Simplicity Wealth,LLC

13F Filings History

Latest 13F report: Q1 2025 - Apr 15, 2025
Value $: $1.29B
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 561 stock holdings with total value $1.29B as of Q1 2025. Top holdings included AVUS, VOO, IVV, AVIG, and ERJ.

Holdings Value

Quarter	Holdings	Value $	Bought	Sold	Net	Top Holdings	Form Type	Date Filed
Q1 2025	561	$1.29B	+$889M	-$71.1M	+$818M	AVUS, VOO, IVV, AVIG, ERJ	13F-HR	4/14/2025, 06:28 PM
Q4 2024	323	$480M	+$36.9M	-$635M	-$598M	VOO, IVV, ERJ, NVDA, FYT	13F-HR	2/7/2025, 01:49 PM
Q3 2024	494	$1.08B	+$208M	-$3.7B	-$3.5B	AVUS, IVV, VOO, AVIG, AVDE	13F-HR	10/9/2024, 07:46 PM
Q2 2024	1,240	$4.43B	+$466M	-$272M	+$194M	VV, AAPL, CEF, MSFT, SPY	13F-HR	7/10/2024, 03:20 PM
Q1 2024	1,177	$4.2B	+$3.94B	-$10.8M	+$3.93B	VV, CEF, AAPL, MSFT, SPY	13F-HR	4/24/2024, 02:16 PM
Q4 2023	180	$258M	+$82.2M	-$8.08M	+$74.1M	IWY, FTSM, IVV, IWX, EFV	13F-HR	1/29/2024, 02:29 PM
Q3 2023	93	$171M	+$27M	-$11M	+$16M	IWY, FTSM, IWX, IVV, EFV	13F-HR	10/19/2023, 04:57 PM
Q2 2023	77	$161M	+$14.6M	-$9.44M	+$5.16M	IWY, FTSM, IWX, EFG, VMBS	13F-HR	7/26/2023, 02:22 PM
Q1 2023	69	$150M	+$37.8M	-$6.4M	+$31.4M	FTSM, IWY, IWX, EFG, VMBS	13F-HR	4/27/2023, 12:26 PM
Q4 2022	65	$113M	+$92.1M	-$54.9M	+$37.2M	FTSM, IWY, IWX, VMBS, EFV	13F-HR	2/15/2023, 11:17 AM
Q3 2022	68	$74.5M	+$16.7M	-$7.97M	+$8.74M	SPTS, SPYG, BKLN, SPYV, SCHM	13F-HR	10/12/2022, 12:14 PM
Q2 2022	53	$68.5M	+$9.88M	-$31.3M	-$21.4M	SPTS, SPYG, BKLN, SPYV, SCHM	13F-HR	7/19/2022, 10:32 AM
Q1 2022	66	$103M	+$12.9M	-$82.9M	-$70.1M	SPYG, SCHM, SPYV, XLK, USHY	13F-HR	5/19/2022, 06:38 PM
Q4 2021	60	$185M	$0	$0		XLK, SPYG, SPYV, SCHM, SPAB	13F-HR	2/25/2022, 12:02 PM

Showing 1 to 14 of 14 entries