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 |
|---|---|---|---|---|---|
| 301 | CHDCHURCH & DWIGHT CO INC | 10,790 | $904.0M | 0.05% | |
| 302 | APPAPPLOVIN CORP | 1,338 | $901.0M | 0.05% | |
| 303 | DUKDUKE ENERGY CORP NEW | 7,660 | $897.0M | 0.05% | |
| 304 | FBKFB FINL CORP | 16,007 | $893.0M | 0.05% | |
| 305 | DIHPDIMENSIONAL ETF TRUST | 28,232 | $893.0M | 0.05% | |
| 306 | CFGCITIZENS FINL GROUP INC | 15,053 | $879.0M | 0.05% | |
| 307 | DEDEERE & CO | 1,887 | $878.0M | 0.05% | |
| 308 | IGFISHARES TR | 14,121 | $866.0M | 0.05% | |
| 309 | CLHCLEAN HARBORS INC | 3,688 | $864.0M | 0.05% | |
| 310 | DBMFLITMAN GREGORY FDS TR | 30,738 | $862.0M | 0.05% | |
| 311 | PNFPPINNACLE FINL PARTNERS INC | 9,024 | $860.0M | 0.05% | |
| 312 | NKENIKE INC | 13,506 | $860.0M | 0.05% | |
| 313 | ICVTISHARES TR | 8,683 | $855.0M | 0.05% | |
| 314 | SCHOSCHWAB STRATEGIC TR | 34,919 | $850.0M | 0.05% | |
| 315 | SYYSYSCO CORP | 11,519 | $848.0M | 0.05% | |
| 316 | TIPXSPDR SERIES TRUST | 44,260 | $844.0M | 0.05% | |
| 317 | IUSGISHARES TR | 5,012 | $841.0M | 0.05% | |
| 318 | RSGREPUBLIC SVCS INC | 3,952 | $837.0M | 0.05% | |
| 319 | SCHASCHWAB STRATEGIC TR | 29,375 | $836.0M | 0.05% | |
| 320 | NOCNORTHROP GRUMMAN CORP | 1,465 | $835.0M | 0.05% | |
| 321 | MGKVANGUARD WORLD FD | 2,024 | $835.0M | 0.05% | |
| 322 | NEENEXTERA ENERGY INC | 10,374 | $832.0M | 0.05% | |
| 323 | DFIVDIMENSIONAL ETF TRUST | 16,671 | $831.0M | 0.05% | |
| 324 | AAAUGOLDMAN SACHS PHYSICAL GOLD | 19,405 | $825.0M | 0.05% | |
| 325 | PDBCINVESCO ACTVELY MNGD ETC FD | 60,789 | $805.0M | 0.05% | |
| 326 | GGGGRACO INC | 9,755 | $799.0M | 0.05% | |
| 327 | VIOGVANGUARD ADMIRAL FDS INC | 6,478 | $785.0M | 0.05% | |
| 328 | BLKBLACKROCK INC | 732 | $784.0M | 0.05% | |
| 329 | DWDMORGAN STANLEY | 4,408 | $782.0M | 0.05% | |
| 330 | TSCOTRACTOR SUPPLY CO | 15,537 | $777.0M | 0.05% | |
| 331 | SNEXSTONEX GROUP INC | 8,174 | $777.0M | 0.05% | |
| 332 | IGMISHARES TR | 6,009 | $776.0M | 0.05% | |
| 333 | INTUINTUIT | 1,167 | $773.0M | 0.05% | |
| 334 | TRVCCITIGROUP INC | 6,623 | $772.0M | 0.05% | |
| 335 | BKBANK NEW YORK MELLON CORP | 6,630 | $769.0M | 0.05% | |
| 336 | MSOSADVISORSHARES TR | 162,846 | $768.0M | 0.05% | |
| 337 | VYMIVANGUARD WHITEHALL FDS | 8,502 | $765.0M | 0.05% | |
| 338 | QUIZZACKS TRUST | 28,833 | $764.0M | 0.05% | |
| 339 | EEMAISHARES INC | 8,091 | $760.0M | 0.05% | |
| 340 | VPLVANGUARD INTL EQUITY INDEX F | 8,412 | $760.0M | 0.05% | |
| 341 | AEPAMERICAN ELEC PWR CO INC | 6,587 | $759.0M | 0.05% | |
| 342 | HELOJ P MORGAN EXCHANGE TRADED F | 11,419 | $758.0M | 0.05% | |
| 343 | CGUSCAPITAL GROUP CORE EQUITY ET | 18,558 | $746.0M | 0.04% | |
| 344 | ONEQFIDELITY COMWLTH TR | 8,151 | $745.0M | 0.04% | |
| 345 | USBUS BANCORP DEL | 13,894 | $741.0M | 0.04% | |
| 346 | WF2WINTRUST FINL CORP | 5,282 | $738.0M | 0.04% | |
| 347 | BILSSPDR SERIES TRUST | 7,409 | $735.0M | 0.04% | |
| 348 | LMBSFIRST TR EXCHANGE-TRADED FD | 14,691 | $734.0M | 0.04% | |
| 349 | BCBRUNSWICK CORP | 9,767 | $725.0M | 0.04% | |
| 350 | NOWSERVICENOW INC | 4,717 | $722.0M | 0.04% | |
| 351 | IBBISHARES TR | 4,232 | $714.0M | 0.04% | |
| 352 | SOSOUTHERN CO | 8,189 | $714.0M | 0.04% | |
| 353 | CRWDCROWDSTRIKE HLDGS INC | 1,520 | $712.0M | 0.04% | |
| 354 | NVSNNOVARTIS AG | 5,137 | $708.0M | 0.04% | |
| 355 | KEXKIRBY CORP | 6,389 | $703.0M | 0.04% | |
| 356 | GWWWW GRAINGER INC | 696 | $702.0M | 0.04% | |
| 357 | PSXPHILLIPS 66 | 5,438 | $701.0M | 0.04% | |
| 358 | MCHPMICROCHIP TECHNOLOGY INC. | 10,959 | $698.0M | 0.04% | |
| 359 | FERGFERGUSON ENTERPRISES INC | 3,132 | $697.0M | 0.04% | |
| 360 | AXPAMERICAN EXPRESS CO | 1,869 | $691.0M | 0.04% | |
| 361 | MMM3M CO | 4,317 | $691.0M | 0.04% | |
| 362 | MSIMOTOROLA SOLUTIONS INC | 1,788 | $685.0M | 0.04% | |
| 363 | TMOTHERMO FISHER SCIENTIFIC INC | 1,181 | $684.0M | 0.04% | |
| 364 | DFASDIMENSIONAL ETF TRUST | 9,633 | $671.0M | 0.04% | |
| 365 | SHELSHELL PLC | 9,101 | $668.0M | 0.04% | |
| 366 | RDVYFIRST TR EXCHANGE TRADED FD | 9,513 | $660.0M | 0.04% | |
| 367 | LKQ1LKQ CORP | 21,694 | $655.0M | 0.04% | |
| 368 | PGRPROGRESSIVE CORP | 2,868 | $653.0M | 0.04% | |
| 369 | REGNREGENERON PHARMACEUTICALS | 845 | $652.0M | 0.04% | |
| 370 | SMIZZACKS TRUST | 17,628 | $652.0M | 0.04% | |
| 371 | WELLWELLTOWER INC | 3,500 | $649.0M | 0.04% | |
| 372 | GEVGE VERNOVA INC | 985 | $643.0M | 0.04% | |
| 373 | IBDNORTHERN LTS FD TR IV | 26,611 | $643.0M | 0.04% | |
| 374 | AZOAUTOZONE INC | 187 | $634.0M | 0.04% | |
| 375 | QLTAISHARES TR | 13,138 | $631.0M | 0.04% | |
| 376 | BUFZFIRST TR EXCHNG TRADED FD VI | 23,723 | $629.0M | 0.04% | |
| 377 | USMVISHARES TR | 6,671 | $628.0M | 0.04% | |
| 378 | VCITVANGUARD SCOTTSDALE FDS | 7,474 | $625.0M | 0.04% | |
| 379 | MIGASTRATEGY INC | 4,074 | $619.0M | 0.04% | |
| 380 | EDIVSPDR INDEX SHS FDS | 15,736 | $616.0M | 0.04% | |
| 381 | EMREMERSON ELEC CO | 4,614 | $612.0M | 0.04% | |
| 382 | TFLOISHARES TR | 12,111 | $611.0M | 0.04% | |
| 383 | HTRBHARTFORD FDS EXCHANGE TRADED | 17,863 | $610.0M | 0.04% | |
| 384 | FIGFIGMA INC | 16,277 | $608.0M | 0.04% | |
| 385 | BAMGNORTHERN LTS FD TR IV | 15,164 | $608.0M | 0.04% | |
| 386 | EBNDSPDR SERIES TRUST | 28,377 | $606.0M | 0.04% | |
| 387 | MNSTMONSTER BEVERAGE CORP NEW | 7,883 | $604.0M | 0.04% | |
| 388 | PFNPIMCO INCOME STRATEGY FD II | 80,427 | $603.0M | 0.04% | |
| 389 | SCHCSCHWAB STRATEGIC TR | 13,166 | $599.0M | 0.04% | |
| 390 | PHYS/USPROTT ASSET MANAGEMENT LP | 17,899 | $591.0M | 0.04% | |
| 391 | VTVANGUARD INTL EQUITY INDEX F | 4,181 | $589.0M | 0.04% | |
| 392 | QQQMINVESCO EXCH TRADED FD TR II | 2,307 | $583.0M | 0.03% | |
| 393 | TFCTRUIST FINL CORP | 11,841 | $582.0M | 0.03% | |
| 394 | CELCCELCUITY INC | 5,818 | $580.0M | 0.03% | |
| 395 | KLACKLA CORP | 474 | $575.0M | 0.03% | |
| 396 | XLISELECT SECTOR SPDR TR | 3,705 | $574.0M | 0.03% | |
| 397 | VRIGINVESCO ACTIVELY MANAGED EXC | 22,853 | $573.0M | 0.03% | |
| 398 | AZNASTRAZENECA PLC | 6,228 | $572.0M | 0.03% | |
| 399 | IBTHISHARES TR | 25,473 | $572.0M | 0.03% | |
| 400 | TJXTJX COS INC NEW | 3,712 | $570.0M | 0.03% |