13F Insight
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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

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
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Filing history

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