§ 13F · FUND PROFILE
Simplicity Wealth,LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $2402.3T (13F)Positions · 585Turnover · — · Q4Filed · Jan 30, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$49.8T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 30, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | AVUS | AMERICAN CENTY ETF TR | 699K | $78.1T | 4.7% | +3% |
| 2 | VOO | VANGUARD INDEX FDS | 95K | $59.6T | 3.6% | −7% |
| 3 | AVDE | AMERICAN CENTY ETF TR | 616K | $50.7T | 3.0% | +27% |
| 4 | AVIG | AMERICAN CENTY ETF TR | 1.16M | $48.6T | 2.9% | +6% |
| 5 | NVDA | NVIDIA CORPORATION | 177K | $33.1T | 2.0% | −20% |
| 6 | AVSF | AMERICAN CENTY ETF TR | 666K | $31.4T | 1.9% | +5% |
| 7 | IVV | ISHARES TR | 44K | $30.0T | 1.8% | −51% |
| 8 | AVLC | AMERICAN CENTY ETF TR | 374K | $29.4T | 1.8% | +5% |
| 9 | AAPL | APPLE INC | 102K | $27.8T | 1.7% | −8% |
| 10 | SPYM | SPDR SERIES TRUST | 338K | $27.1T | 1.6% | +9% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SIMPLICITY SIGNAL
AC read
Simplicity Wealth,LLC is a Other fund managing $2402346.4 trillion in assets. The fund runs a broad portfolio of 585 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed