Simplicity Wealth,LLC
All 13F Filings
- Location
- Summit, NJ
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 1,764,533
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- 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 | 4/30/2026 | 748 | 1,764,533 | 13F-HR | Simplicity Wealth,LLC |
| 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 |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 613.9 K | 34.9% | 0 | 544.9 K | -544.9 K |
| ETFs | 1.142 M | 64.9% | 646.1 K | 0 | 646.1 K |
| Debt | 4.516 K | 0.3% | 964 | 0 | 964 |
| Other | 0 | 0.0% | 0 | 14.7 K | -14.7 K |
Swipe for more columns
Fund Snapshot
Q1 2026
Latest filed
4/30/2026
Total value ($000)
1,764,533
Holdings
748
QoQ value change ($000)
87,649
(5.2%)
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.