Simplicity Wealth,Llc Portfolio Stock Holdings
According to the SEC 13F filed on April 30, 2026, Simplicity Wealth,Llc disclosed 698 stock positions valued at approximately $1.76B as of quarter-end March 31, 2026. The largest holdings include AMERICAN CENTY ETF TR, VANGUARD INDEX FDS, and AMERICAN CENTY ETF TR.
- Report Period
- March 31, 2026
- No. of Stocks
- 698
- Portfolio Value
- $1.76B
Holdings by Sector
Simplicity Wealth,Llc Portfolio Holdings in Q1 2026
| 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 |
Showing 30 of 698 holdings in the latest reporting period.