Lester Murray Antman dba SimplyRich
All 13F Filings
- Location
- Carlsbad, CA
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 390,927
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 5/1/2026 | 233 | 390,927 | 13F-HR | Lester Murray Antman dba SimplyRich |
| Q4 2025 | 1/23/2026 | 199 | 382,388 | 13F-HR | Lester Murray Antman dba SimplyRich |
| Q3 2025 | 10/10/2025 | 200 | 370,612 | 13F-HR | Lester Murray Antman dba SimplyRich |
| Q2 2025 | 7/24/2025 | 214 | 358,865 | 13F-HR | Lester Murray Antman dba SimplyRich |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 320.7 K | 82.0% | 0 | 54.8 K | -54.8 K |
| ETFs | 70.25 K | 18.0% | 63.34 K | 0 | 63.34 K |
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Fund Snapshot
Q1 2026
Latest filed
5/1/2026
Total value ($000)
390,927
Holdings
233
QoQ value change ($000)
8,539
(2.2%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.