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, AVDE, AVIG, IVV, and represent 15.55% of Simplicity Wealth's stock portfolio.
Added to shares of these 10 stocks: IVV (+$5.9M), SPYM (+$5.9M), GOVT, TLT, JHMD, SCEP, JHML, AVSF, SPAB, AVEM.
Started 102 new stock positions in IDEF, COWZ, SNDK, BLCR, WDAY, DELL, MISL, CIEN, TAIL, BBDC.
Reduced shares in these 10 stocks: OEF, SCHX, VGSH, IAU, CGDV, MTUM, SCHZ, COST, VO, ITA.
Sold out of its positions in Agilon Health, JULW, LNT, AstraZeneca, BBVA, BDX, HIMU, BN, CCJ, CVNA.
Simplicity Wealth was a net buyer of stock by $118M.
Simplicity Wealth has $1.8B in assets under management (AUM), dropping by 5.23%.
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 748 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Simplicity Wealth has 748 total positions. Only the first 250 positions are shown.

Sign up to view all of the Simplicity Wealth March 31, 2026 positions
Download the Simplicity Wealth March 2026 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	$77M		690k	111.18	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	3.3	$58M		97k	597.55	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	3.1	$55M	+5%	648k	84.84	View chart
American Centy Etf Tr Avantis Core Fi (AVIG)	2.9	$50M	+4%	1.2M	41.54	View chart
Ishares Tr Core S&p500 Etf (IVV)	2.0	$35M	+20%	53k	653.20	View chart
American Centy Etf Tr Avantis Shfxdinc (AVSF)	1.9	$34M	+9%	732k	46.80	View chart
NVIDIA Corporation (NVDA)	1.8	$32M	+2%	182k	174.40	View chart
Spdr Series Trust State Street Spd (SPYM)	1.8	$32M	+22%	415k	76.54	View chart
American Centy Etf Tr Avantis Us Larg (AVLC)	1.6	$29M		371k	77.55	View chart
Apple (AAPL)	1.5	$27M	+4%	107k	253.79	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	1.4	$25M	+16%	283k	86.69	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	1.3	$23M	+14%	285k	80.58	View chart
Microsoft Corporation (MSFT)	1.1	$20M	+9%	53k	370.17	View chart
Ishares Core Msci Emkt (IEMG)	1.0	$18M	+2%	264k	69.75	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	1.0	$17M	-4%	445k	38.86	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.9	$16M	+7%	64k	248.84	View chart
Amazon (AMZN)	0.8	$15M	+11%	71k	208.27	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.8	$15M		132k	110.47	View chart
Spdr Series Trust State Street Spd (SPAB)	0.8	$14M	+28%	531k	25.62	View chart
American Centy Etf Tr Avantis Us Small (AVSC)	0.8	$14M		218k	62.30	View chart
John Hancock Exchange Traded Multi Intl Etf (JHMD)	0.8	$13M	+31%	317k	42.37	View chart
John Hancock Exchange Traded Mltfctr Lrg Cap (JHML)	0.7	$13M	+30%	168k	78.27	View chart
Dimensional Etf Trust Global Sustaina (DFSB)	0.7	$13M		252k	51.74	View chart
Ishares Tr Core Univrsl Usd (IUSB)	0.7	$13M	+7%	274k	46.19	View chart
Ishares Tr Eafe Value Etf (EFV)	0.7	$12M	+3%	166k	74.35	View chart
Dimensional Etf Trust Us Sustainabilty (DFSU)	0.7	$12M	-6%	297k	41.09	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.7	$12M	+13%	41k	287.55	View chart
Spdr Index Shs Fds State Street Spd (SPDW)	0.7	$12M	+21%	251k	45.65	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.6	$11M	+14%	392k	29.13	View chart
Broadcom (AVGO)	0.6	$11M	+15%	37k	309.51	View chart
Meta Platforms Cl A (META)	0.6	$11M	+13%	19k	572.13	View chart
Tesla Motors (TSLA)	0.6	$11M	+10%	29k	371.75	View chart
JPMorgan Chase & Co. (JPM)	0.6	$10M	+6%	35k	294.16	View chart
Ishares Tr Rus Tp200 Vl Etf (IWX)	0.6	$10M	+10%	108k	92.67	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.5	$9.4M	+4%	64k	148.10	View chart
Alphabet Cap Stk Cl C (GOOG)	0.5	$9.4M	+11%	33k	286.86	View chart
Innovator Etfs Trust Nasdaq 100 Mana (QFLR)	0.5	$9.3M	+9%	280k	33.30	View chart
Abbvie (ABBV)	0.5	$9.3M	+35%	43k	217.49	View chart
Costco Wholesale Corporation (COST)	0.5	$9.3M	-12%	9.3k	996.39	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD)	0.5	$8.9M	+6%	319k	28.00	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.5	$8.9M	+46%	80k	111.37	View chart
Ishares Tr National Mun Etf (MUB)	0.5	$8.6M	+3%	81k	106.15	View chart
Ishares Tr Core Msci Intl (IDEV)	0.5	$8.6M		103k	83.57	View chart
Exxon Mobil Corporation (XOM)	0.5	$8.5M	+11%	50k	169.66	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.5	$8.5M		40k	211.15	View chart
Ishares Tr Usd Inv Grde Etf (USIG)	0.5	$8.2M	+6%	160k	51.23	View chart
Spdr Series Trust State Street Spd (BIL)	0.5	$8.1M		89k	91.64	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.5	$8.1M	+7%	71k	113.11	View chart
Johnson & Johnson (JNJ)	0.4	$7.7M	+3%	31k	244.43	View chart
Procter & Gamble Company (PG)	0.4	$7.6M	+10%	53k	144.44	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.4	$7.5M	-9%	126k	59.78	View chart
Abrdn Fds Emerging Mkts Di (AGEM)	0.4	$7.4M		183k	40.56	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.4	$7.4M	-3%	127k	58.18	View chart
Eli Lilly & Co. (LLY)	0.4	$7.1M	+5%	7.7k	919.75	View chart
Lam Research Corp Com New (LRCX)	0.4	$6.7M		32k	213.66	View chart
Etf Opportunities Trust Wealthtrust Dbs (WLTG)	0.4	$6.7M	-11%	198k	33.90	View chart
Advanced Micro Devices (AMD)	0.4	$6.7M	+2%	33k	203.43	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.4	$6.5M	+12%	14k	479.21	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.4	$6.4M	-11%	64k	99.86	View chart
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN)	0.4	$6.2M		303k	20.41	View chart
American Centy Etf Tr Avantis Intl Sml (AVDS)	0.3	$6.2M		86k	71.85	View chart
Wal-Mart Stores (WMT)	0.3	$6.2M	-11%	50k	124.28	View chart
Chevron Corporation (CVX)	0.3	$6.0M	+15%	29k	206.90	View chart
Visa Com Cl A (V)	0.3	$5.9M	-2%	20k	302.23	View chart
Spdr Index Shs Fds State Street Spd (SPEM)	0.3	$5.9M	+23%	125k	46.91	View chart
John Hancock Exchange Traded Multifactor Mi (JHMM)	0.3	$5.8M	+31%	87k	67.12	View chart
Netflix (NFLX)	0.3	$5.8M	+11%	61k	96.15	View chart
First Tr Exchange Traded Smid Risng Etf (SDVY)	0.3	$5.7M	+68%	144k	39.43	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.3	$5.6M	+5%	39k	145.74	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.3	$5.5M	+255%	240k	22.91	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.3	$5.5M	-2%	113k	48.46	View chart
Home Depot (HD)	0.3	$5.5M	+10%	17k	328.89	View chart
John Hancock Exchange Traded Multfctr Emrng (JHEM)	0.3	$5.4M	+27%	159k	34.26	View chart
Schwab Strategic Tr Fundamental Emer (FNDE)	0.3	$5.4M	+6%	142k	38.26	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.3	$5.4M	-14%	9.3k	577.21	View chart
Cisco Systems (CSCO)	0.3	$5.3M	+6%	69k	77.59	View chart
Merck & Co (MRK)	0.3	$5.3M	+6%	44k	120.29	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.3	$5.3M	+54%	53k	99.27	View chart
Coca-Cola Company (KO)	0.3	$5.3M	-2%	69k	76.05	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.3	$5.2M	+4%	111k	46.95	View chart
Dimensional Etf Trust Short Duration F (DFSD)	0.3	$5.2M	+25%	108k	47.88	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.3	$5.1M	+19%	70k	73.64	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.3	$5.0M	+5%	66k	75.10	View chart
American Centy Etf Tr Real Estate Etf (AVRE)	0.3	$4.9M		112k	44.02	View chart
Bank of America Corporation (BAC)	0.3	$4.6M	+6%	95k	48.75	View chart
Ishares Tr Mbs Etf (MBB)	0.3	$4.6M	+9%	49k	94.95	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.3	$4.6M	+36%	77k	59.55	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.3	$4.5M	-2%	36k	124.31	View chart
Oracle Corporation (ORCL)	0.2	$4.3M	+16%	30k	147.11	View chart
Vaneck Merk Gold Etf Gold Shs (OUNZ)	0.2	$4.3M	-8%	96k	45.05	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.2	$4.3M	+3%	32k	132.90	View chart
American Centy Etf Tr Emerging Mkt Val (AVES)	0.2	$4.3M		72k	59.98	View chart
Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR)	0.2	$4.3M	+6%	60k	71.61	View chart
International Business Machines (IBM)	0.2	$4.3M	+25%	18k	242.39	View chart
Wells Fargo & Company (WFC)	0.2	$4.2M		53k	79.61	View chart
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)	0.2	$4.2M	+9%	64k	65.69	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$4.2M	+2%	9.8k	426.39	View chart
Verizon Communications (VZ)	0.2	$4.1M	+13%	83k	50.20	View chart
Palantir Technologies Cl A (PLTR)	0.2	$4.1M	+17%	28k	146.28	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.2	$4.0M	+12%	21k	191.81	View chart
Raytheon Technologies Corp (RTX)	0.2	$4.0M	+2%	21k	192.90	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.2	$3.9M	-6%	39k	100.72	View chart
Mastercard Incorporated Cl A (MA)	0.2	$3.9M	+9%	7.9k	499.63	View chart
McDonald's Corporation (MCD)	0.2	$3.9M	+10%	13k	310.77	View chart
Wisdomtree Tr Dynamic Intl Eqt (DDWM)	0.2	$3.9M	+9%	88k	44.11	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.2	$3.7M	+26%	75k	49.89	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	0.2	$3.7M	+10%	109k	33.77	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.2	$3.7M	-30%	63k	58.54	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.2	$3.7M	+34%	6.5k	561.55	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.2	$3.6M	+25%	79k	45.62	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	0.2	$3.5M		84k	42.22	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.2	$3.4M	+7%	70k	49.37	View chart
Blackrock Etf Trust Ishares A I Inno (BAI)	0.2	$3.4M	+23%	104k	32.95	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.2	$3.4M		16k	213.67	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.2	$3.4M		55k	62.45	View chart
UnitedHealth (UNH)	0.2	$3.3M	+15%	12k	270.58	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.2	$3.3M	+14%	52k	64.08	View chart
Vanguard Index Fds Value Etf (VTV)	0.2	$3.3M	+3%	17k	196.20	View chart
Walt Disney Company (DIS)	0.2	$3.3M	+28%	34k	96.38	View chart
Dimensional Etf Trust International (DFSI)	0.2	$3.2M	-8%	76k	42.40	View chart
Ishares Tr Core Msci Total (IXUS)	0.2	$3.2M	-9%	37k	86.64	View chart
Spdr Series Trust State Street Spd (SPTL)	0.2	$3.2M	+19%	122k	26.30	View chart
Spdr Series Trust State Street Spd (SPMD)	0.2	$3.2M	+17%	54k	59.22	View chart
Blackrock Etf Trust Ishares Us Thema (THRO)	0.2	$3.2M	+20%	88k	36.22	View chart
Sterling Cap Fds Cap Hedged Eqt P (SCEP)	0.2	$3.2M	NEW	135k	23.57	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.2	$3.2M	-45%	124k	25.64	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	0.2	$3.1M	-15%	91k	34.55	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.2	$3.1M	-31%	13k	239.99	View chart
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)	0.2	$3.1M	+6%	31k	100.17	View chart
Select Sector Spdr Tr State Street Com (XLC)	0.2	$3.1M	-20%	28k	110.86	View chart
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS)	0.2	$3.0M	+34%	43k	70.36	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.2	$2.9M	-27%	10k	287.20	View chart
Ishares Tr Intl Sel Div Etf (IDV)	0.2	$2.9M	+11%	68k	42.56	View chart
Caterpillar (CAT)	0.2	$2.9M	+6%	4.1k	708.46	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.2	$2.9M	+3%	81k	35.53	View chart
Bondbloxx Etf Trust Ccc Rt Usd Hi Yl (XCCC)	0.2	$2.8M		77k	36.40	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.2	$2.7M	+9%	54k	50.04	View chart
Spdr Series Trust State Street Spd (JNK)	0.2	$2.7M	+9%	28k	95.72	View chart
Spdr Series Trust State Street Spd (SPYV)	0.2	$2.7M	-16%	48k	56.58	View chart
Altria (MO)	0.2	$2.7M	-3%	41k	65.99	View chart
Pepsi (PEP)	0.2	$2.7M		17k	155.29	View chart
Northern Lts Fd Tr Iii Hcm Defnd 100 (QQH)	0.1	$2.6M		38k	69.83	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFY)	0.1	$2.6M	+9%	118k	22.38	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)	0.1	$2.6M	+15%	23k	114.91	View chart
Spdr Series Trust State Street Spd (SPSM)	0.1	$2.6M	+23%	54k	48.32	View chart
Northern Lts Fd Tr Iii Hcm Defen 500 (LGH)	0.1	$2.6M		45k	56.96	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.1	$2.6M	-2%	28k	92.69	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.1	$2.6M	+13%	27k	95.44	View chart
Abbott Laboratories (ABT)	0.1	$2.6M	+35%	25k	102.67	View chart
Sprott Asset Management Physical Silver (PSLV)	0.1	$2.5M	+113%	104k	24.39	View chart
Spdr Series Trust State Street Spd (SPYG)	0.1	$2.5M		26k	97.91	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$2.5M	-3%	7.9k	320.83	View chart
Sterling Cap Fds Capital Multi (SCMC)	0.1	$2.5M	NEW	101k	25.00	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	0.1	$2.5M	-16%	49k	51.93	View chart
Pimco Etf Tr Sr Ln Active Etf (LONZ)	0.1	$2.5M	-3%	51k	49.38	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.1	$2.5M	-5%	65k	38.42	View chart
Dimensional Etf Trust Dimensional Inte (DFGX)	0.1	$2.5M	+4%	47k	52.45	View chart
Blackrock Etf Trust Ishares Large Ca (BLCR)	0.1	$2.4M	NEW	58k	41.06	View chart
Ssga Active Etf Tr State Street Bla (SRLN)	0.1	$2.3M		58k	40.14	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.1	$2.3M	-22%	94k	24.75	View chart
Lockheed Martin Corporation (LMT)	0.1	$2.3M	-2%	3.8k	604.41	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.1	$2.3M		16k	145.79	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$2.3M		5.2k	436.75	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.1	$2.2M	+10%	18k	128.12	View chart
Agnc Invt Corp Com reit (AGNC)	0.1	$2.2M	-4%	224k	10.03	View chart
John Hancock Exchange Traded Multifactr Sml (JHSC)	0.1	$2.2M	+30%	52k	42.89	View chart
Invesco Actively Managed Exc Var Rate Invt (VRIG)	0.1	$2.2M	+286%	88k	25.04	View chart
Capital Grp Fixed Incm Etf T Municipal High I (CGHM)	0.1	$2.2M	+11%	86k	25.32	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.1	$2.2M	-3%	64k	33.97	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$2.2M	+3%	7.2k	298.85	View chart
Invesco Actively Managed Exc Total Return (GTO)	0.1	$2.1M	-9%	46k	46.83	View chart
Blackrock Etf Trust Ishares Defense (IDEF)	0.1	$2.1M	NEW	65k	32.72	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$2.1M	+13%	23k	90.53	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$2.1M	-8%	9.8k	215.06	View chart
Philip Morris International (PM)	0.1	$2.1M	+29%	13k	165.34	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	0.1	$2.1M	-12%	58k	36.76	View chart
John Hancock Exchange Traded Corporate Bd (JHCB)	0.1	$2.1M	+26%	99k	21.17	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.1	$2.1M	+20%	14k	146.61	View chart
Select Sector Spdr Tr State Street Uti (XLU)	0.1	$2.0M	-9%	44k	45.89	View chart
Vanguard Scottsdale Fds Long Term Treas (VGLT)	0.1	$2.0M	+15%	37k	55.36	View chart
Capital Grp Fixed Incm Etf T Municipal Income (CGMU)	0.1	$2.0M	+4%	74k	27.15	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.1	$2.0M	-2%	25k	79.56	View chart
Spdr Series Trust State Street Spd (BILS)	0.1	$1.9M	+163%	20k	99.44	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.1	$1.9M	-9%	16k	118.62	View chart
Boeing Company (BA)	0.1	$1.9M	+10%	9.6k	199.03	View chart
Invesco Exch Traded Fd Tr Ii Global Ex Us Hgh (PGHY)	0.1	$1.9M	-4%	99k	19.41	View chart
Spdr Index Shs Fds State Street Spd (GWX)	0.1	$1.9M	+22%	45k	42.23	View chart
At&t (T)	0.1	$1.9M		65k	28.99	View chart
Ishares Tr Global Reit Etf (REET)	0.1	$1.9M	+26%	74k	25.15	View chart
Goldman Sachs (GS)	0.1	$1.8M	+5%	2.2k	846.13	View chart
Ishares Tr Msci Intl Moment (IMTM)	0.1	$1.8M		38k	48.02	View chart
Union Pacific Corporation (UNP)	0.1	$1.8M	+4%	7.6k	242.60	View chart
Annaly Capital Management In Com New (NLY)	0.1	$1.8M	-4%	85k	21.15	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.1	$1.8M	+38%	18k	100.66	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.1	$1.8M		5.3k	337.97	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.1	$1.8M	-44%	42k	42.54	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$1.8M		58k	30.68	View chart
First Tr Exchange-traded Mngd Futrs Strgy (FMF)	0.1	$1.8M	+31%	35k	50.62	View chart
Spdr Index Shs Fds State Street Spd (RWO)	0.1	$1.8M	+27%	39k	45.77	View chart
First Tr Exchange Trad Fd Vi Alt Abslt Strg (FAAR)	0.1	$1.8M	+19%	52k	33.75	View chart
Capital Grp Fixed Incm Etf T Short Duration M (CGSM)	0.1	$1.8M	+7%	67k	26.28	View chart
John Hancock Exchange Traded High Yield Etf (JHHY)	0.1	$1.8M	+27%	69k	25.35	View chart
Spdr Series Trust State Street Spd (SDY)	0.1	$1.8M	+12%	12k	145.94	View chart
Applied Materials (AMAT)	0.1	$1.7M	-3%	5.1k	341.81	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.1	$1.7M	-6%	12k	141.41	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$1.7M	-45%	20k	88.16	View chart
Dimensional Etf Trust Global Cr Etf (DGCB)	0.1	$1.7M	+7%	32k	54.13	View chart
Select Sector Spdr Tr State Street Con (XLP)	0.1	$1.7M	+12%	21k	81.98	View chart
Micron Technology (MU)	0.1	$1.7M	+39%	5.0k	337.85	View chart
Amgen (AMGN)	0.1	$1.7M	+7%	4.7k	351.83	View chart
Ishares Tr Msci Intl Vlu Ft (IVLU)	0.1	$1.7M	+2%	42k	39.68	View chart
Zacks Trust Earngs Constant (ZECP)	0.1	$1.7M		49k	33.83	View chart
Newmont Mining Corporation (NEM)	0.1	$1.6M	+22%	15k	108.25	View chart
ConocoPhillips (COP)	0.1	$1.6M	+20%	12k	132.00	View chart
Spdr Series Trust State Stret Spdr (CERY)	0.1	$1.6M	+17%	45k	35.24	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$1.5M	-32%	5.9k	261.92	View chart
Sprott Asset Management Physical Gold An (CEF)	0.1	$1.5M	+15%	32k	47.72	View chart
Dycom Industries (DY)	0.1	$1.5M		4.5k	338.82	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.1	$1.5M	-32%	16k	93.93	View chart
Automatic Data Processing (ADP)	0.1	$1.5M	+11%	7.4k	203.18	View chart
J P Morgan Exchange Traded F Flexible Debt Et (JFLX)	0.1	$1.5M	+7%	30k	49.67	View chart
Colgate-Palmolive Company (CL)	0.1	$1.5M	-5%	17k	85.23	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$1.5M	-12%	3.4k	430.29	View chart
Dimensional Etf Trust Emerging Markets (DFSE)	0.1	$1.5M	-4%	35k	42.37	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$1.5M		19k	79.27	View chart
Texas Instruments Incorporated (TXN)	0.1	$1.5M	+7%	7.6k	194.13	View chart
Lowe's Companies (LOW)	0.1	$1.5M	+3%	6.2k	236.26	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.1	$1.4M	+91%	23k	61.26	View chart
Spdr Series Trust State Street Spd (EMHC)	0.1	$1.4M	+28%	58k	24.80	View chart
Kraneshares Trust Asia Pacific Etf (KHYB)	0.1	$1.4M	-5%	60k	23.76	View chart
Invesco Actvely Mngd Etc Optimum Yield (PDBC)	0.1	$1.4M	+34%	82k	17.32	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$1.4M		15k	97.23	View chart
Spdr Series Trust State Street Spd (SPTS)	0.1	$1.4M		48k	29.18	View chart
Vanguard World Mega Grwth Ind (MGK)	0.1	$1.4M	+87%	3.8k	367.44	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.1	$1.4M	-14%	3.4k	407.72	View chart
Spdr Series Trust State Street Spd (SPTI)	0.1	$1.4M		48k	28.66	View chart
Armour Residential Reit Com Shs (ARR)	0.1	$1.4M	-7%	83k	16.68	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.1	$1.4M		35k	39.44	View chart
Grayscale Ethereum Staking Shs New (ETH)	0.1	$1.3M	-15%	68k	19.86	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$1.3M	-4%	5.4k	248.01	View chart
Spdr Series Trust State Street Spd (CWB)	0.1	$1.3M		15k	91.52	View chart
Ge Aerospace Com New (GE)	0.1	$1.3M	+10%	4.7k	283.76	View chart
Northern Lts Fd Tr Iv Main Sectr Rotn (SECT)	0.1	$1.3M	-5%	22k	60.39	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$1.3M	-9%	6.9k	191.94	View chart
Ishares Silver Tr Ishares (SLV)	0.1	$1.3M	+15%	19k	68.14	View chart
Medtronic SHS (MDT)	0.1	$1.3M	-11%	15k	86.65	View chart
Broadridge Financial Solutions (BR)	0.1	$1.3M	+23%	7.9k	162.47	View chart
Two Hbrs Invt Corp (TWO)	0.1	$1.3M		112k	11.42	View chart
Dimensional Etf Trust Us Core Equity 1 (DCOR)	0.1	$1.3M	+305%	18k	72.08	View chart
Proshares Tr Short Qqq (PSQ)	0.1	$1.3M		39k	32.19	View chart

Past Filings by Simplicity Wealth

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

Simplicity Wealth 2026 Q1 filed April 30, 2026
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

View all past filings

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