Lester Murray Antman Dba Simply Rich Portfolio Holdings

Lester Murray Antman Dba Simply Rich

  • $359 Million
  • Q2 2025

Lester Murray Antman Dba Simply Rich has filed its 13F form on July 24, 2025 for Q2 2025 where it was disclosed a total value porftolio of $359 Million distributed in 214 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $22.2M, Ishares Msci Usa Min Vol Facto with a value of $20.6M, Alphabet Inc. with a value of $17.6M, Ishares Msci Eafe Min Vol Fact with a value of $17.1M, and Ishares Msci Emerging Markets with a value of $15.9M.

Examining the 13F form we can see an increase of $13.3M in the current position value, from $346M to 359M.

Below you can find more details about Lester Murray Antman Dba Simply Rich portfolio as well as his latest detailed transactions.

Portfolio value $359 Million
Technology: $71.5 Million
ETFs: $70.8 Million
Communication Services: $45.5 Million
Financial Services: $37.3 Million
Healthcare: $32.8 Million
Consumer Cyclical: $30.8 Million
Industrials: $22.1 Million
Consumer Defensive: $16.8 Million
Other: $17.4 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$482,000 0.13% of portfolio
5,829
Q2 2025 Reduced 0.41%
Vanguard Total World Stock Index Admiral
-
$420,000 0.12% of portfolio
-
Q3 2024 New
$2.36B
$420,000 0.12% of portfolio
28,004
Q2 2025 Reduced 1.58%
$15.5B
$421,000 0.12% of portfolio
19,194
Q2 2025 Added 30.7%
$0
$428,000 0.12% of portfolio
694
Q3 2024 Reduced 27.1%
$2.35B
$431,000 0.12% of portfolio
45,503
Q1 2025 Added 0.43%
$259B
$442,000 0.12% of portfolio
2,427
Q1 2024 Reduced 0.16%
$45.4B
$377,000 0.11% of portfolio
4,201
Q2 2024 New
$15.6B
$377,000 0.11% of portfolio
2,103
Q4 2024 Added 7.35%
$37.2B
$401,000 0.11% of portfolio
3,400
Q3 2022 Reduced 0.47%
$29.8B
$403,000 0.11% of portfolio
17,056
Q2 2025 Added 6.65%
$174B
$411,000 0.11% of portfolio
4,510
Q2 2023 Reduced 0.68%
Brookfield Asset Mgmt Fclass A
-
$345,000 0.1% of portfolio
-
Q3 2024 Reduced 5.87%
$40.8B
$348,000 0.1% of portfolio
4,607
Q1 2022 Reduced 0.67%
$89.1B
$350,000 0.1% of portfolio
1,203
Q1 2021 New
$62.1B
$358,000 0.1% of portfolio
3,392
Q1 2025 Added 0.06%
$47.3B
$362,000 0.1% of portfolio
6,183
Q3 2024 Reduced 29.29%
$29.2B
$368,000 0.1% of portfolio
2,247
Q2 2025 Reduced 4.18%
Te Connectivity PLC F
-
$371,000 0.1% of portfolio
-
Q3 2024 New
$120B
$371,000 0.1% of portfolio
6,342
Q1 2025 Added 0.08%
$23.9B
$374,000 0.1% of portfolio
-
Q1 2024 New
$183M
$375,000 0.1% of portfolio
5,000
Q4 2023 New
Lam Resh Corp
-
$315,000 0.09% of portfolio
-
Q4 2024 New
$33B
$313,000 0.09% of portfolio
29,448
Q1 2025 Reduced 15.3%
$0
$308,000 0.09% of portfolio
3,102
Q2 2024 Reduced 6.96%
$3.14B
$308,000 0.09% of portfolio
34,206
Q2 2025 Reduced 0.61%
$177B
$318,000 0.09% of portfolio
1,532
Q2 2025 Reduced 34.22%
$222B
$318,000 0.09% of portfolio
55
Q2 2024 New
-
$320,000 0.09% of portfolio
27,813
Q2 2025 New
Fidelity Total Market Index
-
$327,000 0.09% of portfolio
-
Q3 2024 New
$110B
$331,000 0.09% of portfolio
1,089
Q4 2023 New
$48.8B
$334,000 0.09% of portfolio
27,200
Q3 2024 New
$12.1B
$280,000 0.08% of portfolio
13,212
Q2 2025 Reduced 7.37%
$100B
$278,000 0.08% of portfolio
12,431
Q1 2025 Reduced 2.03%
$31.7B
$275,000 0.08% of portfolio
2,247
Q2 2025 Added 0.36%
Fidelity Blue Chip Growth
-
$273,000 0.08% of portfolio
-
Q3 2024 New
$8.46B
$283,000 0.08% of portfolio
12,130
Q2 2025 New
$13.2B
$285,000 0.08% of portfolio
5,539
Q2 2025 Reduced 1.23%
$27B
$289,000 0.08% of portfolio
3,643
Q4 2024 Added 7.53%
$152B
$293,000 0.08% of portfolio
2,805
Q2 2025 Reduced 36.54%
$51.7B
$294,000 0.08% of portfolio
1,003
Q2 2024 Reduced 2.24%
$24.3B
$302,000 0.08% of portfolio
2,837
Q1 2025 Reduced 3.04%
Schwab Total Stock Market Index
-
$304,000 0.08% of portfolio
-
Q3 2024 New
$42.1B
$237,000 0.07% of portfolio
761
Q3 2024 Added 1.33%
$22.4B
$239,000 0.07% of portfolio
6,744
Q2 2025 Reduced 3.39%
Dodge & Cox Global Stock I
-
$241,000 0.07% of portfolio
-
Q3 2024 New
Barrick Mng Corp F
-
$246,000 0.07% of portfolio
-
Q2 2025 New
$6.86B
$246,000 0.07% of portfolio
4,680
Q2 2025 Reduced 9.83%
$63.7B
$247,000 0.07% of portfolio
2,455
Q1 2025 Reduced 40.66%

Summary

  • Portfolio
  • No. of Stocks 214
  • Current Value $359 Million
  • Prior Value $346 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 24, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 11 stocks
  • Additional Purchases 24 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 60 stocks
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