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Showing Q4 2023 data
Simplicity Solutions, LLC's Q4 2025 filing not yet available. Expected by Feb 14, 2026.
Simplicity Solutions, LLC
•CIK: 1486066•Filing: Q4 2023
**Simplicity Solutions, LLC** manages $3.7B across a diversified portfolio of 1,070 positions. The fund exhibits significant concentration in technology and broad market indices, notably holding NTRSO at $184.2M and AAPL at $123.3M. Further substantial allocations include VV ($123.0M) and CEF/U ($115.3M). This structure suggests a core strategy emphasizing established market leaders and diversified sector exposure.
Total AUM
$3.7B
QoQ Performance
N/A
Positions
870
Top 10 Concentration
34.8%
Latest Filing
Q4 2023
Top Holdings Allocation
RANI
RANI5.0%
AAPL3.4%
VV3.4%
CEF/U3.1%
MSFT2.4%
SPY2.4%
VTV2.3%
VO2.2%
📈 Biggest Buys
📉 Biggest Sells
No reductions this quarter
Sector Breakdown
Other65.9%
Technology13.0%
ETF6.1%
Healthcare5.1%
Consumer3.7%
Financial2.8%
Industrial1.0%
Communication0.9%