Simplicity Wealth,Llc Purchases in Q3 2025

Simplicity Wealth,Llc

  • $1.59 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
65.5K
+ 301.96%
$91.44 - $91.77 $5.99M - $6.01M
87.2K $8M
TLT
Ishares Barclays 20+ Year Trea

ETFs
61.4K
+ 37.96%
$85.01 - $90.35 $5.22M - $5.55M
223K $19.9M
SCHX
Schwab Strategic Tr Us Large C

ETFs
215K
New
$24.46 - $26.5 $5.26M - $5.7M
215K $5.67M
DFSD
Dimensional ETF Tr Short Durat

ETFs
108K
+ 936.71%
$47.86 - $48.43 $5.18M - $5.24M
120K $5.77M
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
233K
+ 360.61%
$20.84 - $21.03 $4.86M - $4.9M
298K $6.23M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
113K
+ 800.96%
$41.8 - $43.15 $4.71M - $4.87M
127K $5.42M
OUNZ
Van Eck Merk Gold Trust

ETFs
103K
New
$31.49 - $37.19 $3.24M - $3.83M
103K $3.83M
SOFI
So Fi Technologies, Inc.

Financial Services
108K
+ 523.84%
$17.64 - $29.81 $1.91M - $3.23M
129K $3.41M
BUFD
First Tr Exc Trd Fd Viii Ft Cb

ETFs
84.2K
+ 41.53%
$26.52 - $27.64 $2.23M - $2.33M
287K $7.93M
XCCC
Bondbloxx ETF Tr Ccc Rated Usd

ETFs
62.8K
New
$38.32 - $39.33 $2.41M - $2.47M
62.8K $2.46M
LONZ
Pimco ETF Tr Sr Ln Active Exch

ETFs
46.7K
New
$50.7 - $51.11 $2.37M - $2.38M
46.7K $2.38M
COIN
Coinbase Global, Inc.

Technology
6.87K
+ 484.49%
$297.99 - $419.78 $2.05M - $2.88M
8.29K $2.8M
VV
Vanguard Large Cap ETF

ETFs
7.28K
New
$285.05 - $309.14 $2.08M - $2.25M
7.28K $2.24M
AFRM
Affirm Holdings, Inc.

Technology
29K
New
$64.05 - $92.18 $1.86M - $2.67M
29K $2.12M
HOOD
Robinhood Markets, Inc.

Technology
11.8K
+ 180.65%
$91.27 - $143.18 $1.08M - $1.69M
18.4K $2.63M
AGNC
Agnc Investment Corp.

Real Estate
204K
New
$9.2 - $10.37 $1.88M - $2.11M
204K $2M
ZECP
Zacks Tr Earnings Constant Por

ETFs
58.8K
New
$31.92 - $33.66 $1.88M - $1.98M
58.8K $1.98M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
80.8K
+ 333.75%
$22.9 - $23.58 $1.85M - $1.91M
105K $2.47M
PSFF
Pacer Fds Tr Swan Sos Fd Of Fd

ETFs
58.4K
New
$30.43 - $31.63 $1.78M - $1.85M
58.4K $1.84M
SHOP
Shopify Inc.

Technology
8.3K
+ 51.58%
$112.11 - $157.12 $930K - $1.3M
24.4K $3.62M
PGHY
Invesco ETF Tr Ii Global Short

ETFs
86.2K
New
$19.78 - $20.26 $1.71M - $1.75M
86.2K $1.72M
HYG
Ishares Tr

ETFs
20.9K
+ 144.63%
$79.85 - $81.32 $1.67M - $1.7M
35.4K $2.87M
IWM
Ishares Russell 2000 ETF

ETFs
5.61K
+ 50.05%
$214.92 - $244.84 $1.21M - $1.37M
16.8K $4.07M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
27.1K
New
$53.81 - $57.52 $1.46M - $1.56M
27.1K $1.56M
JNK
Spdr Bloomberg High Yield Bond

ETFs
15.1K
+ 138.19%
$96.22 - $98.19 $1.45M - $1.48M
26K $2.55M
VEA
Vanguard Ftse Developed Market

ETFs
23.4K
+ 130.1%
$56.02 - $60.3 $1.31M - $1.41M
41.4K $2.48M
UPST
Upstart Holdings, Inc.

Financial Services
28K
New
$50.8 - $84.13 $1.42M - $2.35M
28K $1.42M
SIVR
Abrdn Silver ETF Trust

ETFs
25K
+ 82.38%
$34.34 - $44.62 $857K - $1.11M
55.3K $2.46M
IGM
Ishares Expanded Tech Sector E

ETFs
10.8K
New
$110.96 - $127.67 $1.2M - $1.38M
10.8K $1.36M
XYLD
Global X Fds S&P 500 Covered C

ETFs
33.8K
New
$38.52 - $39.39 $1.3M - $1.33M
33.8K $1.33M
DFAX
Dimensional ETF Tr
38.8K
New
$29.25 - $31.56 $1.14M - $1.23M
38.8K $1.22M
PTON
Peloton Interactive, Inc.

Consumer Cyclical
133K
New
$6.18 - $9.0 $822K - $1.2M
133K $1.2M
MARA
Marathon Digital Holdings, Inc.

Financial Services
51.6K
New
N/A
51.6K $1.16M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
34.4K
New
$30.13 - $33.37 $1.04M - $1.15M
34.4K $1.15M
VTV
Vanguard Value ETF

ETFs
5.59K
+ 73.75%
$175.51 - $186.57 $981K - $1.04M
13.2K $2.45M
SECT
Sector 10, Inc.

ETFs
16.7K
+ 220.2%
$57.95 - $63.16 $970K - $1.06M
24.3K $1.53M
SCHR
Schwab Intermediate Term Us Tr

ETFs
41.5K
New
$24.69 - $25.26 $1.02M - $1.05M
41.5K $1.04M
VGT
Vanguard Information Technolog

ETFs
1.15K
+ 53.86%
$656.44 - $753.15 $755K - $866K
3.29K $2.45M
PHYS
Sprott Physical Gold Trust

Financial Services
27.5K
+ 53.44%
$25.02 - $29.62 $689K - $815K
79K $2.34M
REET
Ishares Global Reit ETF

ETFs
38.5K
+ 115.5%
$24.45 - $25.91 $940K - $996K
71.7K $1.83M
VB
Vanguard Small Cap ETF

ETFs
3.71K
+ 125.12%
$237.58 - $259.17 $880K - $960K
6.67K $1.7M
ITA
Ishares Tr

ETFs
4.72K
New
$184.73 - $209.26 $873K - $989K
4.72K $988K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
5.98K
+ 58.36%
$133.48 - $144.38 $798K - $864K
16.2K $2.31M
IMTM
Ishares Msci Intl Momentum Fac

ETFs
18.3K
+ 95.28%
$44.58 - $48.01 $817K - $879K
37.5K $1.8M
MO
Altria Group, Inc.

Consumer Defensive
8.96K
+ 22.65%
$57.75 - $67.68 $517K - $606K
48.5K $3.2M
SYF
Synchrony Financial

Financial Services
11.3K
+ 80.99%
$67.53 - $76.86 $763K - $869K
25.3K $1.79M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
1.45K
+ 27.91%
$393.18 - $439.39 $570K - $637K
6.64K $2.89M
CFG
Citizens Financial Group Inc

Financial Services
15.5K
New
$46.1 - $53.65 $714K - $831K
15.5K $823K
BTBT
Bit Digital, Inc

Financial Services
276K
New
$2.38 - $4.12 $656K - $1.14M
276K $816K
Activity Summary
Buys All Purchases 244 New Holdings 161 Increased Positions 83 Sells All Sells 442 Reductions 442 Sold out 0 Options Calls 0 Puts 0
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