§ 13F · FUND PROFILE
Simplicity Wealth,LLC.
AUM · $3.0B (13F)Positions · 1022Turnover · n/a · Q2Filed · Aug 6, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$269M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 6, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | AVUS | AMERICAN CENTY ETF TR | 702K | $90M | 3.0% | +2% |
| 2 | AVDE | AMERICAN CENTY ETF TR | 796K | $71M | 2.4% | +23% |
| 3 | VOO | VANGUARD INDEX FDS | 103K | $71M | 2.4% | +6% |
| 4 | AAPL | APPLE INC | 197K | $57M | 1.9% | +84% |
| 5 | NVDA | NVIDIA CORPORATION | 277K | $55M | 1.9% | +52% |
| 6 | IVV | ISHARES TR | 73K | $55M | 1.9% | +39% |
| 7 | AVIG | AMERICAN CENTY ETF TR | 1.28M | $53M | 1.8% | +6% |
| 8 | SPYM | SPDR SERIES TRUST | 461K | $41M | 1.4% | +11% |
| 9 | GOOGL | ALPHABET INC | 109K | $39M | 1.3% | +168% |
| 10 | AVEM | AMERICAN CENTY ETF TR | 358K | $35M | 1.2% | +26% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SIMPLICITY SIGNAL
AC read
Simplicity Wealth,LLC is a Other fund managing $3.0 billion in assets. The fund runs a massive portfolio of 1,022 positions.
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