Simplicity Wealth,LLC

CIK: 0001913243SEC EDGAR →

Portfolio Value

$1.7B

Holdings

700

As of

Q4 2025

New Positions

700

Closed Positions

Portfolio Value History

Top 10 Holdings

Rank	Stock	Shares	Value	% of Portfolio
1	AVUS AMERICAN CENTY ETF TR	698,955	$78.1M	4.66%
2	VOO VANGUARD INDEX FDS	95,049	$59.6M	3.55%
3	AVDE AMERICAN CENTY ETF TR	616,085	$50.7M	3.02%
4	AVIG AMERICAN CENTY ETF TR	1,160,373	$48.6M	2.90%
5	NVDA NVIDIA CORPORATION	177,465	$33.1M	1.97%
6	AVSF AMERICAN CENTY ETF TR	666,131	$31.4M	1.87%
7	IVV ISHARES TR	43,732	$30.0M	1.79%
8	AVLC AMERICAN CENTY ETF TR	374,075	$29.4M	1.75%
9	AAPL APPLE INC	102,304	$27.8M	1.66%
10	SPYM SPDR SERIES TRUST	337,798	$27.1M	1.62%

Quarterly Changes

Top Buys

AVUSNEW

$78.1M

VOONEW

$59.6M

AVDENEW

$50.7M

AVIGNEW

$48.6M

NVDANEW

$33.1M

Top Sells

No sells this quarter

New Positions (700)

$78.1M · 699K shares

$59.6M · 95K shares

$50.7M · 616K shares

$48.6M · 1.2M shares

$33.1M · 177K shares

$31.4M · 666K shares

$30.0M · 44K shares

$29.4M · 374K shares

$27.8M · 102K shares

$27.1M · 338K shares

$23.4M · 48K shares

$21.2M · 243K shares

$19.2M · 249K shares

$18.5M · 467K shares

$17.2M · 257K shares

$16.5M · 60K shares

$14.7M · 64K shares

$13.8M · 318K shares

$13.6M · 133K shares

$13.2M · 254K shares

$12.9M · 219K shares

$11.9M · 255K shares

$11.7M · 26K shares

$11.4M · 160K shares

$11.2M · 17K shares

$11.2M · 36K shares

$11.2M · 343K shares

$11.0M · 32K shares

$10.7M · 33K shares

$10.6M · 412K shares

$10.3M · 129K shares

$10.0M · 241K shares

$9.2M · 29K shares

$9.2M · 11K shares

$9.2M · 206K shares

$9.0M · 98K shares

$8.8M · 256K shares

$8.8M · 61K shares

$8.6M · 104K shares

$8.5M · 299K shares

$8.4M · 78K shares

$8.4M · 140K shares

$8.4M · 39K shares

$8.1M · 66K shares

$8.1M · 88K shares

$8.0M · 131K shares

$7.8M · 224K shares

$7.8M · 150K shares

$7.8M · 7K shares

$7.2M · 32K shares

$7.1M · 186K shares

$7.0M · 20K shares

$6.9M · 48K shares

$6.8M · 32K shares

$6.8M · 72K shares

$6.7M · 11K shares

$6.3M · 30K shares

$6.3M · 299K shares

$6.3M · 56K shares

$6.2M · 54K shares

$6.1M · 227K shares

$6.0M · 12K shares

$6.0M · 87K shares

$5.4M · 45K shares

$5.4M · 116K shares

$5.3M · 90K shares

$5.3M · 31K shares

$5.2M · 15K shares

$5.1M · 36K shares

$5.1M · 55K shares

$5.0M · 107K shares

$5.0M · 53K shares

$5.0M · 65K shares

$5.0M · 71K shares

$4.9M · 25K shares

$4.9M · 90K shares

$4.9M · 112K shares

$4.8M · 133K shares

$4.8M · 14K shares

$4.7M · 101K shares

$4.7M · 19K shares

$4.6M · 63K shares

$4.5M · 10K shares

$4.5M · 31K shares

$4.5M · 37K shares

$4.4M · 42K shares

$4.4M · 105K shares

$4.3M · 66K shares

$4.3M · 58K shares

$4.3M · 42K shares

$4.2M · 45K shares

$4.2M · 24K shares

$4.2M · 72K shares

$4.1M · 86K shares

$4.1M · 14K shares

$4.1M · 7K shares

$4.1M · 14K shares

$4.1M · 124K shares

$4.1M · 34K shares

$3.9M · 58K shares

$3.9M · 25K shares

$3.8M · 56K shares

$3.7M · 20K shares

$3.7M · 19K shares

$3.6M · 84K shares

$3.6M · 83K shares

$3.6M · 107K shares

$3.5M · 65K shares

$3.5M · 11K shares

$3.5M · 80K shares

$3.5M · 11K shares

$3.5M · 41K shares

$3.4M · 69K shares

$3.4M · 34K shares

$3.4M · 57K shares

$3.4M · 99K shares

$3.4M · 16K shares

$3.3M · 5K shares

$3.3M · 55K shares

$3.3M · 86K shares

$3.3M · 75K shares

$3.2M · 57K shares

$3.1M · 16K shares

$3.1M · 58K shares

$3.0M · 26K shares

$3.0M · 59K shares

$3.0M · 73K shares

$2.9M · 77K shares

$2.9M · 36K shares

$2.9M · 121K shares

$2.9M · 63K shares

$2.9M · 29K shares

$2.9M · 18K shares

$2.9M · 37K shares

$2.9M · 46K shares

$2.8M · 46K shares

$2.8M · 73K shares

$2.8M · 84K shares

$2.7M · 8K shares

$2.7M · 25K shares

$2.7M · 78K shares

$2.7M · 101K shares

$2.7M · 53K shares

$2.7M · 46K shares

$2.6M · 112K shares

$2.6M · 5K shares

$2.5M · 235K shares

$2.5M · 66K shares

$2.5M · 26K shares

$2.5M · 50K shares

$2.4M · 29K shares

$2.4M · 42K shares

$2.4M · 59K shares

$2.4M · 17K shares

$2.4M · 61K shares

$2.4M · 92K shares

$2.4M · 50K shares

$2.4M · 107K shares

$2.4M · 11K shares

$2.4M · 45K shares

$2.3M · 18K shares

$2.3M · 24K shares

$2.3M · 24K shares

$2.3M · 16K shares

$2.3M · 9K shares

RWL

$2.3M · 20K shares

FTLS

$2.3M · 32K shares

ETH

$2.2M · 80K shares

$2.2M · 7K shares

$2.2M · 4K shares

$2.2M · 16K shares

$2.2M · 66K shares

$2.1M · 49K shares

$2.1M · 104K shares

$2.1M · 44K shares

$2.0M · 25K shares

$2.0M · 12K shares

$2.0M · 89K shares

$2.0M · 77K shares

$1.9M · 13K shares

$1.9M · 71K shares

$1.9M · 8K shares

$1.9M · 9K shares

$1.9M · 4K shares

$1.8M · 21K shares

$1.8M · 38K shares

$1.8M · 16K shares

$1.8M · 2K shares

$1.8M · 12K shares

$1.8M · 32K shares

$1.8M · 4K shares

$1.7M · 49K shares

$1.7M · 23K shares

$1.7M · 53K shares

$1.7M · 7K shares

$1.7M · 18K shares

$1.7M · 78K shares

$1.7M · 7K shares

$1.7M · 40K shares

$1.6M · 62K shares

$1.6M · 5K shares

$1.6M · 17K shares

$1.6M · 29K shares

$1.6M · 10K shares

$1.6M · 64K shares

$1.6M · 89K shares

$1.6M · 6K shares

$1.6M · 7K shares

$1.6M · 64K shares

$1.6M · 57K shares

$1.6M · 68K shares

$1.6M · 4K shares

$1.5M · 41K shares

$1.5M · 5K shares

$1.5M · 37K shares

$1.5M · 23K shares

$1.5M · 36K shares

$1.5M · 2K shares

$1.5M · 11K shares

$1.5M · 8K shares

$1.5M · 59K shares

$1.5M · 18K shares

$1.4M · 6K shares

$1.4M · 4K shares

$1.4M · 18K shares

$1.4M · 6K shares

$1.4M · 18K shares

$1.4M · 15K shares

$1.4M · 48K shares

$1.4M · 6K shares

$1.4M · 49K shares

$1.4M · 54K shares

$1.4M · 28K shares

$1.4M · 30K shares

$1.3M · 5K shares

$1.3M · 25K shares

$1.3M · 4K shares

$1.3M · 34K shares

$1.3M · 15K shares

$1.3M · 13K shares

$1.3M · 28K shares

$1.3M · 27K shares

$1.2M · 12K shares

$1.2M · 7K shares

$1.2M · 15K shares

$1.2M · 39K shares

$1.2M · 44K shares

$1.2M · 113K shares

$1.2M · 43K shares

$1.2M · 14K shares

$1.2M · 14K shares

$1.2M · 5K shares

$1.2M · 49K shares

$1.2M · 16K shares

$1.1M · 13K shares

$1.1M · 45K shares

$1.1M · 27K shares

$1.1M · 44K shares

$1.1M · 6K shares

$1.1M · 2K shares

$1.1M · 38K shares

$1.1M · 8K shares

$1.1M · 9K shares

$1.1M · 17K shares

$1.1M · 5K shares

$1.1M · 30K shares

$1.1M · 32K shares

$1.1M · 9K shares

$1.1M · 6K shares

$1.1M · 13K shares

$1.1M · 5K shares

$1.1M · 4K shares

$1.0M · 196 shares

$1.0M · 2K shares

$1.0M · 22K shares

$1.0M · 9K shares

$1.0M · 4K shares

$1.0M · 4K shares

$997K · 40K shares

$996K · 4K shares

$996K · 32K shares

$982K · 10K shares

$981K · 8K shares

$977K · 9K shares

$974K · 2K shares

$973K · 3K shares

$969K · 55K shares

$955K · 4K shares

$954K · 8K shares

$947K · 11K shares

$945K · 2K shares

$943K · 22K shares

$942K · 39K shares

$942K · 19K shares

$939K · 11K shares

$932K · 10K shares

$928K · 16K shares

$916K · 9K shares

$913K · 5K shares

$907K · 7K shares

$904K · 11K shares

$901K · 1K shares

$897K · 8K shares

$893K · 28K shares

$893K · 16K shares

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$878K · 2K shares

$866K · 14K shares

$864K · 4K shares

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$860K · 9K shares

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$850K · 35K shares

$848K · 12K shares

$844K · 44K shares

$841K · 5K shares

$837K · 4K shares

$836K · 29K shares

$835K · 1K shares

$835K · 2K shares

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$831K · 17K shares

$825K · 19K shares

$805K · 61K shares

$799K · 10K shares

$785K · 6K shares

$784K · 732 shares

$782K · 4K shares

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$777K · 16K shares

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$772K · 7K shares

$769K · 7K shares

$768K · 163K shares

$765K · 9K shares

$764K · 29K shares

$760K · 8K shares

$760K · 8K shares

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$758K · 11K shares

$746K · 19K shares

$745K · 8K shares

$741K · 14K shares

$738K · 5K shares

$735K · 7K shares

$734K · 15K shares

$725K · 10K shares

NOW

$722K · 5K shares

IBB

$714K · 4K shares

$714K · 8K shares

$712K · 2K shares

$708K · 5K shares

$703K · 6K shares

$702K · 696 shares

$701K · 5K shares

$698K · 11K shares

$697K · 3K shares

$691K · 4K shares

$691K · 2K shares

$685K · 2K shares

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$671K · 10K shares

$668K · 9K shares

$660K · 10K shares

$655K · 22K shares

$653K · 3K shares

$652K · 18K shares

$652K · 845 shares

$649K · 4K shares

$643K · 985 shares

$643K · 27K shares

$634K · 187 shares

$631K · 13K shares

$629K · 24K shares

$628K · 7K shares

$625K · 7K shares

$619K · 4K shares

$616K · 16K shares

$612K · 5K shares

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$610K · 18K shares

$608K · 15K shares

$608K · 16K shares

$606K · 28K shares

$604K · 8K shares

$603K · 80K shares

$599K · 13K shares

$591K · 18K shares

$589K · 4K shares

$583K · 2K shares

$582K · 12K shares

$580K · 6K shares

$575K · 474 shares

$574K · 4K shares

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$572K · 25K shares

$572K · 6K shares

$570K · 4K shares

$569K · 27K shares

$566K · 15K shares

$558K · 19K shares

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$549K · 2K shares

$546K · 12K shares

$541K · 18K shares

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$539K · 4K shares

$538K · 18K shares

$537K · 5K shares

$528K · 5K shares

$527K · 2K shares

$527K · 9K shares

$526K · 7K shares

$521K · 10K shares

$521K · 10K shares

$520K · 14K shares

$516K · 19K shares

$515K · 10K shares

$513K · 2K shares

$504K · 18K shares

$500K · 9K shares

$499K · 15K shares

$499K · 2K shares

$497K · 16K shares

$496K · 1K shares

BMY

$494K · 9K shares

$494K · 38K shares

$494K · 6K shares

$493K · 14K shares

$492K · 18K shares

$492K · 15K shares

$490K · 23K shares

$489K · 40K shares

$487K · 1K shares

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$482K · 5K shares

$480K · 28K shares

$480K · 4K shares

$478K · 824 shares

$477K · 5K shares

$474K · 6K shares

$466K · 16K shares

$465K · 13K shares

$464K · 2K shares

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$462K · 2K shares

$460K · 6K shares

$459K · 20K shares

$457K · 12K shares

$456K · 4K shares

$452K · 15K shares

$452K · 13K shares

$448K · 15K shares

$447K · 2K shares

$446K · 44K shares

$445K · 11K shares

$443K · 12K shares

$443K · 8K shares

$441K · 10K shares

$439K · 5K shares

$437K · 1K shares

$435K · 22K shares

$432K · 7K shares

$429K · 5K shares

$429K · 488 shares

$427K · 1K shares

$427K · 17K shares

$421K · 2K shares

$419K · 685 shares

$417K · 17K shares

$414K · 13K shares

$412K · 10K shares

$410K · 4K shares

$400K · 63K shares

$399K · 23K shares

$398K · 1K shares

$395K · 757 shares

$395K · 15K shares

$394K · 297 shares

$394K · 4K shares

$392K · 2K shares

$389K · 15K shares

$389K · 1K shares

$387K · 8K shares

$383K · 12K shares

$383K · 468 shares

$383K · 1K shares

$382K · 13K shares

$381K · 4K shares

$381K · 2K shares

$380K · 6K shares

$380K · 8K shares

$376K · 8K shares

$375K · 5K shares

$374K · 1K shares

$374K · 350 shares

$373K · 15K shares

$371K · 22K shares

$367K · 863 shares

$365K · 8K shares

$364K · 2K shares

$364K · 3K shares

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$361K · 5K shares

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$340K · 3K shares

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$336K · 17K shares

$335K · 4K shares

$334K · 4K shares

$330K · 5K shares

IEUR

$330K · 5K shares

JBND

$329K · 6K shares

AGGY

$327K · 7K shares

$327K · 2K shares

$325K · 4K shares

$325K · 1K shares

$323K · 14K shares

$322K · 1K shares

$322K · 5K shares

$320K · 4K shares

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$319K · 7K shares

$318K · 10K shares

$314K · 5K shares

$312K · 885 shares

$312K · 8K shares

$312K · 2K shares

$312K · 3K shares

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$310K · 6K shares

$310K · 4K shares

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$305K · 4K shares

$304K · 6K shares

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$301K · 1K shares

$300K · 745 shares

$299K · 1K shares

$298K · 14K shares

$296K · 8K shares

$296K · 7K shares

CGBL

$295K · 8K shares

IDXX

$293K · 434 shares

$292K · 8K shares

$291K · 11K shares

$291K · 2K shares

$289K · 6K shares

$288K · 7K shares

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$288K · 3K shares

$287K · 46K shares

$285K · 18K shares

$284K · 910 shares

$284K · 8K shares

$284K · 2K shares

$283K · 907 shares

$282K · 3K shares

$281K · 5K shares

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$276K · 2K shares

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$273K · 6K shares

$273K · 7K shares

$272K · 4K shares

AWI

$272K · 1K shares

$272K · 3K shares

NVO

$272K · 5K shares

BAMO

$270K · 8K shares

$270K · 3K shares

$269K · 1K shares

$269K · 939 shares

$268K · 751 shares

$267K · 12K shares

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$263K · 5K shares

$262K · 746 shares

$262K · 1K shares

$262K · 2K shares

$260K · 9K shares

$260K · 432 shares

$259K · 7K shares

$256K · 3K shares

$256K · 4K shares

$254K · 3K shares

$254K · 9K shares

$254K · 30K shares

$252K · 9K shares

$252K · 2K shares

$249K · 7K shares

$246K · 271 shares

$245K · 610 shares

$243K · 3K shares

$243K · 8K shares

$242K · 7K shares

$240K · 569 shares

$239K · 296 shares

$238K · 3K shares

$238K · 6K shares

$238K · 614 shares

$235K · 5K shares

$235K · 4K shares

$234K · 2K shares

$232K · 5K shares

$232K · 1K shares

$232K · 3K shares

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$231K · 11K shares

$230K · 6K shares

$230K · 5K shares

$229K · 1K shares

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$226K · 6K shares

$226K · 485 shares

$222K · 10K shares

$222K · 1K shares

$221K · 9K shares

$221K · 3K shares

$220K · 11K shares

$220K · 1K shares

$220K · 7K shares

$220K · 1K shares

$219K · 10K shares

$219K · 8K shares

$219K · 2K shares

$218K · 3K shares

$217K · 5K shares

$217K · 8K shares

$217K · 2K shares

$214K · 5K shares

$213K · 3K shares

$211K · 6K shares

$211K · 2K shares

$211K · 8K shares

$210K · 448 shares

$209K · 2K shares

$209K · 6K shares

$209K · 3K shares

$208K · 4K shares

$207K · 576 shares

$206K · 39K shares

$206K · 3K shares

$205K · 12K shares

$205K · 3K shares

$204K · 5K shares

$204K · 6K shares

$203K · 3K shares

$203K · 2K shares

$203K · 5K shares

$203K · 6K shares

$202K · 5K shares

$201K · 2K shares

$201K · 7K shares

$200K · 6K shares

$200K · 1K shares

$198K · 12K shares

$183K · 12K shares

$181K · 34K shares

$140K · 13K shares

$87K · 17K shares

$52K · 28K shares

$45K · 16K shares

$38K · 11K shares

$37K · 11K shares

$37K · 12K shares

$32K · 20K shares

$29K · 12K shares

$26K · 18K shares

$25K · 20K shares

$22K · 12K shares

$21K · 11K shares

$19K · 10K shares

$18K · 10K shares

$15K · 22K shares

$7K · 10K shares

Sector Breakdown

Sector	# Holdings	Value	%
Financial Services	392	$1.2B	71.3%
Technology	64	$171.7M	10.2%
Healthcare	41	$49.9M	3.0%
Consumer Cyclical	33	$49.3M	2.9%
Unknown	34	$49.3M	2.9%
Communication Services	13	$45.4M	2.7%
Consumer Defensive	21	$40.6M	2.4%
Industrials	51	$37.5M	2.2%
Energy	12	$13.2M	0.8%
Real Estate	10	$10.3M	0.6%
Utilities	18	$8.5M	0.5%
Basic Materials	11	$5.2M	0.3%