Simplicity Wealth,LLC
CIK 0001913243 · SUMMIT, NJ · Quarter end: 2026-06-30 · Filed on: 2026-08-06 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$2.96B
2026 Q2
Positions
1,022
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
19.1%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
AVUS
AMERICAN CENTY ETF TR
3.0%
AVDE
AMERICAN CENTY ETF TR
2.4%
VOO
VANGUARD INDEX FDS
2.4%
AAPL
APPLE INC
1.9%
NVDA
NVIDIA CORPORATION
1.9%
IVV
ISHARES TR
1.9%
AVIG
AMERICAN CENTY ETF TR
1.8%
SPYM
SPDR SERIES TRUST
1.4%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.