Simplicity Wealth,LLC
1,027 holdingsFiling period: 2026-06-30Current AUM: $2.98Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AVUS | American Centy ETF TR | 702.2K | $89.9M | $90.9M | 3.05% | +12.4K | 2026-06-30 |
| 2 | AVDE | American Centy ETF TR | 795.7K | $71.0M | $71.6M | 2.40% | +147.9K | 2026-06-30 |
| 3 | VOO | Vanguard Index Fds | 102.8K | $70.6M | $72.7M | 2.44% | +6.0K | 2026-06-30 |
| 4 | AAPL | Apple Inc | 197.2K | $57.1M | $66.9M | 2.25% | +89.9K | 2026-06-30 |
| 5 | NVDA | NVIDIA Corporation | 276.9K | $55.4M | $59.9M | 2.01% | +94.8K | 2026-06-30 |
| 6 | IVV | iShares TR | 73.3K | $54.9M | $56.6M | 1.90% | +20.6K | 2026-06-30 |
| 7 | AVIG | American Centy ETF TR | 1.28M | $53.2M | $51.0M | 1.71% | +71.5K | 2026-06-30 |
| 8 | SPYM | Spdr Series Trust | 461.0K | $40.5M | $41.7M | 1.40% | +46.4K | 2026-06-30 |
| 9 | GOOGL | Alphabet Inc | 109.0K | $38.9M | $37.1M | 1.24% | +68.3K | 2026-06-30 |
| 10 | AVEM | American Centy ETF TR | 358.3K | $34.6M | $32.1M | 1.08% | +73.6K | 2026-06-30 |
| 11 | AVSF | American Centy ETF TR | 741.5K | $34.5M | $33.9M | 1.14% | +9.8K | 2026-06-30 |
| 12 | AVLC | American Centy ETF TR | 380.4K | $34.2M | $34.7M | 1.16% | +8.9K | 2026-06-30 |
| 13 | MSFT | Microsoft Corp | 85.8K | $32.0M | $45.6M | 1.53% | +32.5K | 2026-06-30 |
| 14 | CAT | Caterpillar Inc | 27.6K | $29.4M | $20.0M | 0.67% | +23.6K | 2026-06-30 |
| 15 | AVGO | Broadcom Inc | 72.4K | $27.3M | $24.2M | 0.81% | +35.8K | 2026-06-30 |
| 16 | AMZN | Amazon.com Inc | 111.5K | $26.6M | $29.3M | 0.98% | +40.2K | 2026-06-30 |
| 17 | TLT | iShares TR | 287.2K | $24.8M | $23.0M | 0.77% | +4.2K | 2026-06-30 |
| 18 | SCNM | Sterling Cap Fds | 973.7K | $24.5M | $23.2M | 0.78% | +939.3K | 2026-06-30 |
| 19 | SPDW | Spdr Index Shs Fds | 479.8K | $24.2M | $23.8M | 0.80% | +228.4K | 2026-06-30 |
| 20 | COST | Costco Wholesale Corporation | 24.4K | $22.9M | $24.3M | 0.82% | +15.1K | 2026-06-30 |
| 21 | DFAC | Dimensional ETF Trust | 487.7K | $21.6M | $22.0M | 0.74% | +43.1K | 2026-06-30 |
| 22 | TSLA | Tesla Inc | 51.1K | $21.5M | $19.1M | 0.64% | +22.3K | 2026-06-30 |
| 23 | WMT | Walmart Inc | 184.1K | $20.9M | $21.7M | 0.73% | +134.6K | 2026-06-30 |
| 24 | SPYG | Spdr Series Trust | 173.1K | $20.6M | $21.0M | 0.70% | +147.3K | 2026-06-30 |
| 25 | ABBV | Abbvie Inc | 81.7K | $20.6M | $23.6M | 0.79% | +38.8K | 2026-06-30 |
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