Simplicity Wealth,LLC 13F Holdings · Q2 2026
Simplicity Wealth,LLC reported 1,022 securities worth $2.96B in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: AVUS (3.04%), AVDE (2.40%), VOO (2.38%). Among its top 25 positions this quarter: 25 added.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AVUS | AMERICAN CENTY ETF TR | $89.9M | 3.04% | 702,241 | Added |
| 2 | AVDE | AMERICAN CENTY ETF TR | $71.0M | 2.40% | 795,696 | Added |
| 3 | VOO | VANGUARD INDEX FDS | $70.6M | 2.38% | 102,799 | Added |
| 4 | AAPL | APPLE INC | $57.1M | 1.93% | 197,173 | Added |
| 5 | NVDA | NVIDIA CORPORATION | $55.4M | 1.87% | 276,909 | Added |
| 6 | IVV | ISHARES TR | $54.9M | 1.85% | 73,317 | Added |
| 7 | AVIG | AMERICAN CENTY ETF TR | $53.2M | 1.79% | 1.3M | Added |
| 8 | SPYM | SPDR SERIES TRUST | $40.5M | 1.37% | 461,034 | Added |
| 9 | GOOGL | ALPHABET INC | $38.9M | 1.31% | 108,957 | Added |
| 10 | AVEM | AMERICAN CENTY ETF TR | $34.6M | 1.17% | 358,301 | Added |
| 11 | AVSF | AMERICAN CENTY ETF TR | $34.5M | 1.17% | 741,461 | Added |
| 12 | AVLC | AMERICAN CENTY ETF TR | $34.2M | 1.15% | 380,366 | Added |
| 13 | MSFT | MICROSOFT CORP | $32.0M | 1.08% | 85,761 | Added |
| 14 | CAT | CATERPILLAR INC | $29.4M | 0.99% | 27,639 | Added |
| 15 | AVGO | BROADCOM INC | $27.3M | 0.92% | 72,395 | Added |
| 16 | AMZN | AMAZON COM INC | $26.6M | 0.90% | 111,492 | Added |
| 17 | TLT | ISHARES TR | $24.8M | 0.84% | 287,153 | Added |
| 18 | SCNM | STERLING CAP FDS | $24.5M | 0.83% | 973,736 | Added |
| 19 | SPDW | SPDR INDEX SHS FDS | $24.2M | 0.82% | 479,774 | Added |
| 20 | COST | COSTCO WHOLESALE CORPORATION | $22.9M | 0.77% | 24,449 | Added |
| 21 | DFAC | DIMENSIONAL ETF TRUST | $21.6M | 0.73% | 487,697 | Added |
| 22 | TSLA | TESLA INC | $21.5M | 0.72% | 51,056 | Added |
| 23 | SPYG | SPDR SERIES TRUST | $20.6M | 0.70% | 173,137 | Added |
| 24 | WMT | WALMART INC | $20.9M | 0.70% | 184,119 | Added |
| 25 | ABBV | ABBVIE INC | $20.6M | 0.69% | 81,682 | Added |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR