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.
Stock Holdings Table ETFs Only
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