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Manager record

Simplicity Wealth,LLC

Summit, NJ · CIK 1913243 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$3.43BReported 13F valueQ3 2026 · as filed
1,074Holdings listed
+15.8%vs prior quartervalue change includes market moves
6Quarters on record
Oct 23Latest filed
Reported 13F value by quarter, Q2 2025 to Q3 2026Q2 2025: $2.4B$2.4BQ2 2025585 holdingsQ3 2025: $1.7B$1.7BQ3 2025709 holdingsQ4 2025: $1.7B$1.7BQ4 2025700 holdingsQ1 2026: $1.8B$1.8BQ1 2026748 holdingsQ2 2026: $3.0B$3.0BQ2 20261,022 holdingsQ3 2026: $3.4B$3.4BQ3 20261,074 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Oct 23 2026 13F-HR · period Q3 2026

$3.43B · 1,074 holdings listed · View original SEC filing ↗
Aug 06 2026 13F-HR · period Q2 2026

$2.96B · 1,022 holdings listed · View original SEC filing ↗
Apr 30 2026 13F-HR · period Q1 2026

$1.76B · 748 holdings listed · View original SEC filing ↗
Jan 30 2026 13F-HR · period Q4 2025

$1.68B · 700 holdings listed · View original SEC filing ↗
Oct 30 2025 13F-HR · period Q3 2025

$1.73B · 709 holdings listed · View original SEC filing ↗
Jul 22 2025 13F-HR · period Q2 2025

$2.40B · 585 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q3 2026 · latest filing Oct 23, 2026 · Change methodology