§ 13F · FUND PROFILE
Simplicity Wealth,LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $1.7B (13F)Positions · 709Turnover · — · Q1Filed · Apr 30, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$42M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 30, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | AVUS | AMERICAN CENTY ETF TR | 690K | $77M | 4.3% | −1% |
| 2 | VOO | VANGUARD INDEX FDS | 97K | $58M | 3.3% | +2% |
| 3 | AVDE | AMERICAN CENTY ETF TR | 648K | $55M | 3.1% | +5% |
| 4 | AVIG | AMERICAN CENTY ETF TR | 1.21M | $50M | 2.9% | +4% |
| 5 | IVV | ISHARES TR | 53K | $34M | 2.0% | +21% |
| 6 | AVSF | AMERICAN CENTY ETF TR | 732K | $34M | 1.9% | +10% |
| 7 | NVDA | NVIDIA CORPORATION | 182K | $32M | 1.8% | +3% |
| 8 | SPYM | SPDR SERIES TRUST | 415K | $32M | 1.8% | +23% |
| 9 | AVLC | AMERICAN CENTY ETF TR | 371K | $29M | 1.6% | −1% |
| 10 | AAPL | APPLE INC | 107K | $27M | 1.5% | +5% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SIMPLICITY SIGNAL
AC read
Simplicity Wealth,LLC is a Other fund managing $1.7 billion in assets. The fund runs a broad portfolio of 709 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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