StockDriftsStockDriftsTop 50 Simplicity Solutions, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MRTX | MIRATI THERAPEUTICS INC | 5.03% | 3.14M | $184.2M | new | — | 2023-12-31 | |
| AAPL | APPLE INC | 3.37% | 640.4K | $123.3M | +3.09%(+19.17K) | — | 2023-12-31 | |
| VV | VANGUARD INDEX FDS | 3.36% | 563.7K | $123.0M | +4.11%(+22.27K) | — | 2023-12-31 | |
| CEF | SPROTT PHYSICAL GOLD & SILVE | 3.15% | 6.02M | $115.3M | -3.75%(-234.72K) | — | 2023-12-31 | |
| MSFT | MICROSOFT CORP | 2.42% | 235.4K | $88.5M | +2.97%(+6.80K) | — | 2023-12-31 | |
| SPY | SPDR S&P 500 ETF TR | 2.4% | 184.8K | $87.8M | +2.69%(+4.84K) | — | 2023-12-31 | |
| VTV | VANGUARD INDEX FDS | 2.27% | 555.5K | $83.1M | -1.01%(-5.68K) | — | 2023-12-31 | |
| VO | VANGUARD INDEX FDS | 2.16% | 340.2K | $79.2M | +2.92%(+9.65K) | — | 2023-12-31 | |
| VTEB | VANGUARD MUN BD FDS | 1.94% | 1.39M | $71.1M | +2.60%(+35.31K) | — | 2023-12-31 | |
| PHYS | SPROTT PHYSICAL GOLD TR | 1.72% | 3.94M | $62.8M | -2.43%(-98.40K) | — | 2023-12-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Simplicity Solutions, Llc reports $3.66B in US-listed equity holdings across 1,070 positions in its most recent 13F filing. Its largest disclosed positions are MRTX (5.0%), AAPL (3.4%) and VV (3.4%). Figures reflect the Q4 2023 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Simplicity Solutions, Llc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1486066). View Simplicity Solutions, Llc’s 13F filings on SEC