Quick Takeaways
- Simplicity Wealth,LLC reports institutional holdings through Form 13F filings.
- Latest reported quarter: Q4 2025.
- Latest reported holdings value: $1,676,884,143.
- Info
- Portfolio
13F Filings History of Simplicity Wealth,LLC
- Latest 13F report
- Q4 2025 - 30 Jan 2026
- Value $
- $1,676,884,143
- 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 700 stock holdings with total value $1,676,884,143 as of Q4 2025. Top holdings included AVUS, VOO, AVDE, AVIG, and NVDA.
Follow Filing Activity
Follow Simplicity Wealth,LLC and return when a new 13F portfolio filing appears.
This tracks SEC filing changes for this page using existing product update flows.
Holdings Value
What Changed
- Most recent filing was accepted on 30 Jan 2026, 13:59.
- Reported value moved from $1,726,995,582 to $1,676,884,143.
Why This Matters
- This gives a plain-language read of holdings direction before you open full quarter tables.
- Use the filing links below to verify the exact SEC source document.
Official SEC Source
Backed by Form 13F
Portfolio holdings and changes are grounded in SEC Form 13F filings.
See Original Filing| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 700 | $1,676,884,143 | +$171,166,318 | -$237,372,835 | -$66,206,517 | AVUS, VOO, AVDE, AVIG, NVDA | 13F-HR | 30 Jan 2026, 13:59 |
| Q3 2025 | 709 | $1,726,995,582 | +$182,854,298 | -$1,013,771,499 | -$830,917,201 | AVUS, VOO, IVV, AVIG, NVDA | 13F-HR | 30 Oct 2025, 10:47 |
| Q2 2025 | 585 | $2,402,346,444 | +$1,157,017,991 | -$144,401,644 | +$1,012,616,347 | AVUS, AVIG, VOO, IVV, AVSF | 13F-HR | 22 Jul 2025, 13:12 |
| Q1 2025 | 561 | $1,286,261,909 | +$889,103,422 | -$71,129,490 | +$817,973,932 | AVUS, VOO, IVV, AVIG, ERJ | 13F-HR | 14 Apr 2025, 18:28 |
| Q4 2024 | 323 | $479,588,340 | +$36,927,422 | -$634,795,517 | -$597,868,095 | VOO, IVV, ERJ, NVDA, FYT | 13F-HR | 07 Feb 2025, 13:49 |
| Q3 2024 | 494 | $1,079,506,953 | +$207,552,440 | -$3,702,873,284 | -$3,495,320,844 | AVUS, IVV, VOO, AVIG, AVDE | 13F-HR | 09 Oct 2024, 19:46 |
| Q2 2024 | 1,240 | $4,425,334,367 | +$466,096,997 | -$272,466,950 | +$193,630,047 | VV, AAPL, CEF, MSFT, SPY | 13F-HR | 10 Jul 2024, 15:20 |
| Q1 2024 | 1,177 | $4,195,964,897 | +$3,936,482,973 | -$10,750,738 | +$3,925,732,235 | VV, CEF, AAPL, MSFT, SPY | 13F-HR | 24 Apr 2024, 14:16 |
| Q4 2023 | 180 | $258,367,415 | +$82,193,152 | -$8,084,838 | +$74,108,314 | IWY, FTSM, IVV, IWX, EFV | 13F-HR | 29 Jan 2024, 14:29 |
| Q3 2023 | 93 | $170,863,520 | +$26,976,376 | -$10,964,835 | +$16,011,541 | IWY, FTSM, IWX, IVV, EFV | 13F-HR | 19 Oct 2023, 16:57 |
| Q2 2023 | 77 | $160,819,112 | +$14,604,998 | -$9,443,951 | +$5,161,047 | IWY, FTSM, IWX, EFG, VMBS | 13F-HR | 26 Jul 2023, 14:22 |
| Q1 2023 | 69 | $150,364,747 | +$37,814,898 | -$6,398,289 | +$31,416,609 | FTSM, IWY, IWX, EFG, VMBS | 13F-HR | 27 Apr 2023, 12:26 |
| Q4 2022 | 65 | $113,295,662 | +$92,127,810 | -$54,884,480 | +$37,243,330 | FTSM, IWY, IWX, VMBS, EFV | 13F-HR | 15 Feb 2023, 11:17 |
| Q3 2022 | 68 | $74,485,000 | +$16,709,534 | -$7,972,025 | +$8,737,509 | SPTS, SPYG, BKLN, SPYV, SCHM | 13F-HR | 12 Oct 2022, 12:14 |
| Q2 2022 | 53 | $68,512,000 | +$9,876,514 | -$31,275,240 | -$21,398,726 | SPTS, SPYG, BKLN, SPYV, SCHM | 13F-HR | 19 Jul 2022, 10:32 |
| Q1 2022 | 66 | $102,818,000 | +$12,862,023 | -$82,936,156 | -$70,074,133 | SPYG, SCHM, SPYV, XLK, USHY | 13F-HR | 19 May 2022, 18:38 |
| Q4 2021 | 60 | $185,455,000 | $0 | $0 | $0 | XLK, SPYG, SPYV, SCHM, SPAB | 13F-HR | 25 Feb 2022, 12:02 |