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Manager Directed Portfolios shares owned by Simplicity Wealth

Quarter-by-quarter ownership of Manager Directed Portfolios (SWP) shares owned by Simplicity Wealth from 13F filings

Historical chart of Simplicity Wealth investment in Manager Directed Portfolios

Tip: Access up to 7 years of quarterly data

All positions including Manager Directed Portfolios held by Simplicity Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Manager Directed Portfolios by Simplicity Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $208k 7.5k 27.68

More positions owned by Simplicity Wealth

American Centy Etf Tr Us Eqt Etf (AVUS)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p500 Etf (IVV)
American Centy Etf Tr Avantis Core Fi (AVIG)
NVIDIA Corporation (NVDA)
American Centy Etf Tr Intl Eqt Etf (AVDE)
American Centy Etf Tr Avantis Shfxdinc (AVSF)
Microsoft Corporation (MSFT)
Apple (AAPL)
American Centy Etf Tr Avantis Us Larg (AVLC)
Spdr Series Trust Portfolio S&p500 (SPLG)
Ishares Core Msci Emkt (IEMG)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Amazon (AMZN)

View all positions for Simplicity Wealth

Top funds holding Manager Directed Portfolios

Strategic Wealth Partners
Natural Investments
Brian Low Financial Group
Citadel Advisors
Simplicity Wealth
UBS Group
Parallel Advisors

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