Simplicity Wealth,LLC
•CIK: 1913243•Filing: Q4 2025
**Simplicity Wealth,LLC** manages $1.7B across a diversified portfolio of 700 positions. The firm maintains significant exposure to core market indices and technology leaders, highlighted by top holdings including AVUS at $78.1M and VOO at $59.6M. Further concentration is evident in AVDE ($50.7M), AVIG ($48.6M), and NVDA ($33.1M). This structure suggests a systematic, large-cap growth orientation within its mandate.
Total AUM
$1.7B
QoQ Performance
-2.9%
Positions
433
Top 10 Concentration
30.0%
Latest Filing
Q4 2025
Top Holdings Allocation
AVUS4.7%
VOO3.6%
AVDE3.0%
AVIG2.9%
NVDA2.0%
AVSF1.9%
IVV1.8%
AVLC1.8%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other70.7%
Technology11.1%
ETF6.7%
Consumer3.6%
Financial3.1%
Healthcare2.3%
Industrial0.8%
Consumer Staples0.7%
🚪 Exited Positionssold since Q3 2025
+507 more exited positions
Changes from Q3 2025
NEW3 new positions
↑116 increased
↓81 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023