Simplicity Wealth,LLC

Simplicity Wealth,LLC reported 1,022 holdings worth US$2.96B as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Aug 6, 2026

Simplicity Wealth,LLC reported 1,022 holdings worth US$2.96B as of Jun 30, 2026. Largest: Apple Inc, Alphabet Inc (google) Class C and Nvidia Corporation. Filed Aug 6, 2026 (Form 13F).

Holdings
1,022
Value as reported
US$2.96B

The filing in full

CompanySharesValue as reported% of portfolio
Apple Inc197KUS$57.1M1.9%
Alphabet Inc (google) Class C156KUS$55.8M1.9%
Nvidia Corporation277KUS$55.4M1.9%
Microsoft Corp.85,761US$32M1.1%
Caterpillar, Inc.27,639US$29.4M0.99%
Broadcom Inc.72,395US$27.3M0.92%
Amazon.com, Inc.111KUS$26.6M0.90%
Costco Wholesale Corporation24,449US$22.9M0.77%
Tesla, Inc.51,056US$21.5M0.72%
Walmart Inc.184KUS$20.9M0.70%
Abbvie Inc.81,682US$20.6M0.69%
Rtx Corporation93,099US$17.7M0.60%
Goldman Sachs Group, Inc. (the)16,051US$16.2M0.55%
Jp Morgan Chase & Co.49,181US$16.1M0.54%
Advanced Micro Devices Inc26,737US$15.5M0.52%
Meta Platforms, Inc.25,554US$14.4M0.49%
Chevron Corporation82,222US$13.6M0.46%
Johnson & Johnson53,196US$13.5M0.46%
Lam Research Corporation31,158US$13.5M0.46%
Unitedhealth Group Incorporated31,667US$13.2M0.44%
American Express Company37,462US$12.7M0.43%
Verizon Communications Inc.296KUS$12.5M0.42%
Exxon Mobil Corporation90,679US$12.4M0.42%
Eli Lilly And Company9,693US$11.6M0.39%
Simon Property Group, Inc.51,964US$11.6M0.39%
Cisco Systems, Inc.95,826US$11.3M0.38%
Citigroup, Inc.86,109US$11.1M0.37%
Procter & Gamble Company (the)64,292US$9.43M0.32%
Micron Technology, Inc.8,100US$9.35M0.32%
Berkshire Hathaway Inc.18,042US$9.03M0.30%
Halliburton Company261KUS$8.85M0.30%
Visa Inc.24,936US$8.56M0.29%
International Business Machines Corporation29,704US$8.35M0.28%
Deere & Company12,797US$8.12M0.27%
Tjx Companies, Inc. (the)50,002US$7.58M0.26%
Netflix, Inc.104KUS$7.44M0.25%
Oracle Corporation50,546US$7.41M0.25%
Coca-cola Company (the)84,473US$6.87M0.23%
Merck & Company, Inc.53,267US$6.84M0.23%
Home Depot, Inc. (the)18,345US$6.47M0.22%
General Dynamics Corporation17,930US$6.35M0.21%
Bank Of America Corporation105KUS$5.97M0.20%
Palantir Technologies Inc.49,910US$5.82M0.20%
Tapestry, Inc.36,767US$5.38M0.18%
Wells Fargo & Company64,138US$5.3M0.18%
Applied Materials, Inc.7,123US$5.15M0.17%
Mastercard Incorporated9,420US$4.84M0.16%
Quest Diagnostics Incorporated22,182US$4.7M0.16%
Taiwan Semiconductor Manufacturing Co., Ltd.9,315US$4.45M0.15%
Mcdonald's Corporation16,378US$4.43M0.15%
Norfolk Southern Corporation13,845US$4.36M0.15%
Southern Company (the)43,287US$4.14M0.14%
Walt Disney Company (the)42,550US$4.1M0.14%
Valero Energy Corporation15,394US$4.01M0.14%
Cvs Health Corporation38,054US$3.94M0.13%
Amgen Inc.10,539US$3.82M0.13%
Colgate-palmolive Company41,488US$3.8M0.13%
Intel Corporation25,989US$3.63M0.12%
Lockheed Martin Corporation6,666US$3.4M0.11%
Altria Group, Inc.45,855US$3.3M0.11%
Kinder Morgan, Inc.103KUS$3.29M0.11%
Philip Morris International Inc18,065US$3.27M0.11%
Rio Tinto Plc34,238US$3.25M0.11%
Pepsico, Inc.22,816US$3.09M0.10%
Annaly Capital Management Inc.124KUS$2.78M0.09%
Kla Corporation9,086US$2.74M0.09%
Target Corporation20,383US$2.66M0.09%
Pfizer, Inc.109KUS$2.63M0.09%
Realty Income Corporation42,259US$2.62M0.09%
Ge Aerospace6,901US$2.58M0.09%
Union Pacific Corporation9,413US$2.56M0.09%
Nextera Energy, Inc.27,863US$2.45M0.08%
Abbott Laboratories26,908US$2.44M0.08%
Vistra Corp.14,746US$2.34M0.08%
Darden Restaurants, Inc.11,304US$2.33M0.08%
Agnc Investment Corp.213KUS$2.33M0.08%
Texas Instruments Incorporated7,760US$2.31M0.08%
Boeing Company (the)10,623US$2.3M0.08%
Ge Vernova Inc.1,939US$2.28M0.08%
Crowdstrike Holdings, Inc.2,939US$2.24M0.08%
Spire Inc.26,635US$2.08M0.07%
At&t Inc.98,102US$2.03M0.07%
Palo Alto Networks, Inc.5,897US$2.01M0.07%
Western Digital Corporation3,138US$2M0.07%
Armour Residential Reit, Inc.115KUS$2M0.07%
Conocophillips18,079US$1.88M0.06%
Carrier Global Corporation25,557US$1.87M0.06%
Ross Stores, Inc.8,793US$1.87M0.06%
Automatic Data Processing, Inc.8,206US$1.84M0.06%
Tractor Supply Company57,233US$1.81M0.06%
Dycom Industries, Inc.3,534US$1.79M0.06%
Qualcomm Incorporated9,083US$1.68M0.06%
Lowe's Companies, Inc.7,570US$1.67M0.06%
Aerovironment, Inc.9,611US$1.59M0.05%
Pnc Financial Services Group, Inc. (the)6,318US$1.56M0.05%
Progressive Corporation (the)7,018US$1.53M0.05%
Amphenol Corporation8,665US$1.53M0.05%
Corning Incorporated5,909US$1.51M0.05%
Newmont Corporation14,920US$1.39M0.05%
Vertex Pharmaceuticals Incorporated2,792US$1.39M0.05%

Every holding of Simplicity Wealth,LLC

Source

View original at SEC

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