Simplicity Wealth,LLC - Portfolio overview

Simplicity Wealth,LLC has 858 reported holdings in this dataset, with the latest filing dated 2026-04-30.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. AVUS - AMERICAN CENTY ETF TR, 4.14%
2. VOO - VANGUARD INDEX FDS, 3.12%
3. AVDE - AMERICAN CENTY ETF TR, 2.96%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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