Simplicity Wealth,Llc Purchases in Q3 2025

Simplicity Wealth,Llc

  • $1.59 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SCHO
Schwab Short Term Us Treasury

ETFs
33K
New
$24.23 - $24.42 $799K - $805K
33K $804K
VIOG
Vanguard S&P Small Cap 600 Gro

ETFs
6.4K
New
$113.22 - $123.86 $725K - $793K
6.4K $779K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
9.08K
New
$79.76 - $85.78 $724K - $778K
9.08K $768K
IGF
Ishares Global Infrastructure

ETFs
12.4K
New
$58.29 - $61.43 $723K - $762K
12.4K $758K
GLDM
World Gold Trust

ETFs
6.68K
+ 29.7%
$64.73 - $76.45 $432K - $511K
29.2K $2.23M
VDE
Vanguard Energy ETF

ETFs
5.83K
+ 291.55%
$118.37 - $129.65 $690K - $756K
7.83K $985K
XLE
Energy Sector Spdr

ETFs
7.97K
New
$84.25 - $91.99 $672K - $733K
7.97K $712K
AAAU
Goldman Sachs Physical Gold ETF

ETFs
18.4K
New
$32.29 - $38.12 $595K - $703K
18.4K $702K
JEPI
J P Morgan Exchange Traded Fd

ETFs
11.9K
+ 43.13%
$55.61 - $57.37 $661K - $682K
39.5K $2.25M
EDIV
Spdr S&P Emerging Dividends Et

ETFs
16K
New
$37.98 - $39.81 $607K - $637K
16K $621K
SRLN
Ssga Active Trust

ETFs
14.2K
+ 11.34%
$41.28 - $41.65 $586K - $592K
139K $5.8M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
1.05K
+ 5.07%
$50.79 - $76.4 $53.1K - $79.9K
21.7K $1.66M
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
19K
New
$28.95 - $29.73 $551K - $566K
19K $566K
SCHC
Schwab Strategic Tr Intl Small

ETFs
12.3K
New
$42.28 - $45.71 $521K - $563K
12.3K $560K
PSLV
Sprott Physical Silver Trust

Financial Services
33.9K
New
$12.24 - $15.73 $415K - $534K
33.9K $532K
FTCS
First Trust Capital Strength E

ETFs
5.5K
New
$89.72 - $93.74 $494K - $516K
5.5K $515K
PFF
Ishares Trust Ishares Pfd And

ETFs
15.7K
+ 132.05%
$30.67 - $32.13 $480K - $503K
27.5K $870K
WELL
Welltower Inc.

Real Estate
2.78K
New
$150.71 - $178.14 $420K - $496K
2.78K $495K
IBHH
Ishares Tr Ibonds 2028 Term Hi

ETFs
20.7K
New
$23.53 - $23.89 $486K - $494K
20.7K $493K
IIIV
I3 Verticals, Inc.

Technology
15.1K
New
$27.81 - $32.95 $421K - $498K
15.1K $491K
SPIB
Spdr Portfolio Intermediate Te

ETFs
14.2K
New
$33.26 - $34.01 $471K - $482K
14.2K $479K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
22.2K
New
$20.76 - $21.78 $460K - $483K
22.2K $477K
IEFA
Ishares Tr

ETFs
3.53K
+ 8.99%
$81.7 - $87.53 $289K - $309K
42.8K $3.74M
TFLO
Ishares Treasury Floating Rate

ETFs
9.07K
New
$50.45 - $50.65 $458K - $459K
9.07K $458K
VAW
Vanguard Materials ETF

ETFs
2.23K
New
$193.21 - $210.15 $432K - $469K
2.23K $457K
SONY
Sony Group Corp

Technology
15.5K
New
$23.92 - $30.07 $372K - $467K
15.5K $447K
GVA
Granite Construction Inc

Industrials
4.07K
New
$92.28 - $111.29 $375K - $453K
4.07K $445K
ZROZ
Pimco ETF Tr 25+ Yr Zero Cpn U

ETFs
6.36K
New
$62.57 - $69.12 $398K - $440K
6.36K $432K
D
Dominion Energy, Inc

Utilities
6.75K
New
$56.32 - $62.1 $380K - $419K
6.75K $412K
FCX
Freeport Mcmoran Inc

Basic Materials
10.5K
New
$35.34 - $47.21 $370K - $495K
10.5K $410K
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
17.4K
+ 202.97%
$23.29 - $23.38 $405K - $407K
26K $607K
UOCT
Innovator U.S. Equity Ultra Bu

ETFs
10.6K
New
$36.83 - $38.43 $391K - $408K
10.6K $407K
INKM
Ssga Active ETF Tr

ETFs
12.1K
New
$32.17 - $33.54 $391K - $407K
12.1K $402K
RLY
Ssga Active ETF Tr

ETFs
13K
New
$29.22 - $30.91 $380K - $402K
13K $401K
VIOV
Vanguard S&P Small Cap 600 Val

ETFs
4.14K
New
$85.31 - $97.03 $353K - $402K
4.14K $394K
XLU
Utilities Sector Spdr

ETFs
3.68K
+ 32.15%
$81.14 - $87.32 $299K - $322K
15.1K $1.32M
EUO
Pro Shares Trust Ii

ETFs
13.5K
New
$27.38 - $29.39 $369K - $397K
13.5K $377K
UBER
Uber Technologies, Inc

Technology
3.09K
+ 23.28%
$86.91 - $99.57 $268K - $307K
16.3K $1.6M
CCJ
Cameco Corp

Energy
4.27K
New
$70.47 - $86.89 $301K - $371K
4.27K $358K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
3.55K
New
$83.08 - $100.2 $295K - $356K
3.55K $356K
VNQI
Vanguard Global Ex U.S. Real

ETFs
7.23K
New
$45.22 - $48.34 $327K - $350K
7.23K $345K
SPG
Simon Property Group Inc

Real Estate
1.81K
New
$159.93 - $187.67 $289K - $339K
1.81K $339K
VONV
Vanguard Russell 1000 Value Et

ETFs
3.72K
New
$84.55 - $89.54 $315K - $333K
3.72K $332K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
1.73K
+ 52.98%
$148.97 - $165.88 $257K - $286K
4.99K $820K
XEL
Xcel Energy Inc

Utilities
4.05K
New
$67.56 - $80.65 $273K - $326K
4.05K $326K
LAMR
Lamar Advertising CO

Real Estate
2.63K
New
$114.98 - $128.82 $302K - $339K
2.63K $321K
SCHA
Schwab Strategic Tr Us Small C

ETFs
9.59K
+ 52.58%
$25.29 - $28.33 $242K - $272K
27.8K $776K
BAP
Credicorp LTD

Financial Services
1.17K
New
$220.56 - $278.29 $258K - $326K
1.17K $311K
MYD
Blackrock Muniyield Fund, Inc.

Financial Services
28.5K
New
$9.82 - $10.65 $280K - $304K
28.5K $301K
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
Track This Portfolio

Track Simplicity Wealth,Llc Portfolio

Follow Simplicity Wealth,Llc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Simplicity Wealth,Llc, based on Form 13F filings with the SEC.

News

Stay updated on Simplicity Wealth,Llc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email