Simplicity Wealth,Llc Portfolio Holdings

Simplicity Wealth,Llc

  • $1.2 Billion
  • Q1 2025

Simplicity Wealth,Llc has filed its 13F form on April 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $1.2 Billion distributed in 561 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 $58.9M, Vanguard Index Fds S&P 500 ETF with a value of $47.8M, Ishares Core S&P 500 ETF with a value of $46.3M, American Centy ETF Tr Avantis with a value of $42.6M, and Embraer S.A. with a value of $31M.

Examining the 13F form we can see an increase of $741M in the current position value, from $461M to 1.2B.

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

Portfolio value $1.2 Billion
ETFs: $800 Million
Technology: $105 Million
Industrials: $61 Million
Financial Services: $54.4 Million
Consumer Cyclical: $39 Million
Consumer Defensive: $37.1 Million
Healthcare: $36.9 Million
Communication Services: $29.3 Million
Other: $22.4 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$3.64 Million 0.3% of portfolio
38,895
Q1 2025 New
$0
$3.65 Million 0.3% of portfolio
7,783
Q1 2025 Added 38.05%
$0
$3.62 Million 0.3% of portfolio
19,452
Q1 2025 Added 790.66%
$0
$3.56 Million 0.3% of portfolio
72,304
Q1 2025 Added 1,533.99%
$0
$3.62 Million 0.3% of portfolio
70,329
Q1 2025 New
$0
$3.48 Million 0.29% of portfolio
130,839
Q1 2025 New
$0
$3.5 Million 0.29% of portfolio
69,327
Q1 2025 New
$0
$3.44 Million 0.29% of portfolio
101,911
Q1 2025 Added 12.52%
$0
$3.43 Million 0.29% of portfolio
33,260
Q1 2025 New
$0
$3.42 Million 0.28% of portfolio
93,129
Q1 2025 New
$0
$3.41 Million 0.28% of portfolio
48,488
Q1 2025 Added 9.1%
$52.9B
$3.33 Million 0.28% of portfolio
56,477
Q1 2025 Added 59.3%
$0
$3.22 Million 0.27% of portfolio
63,600
Q1 2025 New
$0
$3.18 Million 0.26% of portfolio
40,292
Q1 2025 Added 167.26%
$0
$3.08 Million 0.26% of portfolio
45,989
Q1 2025 New
$0
$3.02 Million 0.25% of portfolio
39,467
Q1 2025 Added 37.9%
$0
$3.03 Million 0.25% of portfolio
108,195
Q1 2025 New
$0
$2.91 Million 0.24% of portfolio
117,062
Q1 2025 New
$0
$2.87 Million 0.24% of portfolio
16,787
Q1 2025 Added 294.62%
$0
$2.84 Million 0.24% of portfolio
11,035
Q1 2025 Added 39.16%
$0
$2.88 Million 0.24% of portfolio
30,335
Q1 2025 Added 145.49%
$0
$2.85 Million 0.24% of portfolio
13,816
Q1 2025 Added 163.36%
$0
$2.88 Million 0.24% of portfolio
86,186
Q1 2025 Added 8.27%
$0
$2.76 Million 0.23% of portfolio
57,555
Q1 2025 New
$0
$2.71 Million 0.23% of portfolio
82,383
Q1 2025 New
$105B
$2.63 Million 0.22% of portfolio
9,144
Q1 2025 Added 192.8%
$0
$2.7 Million 0.22% of portfolio
46,377
Q1 2025 New
$0
$2.57 Million 0.21% of portfolio
33,420
Q1 2025 New
$0
$2.54 Million 0.21% of portfolio
51,187
Q1 2025 Added 143.74%
$0
$2.55 Million 0.21% of portfolio
26,630
Q1 2025 Added 162.49%
$0
$2.48 Million 0.21% of portfolio
83,868
Q1 2025 Added 20.77%
$0
$2.39 Million 0.2% of portfolio
47,152
Q1 2025 New
$0
$2.44 Million 0.2% of portfolio
20,763
Q1 2025 Added 577.2%
$0
$2.35 Million 0.2% of portfolio
37,653
Q1 2025 New
$0
$2.23 Million 0.19% of portfolio
112,686
Q1 2025 New
$0
$2.22 Million 0.19% of portfolio
6,666
Q1 2025 Added 148.92%
$0
$2.26 Million 0.19% of portfolio
6,114
Q1 2025 Added 218.94%
$0
$2.21 Million 0.18% of portfolio
43,097
Q1 2025 Added 259.83%
$0
$2.07 Million 0.17% of portfolio
7,567
Q1 2025 Added 70.93%
$0
$2.02 Million 0.17% of portfolio
121,404
Q1 2025 New
$0
$2.07 Million 0.17% of portfolio
12,043
Q1 2025 Reduced 37.99%
$0
$1.97 Million 0.16% of portfolio
13,605
Q1 2025 New
$0
$1.91 Million 0.16% of portfolio
20,071
Q1 2025 Added 281.07%
$0
$1.89 Million 0.16% of portfolio
30,991
Q1 2025 New
$0
$1.83 Million 0.15% of portfolio
12,990
Q1 2025 New
$0
$1.81 Million 0.15% of portfolio
7,089
Q1 2025 New
$0
$1.82 Million 0.15% of portfolio
21,999
Q1 2025 Added 150.99%
$0
$1.83 Million 0.15% of portfolio
51,943
Q1 2025 New
$0
$1.82 Million 0.15% of portfolio
9,097
Q1 2025 Added 139.39%

Summary

  • Portfolio
  • No. of Stocks 561
  • Current Value $1.2 Billion
  • Prior Value $461 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 14, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 284 stocks
  • Additional Purchases 205 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 51 stocks
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