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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, AVDE, VOO, AAPL, NVDA, and represent 11.61% of Simplicity Wealth's stock portfolio.
Added to shares of these 10 stocks: AAPL (+$26M), CAT (+$25M), GOOGL (+$24M), SCNM (+$24M), NVDA (+$19M), SPYG (+$18M), SCEC (+$16M), SPYV (+$16M), IVV (+$15M), WMT (+$15M).
Started 309 new stock positions in DD, BFRZ, HMC, NUKZ, GGOV, R, COHR, SNOW, ILCG, ABEV.
Reduced shares in these 10 stocks: ALAB, BND, QUAL, AMD, EFV, BIL, IAGG, BKLN, VV, IEMG.
Sold out of its positions in BCI, SGOL, GOLF, BBDC, BDC, CBOE, Carnival Corporation, DFEV, PFFA, EVT.
Simplicity Wealth was a net buyer of stock by $1.0B.
Simplicity Wealth has $3.0B in assets under management (AUM), dropping by 67.90%.
Central Index Key (CIK): 0001913243

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Portfolio Holdings for Simplicity Wealth

Simplicity Wealth holds 1022 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Simplicity Wealth has 1022 total positions. Only the first 250 positions are shown.

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Download the Simplicity Wealth June 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
American Centy Etf Tr Us Eqt Etf (AVUS)	3.0	$90M		702k	128.08	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	2.4	$71M	+22%	796k	89.20	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	2.4	$71M	+6%	103k	686.81	View chart
Apple (AAPL)	1.9	$57M	+83%	197k	289.36	View chart
NVIDIA Corporation (NVDA)	1.9	$55M	+52%	277k	200.09	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.9	$55M	+38%	73k	748.89	View chart
American Centy Etf Tr Avantis Core Fi (AVIG)	1.8	$53M	+5%	1.3M	41.41	View chart
Spdr Series Trust St Str P500etf (SPYM)	1.4	$41M	+11%	461k	87.88	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.3	$39M	+167%	109k	357.37	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	1.2	$35M	+25%	358k	96.49	View chart
American Centy Etf Tr Avantis Shfxdinc (AVSF)	1.2	$35M		742k	46.57	View chart
American Centy Etf Tr Avantis Us Larg (AVLC)	1.2	$34M	+2%	380k	89.96	View chart
Microsoft Corporation (MSFT)	1.1	$32M	+61%	86k	373.02	View chart
Caterpillar (CAT)	1.0	$29M	+578%	28k	1064.90	View chart
Broadcom (AVGO)	0.9	$27M	+97%	72k	377.75	View chart
Amazon (AMZN)	0.9	$27M	+56%	112k	238.34	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.8	$25M		287k	86.42	View chart
Sterling Cap Fds National Muni Bd (SCNM)	0.8	$25M	+2729%	974k	25.15	View chart
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)	0.8	$24M	+90%	480k	50.39	View chart
Costco Wholesale Corporation (COST)	0.8	$23M	+161%	24k	935.47	View chart
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)	0.7	$22M	+9%	488k	44.36	View chart
Tesla Motors (TSLA)	0.7	$22M	+77%	51k	420.60	View chart
Wal-Mart Stores (WMT)	0.7	$21M	+271%	184k	113.26	View chart
Spdr Series Trust ST STR P500GRW (SPYG)	0.7	$21M	+569%	173k	118.99	View chart
Abbvie (ABBV)	0.7	$21M	+90%	82k	251.64	View chart
Ishares Core Msci Emkt (IEMG)	0.7	$20M	-7%	245k	82.84	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.7	$20M	+128%	291k	68.01	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.6	$19M	+2%	66k	290.62	View chart
Ishares Tr Core Univrsl Usd (IUSB)	0.6	$19M	+46%	400k	46.15	View chart
Spdr Series Trust St Str P500val (SPYV)	0.6	$18M	+534%	302k	60.79	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.6	$18M	+164%	25k	736.41	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.6	$18M	+7%	142k	124.76	View chart
Raytheon Technologies Corp (RTX)	0.6	$18M	+351%	93k	189.73	View chart
John Hancock Exchange Traded Mltfctr Lrg Cap (JHML)	0.6	$17M	+15%	195k	89.18	View chart
Alphabet Cap Stk Cl C (GOOG)	0.6	$17M	+45%	48k	353.33	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.6	$17M	+27%	498k	33.84	View chart
American Centy Etf Tr Avan Us Smal Etf (AVSC)	0.6	$16M	+2%	224k	73.34	View chart
Goldman Sachs (GS)	0.5	$16M	+634%	16k	1011.38	View chart
JPMorgan Chase & Co. (JPM)	0.5	$16M	+38%	49k	327.33	View chart
John Hancock Exchange Traded Multi Intl Etf (JHMD)	0.5	$16M	+14%	362k	44.41	View chart
Capitol Ser Tr Sterl Cap Bd Etf (SCEC)	0.5	$16M	NEW	639k	25.04	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.5	$16M	+156%	83k	190.52	View chart
Advanced Micro Devices (AMD)	0.5	$16M	-18%	27k	580.91	View chart
Dimensional Etf Trust Global Sustaina (DFSB)	0.5	$15M	+15%	290k	52.11	View chart
Dimensional Etf Trust Us Sustainabilty (DFSU)	0.5	$15M	+7%	320k	46.63	View chart
Meta Platforms Cl A (META)	0.5	$14M	+32%	26k	563.30	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.5	$14M	+208%	20k	706.24	View chart
Spdr Series Trust St Str Aggre Etf (SPAB)	0.5	$14M	+2%	546k	25.52	View chart
Chevron Corporation (CVX)	0.5	$14M	+181%	82k	165.76	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.5	$14M	+35%	86k	158.03	View chart
Johnson & Johnson (JNJ)	0.5	$14M	+69%	53k	253.97	View chart
Lam Research Corp Com New (LRCX)	0.5	$14M		31k	433.32	View chart
UnitedHealth (UNH)	0.4	$13M	+156%	32k	415.63	View chart
Capital Group Dividend Value Shs Creat Unit (CGDV)	0.4	$13M	+539%	267k	49.28	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.4	$13M	NEW	348k	36.87	View chart
American Express Company (AXP)	0.4	$13M	+1625%	38k	338.25	View chart
Verizon Communications (VZ)	0.4	$13M	+258%	296k	42.34	View chart
Exxon Mobil Corporation (XOM)	0.4	$12M	+80%	91k	136.72	View chart
Ishares Tr Rus Tp200 Vl Etf (IWX)	0.4	$12M	+7%	117k	105.16	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.4	$12M	+24%	89k	137.53	View chart
Eli Lilly & Co. (LLY)	0.4	$12M	+26%	9.7k	1199.50	View chart
Simon Property (SPG)	0.4	$12M	+2197%	52k	223.65	View chart
Cisco Systems (CSCO)	0.4	$11M	+39%	96k	117.46	View chart
Citigroup Com New (C)	0.4	$11M	+856%	86k	128.50	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.4	$11M	+8%	87k	124.42	View chart
J P Morgan Exchange Traded F Active Bond Etf (JBND)	0.4	$10M	+2892%	195k	53.50	View chart
Innovator Etfs Trust Nasdaq 100 Mana (QFLR)	0.3	$10M		277k	36.48	View chart
Columbia Etf Tr I Short Duration (SBND)	0.3	$9.8M	NEW	522k	18.80	View chart
Spdr Index Shs Fds St Port Mark Etf (SPEM)	0.3	$9.6M	+48%	186k	51.78	View chart
Ishares Tr Eafe Value Etf (EFV)	0.3	$9.6M	-24%	125k	76.55	View chart
First Tr Exchng Traded Fd Vi Ft Vest Deep Etf (BUFD)	0.3	$9.5M		320k	29.72	View chart
Procter & Gamble Company (PG)	0.3	$9.4M	+21%	64k	146.64	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.3	$9.4M	+2%	41k	227.06	View chart
Micron Technology (MU)	0.3	$9.3M	+62%	8.1k	1154.25	View chart
Halliburton Company (HAL)	0.3	$8.9M	+4715%	261k	33.95	View chart
Ishares Tr National Mun Etf (MUB)	0.3	$8.7M		81k	107.62	View chart
Ishares Tr Usd Inv Grde Etf (USIG)	0.3	$8.7M	+5%	169k	51.29	View chart
Ishares Tr Core Msci Intl (IDEV)	0.3	$8.6M	-5%	97k	89.01	View chart
Visa Com Cl A (V)	0.3	$8.6M	+27%	25k	343.09	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.3	$8.5M	+62%	86k	98.98	View chart
Select Sector Spdr Tr St Str Finl Etf (XLF)	0.3	$8.4M	+126%	158k	53.61	View chart
Abrdn Fds Emer Mkts Di Etf (AGEM)	0.3	$8.4M	-7%	170k	49.38	View chart
International Business Machines (IBM)	0.3	$8.4M	+69%	30k	281.21	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$8.3M	+21%	17k	500.40	View chart
Calamos Etf Tr Autoc Incom Etf (CAIE)	0.3	$8.3M	+1023%	304k	27.21	View chart
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)	0.3	$8.2M	NEW	135k	60.29	View chart
Deere & Company (DE)	0.3	$8.1M	+520%	13k	634.37	View chart
Victory Portfolios Ii Shs Fr Ca Fl Etf (VFLO)	0.3	$8.1M	NEW	176k	45.75	View chart
Etf Opportunities Trust Wealthtrust Dbs (WLTG)	0.3	$7.9M	+6%	211k	37.46	View chart
TJX Companies (TJX)	0.3	$7.6M	+970%	50k	151.50	View chart
Netflix (NFLX)	0.3	$7.4M	+71%	104k	71.40	View chart
Oracle Corporation (ORCL)	0.3	$7.4M	+71%	51k	146.55	View chart
John Hancock Exchange Traded Multifactor Mi (JHMM)	0.3	$7.4M	+13%	99k	74.96	View chart
First Tr Exchange Traded Smid Risng Etf (SDVY)	0.2	$7.3M	+17%	169k	43.14	View chart
Victory Portfolios Ii Core Bd Etf (UITB)	0.2	$7.3M	NEW	155k	46.84	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.2	$7.1M	-5%	120k	59.73	View chart
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)	0.2	$7.1M	+65%	106k	67.24	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$6.9M	+29%	47k	148.31	View chart
Coca-Cola Company (KO)	0.2	$6.9M	+21%	85k	81.27	View chart
John Hancock Exchange Traded Multfctr Emrng (JHEM)	0.2	$6.9M	+7%	171k	40.24	View chart
Merck & Co (MRK)	0.2	$6.8M	+20%	53k	128.50	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.2	$6.8M	+3%	66k	103.05	View chart
American Centy Etf Tr Avantis Intl Sml (AVDS)	0.2	$6.7M	+4%	89k	75.26	View chart
Spdr Series Trust St Shor Corp Etf (SPSB)	0.2	$6.7M	+2614%	222k	30.01	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.2	$6.6M	+19%	288k	22.78	View chart
Spdr Series Trust St Port High Etf (SPHY)	0.2	$6.5M	+786%	279k	23.44	View chart
Home Depot (HD)	0.2	$6.5M	+10%	18k	352.68	View chart
Ssga Active Etf Tr St Str Bl Ln Etf (SRLN)	0.2	$6.4M	+173%	159k	40.29	View chart
General Dynamics Corporation (GD)	0.2	$6.4M	+989%	18k	354.24	View chart
First Tr Exchng Traded Fd Vi Ft Ladd Buff Etf (BUFR)	0.2	$6.2M	+55%	171k	36.53	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.2	$6.2M		113k	55.01	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.2	$6.1M	+66%	105k	58.20	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.2	$6.0M	-4%	37k	164.60	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.2	$6.0M	+746%	73k	82.65	View chart
Bank of America Corporation (BAC)	0.2	$6.0M	+10%	105k	56.98	View chart
Palantir Technologies Cl A (PLTR)	0.2	$5.8M	+79%	50k	116.67	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$5.8M	+376%	47k	124.17	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.2	$5.7M	+2%	68k	83.75	View chart
Ishares Tr Mbs Etf (MBB)	0.2	$5.7M	+23%	60k	94.52	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.2	$5.6M	+860%	154k	36.13	View chart
Select Sector Spdr Tr St Str Care Etf (XLV)	0.2	$5.6M	+148%	35k	158.66	View chart
Dimensional Etf Trust Shor Dur Fix Etf (DFSD)	0.2	$5.6M	+7%	116k	47.75	View chart
American Centy Etf Tr Real Estate Etf (AVRE)	0.2	$5.5M	+4%	117k	47.38	View chart
Spdr Series Trust St Str Blo 1 Etf (BIL)	0.2	$5.4M	-33%	59k	91.64	View chart
Blackrock Etf Trust Isha I In Te Etf (BAI)	0.2	$5.4M		103k	52.72	View chart
Tapestry (TPR)	0.2	$5.4M	NEW	37k	146.38	View chart
Schwab Strategic Tr Fund Em Equi Etf (FNDE)	0.2	$5.3M	-5%	134k	39.68	View chart
Wells Fargo & Company (WFC)	0.2	$5.3M	+20%	64k	82.64	View chart
Applied Materials (AMAT)	0.2	$5.2M	+40%	7.1k	723.04	View chart
Spdr Series Trust St Lon Treas Etf (SPTL)	0.2	$5.1M	+61%	196k	26.23	View chart
John Hancock Exchange Traded Core Bond Etf (JHCR)	0.2	$5.1M	NEW	204k	25.26	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.2	$5.1M	-2%	108k	46.81	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.2	$5.0M	+31%	99k	50.58	View chart
Dimensional Etf Trust Us Cor Equ 1 Etf (DCOR)	0.2	$4.9M	+239%	60k	81.98	View chart
American Centy Etf Tr Emerging Mkt Val (AVES)	0.2	$4.9M	+3%	74k	65.60	View chart
Wisdomtree Tr Dynamic Intl Eqt (DDWM)	0.2	$4.9M	+19%	105k	46.18	View chart
Mastercard Incorporated Cl A (MA)	0.2	$4.8M	+19%	9.4k	513.63	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.2	$4.7M	+56%	127k	37.26	View chart
Quest Diagnostics Incorporated (DGX)	0.2	$4.7M	NEW	22k	211.95	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.2	$4.7M	+20%	19k	242.43	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.2	$4.4M	+77%	9.3k	477.58	View chart
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN)	0.1	$4.4M	-28%	218k	20.37	View chart
McDonald's Corporation (MCD)	0.1	$4.4M	+30%	16k	270.30	View chart
Spdr Series Trust ST STR SP600 SML (SPSM)	0.1	$4.4M	+41%	77k	57.67	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$4.4M	+19%	20k	217.93	View chart
Select Sector Spdr Tr St Str Util Etf (XLU)	0.1	$4.4M	+118%	97k	45.34	View chart
Norfolk Southern (NSC)	0.1	$4.4M	NEW	14k	314.59	View chart
Ishares Tr Intl Sel Div Etf (IDV)	0.1	$4.3M	+53%	105k	41.43	View chart
Blackrock Etf Trust Isha In Ctry Etf (CORO)	0.1	$4.3M	+763%	118k	36.60	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.1	$4.3M	+19%	94k	45.49	View chart
Invesco Actively Managed Exc Total Return (GTO)	0.1	$4.2M	+96%	90k	46.87	View chart
Arm Holdings Sponsored Ads (ARM)	0.1	$4.2M	+226%	12k	354.57	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	0.1	$4.2M	+13%	104k	40.64	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$4.2M	+821%	48k	86.14	View chart
Southern Company (SO)	0.1	$4.1M	+408%	43k	95.71	View chart
Invesco Exch Traded Fd Tr Ii Equal Wegt 0-30 (GOVI)	0.1	$4.1M	+1597%	152k	27.15	View chart
Walt Disney Company (DIS)	0.1	$4.1M	+25%	43k	96.25	View chart
Select Sector Spdr Tr St Str Svc Etf (XLC)	0.1	$4.1M	+38%	38k	107.13	View chart
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS)	0.1	$4.1M	+29%	55k	73.80	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.1	$4.1M	-10%	69k	58.98	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.1	$4.1M	-8%	12k	342.82	View chart
Spdr Series Trust St Str P400mid (SPMD)	0.1	$4.0M	+10%	60k	67.56	View chart
Valero Energy Corporation (VLO)	0.1	$4.0M	+984%	15k	260.43	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.1	$4.0M		40k	100.35	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.1	$4.0M	+55%	42k	94.57	View chart
Northern Lts Fd Tr Iv Inspire Intl Etf (WWJD)	0.1	$4.0M	+664%	104k	38.13	View chart
CVS Caremark Corporation (CVS)	0.1	$3.9M	+522%	38k	103.45	View chart
Ishares Tr 0-3 Mth Treasury (SGOV)	0.1	$3.9M	+116%	39k	100.67	View chart
Blackrock Etf Trust Isha La Core Etf (BLCR)	0.1	$3.9M	+33%	78k	50.37	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$3.9M	+33%	11k	370.03	View chart
Amgen (AMGN)	0.1	$3.8M	+122%	11k	362.12	View chart
Colgate-Palmolive Company (CL)	0.1	$3.8M	+139%	42k	91.68	View chart
Ishares Tr Core Msci Total (IXUS)	0.1	$3.7M	+5%	39k	95.44	View chart
Dimensional Etf Trust International (DFSI)	0.1	$3.7M	+8%	83k	45.10	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.1	$3.7M	+2%	127k	29.43	View chart
Vaneck Merk Gold Etf Gold Shs (OUNZ)	0.1	$3.7M		96k	38.59	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.1	$3.7M	-4%	53k	69.90	View chart
Ark Etf Tr Autnmus Technlgy (ARKQ)	0.1	$3.7M	NEW	28k	132.22	View chart
Dimensional Etf Trust Core Fixe In Etf (DFCF)	0.1	$3.7M	+3%	87k	42.21	View chart
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)	0.1	$3.7M	-2%	30k	121.42	View chart
Intel Corporation (INTC)	0.1	$3.6M	+34%	26k	139.63	View chart
Exchange Traded Concepts Tru Rang Nucl Re Etf (NUKZ)	0.1	$3.6M	NEW	53k	68.16	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$3.4M	+2078%	29k	119.52	View chart
Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR)	0.1	$3.4M	+2%	61k	56.22	View chart
Lockheed Martin Corporation (LMT)	0.1	$3.4M	+75%	6.7k	509.48	View chart
Select Sector Spdr Tr St Str Indl Etf (XLI)	0.1	$3.4M	+187%	18k	185.23	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.1	$3.4M	+38%	22k	154.29	View chart
Sterling Cap Fds Cap Hedged Eqt P (SCEP)	0.1	$3.4M		134k	25.00	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$3.3M	+127%	16k	212.77	View chart
Ishares Tr High Yld Systm B (HYDB)	0.1	$3.3M	NEW	71k	46.77	View chart
Altria (MO)	0.1	$3.3M	+12%	46k	71.95	View chart
Kinder Morgan (KMI)	0.1	$3.3M	+867%	103k	31.97	View chart
Philip Morris International (PM)	0.1	$3.3M	+41%	18k	180.91	View chart
Blackrock Etf Trust Isha Syst Al Etf (IALT)	0.1	$3.3M	NEW	116k	28.05	View chart
Rio Tinto Sponsored Adr (RIO)	0.1	$3.3M	NEW	34k	94.93	View chart
Blackrock Etf Trust Ishares Defense (IDEF)	0.1	$3.2M	+55%	101k	31.78	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.1	$3.2M	+23%	115k	27.70	View chart
Blackrock Etf Trust Ii Isha Flex In Etf (BINC)	0.1	$3.2M	+25%	61k	52.34	View chart
Northern Lts Fd Tr Iii Hcm Defnd 100 (QQH)	0.1	$3.2M		37k	85.60	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)	0.1	$3.1M	+7%	24k	127.76	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.1	$3.1M	+39%	39k	79.42	View chart
Pepsi (PEP)	0.1	$3.1M	+32%	23k	135.40	View chart
John Hancock Exchange Traded Multifactr Sml (JHSC)	0.1	$3.1M	+22%	63k	48.56	View chart
Ishares Tr Global Reit Etf (REET)	0.1	$3.0M	+49%	110k	27.62	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.1	$3.0M	+17%	21k	146.41	View chart
Sterling Cap Fds Capital Multi (SCMC)	0.1	$3.0M	+18%	120k	25.13	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	0.1	$3.0M	+863%	120k	24.66	View chart
Select Sector Spdr Tr St Str Energ Etf (XLE)	0.1	$3.0M	+137%	56k	53.11	View chart
Dimensional Etf Trust Intl Cor Fix Etf (DFGX)	0.1	$2.9M	+15%	54k	53.59	View chart
Northern Lts Fd Tr Iii Hcm Defen 500 (LGH)	0.1	$2.9M		45k	63.76	View chart
Annaly Capital Management In Com New (NLY)	0.1	$2.8M	+45%	124k	22.36	View chart
Select Sector Spdr Tr St Str Discr Etf (XLY)	0.1	$2.8M	+206%	24k	117.28	View chart
Kla Corp Com New (KLAC)	0.1	$2.7M	+1455%	9.1k	301.73	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.1	$2.7M	NEW	94k	28.96	View chart
Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP)	0.1	$2.7M	NEW	112k	24.31	View chart
First Tr Exchng Traded Fd Vi Ft Vest Intl Etf (BUFY)	0.1	$2.7M		116k	23.41	View chart
Blackrock Etf Trust Isha Us Them Etf (THRO)	0.1	$2.7M	-28%	63k	43.11	View chart
Blackrock Etf Trust Ii Isha Glo Usd Etf (GGOV)	0.1	$2.7M	NEW	53k	50.29	View chart
Ishares Tr Us Hlthcare Etf (IYH)	0.1	$2.7M	NEW	40k	67.01	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$2.7M	+14%	11k	236.62	View chart
Target Corporation (TGT)	0.1	$2.7M	+881%	20k	130.61	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$2.7M	-28%	37k	71.25	View chart
Ishares Tr Conv Bd Etf (ICVT)	0.1	$2.6M	+241%	22k	121.74	View chart
Fis Tr Tactical Equity (ACTS)	0.1	$2.6M	NEW	91k	29.07	View chart
Pfizer (PFE)	0.1	$2.6M	+144%	109k	24.08	View chart
Realty Income (O)	0.1	$2.6M	NEW	42k	61.96	View chart
First Tr Exchange-traded Mngd Futrs Strgy (FMF)	0.1	$2.6M	+48%	52k	50.12	View chart
Ge Aerospace Com New (GE)	0.1	$2.6M	+46%	6.9k	373.72	View chart
Spdr Series Trust St Inter Etf (SPTI)	0.1	$2.6M	+87%	91k	28.39	View chart
First Tr Exchange Trad Fd Vi Alt Abslt Strg (FAAR)	0.1	$2.6M	+55%	81k	31.62	View chart
Union Pacific Corporation (UNP)	0.1	$2.6M	+24%	9.4k	271.99	View chart
Nextera Energy (NEE)	0.1	$2.4M	+126%	28k	87.77	View chart
Abbott Laboratories (ABT)	0.1	$2.4M	+7%	27k	90.74	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN)	0.1	$2.4M	NEW	49k	49.49	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.1	$2.4M	NEW	3.7k	640.73	View chart
Bondbloxx Etf Trust Ccc Rt Usd Hi Yl (XCCC)	0.1	$2.4M	-14%	66k	36.56	View chart
John Hancock Exchange Traded Corporate Bd (JHCB)	0.1	$2.4M	+14%	113k	21.21	View chart
Vanguard World Energy Etf (VDE)	0.1	$2.4M	+130%	16k	150.13	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.1	$2.4M	+203%	89k	26.50	View chart
Spdr Series Trust St Str Conv Etf (CWB)	0.1	$2.4M	+49%	22k	107.82	View chart
Vistra Energy (VST)	0.1	$2.3M	NEW	15k	158.63	View chart
Darden Restaurants (DRI)	0.1	$2.3M	NEW	11k	206.00	View chart
Agnc Invt Corp Com reit (AGNC)	0.1	$2.3M	-4%	214k	10.90	View chart
Texas Instruments Incorporated (TXN)	0.1	$2.3M	+2%	7.8k	298.09	View chart
Boeing Company (BA)	0.1	$2.3M	+10%	11k	216.46	View chart
Blackrock Etf Trust Ishares Us Larg (BALI)	0.1	$2.3M	NEW	68k	33.83	View chart
Ge Vernova (GEV)	0.1	$2.3M	+43%	1.9k	1174.70	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (POCT)	0.1	$2.2M	NEW	48k	46.41	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$2.2M	+79%	2.9k	763.19	View chart
Spdr Series Trust St Str Backe Etf (SPMB)	0.1	$2.2M	NEW	100k	22.31	View chart

Past Filings by Simplicity Wealth

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

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
Simplicity Wealth 2022 Q3 filed Oct. 12, 2022

View all past filings

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