%	55k	273.65	View chart
Tesla Motors (TSLA)	0.7	$13M	-21%	29k	444.72	View chart
Ishares Tr Rusel 2500 Etf (SMMD)	0.7	$13M		170k	73.73	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.7	$13M	-49%	126k	99.53	View chart
American Centy Etf Tr Avantis Us Small (AVSC)	0.7	$12M	-50%	208k	57.25	View chart
Inseego Corp Com New (INSG)	0.7	$11M		762k	14.97	View chart
JPMorgan Chase & Co. (JPM)	0.6	$11M	-34%	35k	315.43	View chart
Oracle Corporation (ORCL)	0.6	$11M	-22%	38k	281.24	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.6	$11M	-30%	247k	42.79	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.6	$11M	-13%	43k	243.10	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.6	$10M	-28%	21k	468.41	View chart
Ishares Tr Eafe Value Etf (EFV)	0.6	$10M	-53%	147k	67.83	View chart
Broadcom (AVGO)	0.6	$9.9M	-32%	30k	329.92	View chart
John Hancock Exchange Traded Mltfctr Lrg Cap (JHML)	0.6	$9.9M	-30%	126k	78.37	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.6	$9.6M	-35%	301k	31.91	View chart
Ishares Tr National Mun Etf (MUB)	0.6	$9.6M	-47%	90k	106.49	View chart
Spdr Series Trust Portfolio Agrgte (SPAB)	0.5	$9.5M	-41%	367k	25.85	View chart
Costco Wholesale Corporation (COST)	0.5	$8.7M	-46%	9.4k	925.65	View chart
Ishares Tr Core Msci Intl (IDEV)	0.5	$8.7M	-11%	108k	80.17	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.5	$8.6M	-49%	144k	59.91	View chart
Ishares Tr Rus Tp200 Vl Etf (IWX)	0.5	$8.3M	-48%	94k	87.88	View chart
Innovator Etfs Trust Nasdaq 100 Mana (QFLR)	0.5	$8.1M	-43%	244k	33.15	View chart
Spdr Series Trust Bloomberg 1-3 Mo (BIL)	0.5	$8.0M	+301%	87k	91.75	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD)	0.5	$7.9M	+41%	287k	27.64	View chart
Procter & Gamble Company (PG)	0.5	$7.8M	-51%	51k	153.65	View chart
Alphabet Cap Stk Cl C (GOOG)	0.4	$7.7M	-33%	32k	243.55	View chart
Visa Com Cl A (V)	0.4	$7.5M	-40%	22k	341.38	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.4	$7.4M	-29%	52k	140.95	View chart
Etf Opportunities Trust Wealthtrust Dbs (WLTG)	0.4	$7.1M	-7%	205k	34.88	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.4	$7.1M	-48%	59k	120.72	View chart
First Horizon National Corporation (FHN)	0.4	$7.1M		312k	22.61	View chart
Abbvie (ABBV)	0.4	$7.0M	-45%	30k	231.54	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.4	$6.8M	-45%	115k	59.20	View chart
John Hancock Exchange Traded Multi Intl Etf (JHMD)	0.4	$6.6M	-22%	166k	39.98	View chart
Ishares Tr Usd Inv Grde Etf (USIG)	0.4	$6.6M	-29%	126k	52.22	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.4	$6.5M	-30%	13k	502.76	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.4	$6.5M	-56%	33k	194.50	View chart
Netflix (NFLX)	0.4	$6.5M	-25%	5.4k	1198.91	View chart
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN)	0.4	$6.2M	+360%	298k	20.93	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.4	$6.1M	-50%	69k	89.03	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.4	$6.1M	-42%	10k	600.35	View chart
Wal-Mart Stores (WMT)	0.3	$6.0M	-43%	58k	103.06	View chart
Eli Lilly & Co. (LLY)	0.3	$6.0M	-36%	7.8k	762.97	View chart
Wells Fargo & Company (WFC)	0.3	$5.8M	-32%	69k	83.82	View chart
Ssga Active Etf Tr Blackstone Senr (SRLN)	0.3	$5.8M	+11%	140k	41.58	View chart
Exxon Mobil Corporation (XOM)	0.3	$5.8M	-27%	51k	112.75	View chart
Dimensional Etf Trust Short Duration F (DFSD)	0.3	$5.8M	+936%	120k	48.19	View chart
Home Depot (HD)	0.3	$5.7M	-38%	14k	405.21	View chart
Johnson & Johnson (JNJ)	0.3	$5.7M	-45%	31k	185.42	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.3	$5.7M	+67%	87k	65.00	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.3	$5.7M	NEW	215k	26.34	View chart
American Centy Etf Tr Avantis Intl Sml (AVDS)	0.3	$5.5M	-50%	82k	67.55	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.3	$5.5M	-61%	49k	113.88	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.3	$5.5M	-46%	39k	139.67	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	0.3	$5.4M	+800%	127k	42.76	View chart
Advanced Micro Devices (AMD)	0.3	$5.3M	-6%	33k	161.79	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.3	$5.2M	-50%	117k	44.69	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.3	$5.2M	-47%	25k	206.51	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.3	$5.2M	-30%	7.7k	666.13	View chart
Ishares Gold Tr Ishares New (IAU)	0.3	$5.0M	-10%	69k	72.77	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.3	$4.9M	-39%	84k	58.85	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.3	$4.8M	-45%	103k	46.96	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.3	$4.8M	-17%	40k	118.83	View chart
American Centy Etf Tr Real Estate Etf (AVRE)	0.3	$4.7M	-49%	106k	44.48	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.3	$4.6M	-48%	45k	102.99	View chart
Select Sector Spdr Tr Technology (XLK)	0.3	$4.6M	-33%	16k	281.85	View chart
Schwab Strategic Tr Fundamental Emer (FNDE)	0.3	$4.5M	-6%	125k	36.16	View chart
Mastercard Incorporated Cl A (MA)	0.3	$4.5M	-37%	7.9k	568.82	View chart
Ishares Tr S&p 100 Etf (OEF)	0.3	$4.5M	-5%	13k	332.84	View chart
Dimensional Etf Trust Global Ex Us Cor (DFGX)	0.2	$4.3M	NEW	79k	53.96	View chart
Bank of America Corporation (BAC)	0.2	$4.2M	-12%	82k	51.59	View chart
Cisco Systems (CSCO)	0.2	$4.1M	-18%	61k	68.42	View chart
Ishares Tr Mbs Etf (MBB)	0.2	$4.1M	-47%	44k	95.15	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.2	$4.1M	-59%	58k	71.37	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.2	$4.1M	-33%	16k	256.45	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.2	$4.1M	+50%	17k	241.96	View chart
Dimensional Etf Trust Us Sustainabilty (DFSU)	0.2	$4.1M	NEW	95k	42.47	View chart
Lam Research Corp Com New (LRCX)	0.2	$4.0M	-51%	30k	133.90	View chart
Raytheon Technologies Corp (RTX)	0.2	$4.0M	-26%	24k	167.33	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.2	$4.0M	-53%	67k	60.03	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.2	$4.0M	-33%	85k	46.81	View chart
American Centy Etf Tr Emerging Mkt Val (AVES)	0.2	$3.9M	-50%	69k	57.37	View chart
Coca-Cola Company (KO)	0.2	$3.9M	-42%	59k	66.32	View chart
Select Sector Spdr Tr Communication (XLC)	0.2	$3.9M	-32%	33k	118.37	View chart
Vaneck Merk Gold Etf Gold Shs (OUNZ)	0.2	$3.8M	NEW	103k	37.19	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.2	$3.8M	-43%	19k	203.59	View chart
Palantir Technologies Cl A (PLTR)	0.2	$3.8M	-47%	21k	182.42	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.2	$3.8M	-42%	13k	293.75	View chart
Chevron Corporation (CVX)	0.2	$3.7M	-32%	24k	155.29	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.2	$3.7M	+8%	43k	87.31	View chart
Ishares Tr Core Msci Total (IXUS)	0.2	$3.7M	-8%	45k	82.58	View chart
Grayscale Ethereum Mini Tr E Shs New (ETH)	0.2	$3.7M	NEW	94k	39.18	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.2	$3.6M	+51%	24k	148.61	View chart
First Tr Exchange-traded Smid Risng Etf (SDVY)	0.2	$3.6M		94k	38.02	View chart
Merck & Co (MRK)	0.2	$3.6M	-50%	42k	83.93	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	0.2	$3.5M	-51%	110k	32.07	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.2	$3.5M	-17%	47k	74.37	View chart
Sofi Technologies (SOFI)	0.2	$3.4M	+523%	129k	26.42	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$3.4M		10k	328.16	View chart
International Business Machines (IBM)	0.2	$3.3M	-11%	12k	282.17	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.2	$3.3M	-51%	57k	58.21	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.2	$3.3M	-22%	33k	100.25	View chart
UnitedHealth (UNH)	0.2	$3.3M	-50%	9.4k	345.27	View chart
Spdr Gold Tr Gold Shs (GLD)	0.2	$3.3M	-18%	9.1k	355.47	View chart
Altria (MO)	0.2	$3.2M	+22%	49k	66.06	View chart
McDonald's Corporation (MCD)	0.2	$3.1M	-38%	10k	303.91	View chart
John Hancock Exchange Traded Multifactor Mi (JHMM)	0.2	$3.0M	-31%	47k	64.69	View chart
Northern Lts Fd Tr Iii Hcm Defnd 100 (QQH)	0.2	$3.0M	-50%	40k	76.32	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	0.2	$3.0M	-49%	56k	53.24	View chart
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)	0.2	$3.0M	-51%	44k	66.90	View chart
Northern Lts Fd Tr Iii Hcm Defen 500 (LGH)	0.2	$3.0M	-50%	49k	60.40	View chart
Spdr Series Trust Prtflo S&p500 Vl (SPYV)	0.2	$3.0M	-7%	53k	55.33	View chart
Verizon Communications (VZ)	0.2	$2.9M	-30%	67k	43.95	View chart
Wisdomtree Tr Dynamic Intl Eqt (DDWM)	0.2	$2.9M	+20%	70k	41.80	View chart
Dimensional Etf Trust Global Cr Etf (DGCB)	0.2	$2.9M	NEW	53k	55.45	View chart
Spdr Series Trust Prtflo S&p500 Gw (SPYG)	0.2	$2.9M	-21%	28k	104.51	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.2	$2.9M	+27%	6.6k	435.46	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.2	$2.9M	+144%	35k	81.19	View chart
Coinbase Global Com Cl A (COIN)	0.2	$2.8M	+484%	8.3k	337.49	View chart
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)	0.2	$2.8M	-22%	29k	97.82	View chart
Pepsi (PEP)	0.2	$2.8M	-52%	20k	140.44	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$2.8M	-12%	13k	215.79	View chart
Select Sector Spdr Tr Financial (XLF)	0.2	$2.8M	-41%	51k	53.87	View chart
John Hancock Exchange Traded Multfctr Emrng (JHEM)	0.2	$2.8M	-27%	87k	31.66	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	0.2	$2.7M	-18%	82k	33.42	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.2	$2.7M	-3%	116k	23.28	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.2	$2.7M	-39%	14k	189.70	View chart
Lowe's Companies (LOW)	0.2	$2.7M	-34%	11k	251.32	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.2	$2.7M	-57%	53k	50.07	View chart
Robinhood Mkts Com Cl A (HOOD)	0.2	$2.6M	+180%	18k	143.18	View chart
Walt Disney Company (DIS)	0.2	$2.6M	-30%	23k	114.50	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$2.6M	-16%	95k	27.30	View chart
Spdr Series Trust Bloomberg High Y (JNK)	0.1	$2.6M	+138%	26k	97.99	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.1	$2.5M	-60%	77k	32.79	View chart
Spdr Series Trust Portfolio Ln Tsr (SPTL)	0.1	$2.5M	-44%	93k	26.95	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	0.1	$2.5M	-58%	66k	37.77	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$2.5M	+130%	41k	59.92	View chart
Reddit Cl A (RDDT)	0.1	$2.5M	NEW	11k	229.99	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.1	$2.5M	+333%	105k	23.47	View chart
Bondbloxx Etf Trust Ccc Rt Usd Hi Yl (XCCC)	0.1	$2.5M	NEW	63k	39.25	View chart
Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR)	0.1	$2.5M	+82%	55k	44.48	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$2.5M	+73%	13k	186.49	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$2.5M	+53%	3.3k	746.63	View chart
Lyft Cl A Com (LYFT)	0.1	$2.4M	NEW	111k	22.01	View chart
Blackrock Etf Trust Ishares Us Thema (THRO)	0.1	$2.4M	-51%	65k	37.86	View chart
Blackrock Etf Trust Ishares A I Inno (BAI)	0.1	$2.4M	+27%	71k	34.16	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.1	$2.4M	-47%	47k	51.23	View chart
Pimco Etf Tr Sr Ln Active Etf (LONZ)	0.1	$2.4M	NEW	47k	51.07	View chart
Sprott Asset Management Physical Gold Tr (PHYS)	0.1	$2.3M	+53%	79k	29.62	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.1	$2.3M	+58%	16k	142.55	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.1	$2.3M	+43%	40k	57.10	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$2.2M	NEW	7.3k	307.86	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.1	$2.2M	+29%	29k	76.45	View chart
Abbott Laboratories (ABT)	0.1	$2.2M	-48%	17k	133.94	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFY)	0.1	$2.2M	NEW	102k	21.73	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)	0.1	$2.2M	-58%	20k	110.66	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.1	$2.2M	-53%	23k	96.46	View chart
Boeing Company (BA)	0.1	$2.2M	-19%	10k	215.83	View chart
Caterpillar (CAT)	0.1	$2.2M	-4%	4.6k	477.17	View chart
At&t (T)	0.1	$2.1M	-33%	76k	28.24	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.1	$2.1M	-34%	22k	95.19	View chart
Astera Labs (ALAB)	0.1	$2.1M	NEW	11k	195.80	View chart
Affirm Hldgs Com Cl A (AFRM)	0.1	$2.1M	NEW	29k	73.08	View chart
Spdr Series Trust Portfolio S&p400 (SPMD)	0.1	$2.1M	-43%	37k	57.19	View chart
Ishares Tr Intl Sel Div Etf (IDV)	0.1	$2.1M	-29%	57k	36.55	View chart
Lockheed Martin Corporation (LMT)	0.1	$2.1M	-53%	4.2k	499.15	View chart
Spdr Series Trust Bbg Conv Sec Etf (CWB)	0.1	$2.1M	-68%	23k	90.50	View chart
Medtronic SHS (MDT)	0.1	$2.1M	-44%	22k	95.24	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.1	$2.0M	-19%	44k	46.24	View chart
Capital Grp Fixed Incm Etf T Municipal High I (CGHM)	0.1	$2.0M	NEW	80k	25.29	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.1	$2.0M	-3%	38k	53.03	View chart
Agnc Invt Corp Com reit (AGNC)	0.1	$2.0M	NEW	204k	9.79	View chart
Zacks Trust Earngs Constant (ZECP)	0.1	$2.0M	NEW	59k	33.62	View chart
Union Pacific Corporation (UNP)	0.1	$1.9M	-49%	8.1k	236.36	View chart
Global X Fds Nasdaq 100 Cover (QYLD)	0.1	$1.9M	-64%	112k	17.01	View chart
Capital Grp Fixed Incm Etf T Municipal Income (CGMU)	0.1	$1.9M	-47%	70k	27.29	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.1	$1.9M	-66%	13k	142.41	View chart
Pacer Fds Tr Swan Sos Fd Of (PSFF)	0.1	$1.8M	NEW	58k	31.60	View chart
Ishares Tr Global Reit Etf (REET)	0.1	$1.8M	+115%	72k	25.56	View chart
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS)	0.1	$1.8M	-51%	26k	69.95	View chart
Capital Grp Fixed Incm Etf T Short Duration M (CGSM)	0.1	$1.8M	-20%	69k	26.36	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$1.8M	+8%	3.8k	479.66	View chart
Ishares Tr Msci Intl Moment (IMTM)	0.1	$1.8M	+95%	38k	47.88	View chart
Synchrony Financial (SYF)	0.1	$1.8M	+80%	25k	71.05	View chart
Boston Scientific Corporation (BSX)	0.1	$1.8M	-54%	18k	97.63	View chart
Automatic Data Processing (ADP)	0.1	$1.8M	-38%	6.1k	293.48	View chart
Spdr Series Trust Portfolio S&p600 (SPSM)	0.1	$1.7M	-32%	38k	46.32	View chart
Invesco Exch Traded Fd Tr Ii Global Ex Us Hgh (PGHY)	0.1	$1.7M	NEW	86k	19.98	View chart
Duke Energy Corp Com New (DUK)	0.1	$1.7M	-17%	14k	123.75	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.1	$1.7M	-60%	6.9k	246.60	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$1.7M	+125%	6.7k	254.28	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.1	$1.7M	+5%	22k	76.40	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.1	$1.7M	-59%	12k	139.17	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.1	$1.6M	-38%	6.9k	239.65	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$1.6M	-15%	25k	65.26	View chart
General Mills (GIS)	0.1	$1.6M	-28%	32k	50.42	View chart
Ge Aerospace Com New (GE)	0.1	$1.6M	-18%	5.4k	300.78	View chart
Uber Technologies (UBER)	0.1	$1.6M	+23%	16k	97.97	View chart
Philip Morris International (PM)	0.1	$1.6M	-28%	9.8k	162.21	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.1	$1.6M	NEW	27k	57.52	View chart
Goldman Sachs (GS)	0.1	$1.5M	-24%	1.9k	796.21	View chart
Northern Lts Fd Tr Iv Main Sectr Rotn (SECT)	0.1	$1.5M	+220%	24k	63.02	View chart
Strategy Cl A New (MSTR)	0.1	$1.5M	-44%	4.8k	322.21	View chart
Honeywell International (HON)	0.1	$1.5M	-43%	7.2k	210.51	View chart
Invesco Actively Managed Exc Total Return (GTO)	0.1	$1.5M	-59%	32k	47.51	View chart
SYSCO Corporation (SYY)	0.1	$1.5M	-33%	18k	82.34	View chart
Broadridge Financial Solutions (BR)	0.1	$1.5M	-30%	6.2k	238.18	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.1	$1.5M	-47%	20k	72.44	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.1	$1.5M	-58%	35k	42.03	View chart
Vanguard Scottsdale Fds Long Term Treas (VGLT)	0.1	$1.5M	-50%	26k	56.86	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.1	$1.5M	-38%	15k	100.70	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.1	$1.4M	-46%	62k	23.12	View chart
Spdr Series Trust Portfli High Yld (SPHY)	0.1	$1.4M	-29%	60k	23.94	View chart
Upstart Hldgs (UPST)	0.1	$1.4M	NEW	28k	50.80	View chart
Servicenow (NOW)	0.1	$1.4M	-38%	1.5k	920.50	View chart
Ishares Tr Broad Usd High (USHY)	0.1	$1.4M	-83%	37k	37.78	View chart
Spdr Series Trust S&p Divid Etf (SDY)	0.1	$1.4M	-38%	10k	140.05	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.1	$1.4M	-37%	5.0k	279.32	View chart
Kraneshares Trust Asia Pacific Etf (KHYB)	0.1	$1.4M	NEW	57k	24.48	View chart
Spdr Series Trust Portfolio Sh Tsr (SPTS)	0.1	$1.4M	-48%	47k	29.32	View chart
Annaly Capital Management In Com New (NLY)	0.1	$1.4M	NEW	68k	20.21	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.1	$1.4M	+18%	17k	82.96	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$1.4M	+3%	14k	96.55	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$1.4M	-6%	25k	54.18	View chart
Ishares Tr Expnd Tec Sc Etf (IGM)	0.1	$1.4M	NEW	11k	125.95	View chart
Spdr Series Trust Portfli Intrmdit (SPTI)	0.1	$1.4M	-53%	47k	28.90	View chart
Vanguard World Mega Grwth Ind (MGK)	0.1	$1.4M	-63%	3.4k	402.42	View chart
Marsh & McLennan Companies (MMC)	0.1	$1.3M	-51%	6.7k	201.54	View chart
Global X Fds S&p 500 Covered (XYLD)	0.1	$1.3M	NEW	34k	39.26	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.1	$1.3M	+32%	15k	87.21	View chart
Grayscale Ethereum Trust Etf SHS (ETHE)	0.1	$1.3M	-46%	38k	34.27	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.1	$1.3M	-17%	12k	111.47	View chart

Past Filings by Simplicity Wealth

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

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
Simplicity Wealth 2021 Q4 filed Feb. 25, 2022

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z