Simplicity Wealth,LLC ETF holdings
Summit, NJ
Reported $1.9B in 511 ETFs in its Form 13F for June 30, 2026.
ETF value
$1.9B
ETFs held
511
Change from prior quarter
+50.2%
With price moves
ETFs as a share of its 13F
62.9%
of $3.0B
Top 10 of 511 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| AVUS | Avantis US Equity ETF | $89.9M | 702,241 | +12,413 shares |
| AVDE | Avantis International Equity ETF | $71.0M | 795,696 | +147,874 shares |
| VOO | Vanguard S&P 500 ETF | $70.6M | 102,799 | +6,008 shares |
| IVV | iShares Core S&P 500 ETF | $54.9M | 73,317 | +20,551 shares |
| AVIG | Avantis Core Fixed Income ETF | $53.2M | 1,283,956 | +71,486 shares |
| SPYM | State Street SPDR Portfolio S&P 500 ETF | $40.5M | 461,034 | +46,393 shares |
| AVEM | Avantis Emerging Markets Equity ETF | $34.6M | 358,301 | +73,619 shares |
| AVSF | Avantis Short-Term Fixed Income ETF | $34.5M | 741,461 | +9,778 shares |
| AVLC | Avantis U.S. Large Cap Equity ETF | $34.2M | 380,366 | +8,945 shares |
| TLT | iShares 20+ Year Treasury Bond ETF | $24.8M | 287,153 | +4,241 shares |
501 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001913243. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Simplicity Wealth,LLC own?
Simplicity Wealth,LLC reported 511 ETF positions worth $1.9B in its Form 13F for June 30, 2026. The largest was AVUS, at $89.9M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.