Simplicity Wealth,LLC - Portfolio Stock Holdings
Simplicity Wealth,LLC disclosed 798 stock positions in a recent SEC 13F filing. $1,744,420,817 of stock holdings were filed, with the largest holdings including AVUS, VOO, and AVDE. This filing represented positions held on March 31, 2026, and was filed on April 30, 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:
March 31, 2026No. of Stocks:
798Est. Stock Holding Value:
$1,744,420,817Top Stock Holdings By Sector
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Portfolio Stock Holdings - Simplicity Wealth,LLC
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% of Portfolio
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