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Filers›Asset Manager›Simplicity Wealth,LLC
DOSSIER · 13F-HR · Q1 2026

Simplicity Wealth,LLC

Simplicity Wealth's asset manager based in San Francisco, CA — $1.8B in tracked AUM across 748 positions as of Q1 2026.

SW
Simplicity Wealth·San Francisco, CA·Asset Manager
CIK 0001913243 · last filed Mar 31, 2026
Total AUM
$1.8B
▲ 7.6%
vs prior
Holdings
748
—
positions
Whale Score
55
55
tracked
Activity
—
no data
changes this Q
Top sector
Financials
43% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Simplicity Wealth,LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
AVUS
AMERICAN CENTY ETF TR
$77M690K4.3%
02
VOO
VANGUARD INDEX FDS
$58M97K3.3%
03
AVDE
AMERICAN CENTY ETF TR
$55M648K3.1%
04
AVIG
AMERICAN CENTY ETF TR
$50M1.2M2.9%
05
IVV
ISHARES TR
$34M53K2.0%
06
AVSF
AMERICAN CENTY ETF TR
$34M732K1.9%
07
NVDA
NVIDIA CORPORATION
$32M182K1.8%
08
SPYM
SPDR SERIES TRUST
$32M415K1.8%
09
AVLC
AMERICAN CENTY ETF TR
$29M371K1.6%
10
AAPL
APPLE INC
$27M107K1.5%

Filing history

Filing history loading…
AI Agent · grounded in Simplicity
haiku-4-5 · 748 positions indexed
Sector mix
  • Financials43%
  • Health Care13%
  • Cons. Disc.9%
  • Industrials6%
  • Energy16%
  • Other13%
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