Simplicity Wealth,Llc Incresed Positions 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
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
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
COIN
Coinbase Global, Inc.

Technology
6.87K
+ 484.49%
$297.99 - $419.78 $2.05M - $2.88M
8.29K $2.8M
HOOD
Robinhood Markets, Inc.

Technology
11.8K
+ 180.65%
$91.27 - $143.18 $1.08M - $1.69M
18.4K $2.63M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
80.8K
+ 333.75%
$22.9 - $23.58 $1.85M - $1.91M
105K $2.47M
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
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
SIVR
Abrdn Silver ETF Trust

ETFs
25K
+ 82.38%
$34.34 - $44.62 $857K - $1.11M
55.3K $2.46M
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
PHYS
Sprott Physical Gold Trust

Financial Services
27.5K
+ 53.44%
$25.02 - $29.62 $689K - $815K
79K $2.34M
VGT
Vanguard Information Technolog

ETFs
1.15K
+ 53.86%
$656.44 - $753.15 $755K - $866K
3.29K $2.45M
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
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
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
JEPI
J P Morgan Exchange Traded Fd

ETFs
11.9K
+ 43.13%
$55.61 - $57.37 $661K - $682K
39.5K $2.25M
DDWM
Wisdomtree Tr Currency Hedged

ETFs
11.8K
+ 20.32%
$39.39 - $42.09 $467K - $499K
70.1K $2.93M
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
PFF
Ishares Trust Ishares Pfd And

ETFs
15.7K
+ 132.05%
$30.67 - $32.13 $480K - $503K
27.5K $870K
IEFA
Ishares Tr

ETFs
3.53K
+ 8.99%
$81.7 - $87.53 $289K - $309K
42.8K $3.74M
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
17.4K
+ 202.97%
$23.29 - $23.38 $405K - $407K
26K $607K
XLU
Utilities Sector Spdr

ETFs
3.68K
+ 32.15%
$81.14 - $87.32 $299K - $322K
15.1K $1.32M
UBER
Uber Technologies, Inc

Technology
3.09K
+ 23.28%
$86.91 - $99.57 $268K - $307K
16.3K $1.6M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
1.73K
+ 52.98%
$148.97 - $165.88 $257K - $286K
4.99K $820K
SCHA
Schwab Strategic Tr Us Small C

ETFs
9.59K
+ 52.58%
$25.29 - $28.33 $242K - $272K
27.8K $776K
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
1.07K
+ 1.15%
$35.42 - $38.65 $37.8K - $41.3K
94.3K $3.59M
VUG
Vanguard Growth ETF

ETFs
302
+ 8.69%
$433.97 - $484.08 $131K - $146K
3.78K $1.81M
HCA
Hca Healthcare, Inc.

Healthcare
477
+ 26.53%
$334.32 - $426.2 $159K - $203K
2.28K $969K
BC
Brunswick Corp

Consumer Cyclical
3.61K
+ 57.33%
$56.64 - $66.85 $205K - $241K
9.91K $626K
VTI
Vanguard Total Stock Market Et

ETFs
50
+ 0.49%
$303.93 - $329.86 $15.2K - $16.5K
10.3K $3.39M
F
Ford Motor CO

Consumer Cyclical
16.7K
+ 82.27%
$10.82 - $12.09 $181K - $202K
37.1K $443K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
2.6K
+ 18.61%
$82.38 - $83.0 $214K - $216K
16.6K $1.38M
TPR
Tapestry, Inc.

Consumer Cyclical
1.16K
+ 36.54%
$86.48 - $116.14 $100K - $135K
4.34K $491K
FBK
Fb Financial Corp

Financial Services
1.24K
+ 9.47%
$46.72 - $56.0 $58K - $69.6K
14.4K $800K
LPX
Louisiana Pacific Corp

Industrials
2.2K
+ 73.91%
$83.39 - $102.75 $183K - $226K
5.17K $459K
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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