Simplicity Wealth,LLC

13F Filings History

Latest 13F report
Q4 2024 - Feb 7, 2025
Value $
$480M
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 323 stock holdings with total value $480M as of Q4 2024. Top holdings included VOO, IVV, ERJ, NVDA, and FYT.
Holdings Value