Simplicity Wealth »

Managed Portfolio Series shares owned by Simplicity Wealth

Quarter-by-quarter ownership of Managed Portfolio Series (LST) shares owned by Simplicity Wealth from 13F filings

Historical chart of Simplicity Wealth investment in Managed Portfolio Series

Tip: Access up to 7 years of quarterly data

All positions including Managed Portfolio Series held by Simplicity Wealth consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Managed Portfolio Series by Simplicity Wealth

Quarter filed Position value Share count Share price at filing
2026-09-30 $228k 4.9k 46.73

More positions owned by Simplicity Wealth

American Centy Etf Tr Intl Eqt Etf (AVDE)
American Centy Etf Tr Us Eqt Etf (AVUS)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
American Centy Etf Tr Avantis Core Fi (AVIG)
Alphabet Cap Stk Cl A (GOOGL)
American Centy Etf Tr Avantis Emgmkt (AVEM)
American Centy Etf Tr Avantis Us Larg (AVLC)
Spdr Series Trust St Str P500etf (SPYM)
Ishares Tr Core Univrsl Usd (IUSB)
Amazon (AMZN)
John Hancock Exchange Traded Mltfctr Lrg Cap (JHML)

View all positions for Simplicity Wealth

Top funds holding Managed Portfolio Series

Armis Advisers
CoreCap Advisors
LPL Financial
Welch Financial Planning
Cambridge Investment Research Advisors
LLBH Private Wealth Management
Sigma Planning
Castleview Partners
Gts Securities
Leuthold Weeden Capital Management
Goldman Sachs Group
Goss Wealth Management
IFP Advisors
Private Client Services
Ashton Thomas Private Wealth

View all funds holding Managed Portfolio Series