13F Filings History of Simplicity Wealth,LLC
- Latest 13F filing
- Q1 2026 - 30 Apr 2026
- Latest reported 13F value
- $1,764,533,090
- Largest 13F holdings
-
AVUS VOO AVDE AVIG IVV AVSF NVDA SPYM AVLC AAPL TLT AVEM
+8 more
MSFT IEMG DFAC IWY AMZN AVUV SPAB AVSC - Form 13F summary
-
- Simplicity Wealth,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 Wealth,LLC reported 748 equity holdings with a total reported market value of $1,764,533,090 for Q1 2026. Top reported holdings included AVUS, VOO, AVDE, AVIG, and IVV.
- Manager signature
- Erin Mccann - PRESIDENT
- Manager location
- Summit, NJ
13F snapshot
Latest parsed holdings, value, and filing-period context.
1 signal
Manager
Names, identifiers, and filing context for this profile.
2 identity fields
Follow Filing Activity
Follow Simplicity Wealth,LLC with Pro and return when a new 13F portfolio filing changes the record on this page.
Pro alert delivery is coming soon and remains tied to source-backed filing changes rather than inferred market advice.
Holdings Value
Form 13F evidence
Quarterly portfolio filings
SEC-reported 13F quarters for this filer, ordered by the latest accepted filing.
Latest quarter
Q1 2026
Latest value
$1,764,533,090
Quarter delta
+$87,648,947
Accepted
30 Apr 2026, 12:36
Rows shown
1-18 of 18
| Quarter | Holdings | SEC-reported value | Bought | Sold | Net | Top Holdings | Form Type | Accepted by SEC |
|---|---|---|---|---|---|---|---|---|
| Q1 2026 | 748 | $1,764,533,090 | +$184,716,802 | -$66,891,541 | +$117,825,261 | AVUS, VOO, AVDE, AVIG, IVV | 13F-HR | 30 Apr 2026, 12:36 |
| 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 |