Simplicity Wealth,Llc New Holdings in Q3 2025

Simplicity Wealth,Llc

  • $1.59 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SCHX
Schwab Strategic Tr Us Large C

ETFs
215K
New
$24.46 - $26.5 $5.26M - $5.7M
215K $5.67M
OUNZ
Van Eck Merk Gold Trust

ETFs
103K
New
$31.49 - $37.19 $3.24M - $3.83M
103K $3.83M
XCCC
Bondbloxx ETF Tr Ccc Rated Usd

ETFs
62.8K
New
$38.32 - $39.33 $2.41M - $2.47M
62.8K $2.46M
LYFT
Lyft, Inc.

Technology
111K
New
$13.41 - $22.93 $1.49M - $2.55M
111K $2.45M
LONZ
Pimco ETF Tr Sr Ln Active Exch

ETFs
46.7K
New
$50.7 - $51.11 $2.37M - $2.38M
46.7K $2.38M
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
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
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
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
27.1K
New
$53.81 - $57.52 $1.46M - $1.56M
27.1K $1.56M
UPST
Upstart Holdings, Inc.

Financial Services
28K
New
$50.8 - $84.13 $1.42M - $2.35M
28K $1.42M
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
SCHR
Schwab Intermediate Term Us Tr

ETFs
41.5K
New
$24.69 - $25.26 $1.02M - $1.05M
41.5K $1.04M
ITA
Ishares Tr

ETFs
4.72K
New
$184.73 - $209.26 $873K - $989K
4.72K $988K
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
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
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
EDIV
Spdr S&P Emerging Dividends Et

ETFs
16K
New
$37.98 - $39.81 $607K - $637K
16K $621K
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
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
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
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
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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