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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$4.87 Million 0.4% of portfolio
100,440
Q1 2025 New
$0
$4.78 Million 0.4% of portfolio
117,016
Q1 2025 Added 2,001.58%
$402B
$4.73 Million 0.39% of portfolio
28,507
Q1 2025 Added 175.32%
$0
$4.61 Million 0.38% of portfolio
65,400
Q1 2025 New
$378B
$4.59 Million 0.38% of portfolio
12,518
Q1 2025 Added 217.15%
$424B
$4.45 Million 0.37% of portfolio
37,451
Q1 2025 Added 161.57%
$728B
$4.51 Million 0.37% of portfolio
5,456
Q1 2025 Added 114.89%
$0
$4.27 Million 0.36% of portfolio
116,301
Q1 2025 Added 9.17%
$0
$4.3 Million 0.36% of portfolio
72,449
Q1 2025 New
$181B
$4.36 Million 0.36% of portfolio
29,059
Q1 2025 Added 304.38%
$0
$4.15 Million 0.35% of portfolio
101,050
Q1 2025 Added 131.33%
$0
$4.16 Million 0.35% of portfolio
97,275
Q1 2025 New
$0
$4.17 Million 0.35% of portfolio
33,363
Q1 2025 Added 1,642.19%
$331B
$4.2 Million 0.35% of portfolio
20,043
Q1 2025 Added 266.62%
$0
$4.12 Million 0.34% of portfolio
21,848
Q1 2025 New
$0
$4.06 Million 0.34% of portfolio
147,184
Q1 2025 Added 340.97%
$0
$3.96 Million 0.33% of portfolio
67,469
Q1 2025 Added 274.22%
$0
$3.83 Million 0.32% of portfolio
19,049
Q1 2025 Added 112.29%
$0
$3.8 Million 0.32% of portfolio
100,232
Q1 2025 New
$0
$3.68 Million 0.31% of portfolio
144,253
Q1 2025 New
$284B
$3.67 Million 0.31% of portfolio
51,093
Q1 2025 Added 163.68%
$461B
$3.59 Million 0.3% of portfolio
25,690
Q1 2025 Added 289.24%
$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%
$105B
$3.61 Million 0.3% of portfolio
21,540
Q1 2025 Added 240.18%
$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
$106B
$3.5 Million 0.29% of portfolio
58,268
Q1 2025 Added 152.24%
$557B
$3.43 Million 0.29% of portfolio
3,675
Q1 2025 Added 86.83%
$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
$447B
$3.42 Million 0.28% of portfolio
3,617
Q1 2025 Added 252.53%
$0
$3.41 Million 0.28% of portfolio
48,488
Q1 2025 Added 9.1%
$53.7B
$3.33 Million 0.28% of portfolio
56,477
Q1 2025 Added 59.3%
$558B
$3.29 Million 0.27% of portfolio
6,004
Q1 2025 Added 140.93%
$0
$3.22 Million 0.27% of portfolio
63,600
Q1 2025 New
$307B
$3.3 Million 0.27% of portfolio
46,130
Q1 2025 Added 723.75%
$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%
$4.98B
$2.95 Million 0.25% of portfolio
308,346
Q1 2025 New
$0
$3.06 Million 0.25% of portfolio
64,578
Q1 2025 New
$0
$3.03 Million 0.25% of portfolio
108,195
Q1 2025 New
$197B
$3 Million 0.25% of portfolio
33,394
Q1 2025 Added 991.66%
$0
$2.91 Million 0.24% of portfolio
117,062
Q1 2025 New

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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