13F Filings History of Simplicity Wealth,LLC

Latest 13F report
Q3 2025 - 30 Oct 2025
Value $
$1,726,995,582
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 709 stock holdings with total value $1,726,995,582 as of Q3 2025. Top holdings included AVUS, VOO, IVV, AVIG, and NVDA.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q3 2025 709 $1,726,995,582 +$182,854,292 -$1,013,771,477 -$830,917,185 AVUS, VOO, IVV, AVIG, NVDA 13F-HR 30 Oct 2025, 10:47
Q2 2025 585 $2,402,346,444 +$1,157,017,956 -$144,401,639 +$1,012,616,317 AVUS, AVIG, VOO, IVV, AVSF 13F-HR 22 Jul 2025, 13:12
Q1 2025 561 $1,286,261,909 +$889,103,425 -$71,129,480 +$817,973,945 AVUS, VOO, IVV, AVIG, ERJ 13F-HR 14 Apr 2025, 18:28
Q4 2024 323 $479,588,340 +$36,927,422 -$634,795,532 -$597,868,110 VOO, IVV, ERJ, NVDA, FYT 13F-HR 07 Feb 2025, 13:49
Q3 2024 494 $1,079,506,953 +$207,552,456 -$3,702,873,349 -$3,495,320,893 AVUS, IVV, VOO, AVIG, AVDE 13F-HR 09 Oct 2024, 19:46
Q2 2024 1,240 $4,425,334,367 +$466,096,982 -$271,471,952 +$194,625,030 VV, AAPL, CEF, MSFT, SPY 13F-HR 10 Jul 2024, 15:20
Q1 2024 1,168 $4,193,940,815 +$3,934,458,774 -$10,750,732 +$3,923,708,042 VV, CEF, AAPL, MSFT, SPY 13F-HR 24 Apr 2024, 14:16
Q4 2023 180 $258,367,415 +$82,193,143 -$8,084,839 +$74,108,304 IWY, FTSM, IVV, IWX, EFV 13F-HR 29 Jan 2024, 14:29
Q3 2023 92 $170,659,342 +$26,772,199 -$5,422,367 +$21,349,832 IWY, FTSM, IWX, IVV, EFV 13F-HR 19 Oct 2023, 16:57
Q2 2023 77 $160,819,112 +$14,604,998 -$6,911,760 +$7,693,238 IWY, FTSM, IWX, EFG, VMBS 13F-HR 26 Jul 2023, 14:22
Q1 2023 69 $150,364,747 +$37,814,892 -$3,141,459 +$34,673,433 FTSM, IWY, IWX, EFG, VMBS 13F-HR 27 Apr 2023, 12:26
Q4 2022 65 $113,295,662 +$92,127,804 -$11,387,482 +$80,740,322 FTSM, IWY, IWX, VMBS, EFV 13F-HR 15 Feb 2023, 10:17
Q3 2022 68 $74,485,000 +$16,709,534 -$4,431,023 +$12,278,511 SPTS, SPYG, BKLN, SPYV, SCHM 13F-HR 12 Oct 2022, 12:14
Q2 2022 53 $68,512,000 +$9,876,512 -$26,606,239 -$16,729,727 SPTS, SPYG, BKLN, SPYV, SCHM 13F-HR 19 Jul 2022, 10:32
Q1 2022 66 $102,818,000 +$12,862,025 -$76,567,151 -$63,705,126 SPYG, SCHM, SPYV, XLK, USHY 13F-HR 19 May 2022, 18:38
Q4 2021 60 $185,455,000 $0 XLK, SPYG, SPYV, SCHM, SPAB 13F-HR 25 Feb 2022, 11:02