Simplicity Wealth,LLC Q2 2025 Filing
Filed July 22, 2025
Portfolio Value
$2.4T
Holdings
585
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (585 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 401 | APPAPPLOVIN CORP | 1,916 | $670.8M | 0.03% | |
| 402 | GEVGE VERNOVA INC | 1,262 | $667.3M | 0.03% | |
| 403 | TIPISHARES TR | 6,062 | $667.1M | 0.03% | |
| 404 | PBRPETROLEO BRASILEIRO SA PETRO | 52,000 | $650.5M | 0.03% | |
| 405 | NBOSNEUBERGER BERMAN ETF TRUST | 24,718 | $643.7M | 0.03% | |
| 406 | BXBLACKSTONE INC | 4,292 | $641.9M | 0.03% | |
| 407 | IVLUISHARES TR | 19,498 | $641.3M | 0.03% | |
| 408 | CITCINTAS CORP | 2,854 | $635.9M | 0.03% | |
| 409 | COCOVITA COCO CO INC | 17,586 | $634.9M | 0.03% | |
| 410 | TFCTRUIST FINL CORP | 14,594 | $627.4M | 0.03% | |
| 411 | VCITVANGUARD SCOTTSDALE FDS | 7,446 | $617.4M | 0.03% | |
| 412 | HOODROBINHOOD MKTS INC | 6,548 | $613.1M | 0.03% | |
| 413 | NUHYNUSHARES ETF TR | 28,192 | $612.0M | 0.03% | |
| 414 | TFISPDR SERIES TRUST | 13,530 | $604.4M | 0.03% | |
| 415 | CMECME GROUP INC | 2,174 | $599.4M | 0.02% | |
| 416 | ECLECOLAB INC | 2,210 | $595.6M | 0.02% | |
| 417 | DFCFDIMENSIONAL ETF TRUST | 14,079 | $595.0M | 0.02% | |
| 418 | FBKFB FINL CORP | 13,115 | $594.1M | 0.02% | |
| 419 | ORLYOREILLY AUTOMOTIVE INC | 6,570 | $592.2M | 0.02% | |
| 420 | INTCINTEL CORP | 26,384 | $591.0M | 0.02% | |
| 421 | GOLFACUSHNET HLDGS CORP | 8,005 | $582.9M | 0.02% | |
| 422 | CVSCVS HEALTH CORP | 8,396 | $579.2M | 0.02% | |
| 423 | FISFIDELITY NATL INFORMATION SV | 7,114 | $579.2M | 0.02% | |
| 424 | BLKBLACKROCK INC | 550 | $577.7M | 0.02% | |
| 425 | DYHTARGET CORP | 5,852 | $577.3M | 0.02% | |
| 426 | CBCHUBB LIMITED | 1,992 | $577.1M | 0.02% | |
| 427 | FSMBFIRST TR EXCH TRADED FD III | 28,402 | $565.3M | 0.02% | |
| 428 | DFGRDIMENSIONAL ETF TRUST | 20,990 | $563.2M | 0.02% | |
| 429 | WECWEC ENERGY GROUP INC | 5,402 | $562.9M | 0.02% | |
| 430 | SCHZSCHWAB STRATEGIC TR | 24,216 | $562.8M | 0.02% | |
| 431 | ULUNILEVER PLC | 9,134 | $558.8M | 0.02% | |
| 432 | SLVISHARES SILVER TR | 16,990 | $557.4M | 0.02% | |
| 433 | MNSTMONSTER BEVERAGE CORP NEW | 8,870 | $555.6M | 0.02% | |
| 434 | ABGCENCORA INC | 1,852 | $555.3M | 0.02% | |
| 435 | NDAQNASDAQ INC | 6,210 | $555.3M | 0.02% | |
| 436 | DFSDDIMENSIONAL ETF TRUST | 11,549 | $554.5M | 0.02% | |
| 437 | LCTUBLACKROCK ETF TRUST | 8,170 | $549.6M | 0.02% | |
| 438 | AZNASTRAZENECA PLC | 7,862 | $549.4M | 0.02% | |
| 439 | CPBTHE CAMPBELLS COMPANY | 17,860 | $547.4M | 0.02% | |
| 440 | GDGENERAL DYNAMICS CORP | 1,856 | $541.1M | 0.02% | |
| 441 | TTENTOTALENERGIES SE | 8,810 | $540.8M | 0.02% | |
| 442 | VRIGINVESCO ACTIVELY MANAGED EXC | 21,582 | $540.6M | 0.02% | |
| 443 | PSXPHILLIPS 66 | 4,484 | $534.9M | 0.02% | |
| 444 | ICLOINVESCO ACTIVELY MANAGED EXC | 20,772 | $530.9M | 0.02% | |
| 445 | HYDBISHARES TR | 11,150 | $529.3M | 0.02% | |
| 446 | EOGEOG RES INC | 4,412 | $527.8M | 0.02% | |
| 447 | PANWPALO ALTO NETWORKS INC | 2,572 | $526.3M | 0.02% | |
| 448 | PWRQUANTA SVCS INC | 1,377 | $520.6M | 0.02% | |
| 449 | BUFGFIRST TR EXCHNG TRADED FD VI | 20,350 | $519.7M | 0.02% | |
| 450 | AFLAFLAC INC | 4,916 | $518.4M | 0.02% | |
| 451 | LKQ1LKQ CORP | 13,937 | $515.8M | 0.02% | |
| 452 | BCHPPRINCIPAL EXCHANGE TRADED FD | 13,844 | $507.1M | 0.02% | |
| 453 | KVUEKENVUE INC | 24,210 | $506.7M | 0.02% | |
| 454 | SPSBSPDR SERIES TRUST | 16,720 | $504.8M | 0.02% | |
| 455 | KKRKKR & CO INC | 3,788 | $503.9M | 0.02% | |
| 456 | MARMARRIOTT INTL INC NEW | 1,844 | $503.8M | 0.02% | |
| 457 | USFRWISDOMTREE TR | 9,892 | $497.7M | 0.02% | |
| 458 | COINCOINBASE GLOBAL INC | 1,418 | $497.0M | 0.02% | |
| 459 | TWTRADEWEB MKTS INC | 3,388 | $496.0M | 0.02% | |
| 460 | PEGPUBLIC SVC ENTERPRISE GRP IN | 5,884 | $495.3M | 0.02% | |
| 461 | IUSGISHARES TR | 3,260 | $490.3M | 0.02% | |
| 462 | COWZPACER FDS TR | 8,838 | $487.0M | 0.02% | |
| 463 | MINTPIMCO ETF TR | 4,832 | $485.8M | 0.02% | |
| 464 | DIVGLOBAL X FDS | 27,414 | $481.9M | 0.02% | |
| 465 | WMBWILLIAMS COS INC | 7,646 | $480.3M | 0.02% | |
| 466 | KMBKIMBERLY-CLARK CORP | 3,722 | $479.9M | 0.02% | |
| 467 | KHPIMANAGED PORTFOLIO SERIES | 18,808 | $475.5M | 0.02% | |
| 468 | AXTAAXALTA COATING SYS LTD | 15,955 | $473.7M | 0.02% | |
| 469 | LRNSTRIDE INC | 3,246 | $471.3M | 0.02% | |
| 470 | FDXFEDEX CORP | 2,072 | $470.9M | 0.02% | |
| 471 | FALNISHARES TR | 17,300 | $469.5M | 0.02% | |
| 472 | IUSVISHARES TR | 4,926 | $466.1M | 0.02% | |
| 473 | SYKSTRYKER CORPORATION | 1,172 | $463.8M | 0.02% | |
| 474 | SCHASCHWAB STRATEGIC TR | 18,230 | $461.2M | 0.02% | |
| 475 | MCKMCKESSON CORP | 626 | $459.3M | 0.02% | |
| 476 | AQLTISHARES TR | 3,454 | $458.7M | 0.02% | |
| 477 | BMYBRISTOL-MYERS SQUIBB CO | 9,908 | $458.7M | 0.02% | |
| 478 | SHWSHERWIN WILLIAMS CO | 1,334 | $457.8M | 0.02% | |
| 479 | BCCCGLOBAL X FDS | 10,380 | $452.4M | 0.02% | |
| 480 | ANETARISTA NETWORKS INC | 4,404 | $450.6M | 0.02% | |
| 481 | BILSSPDR SERIES TRUST | 4,483 | $445.7M | 0.02% | |
| 482 | ROADCONSTRUCTION PARTNERS INC | 4,169 | $443.1M | 0.02% | |
| 483 | TMUST-MOBILE US INC | 1,858 | $442.5M | 0.02% | |
| 484 | SECTNORTHERN LTS FD TR IV | 7,598 | $441.2M | 0.02% | |
| 485 | HIMUBLACKROCK ETF TRUST II | 9,038 | $439.5M | 0.02% | |
| 486 | BENFRANKLIN RESOURCES INC | 18,258 | $435.5M | 0.02% | |
| 487 | HLNHALEON PLC | 41,946 | $435.0M | 0.02% | |
| 488 | CHTCHUNGHWA TELECOM CO LTD | 9,294 | $433.2M | 0.02% | |
| 489 | OREALTY INCOME CORP | 7,512 | $432.8M | 0.02% | |
| 490 | VSTVISTRA CORP | 2,230 | $432.3M | 0.02% | |
| 491 | BIIBBIOGEN INC | 3,424 | $430.0M | 0.02% | |
| 492 | CAHCARDINAL HEALTH INC | 2,530 | $425.1M | 0.02% | |
| 493 | MRVLMARVELL TECHNOLOGY INC | 5,486 | $424.6M | 0.02% | |
| 494 | UAPRINNOVATOR ETFS TRUST | 13,456 | $421.2M | 0.02% | |
| 495 | CMGCHIPOTLE MEXICAN GRILL INC | 7,492 | $420.7M | 0.02% | |
| 496 | OMFLINVESCO EXCH TRD SLF IDX FD | 7,204 | $416.2M | 0.02% | |
| 497 | TDTORONTO DOMINION BK ONT | 5,652 | $415.1M | 0.02% | |
| 498 | AMTAMERICAN TOWER CORP NEW | 1,876 | $414.7M | 0.02% | |
| 499 | INGING GROEP N.V. | 18,858 | $412.4M | 0.02% | |
| 500 | FERGFERGUSON ENTERPRISES INC | 1,881 | $409.6M | 0.02% |