13F filer

Simplicity Wealth

As of Sep 30, 2026 Filed Oct 23, 2026 CIK 1913243 SEC filings ↗

13F Value

$3.43B

Positions

1,074

Top Position

AVDE2.9%

Top 5

12.5%

Latest filing changes

vs Jun 30, 2026

1 IVV iShares Core S&P 500 ETF +59.2%+$33.2M

2 AVDE Avantis International Equity ETF +36.8%+$26.4M

3 IUSB iShares Core Universal USD Bond ETF +80.6%+$14.2M

4 AGG iShares Core U.S. Aggregate Bond ETF +167.3%+$13.6M

5 JHML John Hancock Multifactor Large Cap ETF +75.3%+$13.1M

Holdings1,074

#
1	AVDE Avantis International Equity ETF	2.9%	$98.1M	+36.8%	1.09M	2.4%	ETF
2	AVUS Avantis U.S. Equity ETF	2.7%	$93.2M	+3.7%	728.0K	3.0%	ETF
3	IVV iShares Core S&P 500 ETF	2.6%	$89.4M	+59.2%	116.7K	1.9%	ETF
4	VOO Vanguard 500 Index Fund — ETF Shares	2.2%	$75.3M	+4.5%	107.5K	2.4%	ETF
5	AAPL Apple	2.1%	$72.2M	+10.0%	216.9K	1.9%	Common Stock
6	NVDA NVIDIA	2.1%	$71.7M	+13.3%	313.8K	1.9%	Common Stock
7	MSFT Microsoft	1.4%	$47.8M	+8.8%	93.3K	1.1%	Common Stock
8	AVIG Avantis Core Fixed Income ETF	1.2%	$42.5M	-15.9%	1.08M	1.8%	ETF
9	GOOGL Alphabet Class A Filing details 02079K305 Sep 30, 2026 113,542 reported quantity $39,067,620 reported value	1.1%	$39.1M	+4.2%	113.5K	1.3%	Common Stock
10	AVEM Avantis Emerging Markets Equity ETF	1.1%	$36.7M	+9.0%	390.6K	1.2%	ETF
11	AVLC Avantis U.S. Large Cap Equity ETF	1.0%	$35.8M	+4.2%	396.2K	1.2%	ETF
12	SPYM State Street(R) SPDR(R) Portfolio S&P 500(R) ETF	1.0%	$34.2M	-17.3%	381.4K	1.4%	ETF
13	IUSB iShares Core Universal USD Bond ETF	0.9%	$31.9M	+80.6%	722.8K	0.6%	ETF
14	AMZN Amazon	0.9%	$31.7M	+14.1%	127.2K	0.9%	Common Stock
15	JHML John Hancock Multifactor Large Cap ETF	0.9%	$30.5M	+75.3%	342.1K	0.6%	ETF
16	AVGO Broadcom	0.8%	$28.8M	+13.2%	81.9K	0.9%	Common Stock
17	AVSF Avantis Short-Term Fixed Income ETF	0.8%	$28.1M	-17.0%	615.2K	1.2%	ETF
18	JHMD John Hancock Multifactor Developed International ETF	0.8%	$27.7M	+72.9%	625.3K	0.5%	ETF
19	DYNF iShares U.S. Equity Factor Rotation Active ETF	0.8%	$26.3M	+30.8%	380.4K	0.7%	ETF
20	AVGB Avantis Credit ETF	0.7%	$25.1M	NEW	506.5K	—	ETF

Change compares with the prior filing. Prior % is the share of the portfolio in that filing. Trend shows the quantity held in each of the last four filings: green rose, red fell, grey unchanged.

Exited in Latest Filing106

#	Holding	Prior %	Prior Value	Change	Prior Quantity	Trend (4Q)	Type

Compared with the immediately prior published filing (Jun 30, 2026). Prior values are shown for context and are not included in current totals.