Simplicity Wealth,LLC
CIK 1913243
13F filing for Q2 2026・No. 1,297
- Holdings
- US$2.96B
- Quarter change
- +US$1.2B
- Entries
- 1,022
- Net bought (estimate)
- +US$1.02B
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 309
- Sold out 35
- Cut 180
- Added 522
- Corporate actions 4
- Unchanged 11
Largest holdings
1,022 stocks worth US$2.96B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| AMERICAN CENTY ETF TRUS EQT ETF | Added | 702,241 | US$89.94M | 3.04% |
| AMERICAN CENTY ETF TRINTL EQT ETF | Added | 795,696 | US$70.98M | 2.40% |
| VOOVanguard S&P 500 ETFS&P 500 ETF SHS | Added | 102,799 | US$70.6M | 2.38% |
| AAPLAppleCOM | Added | 197,173 | US$57.05M | 1.93% |
| NVDANvidiaCOM | Added | 276,909 | US$55.41M | 1.87% |
| IVVISHARES TRCORE S&P500 ETF | Added | 73,317 | US$54.91M | 1.85% |
| AMERICAN CENTY ETF TRAVANTIS CORE FI | Added | 1,283,956 | US$53.17M | 1.79% |
| SPDR SERIES TRUSTST STR P500ETF | Added | 461,034 | US$40.52M | 1.37% |
| GOOGLAlphabetCAP STK CL A | Added | 108,957 | US$38.94M | 1.31% |
| AMERICAN CENTY ETF TRAVANTIS EMGMKT | Added | 358,301 | US$34.57M | 1.17% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 6, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.