13F Insight
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DOSSIER · 13F-HR · Q3 2026

Simplicity Wealth,LLC

$3.4B in tracked AUM across 1,074 positions as of Q3 2026.

SW
CIK 0001913243 · last filed Sep 30, 2026
Total AUM
$3.4B
as of Q3 2026
Holdings
1,074
—
positions
Whale Score
47
47
tracked
Activity
—
no data
changes this Q

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
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Filing history

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