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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$3 Million 0.13% of portfolio
113,079
Q2 2025 Reduced 23.17%
$148B
$2.99 Million 0.13% of portfolio
12,836
Q2 2025 Added 65.97%
$78.1B
$2.82 Million 0.13% of portfolio
21,172
Q2 2025 Added 62.47%
$0
$2.91 Million 0.13% of portfolio
51,870
Q2 2025 Added 71.56%
$0
$2.92 Million 0.13% of portfolio
101,364
Q2 2025 Added 196.72%
$102B
$2.98 Million 0.13% of portfolio
13,631
Q2 2025 Added 91.2%
$92.9B
$2.91 Million 0.13% of portfolio
12,737
Q2 2025 Added 119.45%
$126B
$3.03 Million 0.13% of portfolio
9,835
Q2 2025 Added 7.71%
$0
$2.67 Million 0.12% of portfolio
96,386
Q2 2025 Added 138.36%
$0
$2.61 Million 0.12% of portfolio
38,996
Q2 2025 Added 41.47%
$0
$2.64 Million 0.12% of portfolio
58,368
Q2 2025 Added 137.83%
$0
$2.64 Million 0.12% of portfolio
119,580
Q2 2025 Added 102.94%
$140B
$2.65 Million 0.12% of portfolio
12,654
Q2 2025 Added 72.0%
$0
$2.65 Million 0.12% of portfolio
90,596
Q2 2025 Added 139.69%
$0
$2.82 Million 0.12% of portfolio
81,586
Q2 2025 Added 124.45%
$0
$2.66 Million 0.12% of portfolio
115,670
Q2 2025 Added 141.44%
$70.1B
$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%
$0
$2.67 Million 0.12% of portfolio
14,685
Q2 2025 Added 203.28%
$0
$2.56 Million 0.11% of portfolio
33,720
Q2 2025 New
$22.6B
$2.5 Million 0.11% of portfolio
26,036
Q2 2025 Added 115.89%
$0
$2.49 Million 0.11% of portfolio
54,442
Q2 2025 Added 416.63%
$259B
$2.49 Million 0.11% of portfolio
13,650
Q2 2025 Added 244.0%
$81.3B
$2.45 Million 0.11% of portfolio
9,900
Q2 2025 Added 122.97%
$0
$2.43 Million 0.11% of portfolio
11,188
Q2 2025 Added 67.23%
$0
$2.42 Million 0.11% of portfolio
11,211
Q2 2025 Added 23.24%
$0
$2.4 Million 0.11% of portfolio
56,260
Q2 2025 New
$0
$2.39 Million 0.11% of portfolio
23,184
Q2 2025 New
$65.2B
$2.38 Million 0.11% of portfolio
8,424
Q2 2025 Added 128.23%
$185B
$2.57 Million 0.11% of portfolio
2,500
Q2 2025 Added 67.22%
$0
$2.53 Million 0.11% of portfolio
49,908
Q2 2025 Reduced 21.53%
$70.7B
$2.16 Million 0.1% of portfolio
5,566
Q2 2025 Added 62.65%
$0
$2.31 Million 0.1% of portfolio
58,290
Q2 2025 New
$64.8B
$2.28 Million 0.1% of portfolio
23,068
Q2 2025 Added 64.02%
$0
$2.26 Million 0.1% of portfolio
17,244
Q2 2025 New
$0
$2.26 Million 0.1% of portfolio
68,644
Q2 2025 Added 94.49%
$39.5B
$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%
$56.2B
$2.22 Million 0.1% of portfolio
6,792
Q2 2025 Added 120.88%
$6.86B
$2.22 Million 0.1% of portfolio
42,008
Q2 2025 Added 109.76%
$0
$2.21 Million 0.1% of portfolio
16,291
Q2 2025 Added 390.25%
$14.6B
$2.2 Million 0.1% of portfolio
18,316
Q2 2025 Added 157.32%
$29.3B
$2.32 Million 0.1% of portfolio
44,718
Q2 2025 Added 80.28%
$120B
$2.32 Million 0.1% of portfolio
39,541
Q2 2025 Reduced 32.14%
$0
$2.35 Million 0.1% of portfolio
23,380
Q2 2025 Added 54.33%
$94.3B
$1.97 Million 0.09% of portfolio
16,693
Q2 2025 Added 130.63%
$40.8B
$2.09 Million 0.09% of portfolio
27,650
Q2 2025 Added 70.61%
$167B
$1.97 Million 0.09% of portfolio
3,631
Q2 2025 Added 161.41%
$0
$1.99 Million 0.09% of portfolio
21,693
Q2 2025 Reduced 80.38%

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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