13F Filings History of Simplicity Solutions, LLC
- Latest 13F filing
- Q4 2023 - 29 Jan 2024
- Latest reported 13F value
- $3,629,957,509
- Largest 13F holdings
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MRTX AAPL VV CEF MSFT SPY VTV VO VTEB PHYS SHY SGOV
+8 more
VOO VT AMZN QQQ IVV NVDA BIL VTIP - Form 13F summary
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- Simplicity Solutions, LLC Form 13F history summarizes parsed U.S.-listed equity disclosures for this manager.
- Form 13F is generally due within 45 days after each calendar quarter ends.
- Simplicity Solutions, LLC reported 1070 equity holdings with a total reported market value of $3,629,957,509 for Q4 2023. Top reported holdings included MRTX, AAPL, VV, CEF, and MSFT.
- Manager signature
- Jared Margolies - Director of Compliance
- Manager location
- Minneapolis, MN
13F snapshot
Latest parsed holdings, value, and filing-period context.
1 signal
Manager
Names, identifiers, and filing context for this profile.
2 identity fields
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Holdings Value
Form 13F evidence
Quarterly portfolio filings
SEC-reported 13F quarters for this filer, ordered by the latest accepted filing.
Latest quarter
Q4 2023
Latest value
$3,629,957,509
Quarter delta
+$517,413,595
Accepted
29 Jan 2024, 14:31
Rows shown
1-25 of 37
| Quarter | Holdings | SEC-reported value | Bought | Sold | Net | Top Holdings | Form Type | Accepted by SEC |
|---|---|---|---|---|---|---|---|---|
| Q4 2023 | 1,070 | $3,629,957,509 | +$420,239,930 | -$166,701,465 | +$253,538,465 | MRTX, AAPL, VV, CEF, MSFT | 13F-HR | 29 Jan 2024, 14:31 |
| Q3 2023 | 994 | $3,112,543,914 | +$132,310,727 | -$557,612,020 | -$425,301,293 | CEF, AAPL, VV, VTV, SPY | 13F-HR | 19 Oct 2023, 16:53 |
| Q2 2023 | 1,057 | $3,661,357,314 | +$280,219,702 | -$625,216,070 | -$344,996,368 | VV, AAPL, CEF, VO, SPY | 13F-HR | 26 Jul 2023, 14:24 |
| Q1 2023 | 1,176 | $3,814,185,004 | +$3,054,407,230 | -$16,126,141 | +$3,038,281,089 | AAPL, VV, CEF, SPY, VO | 13F-HR | 27 Apr 2023, 12:28 |
| Q4 2022 | 667 | $735,042,008 | +$87,322,332 | -$95,101,054 | -$7,778,722 | VTEB, VOO, AAPL, MSFT, IVV | 13F-HR | 02 Feb 2023, 16:10 |
| Q3 2022 | 644 | $689,705,000 | +$131,556,312 | -$155,623,653 | -$24,067,341 | VOO, AAPL, MSFT, IVV, VTEB | 13F-HR | 12 Oct 2022, 12:12 |
| Q2 2022 | 634 | $771,249,000 | +$174,717,175 | -$101,688,784 | +$73,028,391 | AAPL, MSFT, IVV, VOO, FISR | 13F-HR | 19 Jul 2022, 09:51 |
| Q1 2022 | 624 | $814,387,000 | +$282,971,745 | -$317,178,579 | -$34,206,834 | VOO, AAPL, VTEB, MSFT, IVV | 13F-HR | 20 May 2022, 09:07 |
| Q4 2021 | 457 | $895,539,000 | +$428,426,536 | -$221,977,140 | +$206,449,396 | VTEB, AAPL, MSFT, AMZN, GOOGL | 13F-HR | 11 Feb 2022, 11:52 |
| Q3 2021 | 579 | $650,210,000 | +$180,226,104 | -$28,983,256 | +$151,242,848 | VOO, IVV, MSFT, AAPL, VTEB | 13F-HR | 09 Nov 2021, 13:46 |
| Q2 2021 | 512 | $505,429,000 | +$107,579,062 | -$78,647,723 | +$28,931,339 | VOO, IVV, AAPL, MSFT, SPY | 13F-HR | 01 Sep 2021, 10:36 |
| Q1 2021 | 484 | $454,308,000 | +$56,887,912 | -$6,457,595,341 | -$6,400,707,429 | VOO, IVV, AAPL, MSFT, SPY | 13F-HR | 13 May 2021, 16:36 |
| Q4 2020 | 934 | $6,743,369,000 | +$1,297,523,752 | -$454,493,217 | +$843,030,535 | VOO, TLT, IWY, QQQ, IVV | 13F-HR | 09 Feb 2021, 17:20 |
| Q3 2020 | 857 | $5,439,931,000 | +$906,882,770 | -$768,881,512 | +$138,001,258 | VOO, TLT, IWY, QQQ, IWX | 13F-HR | 04 Nov 2020, 17:09 |
| Q2 2020 | 871 | $5,054,617,000 | +$1,995,773,768 | -$545,457,694 | +$1,450,316,074 | VOO, TLT, IWY, VEA, QQQ | 13F-HR | 06 Aug 2020, 15:10 |
| Q1 2020 | 718 | $3,182,921,000 | +$916,904,923 | -$481,903,637 | +$435,001,286 | SHV, VOO, IWY, TLT, VGIT | 13F-HR | 15 May 2020, 15:48 |
| Q4 2019 | 826 | $3,282,713,000 | +$813,895,069 | -$122,328,105 | +$691,566,964 | VOO, IWY, VEA, IWX, VMBS | 13F-HR | 12 Feb 2020, 11:10 |
| Q3 2019 | 709 | $2,458,004,000 | +$331,402,998 | -$224,814,398 | +$106,588,600 | VOO, IWY, IWX, VEA, VMBS | 13F-HR | 07 Nov 2019, 12:26 |
| Q2 2019 | 655 | $2,336,172,000 | +$1,123,273,324 | -$495,632,668 | +$627,640,656 | VOO, IWY, IWX, VEA, USIG | 13F-HR | 08 Aug 2019, 11:31 |
| Q1 2019 | 748 | $1,656,812,000 | +$887,245,960 | -$67,288,108 | +$819,957,852 | VOO, IVV, IWY, IWX, VEA | 13F-HR | 10 May 2019, 17:29 |
| Q4 2018 | 613 | $754,529,000 | +$387,627,415 | -$1,207,151,897 | -$819,524,482 | AAPL, MSFT, XOM, T, IVV | 13F-HR | 13 Feb 2019, 12:26 |
| Q3 2018 | 551 | $1,751,099,000 | +$512,734,060 | -$176,011,053 | +$336,723,007 | VOO, IWY, IWX, VEA, IVV | 13F-HR | 26 Oct 2018, 10:57 |
| Q2 2018 | 491 | $1,387,671,000 | +$283,363,729 | -$60,555,241 | +$222,808,488 | VOO, ANGL, VEA, IWY, TLT | 13F-HR | 09 Aug 2018, 17:49 |
| Q1 2018 | 363 | $1,157,188,000 | +$214,268,527 | -$65,948,270 | +$148,320,257 | VOO, ANGL, VEA, TLT, IWY | 13F-HR | 07 May 2018, 19:51 |
| Q4 2017 | 366 | $1,030,048,000 | +$882,487,955 | -$6,070,115 | +$876,417,840 | VOO, ANGL, VEA, TLT, IWY | 13F-HR | 13 Feb 2018, 09:48 |