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AI & tech investing

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.

StockThis quarterValueWeight
AMERICAN CENTY ETF TRUS EQT ETFAddedUS$89.94M3.04%
AMERICAN CENTY ETF TRINTL EQT ETFAddedUS$70.98M2.40%
VOOVanguard S&P 500 ETFS&P 500 ETF SHSAddedUS$70.6M2.38%
AAPLAppleCOMAddedUS$57.05M1.93%
NVDANvidiaCOMAddedUS$55.41M1.87%
IVVISHARES TRCORE S&P500 ETFAddedUS$54.91M1.85%
AMERICAN CENTY ETF TRAVANTIS CORE FIAddedUS$53.17M1.79%
SPDR SERIES TRUSTST STR P500ETFAddedUS$40.52M1.37%
GOOGLAlphabetCAP STK CL AAddedUS$38.94M1.31%
AMERICAN CENTY ETF TRAVANTIS EMGMKTAddedUS$34.57M1.17%

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Filings

The quarter's original 13F filings (SEC).

13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.

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Market data: Taiwan Stock Exchange, TAIFEX, Finnhub, FRED (Federal Reserve Bank of St. Louis), Tiingo, CoinGecko.

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Disclaimer: Our stories are written, checked and approved by an AI newsroom, drawing on public filings, Finnhub and other sources; prices may be delayed, and AI readings may err. For reference only, not investment advice — invest with care.