• 13F History

Simplicity Wealth,LLC

13F Filings History

Latest 13F report
Q1 2025 - Apr 15, 2025
Value $
$1.29B
Signature - Title
Erin Mccann - PRESIDENT
Location
Summit, NJ
Summary
This page shows a list of all the recent 13F filings made by Simplicity Wealth,LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Simplicity Wealth,LLC reported 561 stock holdings with total value $1.29B as of Q1 2025. Top holdings included AVUS, VOO, IVV, AVIG, and ERJ.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2025 561 $1.29B +$889M -$71.1M +$818M AVUS, VOO, IVV, AVIG, ERJ 13F-HR 4/14/2025, 06:28 PM
Q4 2024 323 $480M +$36.9M -$635M -$598M VOO, IVV, ERJ, NVDA, FYT 13F-HR 2/7/2025, 01:49 PM
Q3 2024 494 $1.08B +$208M -$3.7B -$3.5B AVUS, IVV, VOO, AVIG, AVDE 13F-HR 10/9/2024, 07:46 PM
Q2 2024 1,240 $4.43B +$466M -$271M +$195M VV, AAPL, CEF, MSFT, SPY 13F-HR 7/10/2024, 03:20 PM
Q1 2024 1,168 $4.19B +$3.93B -$10.8M +$3.92B VV, CEF, AAPL, MSFT, SPY 13F-HR 4/24/2024, 02:16 PM
Q4 2023 180 $258M +$82.2M -$8.08M +$74.1M IWY, FTSM, IVV, IWX, EFV 13F-HR 1/29/2024, 02:29 PM
Q3 2023 92 $171M +$26.8M -$5.42M +$21.3M IWY, FTSM, IWX, IVV, EFV 13F-HR 10/19/2023, 04:57 PM
Q2 2023 77 $161M +$14.6M -$6.91M +$7.69M IWY, FTSM, IWX, EFG, VMBS 13F-HR 7/26/2023, 02:22 PM
Q1 2023 69 $150M +$37.8M -$3.14M +$34.7M FTSM, IWY, IWX, EFG, VMBS 13F-HR 4/27/2023, 12:26 PM
Q4 2022 65 $113M +$92.1M -$11.4M +$80.7M FTSM, IWY, IWX, VMBS, EFV 13F-HR 2/15/2023, 10:17 AM
Q3 2022 68 $74.5M +$16.7M -$4.43M +$12.3M SPTS, SPYG, BKLN, SPYV, SCHM 13F-HR 10/12/2022, 12:14 PM
Q2 2022 53 $68.5M +$9.88M -$26.6M -$16.7M SPTS, SPYG, BKLN, SPYV, SCHM 13F-HR 7/19/2022, 10:32 AM
Q1 2022 66 $103M +$12.9M -$76.6M -$63.7M SPYG, SCHM, SPYV, XLK, USHY 13F-HR 5/19/2022, 06:38 PM
Q4 2021 60 $185M XLK, SPYG, SPYV, SCHM, SPAB 13F-HR 2/25/2022, 11:02 AM