Simplicity Wealth,LLC

Q1 2026 13F Holdings

Location
Summit, NJ
Holdings as of
3/31/2026
Value
$1.76B
Num holdings
748
Date filed
4/30/2026
Form type
13F-HR
Prev filing
1/30/2026
Next filing
8/6/2026
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type