Simplicity Wealth - Portfolio Holdings by Quarter
Historical 13F-HR SEC quarterly filings for Simplicity Wealth going back to Feb. 25, 2022
- Simplicity Wealth 2026 Q1 - filed April 30, 2026 - new!
- 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
- Simplicity Wealth 2021 Q4 - filed Feb. 25, 2022