Simplicity Wealth,LLC
All 13F Filings
- Location
- Summit, NJ
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 1,676,884
- Description
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- Website
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- Founded
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- Chairman
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- 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 |
|---|---|---|---|---|---|
| Q4 2025 | 1/30/2026 | 700 | 1,676,884 | 13F-HR | Simplicity Wealth,LLC |
| Q3 2025 | 10/30/2025 | 709 | 1,726,996 | 13F-HR | Simplicity Wealth,LLC |
| Q2 2025 | 7/22/2025 | 585 | 2,402,346 | 13F-HR | Simplicity Wealth,LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 1.159 M | 69.3% | 0 | 14.84 K | -14.84 K |
| ETFs | 495.7 K | 29.6% | 0 | 28.98 K | -28.98 K |
| Debt | 3.552 K | 0.2% | 0 | 1.672 K | -1.672 K |
| Other | 14.7 K | 0.9% | 0 | 5.243 K | -5.243 K |
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Fund Snapshot
Q4 2025
Latest filed
1/30/2026
Total value ($000)
1,676,884
Holdings
700
QoQ value change ($000)
-50,112
(-2.9%)
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.