Holdings
Simplicity Wealth,LLC
As of Jun 30, 2026, Simplicity Wealth,LLC reported 475 positions worth US$1.05B. Largest: Apple Inc, Alphabet Inc (google) Class C and Nvidia Corporation. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Apple Inc | 197K | US$57.1M | +89,851 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 156K | US$55.8M | +82,855 | Jun 30, 2026 |
| Nvidia Corporation | 277K | US$55.4M | +94,819 | Jun 30, 2026 |
| Microsoft Corp. | 85,761 | US$32M | +32,532 | Jun 30, 2026 |
| Caterpillar, Inc. | 27,639 | US$29.4M | +23,563 | Jun 30, 2026 |
| Broadcom Inc. | 72,395 | US$27.3M | +35,816 | Jun 30, 2026 |
| Amazon.com, Inc. | 111K | US$26.6M | +40,226 | Jun 30, 2026 |
| Costco Wholesale Corporation | 24,449 | US$22.9M | +15,117 | Jun 30, 2026 |
| Tesla, Inc. | 51,056 | US$21.5M | +22,326 | Jun 30, 2026 |
| Walmart Inc. | 184K | US$20.9M | +135K | Jun 30, 2026 |