Simplicity Wealth,LLC

Business address
475 Springfield Avenue, Summit, NJ, 07901
Top securities (13F)
AVUS, VOO, IVV, AVIG, NVDA, AVDE, AVSF, MSFT, AAPL, AVLC, SPLG, IEMG, TLT, DFAC, AMZN, AVEM, META, IUSB, IWY, and TSLA
State of incorporation
DE
Fiscal year end
December 31
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Simplicity Wealth,LLC has filed 18 SEC EDGAR filings since 25 Feb 2022

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing 30 Oct 2025 30 Sep 2025 028-22336
13F-HR Open Document Open Filing 22 Jul 2025 30 Jun 2025 028-22336
N-PX Open Document Open Filing 15 Jul 2025 30 Jun 2025 028-22336
13F-HR Open Document Open Filing 15 Apr 2025 31 Mar 2025 028-22336
13F-HR Open Document Open Filing 07 Feb 2025 31 Dec 2024 028-22336
13F-HR Open Document Open Filing 10 Oct 2024 30 Sep 2024 028-22336
N-PX Open Document Open Filing 10 Jul 2024 30 Jun 2024 028-22336
13F-HR Open Document Open Filing 10 Jul 2024 30 Jun 2024 028-22336
13F-HR Open Document Open Filing 24 Apr 2024 31 Mar 2024 028-22336
13F-HR Open Document Open Filing 29 Jan 2024 31 Dec 2023 028-22336
13F-HR Open Document Open Filing 19 Oct 2023 30 Sep 2023 028-22336
13F-HR Open Document Open Filing 26 Jul 2023 30 Jun 2023 028-22336
13F-HR Open Document Open Filing 27 Apr 2023 31 Mar 2023 028-22336
13F-HR Open Document Open Filing 15 Feb 2023 31 Dec 2022 028-22336
13F-HR Open Document Open Filing 12 Oct 2022 30 Sep 2022 028-22336
13F-HR Open Document Open Filing 19 Jul 2022 30 Jun 2022 028-22336
13F-HR Open Document Open Filing 20 May 2022 31 Mar 2022 028-22336
13F-HR Open Document Open Filing 25 Feb 2022 31 Dec 2021 028-22336