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Simplicity Wealth

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

Top 5 stock holdings are AVDE, AVUS, IVV, VOO, AAPL, and represent 12.48% of Simplicity Wealth's stock portfolio.
Added to shares of these 10 stocks: IVV (+$33M), AVDE (+$26M), AVGB (+$25M), XOM (+$16M), SCEC (+$16M), IUSB (+$14M), AGG (+$14M), JHML (+$13M), JHMD (+$12M), GTO (+$11M).
Started 160 new stock positions in SCEC, UWMC, AVAH, BBVA, EZPW, ACU, GVI, DDD, NTRA, OPTU.
Reduced shares in these 10 stocks: Capitol Ser Tr (-$16M), , AXP (-$9.5M), SBND (-$9.3M), AVIG (-$8.0M), UITB (-$7.3M), SPYM (-$7.1M), SPYG (-$6.5M), AVSF (-$5.8M), SPYV (-$5.2M).
Sold out of its positions in AMLP, MSOS, AEIS, AKAM, ALGN, ABEV, AMSF, YYY, UYLD, AAOI.
Simplicity Wealth was a net buyer of stock by $491M.
Simplicity Wealth has $3.4B in assets under management (AUM), dropping by 15.80%.
Central Index Key (CIK): 0001913243

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Portfolio Holdings for Simplicity Wealth

Simplicity Wealth holds 1074 positions in its portfolio as reported in the September 2026 quarterly 13F filing

Simplicity Wealth has 1074 total positions. Only the first 250 positions are shown.

Sign up to view all of the Simplicity Wealth Sept. 30, 2026 positions
Download the Simplicity Wealth September 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
American Centy Etf Tr Intl Eqt Etf (AVDE)	2.9	$98M	+36%	1.1M	90.11	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	2.7	$93M	+3%	728k	128.09	View chart
Ishares Tr Core S&p500 Etf (IVV)	2.6	$89M	+59%	117k	765.85	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	2.2	$75M	+4%	108k	700.86	View chart
Apple (AAPL)	2.1	$72M	+10%	217k	333.02	View chart
NVIDIA Corporation (NVDA)	2.1	$72M	+13%	314k	228.38	View chart
Microsoft Corporation (MSFT)	1.4	$48M	+8%	93k	512.90	View chart
American Centy Etf Tr Avantis Core Fi (AVIG)	1.2	$43M	-15%	1.1M	39.39	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.1	$39M	+4%	114k	344.08	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	1.1	$37M	+9%	391k	94.02	View chart
American Centy Etf Tr Avantis Us Larg (AVLC)	1.0	$36M	+4%	396k	90.27	View chart
Spdr Series Trust St Str P500etf (SPYM)	1.0	$34M	-17%	381k	89.76	View chart
Ishares Tr Core Univrsl Usd (IUSB)	0.9	$32M	+80%	723k	44.09	View chart
Amazon (AMZN)	0.9	$32M	+14%	127k	249.15	View chart
John Hancock Exchange Traded Mltfctr Lrg Cap (JHML)	0.9	$31M	+75%	342k	89.13	View chart
Broadcom (AVGO)	0.8	$29M	+13%	82k	351.19	View chart
American Centy Etf Tr Avantis Shfxdinc (AVSF)	0.8	$28M	-17%	615k	45.61	View chart
John Hancock Exchange Traded Multi Intl Etf (JHMD)	0.8	$28M	+72%	625k	44.35	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.8	$26M	+30%	380k	69.26	View chart
American Centy Etf Tr Avantis Cr Etf (AVGB)	0.7	$25M	NEW	507k	49.62	View chart
Caterpillar (CAT)	0.7	$25M	+10%	31k	810.78	View chart
Costco Wholesale Corporation (COST)	0.7	$24M	+7%	26k	910.35	View chart
Sterling Cap Fds National Muni Bd (SCNM)	0.7	$24M	+3%	1.0M	23.52	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.7	$23M		293k	77.78	View chart
Abbvie (ABBV)	0.7	$23M	+5%	86k	261.59	View chart
Dimensional Etf Trust Us Cor Equ 2 Etf	0.7	$22M	+2%	502k	44.45	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.6	$22M	+167%	231k	94.54	View chart
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)	0.6	$22M	-10%	428k	50.21	View chart
Wal-Mart Stores (WMT)	0.6	$21M	+11%	205k	103.92	View chart
Meta Platforms Cl A (META)	0.6	$21M	+10%	28k	725.17	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.6	$21M	+14%	570k	35.93	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.6	$20M	+11%	28k	739.79	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.6	$20M	+3%	68k	294.91	View chart
Tesla Motors (TSLA)	0.6	$20M	+9%	56k	354.81	View chart
Advanced Micro Devices (AMD)	0.6	$20M	+21%	33k	611.76	View chart
Ishares Core Msci Emkt (IEMG)	0.6	$20M		244k	81.16	View chart
Visa Com Cl A (V)	0.6	$20M	+119%	55k	359.33	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.6	$19M	+50%	134k	142.26	View chart
Raytheon Technologies Corp (RTX)	0.6	$19M	+10%	103k	185.65	View chart
JPMorgan Chase & Co. (JPM)	0.5	$19M	+14%	56k	330.83	View chart
Chevron Corporation (CVX)	0.5	$19M	+10%	91k	204.21	View chart
Alphabet Cap Stk Cl C (GOOG)	0.5	$19M	+13%	54k	340.75	View chart
Calamos Etf Tr Autoc Incom Etf (CAIE)	0.5	$18M	+118%	663k	26.62	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.5	$18M	+4%	149k	117.77	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.5	$17M	+10%	22k	745.67	View chart
Exxonmobil Holdings Corp Com Shs (XOM)	0.5	$16M	NEW	100k	162.75	View chart
Sterling Cap Fds Sterl Cap Bd Etf (SCEC)	0.5	$16M	NEW	677k	23.75	View chart
Dimensional Etf Trust Us Sustainabilty (DFSU)	0.5	$16M	+5%	338k	47.17	View chart
American Centy Etf Tr Avan Us Smal Etf (AVSC)	0.5	$16M		228k	69.14	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.5	$16M	+17%	101k	155.20	View chart
Goldman Sachs (GS)	0.5	$16M	+7%	17k	900.36	View chart
Dimensional Etf Trust Global Sustaina (DFSB)	0.4	$15M	+3%	302k	49.55	View chart
Ishares Tr Rus Tp200 Vl Etf (IWX)	0.4	$15M	+16%	135k	109.53	View chart
Invesco Actively Managed Exc Total Return (GTO)	0.4	$15M	+269%	332k	44.59	View chart
Spdr Series Trust ST STR P500GRW (SPYG)	0.4	$15M	-30%	120k	123.08	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.4	$15M	+55%	64k	228.28	View chart
Johnson & Johnson (JNJ)	0.4	$15M	+3%	55k	264.74	View chart
Invesco Exch Traded Fd Tr Ii Equal Wegt 0-30 (GOVI)	0.4	$14M	+274%	567k	25.26	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.4	$14M	-13%	72k	195.75	View chart
Spdr Series Trust St Str Aggre Etf (SPAB)	0.4	$14M	+4%	570k	24.36	View chart
Spdr Series Trust St Str P500val (SPYV)	0.4	$13M	-28%	217k	61.13	View chart
Ishares Tr Intl Sel Div Etf (IDV)	0.4	$13M	+194%	309k	42.19	View chart
Capital Group Dividend Value Shs Creat Unit (CGDV)	0.4	$13M	-2%	260k	48.85	View chart
Eli Lilly & Co. (LLY)	0.4	$13M	+11%	11k	1157.06	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.4	$12M	+19%	104k	119.83	View chart
John Hancock Exchange Traded Multfctr Emrng (JHEM)	0.4	$12M	+80%	307k	39.64	View chart
Ishares Tr National Mun Etf (MUB)	0.4	$12M	+48%	120k	101.10	View chart
John Hancock Exchange Traded Multifactor Mi (JHMM)	0.4	$12M	+71%	169k	71.50	View chart
Ishares Tr Eafe Value Etf (EFV)	0.3	$12M	+20%	151k	79.14	View chart
Palantir Technologies Cl A (PLTR)	0.3	$12M	+27%	64k	187.05	View chart
Spdr Series Trust St Str Blo 1 Etf (BIL)	0.3	$12M	+119%	130k	91.64	View chart
First Tr Exchng Traded Fd Vi Ft Ladd Buff Etf (BUFR)	0.3	$12M	+79%	306k	37.47	View chart
Blackrock Etf Trust Isha In Ctry Etf (CORO)	0.3	$11M	+162%	310k	36.35	View chart
Simon Property (SPG)	0.3	$11M	+6%	55k	200.76	View chart
Cisco Systems (CSCO)	0.3	$11M	+6%	102k	107.63	View chart
Coca-Cola Company (KO)	0.3	$11M	+48%	126k	86.08	View chart
Lam Research Corp Com New (LRCX)	0.3	$11M	+5%	33k	328.51	View chart
Citigroup Com New (C)	0.3	$11M	+5%	91k	118.53	View chart
Innovator Etfs Trust Nasdaq 100 Mana (QFLR)	0.3	$11M	+7%	298k	36.09	View chart
J P Morgan Exchange Traded F Active Bond Etf (JBND)	0.3	$11M	+5%	206k	51.12	View chart
Micron Technology (MU)	0.3	$10M	+19%	9.7k	1065.07	View chart
Spdr Index Shs Fds St Port Mark Etf (SPEM)	0.3	$10M	+6%	198k	51.76	View chart
First Tr Exchng Traded Fd Vi Ft Vest Deep Etf (BUFD)	0.3	$10M	+3%	330k	30.37	View chart
American Centy Etf Tr Short Durtn Strg (SDSI)	0.3	$9.8M	NEW	195k	50.54	View chart
Ishares Tr Msci Acwi Ex Us (ACWX)	0.3	$9.8M	+886%	130k	75.62	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$9.7M	+18%	20k	497.96	View chart
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)	0.3	$9.7M	+45%	154k	63.13	View chart
Procter & Gamble Company (PG)	0.3	$9.7M	+3%	67k	145.28	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.3	$9.5M	+33%	159k	59.51	View chart
Verizon Communications (VZ)	0.3	$9.4M	-30%	205k	45.87	View chart
Deere & Company (DE)	0.3	$9.3M	+8%	14k	671.58	View chart
Ishares Tr Core Msci Intl (IDEV)	0.3	$9.2M	+6%	103k	89.48	View chart
Ishares Tr Usd Inv Grde Etf (USIG)	0.3	$9.2M	+11%	188k	48.71	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.3	$8.8M	+40%	404k	21.87	View chart
Merck & Co (MRK)	0.3	$8.6M	+11%	60k	145.31	View chart
Blackrock Etf Trust Isha La Core Etf (BLCR)	0.2	$8.6M	+125%	175k	48.96	View chart
Halliburton Company (HAL)	0.2	$8.5M	+3%	269k	31.80	View chart
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN)	0.2	$8.5M	+91%	417k	20.43	View chart
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)	0.2	$8.5M	+2%	139k	61.04	View chart
John Hancock Exchange Traded Core Bond Etf (JHCR)	0.2	$8.4M	+72%	351k	24.05	View chart
Abrdn Fds Emer Mkts Di Etf (AGEM)	0.2	$8.2M		169k	48.10	View chart
Victory Portfolios Ii Shs Fr Ca Fl Etf (VFLO)	0.2	$8.1M	-10%	158k	51.19	View chart
Norfolk Southern (NSC)	0.2	$8.0M	+87%	26k	309.00	View chart
International Business Machines (IBM)	0.2	$7.9M	+21%	36k	219.93	View chart
Northern Lts Fd Tr Iv Inspire Intl Etf (WWJD)	0.2	$7.8M	+94%	202k	38.77	View chart
Oracle Corporation (ORCL)	0.2	$7.6M	+9%	56k	137.30	View chart
Ge Aerospace Com New (GE)	0.2	$7.5M	+248%	24k	312.29	View chart
Etf Opportunities Trust Wealthtrust Dbs (WLTG)	0.2	$7.5M	-6%	197k	37.92	View chart
Harding Loevner Fds Intl Dvlopd Mkts (LOEV)	0.2	$7.4M	NEW	468k	15.86	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.2	$7.4M		68k	109.38	View chart
Etfis Ser Tr I Virtus Newfleet (NFLT)	0.2	$7.3M	NEW	331k	22.07	View chart
American Centy Etf Tr Avantis Intl Sml (AVDS)	0.2	$7.2M	+3%	92k	78.13	View chart
UnitedHealth (UNH)	0.2	$7.2M	-38%	20k	367.08	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.2	$7.1M	+74%	165k	43.30	View chart
Home Depot (HD)	0.2	$7.1M	+36%	25k	284.49	View chart
Blackrock Etf Trust Isha I In Te Etf (BAI)	0.2	$7.0M	+45%	149k	47.19	View chart
Bank of America Corporation (BAC)	0.2	$7.0M	+22%	128k	54.43	View chart
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS)	0.2	$6.8M	+60%	89k	76.69	View chart
Walt Disney Company (DIS)	0.2	$6.8M	+51%	65k	104.90	View chart
Spdr Series Trust St Port High Etf (SPHY)	0.2	$6.7M	+7%	299k	22.59	View chart
Spdr Series Trust St Shor Corp Etf (SPSB)	0.2	$6.7M	+2%	227k	29.59	View chart
Mastercard Incorporated Cl A (MA)	0.2	$6.7M	+29%	12k	551.48	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.2	$6.7M	-43%	196k	34.02	View chart
Dfa Invt Dimensions Group In U.s. Core Eqty 1 (DCOR)	0.2	$6.6M	NEW	80k	82.66	View chart
Valero Energy Corporation (VLO)	0.2	$6.6M	+10%	17k	387.62	View chart
Netflix (NFLX)	0.2	$6.5M	-9%	94k	69.58	View chart
Ssga Active Etf Tr St Str Bl Ln Etf (SRLN)	0.2	$6.5M		160k	40.39	View chart
Ishares Tr Trust Ishare 0-1 (SHV)	0.2	$6.5M	NEW	59k	110.32	View chart
First Tr Exchange Traded Smid Risng Etf (SDVY)	0.2	$6.4M	-6%	158k	40.58	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$6.4M	+9%	51k	125.26	View chart
Dimensional Etf Trust Shor Dur Fix Etf (DFSD)	0.2	$6.2M	+14%	133k	46.47	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.2	$6.2M		112k	55.00	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.2	$6.2M	+4%	38k	160.74	View chart
Select Sector Spdr Tr St Str Finl Etf (XLF)	0.2	$6.1M	-27%	114k	53.40	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.2	$6.0M		105k	57.56	View chart
Wells Fargo & Company (WFC)	0.2	$6.0M	+16%	75k	80.05	View chart
Quest Diagnostics Incorporated (DGX)	0.2	$6.0M	+15%	26k	233.07	View chart
Comcast Corp Cl A (CMCSA)	0.2	$6.0M	+1667%	274k	21.76	View chart
Select Sector Spdr Tr St Str Care Etf (XLV)	0.2	$6.0M		35k	168.42	View chart
Lowe's Companies (LOW)	0.2	$5.9M	+324%	32k	184.29	View chart
Schwab Strategic Tr Fund Em Equi Etf (FNDE)	0.2	$5.9M	+4%	141k	41.87	View chart
TJX Companies (TJX)	0.2	$5.8M	-12%	44k	132.31	View chart
Wisdomtree Tr Dynamic Intl Eqt (DDWM)	0.2	$5.7M	+19%	126k	45.63	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.2	$5.6M		68k	82.97	View chart
Invesco Actively Managed Exc Aaa Clo Fltng Rt (ICLO)	0.2	$5.6M	+248%	219k	25.59	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.2	$5.6M	+17%	149k	37.61	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$5.5M	-12%	41k	136.04	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.2	$5.3M	+43%	57k	92.17	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.2	$5.2M	+9%	21k	247.93	View chart
Amgen (AMGN)	0.2	$5.2M	+16%	12k	421.51	View chart
Vanguard Index Fds Mrngstr Val Etf (VTV)	0.1	$5.1M	+17%	24k	216.08	View chart
John Hancock Exchange Traded Multifactr Sml (JHSC)	0.1	$5.1M	+77%	112k	45.45	View chart
Select Sector Spdr Tr St Str Util Etf (XLU)	0.1	$5.1M	+33%	129k	39.44	View chart
First Tr Exchange-traded Mngd Futrs Strgy (FMF)	0.1	$5.0M	+85%	96k	52.26	View chart
Blackrock Etf Trust Isha Syst Al Etf (IALT)	0.1	$5.0M	+43%	167k	29.86	View chart
McDonald's Corporation (MCD)	0.1	$5.0M	+31%	22k	230.94	View chart
First Tr Exchange Trad Fd Vi Alt Abslt Strg (FAAR)	0.1	$5.0M	+90%	154k	32.24	View chart
Tapestry (TPR)	0.1	$5.0M	+17%	43k	115.04	View chart
Spdr Series Trust St Lon Treas Etf (SPTL)	0.1	$4.9M	+4%	205k	23.85	View chart
Blackrock Etf Trust Isha Us Them Etf (THRO)	0.1	$4.9M	+76%	111k	43.98	View chart
Blackrock Etf Trust Ii Isha Glo Usd Etf (GGOV)	0.1	$4.9M	+82%	97k	50.10	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.1	$4.8M	-4%	147k	32.63	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$4.8M	+81%	68k	70.61	View chart
Vanguard Index Fds Mrngstr Grwt Etf (VUG)	0.1	$4.6M	+6%	52k	90.11	View chart
Select Sector Spdr Tr St Str Svc Etf (XLC)	0.1	$4.6M	+9%	42k	110.97	View chart
Ishares Tr Global Reit Etf (REET)	0.1	$4.6M	+61%	178k	25.78	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	0.1	$4.6M	+206%	92k	49.46	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	0.1	$4.6M	+10%	115k	39.72	View chart
American Centy Etf Tr Emerging Mkt Val (AVES)	0.1	$4.5M	-6%	69k	65.13	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.1	$4.4M	-9%	98k	44.41	View chart
Lpl Financial Holdings (LPLA)	0.1	$4.3M	+633%	14k	305.81	View chart
Vanguard Index Fds MRNGSTR TTL STK (VTI)	0.1	$4.3M	+9%	12k	374.24	View chart
Vaneck Merk Gold Etf Gold Shs (OUNZ)	0.1	$4.3M	+11%	107k	39.90	View chart
American Centy Etf Tr Real Estate Etf (AVRE)	0.1	$4.3M	-17%	96k	44.35	View chart
Applied Materials (AMAT)	0.1	$4.3M	+17%	8.4k	511.41	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.1	$4.2M	+11%	47k	89.31	View chart
Philip Morris International (PM)	0.1	$4.1M	+18%	22k	190.82	View chart
Dimensional Etf Trust Core Fixe In Etf (DFCF)	0.1	$4.1M	+18%	102k	40.12	View chart
John Hancock Exchange Traded Corporate Bd (JHCB)	0.1	$4.1M	+80%	204k	20.02	View chart
Spdr Series Trust ST STR SP600 SML (SPSM)	0.1	$4.1M		77k	52.86	View chart
Blackrock Etf Trust Ishares Defense (IDEF)	0.1	$4.0M	+26%	129k	31.23	View chart
Neos Etf Trust Neos S&p 500 Hi (SPYI)	0.1	$3.9M	+649%	74k	53.17	View chart
Pfizer (PFE)	0.1	$3.9M	+25%	137k	28.52	View chart
Dimensional Etf Trust International (DFSI)	0.1	$3.9M	+4%	87k	45.17	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.1	$3.9M		68k	56.66	View chart
Spdr Series Trust St Str P400mid (SPMD)	0.1	$3.9M	+3%	61k	63.04	View chart
Ishares Tr 0-3 Mth Treasury (SGOV)	0.1	$3.9M		38k	100.68	View chart
Lockheed Martin Corporation (LMT)	0.1	$3.7M	+10%	7.4k	509.28	View chart
Ishares Tr Faln Angls Usd (FALN)	0.1	$3.7M	+211%	143k	25.93	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$3.7M	+61%	114k	32.53	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$3.7M	+374%	14k	264.75	View chart
Rio Tinto Sponsored Adr (RIO)	0.1	$3.7M	+14%	39k	94.17	View chart
Spdr Series Trust St Sho Treas Etf (SPTS)	0.1	$3.6M	+93%	127k	28.67	View chart
Exchange Traded Concepts Tru Rang Nucl Re Etf (NUKZ)	0.1	$3.6M	+14%	60k	60.23	View chart
Northern Lts Fd Tr Iv Inspire Sml/ Mid (ISMD)	0.1	$3.6M	+90%	78k	46.35	View chart
Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP)	0.1	$3.6M	+36%	152k	23.71	View chart
Intel Corporation (INTC)	0.1	$3.6M	+15%	30k	120.23	View chart
Dimensional Etf Trust Intl Cor Fix Etf (DFGX)	0.1	$3.6M	+28%	70k	51.14	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.1	$3.5M	-17%	7.7k	456.21	View chart
Dimensional Etf Trust Us Targeted Vlu	0.1	$3.5M		53k	66.44	View chart
Select Sector Spdr Tr St Str Energ Etf (XLE)	0.1	$3.4M		56k	61.50	View chart
Global X Fds Nasdaq 100 Cover (QYLD)	0.1	$3.4M	+91%	185k	18.55	View chart
Colgate-Palmolive Company (CL)	0.1	$3.4M	-3%	40k	85.32	View chart
Arm Holdings Sponsored Ads (ARM)	0.1	$3.4M		12k	289.66	View chart
Altria (MO)	0.1	$3.4M	+9%	50k	67.34	View chart
Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR)	0.1	$3.4M	-3%	59k	57.31	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.1	$3.3M	-11%	112k	30.00	View chart
Sterling Cap Fds Capital Multi (SCMC)	0.1	$3.3M	+14%	137k	24.42	View chart
Vanguard World Energy Etf (VDE)	0.1	$3.3M	+22%	19k	172.16	View chart
Northern Lts Fd Tr Iv Inspire 500 Etf (PTL)	0.1	$3.3M	+96%	12k	272.14	View chart
Southern Company (SO)	0.1	$3.3M	-7%	40k	82.89	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)	0.1	$3.3M	+3%	25k	128.68	View chart
Sterling Cap Fds Cap Hedged Eqt P (SCEP)	0.1	$3.3M		132k	24.78	View chart
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)	0.1	$3.3M	-3%	29k	112.24	View chart
Northern Lts Fd Tr Iii Hcm Defnd 100 (QQH)	0.1	$3.3M		37k	87.56	View chart
CVS Caremark Corporation (CVS)	0.1	$3.2M		38k	85.69	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.1	$3.2M		117k	27.47	View chart
First Tr Exchange-traded Ft Vest Smid (SDVD)	0.1	$3.2M	NEW	148k	21.56	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$3.2M	-11%	25k	125.67	View chart
First Tr Exchange-traded Vest Laddered (ACYN)	0.1	$3.2M	+234%	152k	20.86	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.1	$3.1M	-2%	38k	82.18	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.1	$3.1M	+13%	106k	29.31	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.1	$3.1M	+74%	5.1k	609.06	View chart
J P Morgan Exchange Traded F Hedg Equ Lad Etf (HELO)	0.1	$3.1M	+36%	45k	69.17	View chart
John Hancock Exchange Traded High Yield Etf (JHHY)	0.1	$3.1M	+64%	125k	24.68	View chart
Target Corporation (TGT)	0.1	$3.1M	-4%	20k	156.69	View chart
At&t (T)	0.1	$3.0M	+27%	125k	24.40	View chart
Northern Lts Fd Tr Iv Brookstone Grwth (BAMG)	0.1	$3.0M	+271%	67k	44.90	View chart
Kinder Morgan (KMI)	0.1	$3.0M	-2%	100k	30.15	View chart
Invesco Actvely Mngd Etc Optimum Yield (PDBC)	0.1	$3.0M	+45%	154k	19.30	View chart
Im Global Partner Funds Imgp Dbi Man Etf (DBMF)	0.1	$3.0M	+68%	91k	32.53	View chart
Northern Lts Fd Tr Iii Hcm Defen 500 (LGH)	0.1	$2.9M		45k	65.71	View chart
Space Exploration Techn Corp Class A Com Stk (SPCX)	0.1	$2.9M	+201%	19k	150.86	View chart
Sprott Asset Management Physical Silver (PSLV)	0.1	$2.9M	+37%	149k	19.37	View chart
First Tr Exchange-traded Cloud Computing (SKYY)	0.1	$2.9M	+170%	18k	163.99	View chart
First Tr Exchng Traded Fd Vi Ft Vest Intl Etf (BUFY)	0.1	$2.8M	+2%	119k	23.73	View chart
Abbott Laboratories (ABT)	0.1	$2.8M	+5%	28k	98.83	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$2.8M	+29%	7.3k	380.84	View chart
Blackrock Etf Trust Ii Isha Flex In Etf (BINC)	0.1	$2.7M	-12%	54k	50.79	View chart
First Tr Exchange-traded Nasdaq Cyb Etf (CIBR)	0.1	$2.7M	+185%	26k	103.09	View chart
Ishares Tr Conv Bd Etf (ICVT)	0.1	$2.7M	+10%	24k	112.94	View chart
Palo Alto Networks (PANW)	0.1	$2.7M	+15%	6.8k	397.29	View chart
Trane Technologies SHS (TT)	0.1	$2.7M	+31%	5.9k	451.98	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$2.7M		11k	233.32	View chart
Capital Grp Fixed Incm Etf T Mun Inm Etf (CGMU)	0.1	$2.6M	+35%	101k	25.94	View chart
Union Pacific Corporation (UNP)	0.1	$2.6M	+2%	9.6k	272.12	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.1	$2.6M	+59%	55k	47.34	View chart
ConocoPhillips (COP)	0.1	$2.6M	+14%	21k	125.15	View chart
First Tr Exchange-traded Nasdq Cln Edge (GRID)	0.1	$2.6M	+225%	15k	177.11	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$2.6M	+61%	24k	106.71	View chart

Past Filings by Simplicity Wealth

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

Simplicity Wealth 2026 Q3 filed Oct. 23, 2026
Simplicity Wealth 2026 Q2 filed Aug. 6, 2026
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

View all past filings

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