EdgeMarket › What Simplicity Wealth,Llc reported owning
What Simplicity Wealth,Llc reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
1.8BPositions
748Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| AVUS Avantis U.S. Equity ETF | 76.7M | 4.3% | 689.8K | 130.59 | +25.1% |
| VOO Vanguard S&P 500 ETF | 57.8M | 3.3% | 96.8K | 703.71 | +20.0% |
| AVDE Avantis International Equity ETF | 55.0M | 3.1% | 647.8K | 94.26 | +22.4% |
| AVIG Avantis Core Fixed Income ETF | 50.4M | 2.9% | 1.2M | 40.72 | -2.1% |
| IVV iShares Core S&P 500 ETF | 34.5M | 2.0% | 52.8K | 769.31 | +20.0% |
| AVSF Avantis Short-Term Fixed Income ETF | 34.2M | 1.9% | 731.7K | 46.38 | -1.4% |
| NVDA NVIDIA CORP | 31.8M | 1.8% | 182.1K | 214.72 | +22.4% |
| SPYM State Street SPDR Portfolio S&P 500 ETF | 31.7M | 1.8% | 414.6K | 90.13 | +20.1% |
| AVLC Avantis U.S. Large Cap Equity ETF | 28.8M | 1.6% | 371.4K | 91.61 | +24.9% |
| AAPL Apple Inc. | 27.2M | 1.5% | 107.3K | 309.35 | +36.9% |
| TLT iShares 20 Year Treasury Bond ETF | 24.5M | 1.4% | 282.9K | 82.05 | -5.5% |
| AVEM Avantis Emerging Markets Equity ETF | 22.9M | 1.3% | 284.7K | 94.24 | +33.1% |
| MSFT MICROSOFT CORP | 19.7M | 1.1% | 53.2K | 483.24 | -4.4% |
| IEMG iShares Core MSCI Emerging Markets ETF | 18.4M | 1.0% | 263.7K | 81.57 | +31.9% |
| DFAC Dimensional U.S. Core Equity 2 ETF | 17.3M | 1.0% | 444.6K | 45.61 | +22.8% |
| IWY iShares Russell Top 200 Growth ETF | 16.0M | 0.9% | 64.1K | 285.72 | +11.8% |
| AMZN AMAZON COM INC | 14.8M | 0.8% | 71.3K | 258.63 | +15.6% |
| AVUV Avantis U.S. Small Cap Value ETF | 14.6M | 0.8% | 131.8K | 126.45 | +33.2% |
| SPAB State Street SPDR Portfolio Aggregate Bond ETF | 13.6M | 0.8% | 530.9K | 25.09 | -1.8% |
| AVSC Avantis U.S Small Cap Equity ETF | 13.6M | 0.8% | 217.9K | 73.84 | +35.4% |
| JHMD John Hancock Multifactor Developed Internation | 13.4M | 0.8% | 316.7K | 46.39 | +16.3% |
| JHML John Hancock Multifactor Large Cap ETF | 13.2M | 0.7% | 168.4K | 91.01 | +20.6% |
| DFSB Dimensional Global Sustainability Fixed Income | 13.0M | 0.7% | 252.0K | 50.72 | -3.6% |
| IUSB iShares Core Universal USD Bond ETF | 12.7M | 0.7% | 274.0K | 45.43 | -1.7% |
| EFV iShares MSCI EAFE Value ETF | 12.3M | 0.7% | 165.6K | 82.23 | +21.4% |
| DFSU Dimensional US Sustainability Core 1 ETF | 12.2M | 0.7% | 297.2K | 48.20 | +18.3% |
| GOOGL Alphabet Inc. | 11.7M | 0.7% | 40.7K | 344.82 | +73.0% |
| SPDW State Street SPDR Portfolio Developed World ex | 11.5M | 0.7% | 251.4K | 52.02 | +24.4% |
| SCHG Schwab U.S. Large-Cap Growth ETF | 11.4M | 0.6% | 391.6K | 35.32 | +17.3% |
| AVGO Broadcom Inc. | 11.3M | 0.6% | 36.6K | 368.45 | +26.5% |
| META Meta Platforms, Inc. | 11.0M | 0.6% | 19.2K | 549.90 | -26.5% |
| TSLA Tesla, Inc. | 10.7M | 0.6% | 28.7K | 362.86 | +12.0% |
| JPM JPMORGAN CHASE & CO | 10.4M | 0.6% | 35.4K | 351.58 | +20.3% |
| IWX iShares Russell Top 200 Value ETF | 10.0M | 0.6% | 108.3K | 112.30 | +30.5% |
| VYM Vanguard High Dividend Yield ETF | 9.4M | 0.5% | 63.6K | 164.97 | +19.9% |
| GOOG Alphabet Inc. | 9.4M | 0.5% | 32.8K | 341.75 | +70.7% |
| QFLR Innovator Nasdaq-100 Managed Floor ETF | 9.3M | 0.5% | 280.0K | 35.17 | +12.0% |
| ABBV AbbVie Inc. | 9.3M | 0.5% | 42.8K | 264.96 | +26.7% |
| COST COSTCO WHOLESALE CORP /NEW | 9.3M | 0.5% | 9.3K | 947.74 | -4.7% |
| BUFD FT Vest Laddered Deep Buffer ETF | 8.9M | 0.5% | 319.4K | 30.24 | +11.7% |
| EFG iShares MSCI EAFE Growth ETF | 8.9M | 0.5% | 79.6K | 125.70 | +12.3% |
| MUB iShares National Muni Bond ETF | 8.6M | 0.5% | 81.3K | 105.34 | +1.2% |
| IDEV iShares Core MSCI International Developed Mark | 8.6M | 0.5% | 102.5K | 93.31 | +18.6% |
| XOM ExxonMobil Holdings Corp | 8.5M | 0.5% | 50.2K | 165.11 | +52.1% |
| IVE iShares S&P 500 Value ETF | 8.5M | 0.5% | 40.1K | 237.24 | +17.6% |
| USIG iShares Broad USD Investment Grade Corporate B | 8.2M | 0.5% | 159.9K | 50.20 | -2.6% |
| BIL State Street SPDR Bloomberg 1-3 Month T-Bill E | 8.1M | 0.5% | 88.5K | 91.60 | -0.1% |
| IVW iShares S&P 500 Growth ETF | 8.1M | 0.5% | 71.2K | 138.83 | +22.2% |
| JNJ JOHNSON & JOHNSON | 7.7M | 0.4% | 31.4K | 270.24 | +51.1% |
| PG PROCTER & GAMBLE Co | 7.6M | 0.4% | 52.8K | 144.68 | -9.3% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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