13F Insight
DOSSIER · 13F-HR · Q2 2026

Simplicity Wealth,LLC

$3.0B in tracked AUM across 1,022 positions as of Q2 2026.

SW
CIK 0001913243 · last filed Jun 30, 2026
Total AUM
$3.0B
as of Q2 2026
Holdings
1,022
—
positions
Whale Score
49
49
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Simplicity Wealth,LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
AVUS
AMERICAN CENTY ETF TR
$90M702K3.0%02
AVDE
AMERICAN CENTY ETF TR
$71M796K2.4%03
VOO
VANGUARD INDEX FDS
$71M103K2.4%04
AAPL
APPLE INC
$57M197K1.9%05
NVDA
NVIDIA CORPORATION
$55M277K1.9%06
IVV
ISHARES TR
$55M73K1.9%07
AVIG
AMERICAN CENTY ETF TR
$53M1.3M1.8%08
SPYM
SPDR SERIES TRUST
$41M461K1.4%09
GOOGL
ALPHABET INC
$39M109K1.3%10
AVEM
AMERICAN CENTY ETF TR
$35M358K1.2%

Filing history

2026Q2Jun 30
$3.0B▲ 67.9%
1,022 positionsView →2026Q1Mar 31
$1.8B▲ 5.2%
748 positionsView →2025Q4Dec 31
$1.7B▼ 2.9%
700 positionsView →2025Q3Sep 30
$1.7B▼ 28.1%
709 positionsView →2025Q2Jun 30
$2.4B▲ 324.4%
585 positionsLocked2025Q1Mar 31
$566M▲ 18.0%
309 positionsLocked2024Q4Dec 31
$480M▼ 55.6%
323 positionsLocked2024Q3Sep 30
$1.1B▼ 75.6%
494 positionsLocked2024Q2Jun 30
$4.4B▲ 5.4%
1,240 positionsLocked2024Q1Mar 31
$4.2B▲ 1524.5%
1,177 positionsLocked2023Q4Dec 31
$258M▲ 51.2%
180 positionsLocked2023Q3Sep 30
$171M▲ 6.2%
93 positionsLocked
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