Simplicity Wealth,LLC: 13F holdings
CIK 19132432026Q2
| Positions | 1,022 |
|---|
| Reported value | $3.0bn |
|---|
| Filed | 2026-08-06 |
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Change since last quarter
| Positions | 1,022 (+274 vs prior quarter) |
|---|
| Reported value | $3.0bn (+67.9%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| AVUS AMERICAN CENTY ETF TR | 702,241 | $89.9m | 3.0% |
| AVDE AMERICAN CENTY ETF TR | 795,696 | $71.0m | 2.4% |
| VOO VANGUARD INDEX FDS | 102,799 | $70.6m | 2.4% |
| AAPL APPLE INC | 197,173 | $57.1m | 1.9% |
| NVDA NVIDIA CORPORATION | 276,909 | $55.4m | 1.9% |
| IVV ISHARES TR | 73,317 | $54.9m | 1.9% |
| AVIG AMERICAN CENTY ETF TR | 1,283,956 | $53.2m | 1.8% |
| SPYM SPDR SERIES TRUST | 461,034 | $40.5m | 1.4% |
| GOOGL ALPHABET INC | 108,957 | $38.9m | 1.3% |
| AVEM AMERICAN CENTY ETF TR | 358,301 | $34.6m | 1.2% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1913243")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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