Simplicity Wealth,LLC

Est. AUM

$1.76B

13F long equity, this entity only

Positions

748

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	AMERICAN CENTY ETF TR	US EQT ETF	$76.7M	689828	4.35%	SOLE
2	VANGUARD INDEX FDS	S&P 500 ETF SHS	$57.8M	96791	3.28%	SOLE
3	AMERICAN CENTY ETF TR	INTL EQT ETF	$55.0M	647822	3.11%	SOLE
4	AMERICAN CENTY ETF TR	AVANTIS CORE FI	$50.4M	1212470	2.85%	SOLE
5	ISHARES TR	CORE S&P500 ETF	$34.5M	52766	1.95%	SOLE
6	AMERICAN CENTY ETF TR	AVANTIS SHFXDINC	$34.2M	731683	1.94%	SOLE
7	NVIDIA CORPORATION	COM	$31.8M	182090	1.80%	SOLE
8	SPDR SERIES TRUST	STATE STREET SPD	$31.7M	414641	1.80%	SOLE
9	AMERICAN CENTY ETF TR	AVANTIS US LARG	$28.8M	371421	1.63%	SOLE
10	APPLE INC	COM	$27.2M	107322	1.54%	SOLE
11	ISHARES TR	20 YR TR BD ETF	$24.5M	282912	1.39%	SOLE
12	AMERICAN CENTY ETF TR	AVANTIS EMGMKT	$22.9M	284682	1.30%	SOLE
13	MICROSOFT CORP	COM	$19.7M	53229	1.12%	SOLE
14	ISHARES INC	CORE MSCI EMKT	$18.4M	263682	1.04%	SOLE
15	DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$17.3M	444593	0.98%	SOLE
16	ISHARES TR	RUS TP200 GR ETF	$16.0M	64138	0.90%	SOLE
17	AMAZON COM INC	COM	$14.8M	71266	0.84%	SOLE
18	AMERICAN CENTY ETF TR	US SML CP VALU	$14.6M	131829	0.83%	SOLE
19	SPDR SERIES TRUST	STATE STREET SPD	$13.6M	530938	0.77%	SOLE
20	AMERICAN CENTY ETF TR	AVANTIS US SMALL	$13.6M	217948	0.77%	SOLE
21	JOHN HANCOCK EXCHANGE TRADED	MULTI INTL ETF	$13.4M	316683	0.76%	SOLE
22	JOHN HANCOCK EXCHANGE TRADED	MLTFCTR LRG CAP	$13.2M	168408	0.75%	SOLE
23	DIMENSIONAL ETF TRUST	GLOBAL SUSTAINA	$13.0M	251974	0.74%	SOLE
24	ISHARES TR	CORE UNIVRSL USD	$12.7M	273987	0.72%	SOLE
25	ISHARES TR	EAFE VALUE ETF	$12.3M	165599	0.70%	SOLE
26	DIMENSIONAL ETF TRUST	US SUSTAINABILTY	$12.2M	297206	0.69%	SOLE
27	ALPHABET INC	CAP STK CL A	$11.7M	40662	0.66%	SOLE
28	SPDR INDEX SHS FDS	STATE STREET SPD	$11.5M	251409	0.65%	SOLE
29	SCHWAB STRATEGIC TR	US LCAP GR ETF	$11.4M	391625	0.65%	SOLE
30	BROADCOM INC	COM	$11.3M	36579	0.64%	SOLE
31	META PLATFORMS INC	CL A	$11.0M	19248	0.62%	SOLE
32	TESLA INC	COM	$10.7M	28730	0.61%	SOLE
33	JPMORGAN CHASE & CO	COM	$10.4M	35400	0.59%	SOLE
34	ISHARES TR	RUS TP200 VL ETF	$10.0M	108334	0.57%	SOLE
35	VANGUARD WHITEHALL FDS	HIGH DIV YLD	$9.4M	63633	0.53%	SOLE
36	ALPHABET INC	CAP STK CL C	$9.4M	32812	0.53%	SOLE
37	INNOVATOR ETFS TRUST	NASDAQ 100 MANA	$9.3M	279966	0.53%	SOLE
38	ABBVIE INC	COM	$9.3M	42840	0.53%	SOLE
39	COSTCO WHOLESALE CORPORATION	COM	$9.3M	9332	0.53%	SOLE
40	FIRST TR EXCHNG TRADED FD VI	FT VEST LADDERED	$8.9M	319416	0.51%	SOLE
41	ISHARES TR	EAFE GRWTH ETF	$8.9M	79630	0.50%	SOLE
42	ISHARES TR	NATIONAL MUN ETF	$8.6M	81263	0.49%	SOLE
43	ISHARES TR	CORE MSCI INTL	$8.6M	102547	0.49%	SOLE
44	EXXON MOBIL CORP	COM	$8.5M	50156	0.48%	SOLE
45	ISHARES TR	S&P 500 VAL ETF	$8.5M	40117	0.48%	SOLE
46	ISHARES TR	USD INV GRDE ETF	$8.2M	159877	0.46%	SOLE
47	SPDR SERIES TRUST	STATE STREET SPD	$8.1M	88543	0.46%	SOLE
48	ISHARES TR	S&P 500 GRWT ETF	$8.1M	71221	0.46%	SOLE
49	JOHNSON & JOHNSON	COM	$7.7M	31352	0.43%	SOLE
50	PROCTER & GAMBLE CO	COM	$7.6M	52795	0.43%	SOLE

1–50 of 748

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.