Simplicity Wealth,Llc Portfolio Stock Holdings
Simplicity Wealth,Llc disclosed 748 stock positions valued at approximately $1.8 billion in its latest SEC 13F filing. The largest holdings include AMERICAN CENTY ETF TR, VANGUARD INDEX FDS, and AMERICAN CENTY ETF TR. The filing reflects positions held as of March 31, 2026 and was filed on April 30, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 748
- Portfolio Value
- $1.8B
Holdings by Sector
Simplicity Wealth,Llc Portfolio Holdings in Q1 2026
698 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| AMERICAN CENTY ETF TR | AVUS | Other | 4.35% | 689,828 | -9,127 | -1.31% | $76,695,069 |
| VANGUARD INDEX FDS | VOO | Other | 3.28% | 96,791 | +1,742 | +1.83% | $57,837,547 |
| AMERICAN CENTY ETF TR | AVDE | Other | 3.11% | 647,822 | +31,737 | +5.15% | $54,961,184 |
| AMERICAN CENTY ETF TR | AVIG | Other | 2.85% | 1,212,470 | +52,097 | +4.49% | $50,365,991 |
| ISHARES TR | IVV | Other | 1.95% | 52,766 | +9,034 | +20.66% | $34,466,966 |
| AMERICAN CENTY ETF TR | AVSF | Other | 1.94% | 731,683 | +65,552 | +9.84% | $34,242,780 |
| NVIDIA CORPORATION | NVDA | Technology | 1.80% | 182,090 | +4,625 | +2.61% | $31,756,552 |
| SPDR SERIES TRUST | SPLG | Other | 1.80% | 414,641 | +76,843 | +22.75% | $31,736,606 |
| AMERICAN CENTY ETF TR | AVLC | Other | 1.63% | 371,421 | -2,654 | -0.71% | $28,803,682 |
| APPLE INC | AAPL | Technology | 1.54% | 107,322 | +5,018 | +4.90% | $27,237,100 |
| ISHARES TR | TLT | Other | 1.39% | 282,912 | +40,018 | +16.48% | $24,525,647 |
| AMERICAN CENTY ETF TR | AVEM | Other | 1.30% | 284,682 | +36,007 | +14.48% | $22,939,624 |
| MICROSOFT CORP | MSFT | Technology | 1.12% | 53,229 | +4,757 | +9.81% | $19,703,840 |
| ISHARES INC | IEMG | Other | 1.04% | 263,682 | +7,156 | +2.79% | $18,391,808 |
| DIMENSIONAL ETF TRUST | DFAC | Other | 0.98% | 444,593 | -22,141 | -4.74% | $17,276,889 |
| ISHARES TR | IWY | Other | 0.90% | 64,138 | +4,558 | +7.65% | $15,960,010 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.84% | 71,266 | +7,500 | +11.76% | $14,842,647 |
| AMERICAN CENTY ETF TR | AVUV | Other | 0.83% | 131,829 | -1,390 | -1.04% | $14,563,161 |
| SPDR SERIES TRUST | SPAB | Other | 0.77% | 530,938 | +119,317 | +28.99% | $13,602,629 |
| AMERICAN CENTY ETF TR | AVSC | Other | 0.77% | 217,948 | -893 | -0.41% | $13,578,149 |
| JOHN HANCOCK EXCHANGE TRADED | JHMD | Other | 0.76% | 316,683 | +76,140 | +31.65% | $13,417,934 |
| JOHN HANCOCK EXCHANGE TRADED | JHML | Other | 0.75% | 168,408 | +39,828 | +30.98% | $13,181,278 |
| DIMENSIONAL ETF TRUST | DFSB | Other | 0.74% | 251,974 | -2,301 | -0.90% | $13,037,840 |
| ISHARES TR | IUSB | Other | 0.72% | 273,987 | +18,670 | +7.31% | $12,655,442 |
| ISHARES TR | EFV | Other | 0.70% | 165,599 | +5,988 | +3.75% | $12,312,220 |
| DIMENSIONAL ETF TRUST | DFSU | Other | 0.69% | 297,206 | -21,253 | -6.67% | $12,212,195 |
| ALPHABET INC | GOOGL | Communication Services | 0.66% | 40,662 | +4,953 | +13.87% | $11,692,550 |
| SPDR INDEX SHS FDS | SPDW | Other | 0.65% | 251,409 | +45,113 | +21.87% | $11,476,812 |
| SCHWAB STRATEGIC TR | SCHG | Other | 0.65% | 391,625 | +48,999 | +14.30% | $11,408,043 |
| BROADCOM INC | AVGO | Technology | 0.64% | 36,579 | +4,905 | +15.49% | $11,321,572 |
| META PLATFORMS INC | META | Communication Services | 0.62% | 19,248 | +2,240 | +13.17% | $11,012,269 |
| TESLA INC | TSLA | Consumer Cyclical | 0.61% | 28,730 | +2,619 | +10.03% | $10,680,412 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.59% | 35,400 | +2,307 | +6.97% | $10,413,276 |
| ISHARES TR | IWX | Other | 0.57% | 108,334 | +9,925 | +10.09% | $10,039,322 |
| VANGUARD WHITEHALL FDS | VYM | Other | 0.53% | 63,633 | +2,633 | +4.32% | $9,424,015 |
| ALPHABET INC | GOOG | Communication Services | 0.53% | 32,812 | +3,340 | +11.33% | $9,412,351 |
| INNOVATOR ETFS TRUST | QFLR | Other | 0.53% | 279,966 | +23,742 | +9.27% | $9,322,868 |
| ABBVIE INC | ABBV | Healthcare | 0.53% | 42,840 | +11,328 | +35.95% | $9,317,351 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 0.53% | 9,332 | -1,320 | -12.39% | $9,298,340 |
| FIRST TR EXCHNG TRADED FD VI | BUFD | Other | 0.51% | 319,416 | +19,998 | +6.68% | $8,943,648 |
| ISHARES TR | EFG | Other | 0.50% | 79,630 | +25,186 | +46.26% | $8,868,414 |
| ISHARES TR | MUB | Other | 0.49% | 81,263 | +2,850 | +3.63% | $8,626,119 |
| ISHARES TR | IDEV | Other | 0.49% | 102,547 | -1,432 | -1.38% | $8,569,860 |
| EXXON MOBIL CORP | XOM | Energy | 0.48% | 50,156 | +5,045 | +11.18% | $8,509,490 |
| ISHARES TR | IVE | Other | 0.48% | 40,117 | +688 | +1.74% | $8,470,672 |
| ISHARES TR | USIG | Other | 0.46% | 159,877 | +9,535 | +6.34% | $8,190,531 |
| SPDR SERIES TRUST | BIL | Other | 0.46% | 88,543 | +121 | +0.14% | $8,114,114 |
| ISHARES TR | IVW | Other | 0.46% | 71,221 | +5,145 | +7.79% | $8,055,835 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.43% | 31,352 | +928 | +3.05% | $7,663,495 |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 0.43% | 52,795 | +4,840 | +10.09% | $7,625,793 |
| FIRST TR EXCHANGE-TRADED FD | FTSM | Other | 0.43% | 126,206 | -13,538 | -9.69% | $7,544,598 |
| BLACKROCK ETF TRUST | DYNF | Other | 0.42% | 127,024 | -4,048 | -3.09% | $7,390,253 |
| ELI LILLY & CO | LLY | Healthcare | 0.40% | 7,674 | +431 | +5.95% | $7,058,195 |
| LAM RESEARCH CORP | LRCX | Other | 0.38% | 31,546 | +557 | +1.80% | $6,740,196 |
| ADVANCED MICRO DEVICES INC | AMD | Technology | 0.38% | 32,881 | +907 | +2.84% | $6,688,970 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.37% | 13,571 | +1,536 | +12.76% | $6,503,415 |
| AMERICAN CENTY ETF TR | AVDV | Other | 0.36% | 63,692 | -8,684 | -12.00% | $6,360,318 |
| INVESCO EXCH TRADED FD TR II | BKLN | Other | 0.35% | 303,398 | +4,243 | +1.42% | $6,192,348 |
| WALMART INC | WMT | Consumer Defensive | 0.35% | 49,498 | -6,625 | -11.80% | $6,151,686 |
| CHEVRON CORPORATION | CVX | Energy | 0.34% | 29,175 | +3,877 | +15.33% | $6,036,278 |
| VISA INC | V | Financial Services | 0.33% | 19,483 | -560 | -2.79% | $5,888,433 |
| SPDR INDEX SHS FDS | SPEM | Other | 0.33% | 125,368 | +24,043 | +23.73% | $5,880,998 |
| JOHN HANCOCK EXCHANGE TRADED | JHMM | Other | 0.33% | 87,127 | +20,741 | +31.24% | $5,847,980 |
| NETFLIX INC. | NFLX | Communication Services | 0.33% | 60,802 | +6,282 | +11.52% | $5,846,074 |
| FIRST TR EXCHANGE TRADED FD | SDVY | Other | 0.32% | 144,108 | +58,378 | +68.10% | $5,682,178 |
| ISHARES TR | IWS | Other | 0.32% | 38,633 | +2,171 | +5.95% | $5,630,357 |
| ISHARES TR | GOVT | Other | 0.31% | 240,115 | +172,561 | +255.44% | $5,501,045 |
| DIMENSIONAL ETF TRUST | DFUV | Other | 0.31% | 113,007 | -2,547 | -2.20% | $5,476,319 |
| HOME DEPOT INC | HD | Consumer Cyclical | 0.31% | 16,647 | +1,629 | +10.85% | $5,475,104 |
| JOHN HANCOCK EXCHANGE TRADED | JHEM | Other | 0.31% | 158,586 | +34,585 | +27.89% | $5,432,832 |
| SCHWAB STRATEGIC TR | FNDE | Other | 0.31% | 141,937 | +8,658 | +6.50% | $5,430,503 |
| INVESCO QQQ TR | QQQ | Other | 0.30% | 9,318 | -1,600 | -14.65% | $5,378,401 |
| CISCO SYS INC | CSCO | Technology | 0.30% | 68,875 | +4,316 | +6.69% | $5,344,065 |
| MERCK & CO INC | MRK | Healthcare | 0.30% | 44,258 | +2,528 | +6.06% | $5,323,834 |
| ISHARES TR | AGG | Other | 0.30% | 53,109 | +18,832 | +54.94% | $5,272,128 |
| COCA COLA CO | KO | Consumer Defensive | 0.30% | 69,287 | -1,563 | -2.21% | $5,269,290 |
| VANGUARD SCOTTSDALE FDS | VMBS | Other | 0.30% | 111,234 | +4,454 | +4.17% | $5,222,446 |
| DIMENSIONAL ETF TRUST | DFSD | Other | 0.29% | 108,261 | +21,798 | +25.21% | $5,183,557 |
| VANGUARD BD INDEX FDS | BND | Other | 0.29% | 69,630 | +11,322 | +19.42% | $5,127,545 |
| VANGUARD INTL EQUITY INDEX F | VEU | Other | 0.28% | 66,174 | +3,564 | +5.69% | $4,969,638 |
| AMERICAN CENTY ETF TR | AVRE | Other | 0.28% | 111,705 | -36 | -0.03% | $4,917,266 |
| BANK AMERICA CORP | BAC | Financial Services | 0.26% | 94,934 | +5,401 | +6.03% | $4,628,025 |
| ISHARES TR | MBB | Other | 0.26% | 48,651 | +4,063 | +9.11% | $4,619,389 |
| VANGUARD SCOTTSDALE FDS | VGIT | Other | 0.26% | 77,381 | +20,570 | +36.21% | $4,608,042 |
| ISHARES TR | IJR | Other | 0.25% | 36,157 | -988 | -2.66% | $4,494,681 |
| ORACLE CORP | ORCL | Technology | 0.25% | 29,471 | +4,121 | +16.26% | $4,335,464 |
| VANECK MERK GOLD ETF | OUNZ | Other | 0.25% | 96,180 | -9,016 | -8.57% | $4,332,909 |
| SELECT SECTOR SPDR TR | XLK | Other | 0.24% | 32,445 | +1,138 | +3.63% | $4,311,907 |
| AMERICAN CENTY ETF TR | AVES | Other | 0.24% | 71,633 | -665 | -0.92% | $4,296,528 |
| ABRDN SILVER ETF TRUST | SIVR | Other | 0.24% | 59,624 | +3,717 | +6.65% | $4,269,675 |
| INTERNATIONAL BUSINESS MACHS | IBM | Technology | 0.24% | 17,543 | +3,578 | +25.62% | $4,252,228 |
| WELLS FARGO & CO | WFC | Financial Services | 0.24% | 53,059 | -388 | -0.73% | $4,224,090 |
| VANGUARD WHITEHALL FDS | VWOB | Other | 0.24% | 63,843 | +5,776 | +9.95% | $4,193,826 |
| ISHARES TR | IWF | Other | 0.24% | 9,781 | +215 | +2.25% | $4,170,497 |
| VERIZON COMMUNICATIONS INC | VZ | Communication Services | 0.24% | 82,617 | +9,694 | +13.29% | $4,147,349 |
| PALANTIR TECHNOLOGIES INC | PLTR | Technology | 0.23% | 27,838 | +4,124 | +17.39% | $4,072,080 |
| ISHARES TR | QUAL | Other | 0.23% | 20,838 | +2,331 | +12.60% | $3,996,875 |
| RTX CORPORATION | RTX | Industrials | 0.23% | 20,603 | +436 | +2.16% | $3,974,225 |
| ISHARES TR | TLH | Other | 0.22% | 39,202 | -2,757 | -6.57% | $3,948,378 |
| MASTERCARD INCORPORATED | MA | Financial Services | 0.22% | 7,899 | +685 | +9.50% | $3,946,591 |