Simplicity Wealth,LLC Q4 2025 Filing
Filed January 30, 2026
Portfolio Value
$1.7T
Holdings
700
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (700 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 201 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 5,353 | $1.6B | 0.10% | |
| 202 | MDTMEDTRONIC PLC | 16,926 | $1.6B | 0.10% | |
| 203 | DGCBDIMENSIONAL ETF TRUST | 29,449 | $1.6B | 0.10% | |
| 204 | 4I1PHILIP MORRIS INTL INC | 9,867 | $1.6B | 0.09% | |
| 205 | TAT&T INC | 63,573 | $1.6B | 0.09% | |
| 206 | ARRARMOUR RESIDENTIAL REIT INC | 89,157 | $1.6B | 0.09% | |
| 207 | ACNACCENTURE PLC IRELAND | 5,878 | $1.6B | 0.09% | |
| 208 | COINCOINBASE GLOBAL INC | 6,943 | $1.6B | 0.09% | |
| 209 | KHYBKRANESHARES TRUST | 63,747 | $1.6B | 0.09% | |
| 210 | SCHDSCHWAB STRATEGIC TR | 56,797 | $1.6B | 0.09% | |
| 211 | AQLTISHARES TR | 67,554 | $1.6B | 0.09% | |
| 212 | GQ9SPDR GOLD TR | 3,918 | $1.6B | 0.09% | |
| 213 | IVLUISHARES TR | 40,619 | $1.5B | 0.09% | |
| 214 | DYDYCOM INDS INC | 4,513 | $1.5B | 0.09% | |
| 215 | GWXSPDR INDEX SHS FDS | 36,902 | $1.5B | 0.09% | |
| 216 | SECTNORTHERN LTS FD TR IV | 23,362 | $1.5B | 0.09% | |
| 217 | DFSEDIMENSIONAL ETF TRUST | 36,298 | $1.5B | 0.09% | |
| 218 | VGTVANGUARD WORLD FD | 1,972 | $1.5B | 0.09% | |
| 219 | SDYSPDR SERIES TRUST | 10,639 | $1.5B | 0.09% | |
| 220 | RSPINVESCO EXCHANGE TRADED FD T | 7,645 | $1.5B | 0.09% | |
| 221 | REETISHARES TR | 58,522 | $1.5B | 0.09% | |
| 222 | VCSHVANGUARD SCOTTSDALE FDS | 18,306 | $1.5B | 0.09% | |
| 223 | LOWLOWES COS INC | 6,002 | $1.4B | 0.09% | |
| 224 | AMGNAMGEN INC | 4,411 | $1.4B | 0.09% | |
| 225 | CLCOLGATE PALMOLIVE CO | 18,233 | $1.4B | 0.09% | |
| 226 | BRBROADRIDGE FINL SOLUTIONS IN | 6,420 | $1.4B | 0.09% | |
| 227 | XLFISELECT SECTOR SPDR TR | 18,228 | $1.4B | 0.08% | |
| 228 | IWRISHARES TR | 14,636 | $1.4B | 0.08% | |
| 229 | SPTSSPDR SERIES TRUST | 47,863 | $1.4B | 0.08% | |
| 230 | IWMISHARES TR | 5,684 | $1.4B | 0.08% | |
| 231 | SPTISPDR SERIES TRUST | 48,533 | $1.4B | 0.08% | |
| 232 | JHHYJOHN HANCOCK EXCHANGE TRADED | 54,140 | $1.4B | 0.08% | |
| 233 | JFLXJ P MORGAN EXCHANGE TRADED F | 27,615 | $1.4B | 0.08% | |
| 234 | RWOSPDR INDEX SHS FDS | 30,291 | $1.4B | 0.08% | |
| 235 | AMATAPPLIED MATLS INC | 5,234 | $1.3B | 0.08% | |
| 236 | VWOVANGUARD INTL EQUITY INDEX F | 24,886 | $1.3B | 0.08% | |
| 237 | GEGE AEROSPACE | 4,273 | $1.3B | 0.08% | |
| 238 | DISVDIMENSIONAL ETF TRUST | 34,498 | $1.3B | 0.08% | |
| 239 | CWBSPDR SERIES TRUST | 14,626 | $1.3B | 0.08% | |
| 240 | SGOVISHARES TR | 12,912 | $1.3B | 0.08% | |
| 241 | CEF/USPROTT ASSET MANAGEMENT LP | 27,563 | $1.3B | 0.08% | |
| 242 | FMFFIRST TR EXCHANGE-TRADED FD | 26,595 | $1.3B | 0.07% | |
| 243 | NEMNEWMONT CORP | 12,449 | $1.2B | 0.07% | |
| 244 | TXNTEXAS INSTRS INC | 7,022 | $1.2B | 0.07% | |
| 245 | CRCLCIRCLE INTERNET GROUP INC | 15,318 | $1.2B | 0.07% | |
| 246 | TBXPROSHARES TR | 39,226 | $1.2B | 0.07% | |
| 247 | FAARFIRST TR EXCHANGE TRAD FD VI | 43,673 | $1.2B | 0.07% | |
| 248 | TWOTWO HBRS INVT CORP | 112,525 | $1.2B | 0.07% | |
| 249 | GOVIINVESCO EXCH TRADED FD TR II | 42,819 | $1.2B | 0.07% | |
| 250 | GDXVANECK ETF TRUST | 13,552 | $1.2B | 0.07% | |
| 251 | UBERUBER TECHNOLOGIES INC | 14,212 | $1.2B | 0.07% | |
| 252 | WMWASTE MGMT INC DEL | 5,266 | $1.2B | 0.07% | |
| 253 | PSLV/USPROTT ASSET MANAGEMENT LP | 48,869 | $1.2B | 0.07% | |
| 254 | DFUSDIMENSIONAL ETF TRUST | 15,564 | $1.2B | 0.07% | |
| 255 | SYSBISHARES TR | 12,818 | $1.1B | 0.07% | |
| 256 | EMHCSPDR SERIES TRUST | 44,772 | $1.1B | 0.07% | |
| 257 | XYLDGLOBAL X FDS | 27,111 | $1.1B | 0.07% | |
| 258 | SCHRSCHWAB STRATEGIC TR | 43,882 | $1.1B | 0.07% | |
| 259 | MRSHMARSH & MCLENNAN COS INC | 5,919 | $1.1B | 0.07% | |
| 260 | VRTXVERTEX PHARMACEUTICALS INC | 2,418 | $1.1B | 0.07% | |
| 261 | CERYSPDR SERIES TRUST | 38,354 | $1.1B | 0.07% | |
| 262 | APHAMPHENOL CORP NEW | 8,091 | $1.1B | 0.07% | |
| 263 | IEIISHARES TR | 9,064 | $1.1B | 0.06% | |
| 264 | SLVISHARES SILVER TR | 16,710 | $1.1B | 0.06% | |
| 265 | ITA*ISHARES TR | 5,007 | $1.1B | 0.06% | |
| 266 | CGDGCAPITAL GROUP DIVIDEND GROWE | 29,827 | $1.1B | 0.06% | |
| 267 | SCHESCHWAB STRATEGIC TR | 32,339 | $1.1B | 0.06% | |
| 268 | GILDGILEAD SCIENCES INC | 8,621 | $1.1B | 0.06% | |
| 269 | QCOMQUALCOMM INC | 6,169 | $1.1B | 0.06% | |
| 270 | SHYISHARES TR | 12,721 | $1.1B | 0.06% | |
| 271 | PNCPNC FINL SVCS GROUP INC | 5,046 | $1.1B | 0.06% | |
| 272 | COFCAPITAL ONE FINL CORP | 4,339 | $1.1B | 0.06% | |
| 273 | BKNGBOOKING HOLDINGS INC | 196 | $1.0B | 0.06% | |
| 274 | CMICUMMINS INC | 2,022 | $1.0B | 0.06% | |
| 275 | GISGENERAL MLS INC | 22,187 | $1.0B | 0.06% | |
| 276 | XLYSELECT SECTOR SPDR TR | 8,637 | $1.0B | 0.06% | |
| 277 | MUMICRON TECHNOLOGY INC | 3,556 | $1.0B | 0.06% | |
| 278 | CRMSALESFORCE INC | 3,813 | $1.0B | 0.06% | |
| 279 | PFEPFIZER INC | 40,079 | $997.0M | 0.06% | |
| 280 | ITWILLINOIS TOOL WKS INC | 4,048 | $996.0M | 0.06% | |
| 281 | CGGECAPITAL GROUP GLOBAL EQUITY | 31,507 | $996.0M | 0.06% | |
| 282 | EDCONSOLIDATED EDISON INC | 9,891 | $982.0M | 0.06% | |
| 283 | PLDPROLOGIS INC. | 7,692 | $981.0M | 0.06% | |
| 284 | LQDISHARES TR | 8,874 | $977.0M | 0.06% | |
| 285 | MCOMOODYS CORP | 1,907 | $974.0M | 0.06% | |
| 286 | IWBISHARES TR | 2,607 | $973.0M | 0.06% | |
| 287 | QYLDGLOBAL X FDS | 54,843 | $969.0M | 0.06% | |
| 288 | APDAIR PRODS & CHEMS INC | 3,868 | $955.0M | 0.06% | |
| 289 | VDEVANGUARD WORLD FD | 7,579 | $954.0M | 0.06% | |
| 290 | SBUXSTARBUCKS CORP | 11,247 | $947.0M | 0.06% | |
| 291 | ISRGINTUITIVE SURGICAL INC | 1,670 | $945.0M | 0.06% | |
| 292 | UPSTUPSTART HLDGS INC | 21,579 | $943.0M | 0.06% | |
| 293 | ETHEGRAYSCALE ETHEREUM TRUST ETF | 38,685 | $942.0M | 0.06% | |
| 294 | JAAAJANUS DETROIT STR TR | 18,639 | $942.0M | 0.06% | |
| 295 | SYFSYNCHRONY FINANCIAL | 11,256 | $939.0M | 0.06% | |
| 296 | COPCONOCOPHILLIPS | 9,965 | $932.0M | 0.06% | |
| 297 | XLGINVESCO EXCHANGE TRADED FD T | 15,663 | $928.0M | 0.06% | |
| 298 | UPSUNITED PARCEL SERVICE INC | 9,243 | $916.0M | 0.05% | |
| 299 | HONHONEYWELL INTL INC | 4,682 | $913.0M | 0.05% | |
| 300 | ABNBAIRBNB INC | 6,684 | $907.0M | 0.05% |