Institutional Fund
Simplicity Wealth,LLC
Summit, NJCIK 19132435 filings on record
Portfolio Value
$1.76B
Q1 2026
Holdings
748
Reported positions
New Buys
102
Opened this quarter
QoQ Change
+5.2%
from $1.68B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- American Centy ETF Tr4.3%
- Vanguard Index Fds3.3%
- American Centy ETF Tr3.1%
- American Centy ETF Tr2.9%
- Ishares Tr2.0%
- American Centy ETF Tr1.9%
- Other82.5%
Portfolio Holdings
748 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | American Centy ETF Tr | 689.8K | $76.70M | 4.3% | −9.1K | Reduced |
| 2 | Vanguard Index Fds | 96.8K | $57.84M | 3.3% | +1.7K | Added |
| 3 | American Centy ETF Tr | 647.8K | $54.96M | 3.1% | +31.7K | Added |
| 4 | American Centy ETF Tr | 1.21M | $50.37M | 2.9% | +52.1K | Added |
| 5 | Ishares Tr | 52.8K | $34.47M | 2.0% | +9.0K | Added |
| 6 | American Centy ETF Tr | 731.7K | $34.24M | 1.9% | +65.6K | Added |
| 7 | Nvidia Corporation | 182.1K | $31.76M | 1.8% | +4.6K | Added |
| 8 | Spdr Series Trust | 414.6K | $31.74M | 1.8% | +76.8K | Added |
| 9 | American Centy ETF Tr | 371.4K | $28.80M | 1.6% | −2.7K | Reduced |
| 10 | Apple Inc | 107.3K | $27.24M | 1.5% | +5.0K | Added |
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