Simplicity Wealth,LLC - Portfolio Stock Holdings
Simplicity Wealth,LLC disclosed 1053 stock positions in a recent SEC 13F filing. $2,951,453,654 of stock holdings were filed, with the largest holdings including AVUS, AVDE, and VOO. This filing represented positions held on June 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $4,271,040,743 and has 424 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from other investment advisers.
Report Period:
June 30, 2026No. of Stocks:
1053Est. Stock Holding Value:
$2,951,453,654Top Stock Holdings By Sector
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Portfolio Stock Holdings - Simplicity Wealth,LLC
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