Simplicity Wealth,LLC
Simplicity Wealth,LLC reported 1,022 positions worth $2.96B as of June 30, 2026 (13F filed August 6, 2026). Largest holding: AVUS (3.0%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | AVUS | SH | $89.9M | 3.04% | 702,241 | — | — | |
| ▸ 2 | AVDE | SH | $71.0M | 2.40% | 795,696 | — | — | |
| ▸ 3 | VOO | SH | $70.6M | 2.38% | 102,799 | — | — | |
| ▸ 4 | AAPL | SH | $57.1M | 1.93% | 197,173 | — | — | |
| ▸ 5 | NVDA | SH | $55.4M | 1.87% | 276,909 | — | — | |
| ▸ 6 | IVV | SH | $54.9M | 1.85% | 73,317 | — | — | |
| ▸ 7 | AVIG | SH | $53.2M | 1.79% | 1,283,956 | — | — | |
| ▸ 8 | SPYM | SH | $40.5M | 1.37% | 461,034 | — | — | |
| ▸ 9 | GOOGL | SH | $38.9M | 1.31% | 108,957 | — | — | |
| ▸ 10 | AVEM | SH | $34.6M | 1.17% | 358,301 | — | — |
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Frequently Asked Questions
What stocks does Simplicity Wealth,LLC hold as of Q2 2026?
Simplicity Wealth,LLC reported 1022 positions worth $2.96B in its Q2 2026 13F filing. Largest positions: AVUS (3.0%), AVDE (2.4%), VOO (2.4%), AAPL (1.9%) and NVDA (1.9%).
What did Simplicity Wealth,LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Simplicity Wealth,LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.