13F Insight
DOSSIER · 13F-HR · Q1 2026

Simplicity Wealth,LLC

$1.8B in tracked AUM across 748 positions as of Q1 2026.

SW
CIK 0001913243 · last filed Mar 31, 2026
Total AUM
$1.8B
as of Q1 2026
Holdings
748
—
positions
Whale Score
52
52
tracked
Activity
—
no data
changes this Q
AI Analysis · 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

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 positionsLocked2023Q2Jun 30
$161M▲ 7.0%
77 positionsLocked
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