Simplicity Wealth,Llc Portfolio Holdings

Simplicity Wealth,Llc

  • $2.26 Billion
  • Q2 2025

Simplicity Wealth,Llc has filed its 13F form on July 22, 2025 for Q2 2025 where it was disclosed a total value porftolio of $2.26 Billion distributed in 585 stocks.

Among their holdings, we can observe that their the top five positions include companies like: American Centy ETF Tr Avantis with a value of $137M, American Centy ETF Tr Avantis with a value of $91.2M, Vanguard Index Fds S&P 500 ETF with a value of $68.7M, Ishares Core S&P 500 ETF with a value of $64.3M, and American Centy ETF Tr Avantis with a value of $61.1M.

Examining the 13F form we can see an increase of $1.06B in the current position value, from $1.2B to 2.26B.

Below you can find more details about Simplicity Wealth,Llc portfolio as well as his latest detailed transactions.

Portfolio value $2.26 Billion
ETFs: $1.48 Billion
Technology: $217 Million
Financial Services: $103 Million
Industrials: $94.1 Million
Consumer Defensive: $78.3 Million
Healthcare: $73.4 Million
Consumer Cyclical: $70.2 Million
Communication Services: $62.9 Million
Other: $40.1 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$86.8B
$2.82 Million 0.13% of portfolio
21,172
Q2 2025 Added 62.47%
$103B
$2.98 Million 0.13% of portfolio
13,631
Q2 2025 Added 91.2%
$94.7B
$2.91 Million 0.13% of portfolio
12,737
Q2 2025 Added 119.45%
$127B
$3.03 Million 0.13% of portfolio
9,835
Q2 2025 Added 7.71%
$138B
$2.65 Million 0.12% of portfolio
12,654
Q2 2025 Added 72.0%
$73.8B
$2.78 Million 0.12% of portfolio
30,534
Q2 2025 Added 102.7%
$177B
$2.79 Million 0.12% of portfolio
14,330
Q2 2025 Added 120.22%
$23.6B
$2.5 Million 0.11% of portfolio
26,036
Q2 2025 Added 115.89%
$250B
$2.49 Million 0.11% of portfolio
13,650
Q2 2025 Added 244.0%
$80.4B
$2.45 Million 0.11% of portfolio
9,900
Q2 2025 Added 122.97%
$65.9B
$2.38 Million 0.11% of portfolio
8,424
Q2 2025 Added 128.23%
$201B
$2.57 Million 0.11% of portfolio
2,500
Q2 2025 Added 67.22%
$67.5B
$2.16 Million 0.1% of portfolio
5,566
Q2 2025 Added 62.65%
$62.1B
$2.28 Million 0.1% of portfolio
23,068
Q2 2025 Added 64.02%
$39.1B
$2.16 Million 0.1% of portfolio
8,890
Q2 2025 Added 38.84%
$0
$2.24 Million 0.1% of portfolio
74,278
Q2 2025 Reduced 20.14%
$6.59B
$2.22 Million 0.1% of portfolio
42,008
Q2 2025 Added 109.76%
$16.2B
$2.2 Million 0.1% of portfolio
18,316
Q2 2025 Added 157.32%
$30.2B
$2.32 Million 0.1% of portfolio
44,718
Q2 2025 Added 80.28%
$107B
$2.32 Million 0.1% of portfolio
39,541
Q2 2025 Reduced 32.14%
$92.2B
$1.97 Million 0.09% of portfolio
16,693
Q2 2025 Added 130.63%
$40.5B
$2.09 Million 0.09% of portfolio
27,650
Q2 2025 Added 70.61%
$173B
$1.97 Million 0.09% of portfolio
3,631
Q2 2025 Added 161.41%
$77.4B
$2.06 Million 0.09% of portfolio
8,340
Q2 2025 Added 88.09%
$94B
$2.02 Million 0.09% of portfolio
4,034
Q2 2025 New
$224B
$1.96 Million 0.09% of portfolio
338
Q2 2025 Added 41.42%
$245B
$1.82 Million 0.08% of portfolio
2,572
Q2 2025 Added 4.89%
$227B
$1.87 Million 0.08% of portfolio
4,826
Q2 2025 Added 3.87%
$173B
$1.87 Million 0.08% of portfolio
4,840
Q2 2025 Added 85.37%
$145B
$1.86 Million 0.08% of portfolio
16,087
Q2 2025 Reduced 41.0%
$293B
$1.7 Million 0.08% of portfolio
6,596
Q2 2025 Added 138.12%
$1.25T
$1.82 Million 0.08% of portfolio
8,025
Q2 2025 Added 99.88%
$53.2B
$1.72 Million 0.08% of portfolio
1,654
Q2 2025 Added 94.82%
$73.8B
$1.51 Million 0.07% of portfolio
4,240
Q2 2025 Added 115.89%
$37.5B
$1.54 Million 0.07% of portfolio
21,914
Q2 2025 New
$268B
$1.67 Million 0.07% of portfolio
6,123
Q2 2025 Added 10.07%
$79.2B
$1.58 Million 0.07% of portfolio
8,476
Q2 2025 Added 212.65%
$162B
$1.41 Million 0.06% of portfolio
7,708
Q2 2025 Added 218.25%
$178B
$1.34 Million 0.06% of portfolio
8,397
Q2 2025 Reduced 20.72%
$14.5B
$1.3 Million 0.06% of portfolio
141,743
Q2 2025 New
$72.9B
$1.42 Million 0.06% of portfolio
382
Q2 2025 Added 124.71%
$0
$1.31 Million 0.06% of portfolio
51,508
Q2 2025 Added 25.02%
$103B
$1.37 Million 0.06% of portfolio
14,908
Q2 2025 Added 277.61%
$156B
$1.37 Million 0.06% of portfolio
38,352
Q2 2025 Reduced 12.74%
$121B
$1.35 Million 0.06% of portfolio
3,035
Q2 2025 Added 133.64%
$82.5B
$1.41 Million 0.06% of portfolio
9,256
Q2 2025 Added 90.92%
$132B
$1.35 Million 0.06% of portfolio
1,756
Q2 2025 New
$95B
$1.42 Million 0.06% of portfolio
20,023
Q2 2025 Added 269.7%
$165B
$1.43 Million 0.06% of portfolio
5,138
Q2 2025 Added 310.38%

Summary

  • Portfolio
  • No. of Stocks 585
  • Current Value $2.26 Billion
  • Prior Value $1.2 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 22, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 120 stocks
  • Additional Purchases 384 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 61 stocks
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