Simplicity Wealth,Llc Reduced Holdings in Q3 2025

Simplicity Wealth,Llc

  • $1.59 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AVUS
American Centy ETF Tr Avantis

ETFs
-683K
- 50.23%
$101.2 - $109.16 $69.1M - $74.5M
676K $73.5M
AVIG
American Centy ETF Tr Avantis

ETFs
-1.1M
- 50.09%
$41.02 - $42.32 $45M - $46.5M
1.09M $46M
AVSF
American Centy ETF Tr Avantis

ETFs
-664K
- 51.12%
$46.71 - $47.3 $31M - $31.4M
635K $30M
AVDE
American Centy ETF Tr Avantis

ETFs
-337K
- 41.01%
$73.24 - $79.04 $24.7M - $26.6M
485K $38.3M
MSFT
Microsoft Corp

Technology
-34.2K
- 38.24%
$491.09 - $535.64 $16.8M - $18.3M
55.3K $28.6M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-290K
- 45.95%
$45.6 - $46.92 $13.2M - $13.6M
342K $16M
IWY
Ishares Tr Russell 200 Growth

ETFs
-58.4K
- 51.54%
$243.93 - $275.62 $14.2M - $16.1M
54.9K $15M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-375K
- 44.0%
$36.04 - $38.78 $13.5M - $14.5M
477K $18.4M
AVEM
American Centy ETF Tr Avantis

ETFs
-191K
- 46.47%
$68.33 - $75.41 $13.1M - $14.4M
220K $16.5M
AVUV
American Centy ETF Tr Avantis

ETFs
-125K
- 49.88%
$90.37 - $102.12 $11.3M - $12.8M
126K $12.5M
AVSC
American Centy ETF Tr Avantis
-213K
- 50.57%
$51.33 - $58.63 $10.9M - $12.5M
208K $11.9M
NVDA
Nvidia Corp

Technology
-99.5K
- 31.05%
$153.3 - $186.58 $15.3M - $18.6M
221K $41.2M
PG
Procter & Gamble CO

Consumer Defensive
-53.2K
- 51.23%
$150.47 - $161.22 $8.01M - $8.58M
50.6K $7.78M
COST
Costco Wholesale Corp

Consumer Defensive
-8.1K
- 46.34%
$915.95 - $994.57 $7.42M - $8.06M
9.38K $8.68M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
-144K
- 49.97%
$59.81 - $60.11 $8.61M - $8.65M
144K $8.63M
EFG
Msci Eafe Growth ETF

ETFs
-77.3K
- 61.43%
$106.99 - $114.46 $8.27M - $8.85M
48.5K $5.53M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-139K
- 31.06%
$72.65 - $78.68 $10.1M - $11M
309K $24.2M
MUB
Ishares National Muni Bond ETF

ETFs
-81.6K
- 47.61%
$103.24 - $106.68 $8.42M - $8.7M
89.8K $9.56M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-44.1K
- 56.9%
$182.33 - $194.5 $8.04M - $8.57M
33.4K $6.49M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
-195K
- 83.93%
$37.14 - $37.85 $7.25M - $7.39M
37.4K $1.41M
IWX
Ishares Tr Russell 200 Value E

ETFs
-89.6K
- 48.81%
$83.04 - $87.88 $7.44M - $7.87M
94K $8.26M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
-260K
- 41.5%
$25.21 - $25.99 $6.56M - $6.76M
367K $9.48M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-19.1K
- 15.78%
$567.77 - $614.76 $10.8M - $11.7M
102K $62.4M
VEU
Vanguard Ftse All World Ex Us

ETFs
-86.2K
- 59.87%
$66.38 - $71.68 $5.72M - $6.18M
57.8K $4.12M
V
Visa Inc.

Financial Services
-14.7K
- 40.08%
$332.09 - $358.86 $4.89M - $5.28M
22K $7.51M
IVW
Ishares S&P 500 Growth ETF

ETFs
-54.7K
- 48.04%
$108.97 - $121.65 $5.96M - $6.65M
59.1K $7.14M
AMZN
Amazon Com Inc

Consumer Cyclical
-22.4K
- 22.1%
$211.65 - $238.24 $4.74M - $5.33M
78.9K $17.3M
AVDV
American Centy ETF Tr Avantis

ETFs
-70K
- 50.38%
$79.24 - $89.03 $5.55M - $6.23M
68.9K $6.14M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-118K
- 50.3%
$41.91 - $44.87 $4.95M - $5.3M
117K $5.22M
AAPL
Apple Inc.

Technology
-49.6K
- 30.92%
$202.38 - $256.87 $10M - $12.8M
111K $28.2M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
-95.2K
- 45.27%
$54.35 - $59.32 $5.17M - $5.65M
115K $6.81M
VGIT
Vanguard Intermediate Term Tre

ETFs
-76.1K
- 53.27%
$58.97 - $60.36 $4.49M - $4.59M
66.8K $4.01M
AVRE
American Centy ETF Tr Avantis
-102K
- 49.18%
$43.53 - $45.34 $4.44M - $4.63M
105K $4.69M
VNQ
Vanguard Specialized Funds Van

ETFs
-49.8K
- 90.12%
$88.47 - $93.24 $4.41M - $4.65M
5.46K $499K
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
-43.1K
- 48.91%
$98.52 - $103.93 $4.24M - $4.47M
45K $4.63M
JPM
Jpmorgan Chase & CO

Financial Services
-17.9K
- 34.02%
$282.78 - $316.06 $5.06M - $5.65M
34.7K $10.9M
IWS
Ishares Russell Midcap Value E

ETFs
-34.4K
- 46.74%
$132.83 - $140.61 $4.56M - $4.83M
39.2K $5.47M
IVE
Ishares S&P 500 Value ETF

ETFs
-22.7K
- 47.5%
$194.44 - $206.51 $4.42M - $4.69M
25.1K $5.19M
WMT
Walmart Inc.

Consumer Defensive
-45.6K
- 43.89%
$94.4 - $104.27 $4.3M - $4.75M
58.2K $6M
UWM
Proshares Ultra Russell 2000

ETFs
-111K
- 93.24%
$37.12 - $47.74 $4.11M - $5.28M
8.02K $371K
META
Meta Platforms, Inc.

Communication Services
-5.4K
- 19.48%
$695.21 - $791.73 $3.76M - $4.28M
22.3K $16.4M
IVV
Ishares Core S&P 500 ETF

ETFs
-13.5K
- 13.04%
$620.67 - $670.08 $8.38M - $9.05M
90K $60.2M
IEMG
Ishares Inc

ETFs
-75.1K
- 18.78%
N/A
325K $17.4M
SCHG
Schwab Strategic Tr Us Large C

ETFs
-165K
- 35.36%
$28.92 - $32.19 $4.76M - $5.3M
301K $9.61M
CWB
Spdr Bloomberg Convertible Sec

ETFs
-49.9K
- 68.46%
$82.29 - $90.77 $4.1M - $4.53M
23K $2.08M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
-86.2K
- 45.55%
$45.72 - $47.27 $3.94M - $4.08M
103K $4.84M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-109K
- 30.57%
$39.8 - $42.86 $4.33M - $4.66M
247K $10.6M
IYW
Ishares Dj Us Tech ETF

ETFs
-21.8K
- 91.22%
$171.38 - $197.01 $3.73M - $4.28M
2.09K $410K
IWP
Ishares Russell Mid Cap Growth

ETFs
-26.5K
- 66.78%
$137.51 - $145.26 $3.65M - $3.85M
13.2K $1.88M
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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