Simplicity Wealth,LLC

Q3 2026 13F Holdings

Location
Summit, NJ
Holdings as of
9/30/2026
Value
$3.43B
Num holdings
1,074
Date filed
10/23/2026
Form type
13F-HR
Prev filing
8/6/2026
Next filing
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type