Simplicity Wealth,LLC
All 13F Filings
- Location
- Summit, NJ
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 2,962,601
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 8/6/2026 | 1,022 | 2,962,601 | 13F-HR | Simplicity Wealth,LLC |
| 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 |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 1.225 M | 41.4% | 611.4 K | 0 | 611.4 K |
| ETFs | 1.711 M | 57.9% | 569.4 K | 0 | 569.4 K |
| Debt | 21.49 K | 0.7% | 16.97 K | 0 | 16.97 K |
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Fund Snapshot
Q2 2026
Latest filed
8/6/2026
Total value ($000)
2,962,601
Holdings
1022
QoQ value change ($000)
1,198,068
(67.9%)
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.