StockDriftsStockDriftsTop 50 Simplicity Wealth,LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AVUS | AMERICAN CENTY ETF TR | 3.04% | 702.2K | $89.9M | +1.80%(+12.41K) | $95.39(+38.79%) | 2026-06-30 | |
| AVDE | AMERICAN CENTY ETF TR | 2.4% | 795.7K | $71.0M | +22.83%(+147.87K) | $73.75(+27.88%) | 2026-06-30 | |
| VOO | VANGUARD INDEX FDS | 2.38% | 102.8K | $70.6M | +6.21%(+6.01K) | $543.26(+31.18%) | 2026-06-30 | |
| AAPL | APPLE INC | 1.93% | 197.2K | $57.1M | +83.72%(+89.85K) | $238.49(+28.05%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 1.87% | 276.9K | $55.4M | +52.07%(+94.82K) | $130.12(+73.74%) | 2026-06-30 | |
| IVV | ISHARES TR | 1.85% | 73.3K | $54.9M | +38.95%(+20.55K) | $590.83(+31.84%) | 2026-06-30 | |
| AVIG | AMERICAN CENTY ETF TR | 1.79% | 1.28M | $53.2M | +5.90%(+71.49K) | $41.50(-1.50%) | 2026-06-30 | |
| SPYM | SPDR SERIES TRUST | 1.37% | 461.0K | $40.5M | +11.19%(+46.39K) | $70.46(+29.51%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 1.31% | 109.0K | $38.9M | +167.96%(+68.30K) | $264.27(+30.44%) | 2026-06-30 | |
| AVEM | AMERICAN CENTY ETF TR | 1.17% | 358.3K | $34.6M | +25.86%(+73.62K) | $70.79(+32.30%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (18 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +14.47% | +50.01% | — | — | +32.07% |
| Top 20 Holdings Unweighted | +13.39% | +45.79% | — | — | +31.31% |
Simplicity Wealth,LLC reports $2.96B in US-listed equity holdings across 1,022 positions in its most recent 13F filing. Its largest disclosed positions are AVUS (3.0%), AVDE (2.4%) and VOO (2.4%). The top 20 holdings account for 28.58% of reported assets. Its disclosed equity book has returned +50.01% on a three-year cumulative basis. Figures reflect the Q2 2026 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 Wealth,LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1913243). View Simplicity Wealth,LLC’s 13F filings on SEC