account_balance
Investment manager · 13F filer · SEC CIK 1913243
Simplicity Wealth,LLC
Reported value$3.43Bas of Sep 30, 2026
Positions1,074 154 new, 102 sold out
Top 10 weight19.4%AVDE alone is 3%
FiledOct 2323 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
AVDEAmerican Centy ETF Tr
2.9%Added +37%
AVUSAmerican Centy ETF Tr
2.7%Added +4%
IVViShares Tr
2.6%Added +59%
VOOVanguard Index FDS
2.2%Added +5%
AAPLApple Inc.
2.1%Added +10%
NVDANVIDIA Corp
2.1%Added +13%
MSFTMicrosoft Corp
1.4%Added +9%
AVIGAmerican Centy ETF Tr
1.2%Trimmed −16%
GOOGLAlphabet Inc.
1.1%Added +4%
AVEMAmerican Centy ETF Tr
1.1%Added +9%
AVLCAmerican Centy ETF Tr
1.0%Added +4%
SPYMSPDR Series Trust
1.0%Trimmed −17%
AVDEAmerican Centy ETF Tr
2.9%Added +37%
AVUSAmerican Centy ETF Tr
2.7%Added +4%
IVViShares Tr
2.6%Added +59%
VOOVanguard Index FDS
2.2%Added +5%
AAPLApple Inc.
2.1%Added +10%
NVDANVIDIA Corp
2.1%+13%
MSFT1.4%AVIGAmerican Centy ETF Tr
1.2%
GOOGLAlphabet Inc.
1.1%
AVEM
AVLC
SPYM
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
AVDE American Centy ETF Tr 2.9% Added +37%
AVUS American Centy ETF Tr 2.7% Added +4%
IVV iShares Tr 2.6% Added +59%
VOO Vanguard Index FDS 2.2% Added +5%
AAPL Apple Inc. 2.1% Added +10%NVDA NVIDIA Corp 2.1% Added +13%MSFT Microsoft Corp 1.4% Added +9%AVIG American Centy ETF Tr 1.2% Trimmed −16%
GOOGL Alphabet Inc. 1.1% Added +4%AVEM American Centy ETF Tr 1.1% Added +9%
AVLC American Centy ETF Tr 1.0% Added +4%
SPYM SPDR Series Trust 1.0% Trimmed −17%
What changed
Biggest moves since Jun 30, 2026
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