Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Simplicity Wealth,LLC (CIK 1913243) reported $1.76B across 743 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AVUS ($76.7M, 4.35%), VOO ($57.8M, 3.28%), AVDE ($55.0M, 3.11%), AVIG ($50.4M, 2.85%), IVV ($34.5M, 1.95%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AVUS | AMERICAN CENTY ETF TR | $76.7M | 4.35% | 689,828 | Trimmed |
| 2 | VOO | VANGUARD INDEX FDS | $57.8M | 3.28% | 96,791 | Added |
| 3 | AVDE | AMERICAN CENTY ETF TR | $55.0M | 3.11% | 647,822 | Added |
| 4 | AVIG | AMERICAN CENTY ETF TR | $50.4M | 2.85% | 1.2M | Added |
| 5 | IVV | ISHARES TR | $34.5M | 1.95% | 52,766 | Added |
| 6 | AVSF | AMERICAN CENTY ETF TR | $34.2M | 1.94% | 731,683 | Added |
| 7 | SPLG | SPDR SERIES TRUST | $31.7M | 1.80% | 414,641 | Added |
| 8 | NVDA | NVIDIA CORPORATION | $31.8M | 1.80% | 182,090 | Added |
| 9 | AVLC | AMERICAN CENTY ETF TR | $28.8M | 1.63% | 371,421 | Trimmed |
| 10 | AAPL | APPLE INC | $27.2M | 1.54% | 107,322 | Added |
| 11 | TLT | ISHARES TR | $24.5M | 1.39% | 282,912 | Added |
| 12 | AVEM | AMERICAN CENTY ETF TR | $22.9M | 1.30% | 284,682 | Added |
| 13 | MSFT | MICROSOFT CORP | $19.7M | 1.12% | 53,229 | Added |
| 14 | IEMG | ISHARES INC | $18.4M | 1.04% | 263,682 | Added |
| 15 | DFAC | DIMENSIONAL ETF TRUST | $17.3M | 0.98% | 444,593 | Trimmed |
| 16 | IWY | ISHARES TR | $16.0M | 0.90% | 64,138 | Added |
| 17 | AMZN | AMAZON COM INC | $14.8M | 0.84% | 71,266 | Added |
| 18 | AVUV | AMERICAN CENTY ETF TR | $14.6M | 0.83% | 131,829 | Trimmed |
| 19 | AVSC | AMERICAN CENTY ETF TR | $13.6M | 0.77% | 217,948 | Trimmed |
| 20 | SPAB | SPDR SERIES TRUST | $13.6M | 0.77% | 530,938 | Added |
| 21 | JHMD | JOHN HANCOCK EXCHANGE TRADED | $13.4M | 0.76% | 316,683 | Added |
| 22 | JHML | JOHN HANCOCK EXCHANGE TRADED | $13.2M | 0.75% | 168,408 | Added |
| 23 | DFSB | DIMENSIONAL ETF TRUST | $13.0M | 0.74% | 251,974 | Trimmed |
| 24 | IUSB | ISHARES TR | $12.7M | 0.72% | 273,987 | Added |
| 25 | EFV | ISHARES TR | $12.3M | 0.70% | 165,599 | Added |
Source: SEC Form 13F filings · as of 2026-03-31