Simplicity Wealth,LLC - Portfolio Stock Holdings
Simplicity Wealth,LLC disclosed 1175 stock positions in a recent SEC 13F filing. $3,433,229,374 of stock holdings were filed, with the largest holdings including AVDE, AVUS, and IVV. This filing represented positions held on Sept. 30, 2026, and was filed on Oct. 23, 2026.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:
Sept. 30, 2026No. of Stocks:
1175Est. Stock Holding Value:
$3,433,229,374Top Stock Holdings By Sector
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Portfolio Stock Holdings - Simplicity Wealth,LLC
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