Simplicity Wealth,Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$1.76B
Q ending 2026-03-31
Prior quarter
$1.68B
Q ending 2025-12-31
Change
+5.2% QoQ · +37.2% YoY
Positions
748
reported holdings
Largest positions
Top 100 of 748 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| American Centy Etf Tr | AVUS | Shares | $76.7M | 690K |
| Vanguard Index Fds | VOO | Shares | $57.8M | 97K |
| American Centy Etf Tr | AVDE | Shares | $55.0M | 648K |
| American Centy Etf Tr | AVIG | Shares | $50.4M | 1.2M |
| Ishares Tr | IVV | Shares | $34.5M | 53K |
| American Centy Etf Tr | AVSF | Shares | $34.2M | 732K |
| Nvidia Corporation | NVDA | Shares | $31.8M | 182K |
| Spdr Series Trust | SPYM | Shares | $31.7M | 415K |
| American Centy Etf Tr | AVLC | Shares | $28.8M | 371K |
| Apple Inc | AAPL | Shares | $27.2M | 107K |
| Ishares Tr | TLT | Shares | $24.5M | 283K |
| American Centy Etf Tr | AVEM | Shares | $22.9M | 285K |
| Microsoft Corp | MSFT | Shares | $19.7M | 53K |
| Ishares Inc | IEMG | Shares | $18.4M | 264K |
| Dimensional Etf Trust | DFAC | Shares | $17.3M | 445K |
| Ishares Tr | IWY | Shares | $16.0M | 64K |
| Amazon Com Inc | AMZN | Shares | $14.8M | 71K |
| American Centy Etf Tr | AVUV | Shares | $14.6M | 132K |
| Spdr Series Trust | SPAB | Shares | $13.6M | 531K |
| American Centy Etf Tr | AVSC | Shares | $13.6M | 218K |
| John Hancock Exchange Traded | JHMD | Shares | $13.4M | 317K |
| John Hancock Exchange Traded | JHML | Shares | $13.2M | 168K |
| Dimensional Etf Trust | DFSB | Shares | $13.0M | 252K |
| Ishares Tr | IUSB | Shares | $12.7M | 274K |
| Ishares Tr | EFV | Shares | $12.3M | 166K |
| Dimensional Etf Trust | DFSU | Shares | $12.2M | 297K |
| Alphabet Inc | GOOGL | Shares | $11.7M | 41K |
| Spdr Index Shs Fds | SPDW | Shares | $11.5M | 251K |
| Schwab Strategic Tr | SCHG | Shares | $11.4M | 392K |
| Broadcom Inc | AVGO | Shares | $11.3M | 37K |
| Meta Platforms Inc | META | Shares | $11.0M | 19K |
| Tesla Inc | TSLA | Shares | $10.7M | 29K |
| Jpmorgan Chase & Co | JPM | Shares | $10.4M | 35K |
| Ishares Tr | IWX | Shares | $10.0M | 108K |
| Vanguard Whitehall Fds | VYM | Shares | $9.4M | 64K |
| Alphabet Inc | GOOG | Shares | $9.4M | 33K |
| Innovator Etfs Trust | QFLR | Shares | $9.3M | 280K |
| Abbvie Inc | ABBV | Shares | $9.3M | 43K |
| Costco Wholesale Corporation | COST | Shares | $9.3M | 9K |
| First Tr Exchng Traded Fd Vi | BUFD | Shares | $8.9M | 319K |
| Ishares Tr | EFG | Shares | $8.9M | 80K |
| Ishares Tr | MUB | Shares | $8.6M | 81K |
| Ishares Tr | IDEV | Shares | $8.6M | 103K |
| Exxon Mobil Corp | XOM | Shares | $8.5M | 50K |
| Ishares Tr | IVE | Shares | $8.5M | 40K |
| Ishares Tr | USIG | Shares | $8.2M | 160K |
| Spdr Series Trust | BIL | Shares | $8.1M | 89K |
| Ishares Tr | IVW | Shares | $8.1M | 71K |
| Johnson & Johnson | JNJ | Shares | $7.7M | 31K |
| Procter & Gamble Co | PG | Shares | $7.6M | 53K |
| First Tr Exchange-Traded Fd | FTSM | Shares | $7.5M | 126K |
| Abrdn Fds | AGEM | Shares | $7.4M | 183K |
| Blackrock Etf Trust | DYNF | Shares | $7.4M | 127K |
| Eli Lilly & Co | LLY | Shares | $7.1M | 8K |
| Lam Research Corp | LRCX | Shares | $6.7M | 32K |
| Etf Opportunities Trust | WLTG | Shares | $6.7M | 198K |
| Advanced Micro Devices Inc | AMD | Shares | $6.7M | 33K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $6.5M | 14K |
| American Centy Etf Tr | AVDV | Shares | $6.4M | 64K |
| Invesco Exch Traded Fd Tr Ii | BKLN | Shares | $6.2M | 303K |
| American Centy Etf Tr | AVDS | Shares | $6.2M | 86K |
| Walmart Inc | WMT | Shares | $6.2M | 49K |
| Chevron Corporation | CVX | Shares | $6.0M | 29K |
| Visa Inc | V | Shares | $5.9M | 19K |
| Spdr Index Shs Fds | SPEM | Shares | $5.9M | 125K |
| John Hancock Exchange Traded | JHMM | Shares | $5.8M | 87K |
| Netflix Inc. | NFLX | Shares | $5.8M | 61K |
| First Tr Exchange Traded Fd | SDVY | Shares | $5.7M | 144K |
| Ishares Tr | IWS | Shares | $5.6M | 39K |
| Ishares Tr | GOVT | Shares | $5.5M | 240K |
| Dimensional Etf Trust | DFUV | Shares | $5.5M | 113K |
| Home Depot Inc | HD | Shares | $5.5M | 17K |
| John Hancock Exchange Traded | JHEM | Shares | $5.4M | 159K |
| Schwab Strategic Tr | FNDE | Shares | $5.4M | 142K |
| Invesco Qqq Tr | QQQ | Shares | $5.4M | 9K |
| Cisco Sys Inc | CSCO | Shares | $5.3M | 69K |
| Merck & Co Inc | MRK | Shares | $5.3M | 44K |
| Ishares Tr | AGG | Shares | $5.3M | 53K |
| Coca Cola Co | KO | Shares | $5.3M | 69K |
| Vanguard Scottsdale Fds | VMBS | Shares | $5.2M | 111K |
| Dimensional Etf Trust | DFSD | Shares | $5.2M | 108K |
| Vanguard Bd Index Fds | BND | Shares | $5.1M | 70K |
| Vanguard Intl Equity Index F | VEU | Shares | $5.0M | 66K |
| American Centy Etf Tr | AVRE | Shares | $4.9M | 112K |
| Bank America Corp | BAC | Shares | $4.6M | 95K |
| Ishares Tr | MBB | Shares | $4.6M | 49K |
| Vanguard Scottsdale Fds | VGIT | Shares | $4.6M | 77K |
| Ishares Tr | IJR | Shares | $4.5M | 36K |
| Oracle Corp | ORCL | Shares | $4.3M | 29K |
| Vaneck Merk Gold Etf | OUNZ | Shares | $4.3M | 96K |
| Select Sector Spdr Tr | XLK | Shares | $4.3M | 32K |
| American Centy Etf Tr | AVES | Shares | $4.3M | 72K |
| Abrdn Silver Etf Trust | SIVR | Shares | $4.3M | 60K |
| International Business Machs | IBM | Shares | $4.3M | 18K |
| Wells Fargo & Co | WFC | Shares | $4.2M | 53K |
| Vanguard Whitehall Fds | VWOB | Shares | $4.2M | 64K |
| Ishares Tr | IWF | Shares | $4.2M | 10K |
| Verizon Communications Inc | VZ | Shares | $4.1M | 83K |
| Palantir Technologies Inc | PLTR | Shares | $4.1M | 28K |
| Ishares Tr | QUAL | Shares | $4.0M | 21K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.