Simplicity Wealth,LLC
Annual return '25
+21.8%
SPY '25
+17.7%
Alpha
+4.1ptsvs SPY
Invested
$1.8B
Holdings
747
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 99%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$AVUS
AMERICAN CENTY ETF TR
Q4 2025: Increased +3.3% (676.4k → 699.0k shares)
4.3%
02
$VOO
VANGUARD INDEX FDS
Q4 2025: Sold 6.7% (101.8k → 95.0k shares)
3.3%
03
$AVDE
AMERICAN CENTY ETF TR
Q4 2025: Increased +27.1% (484.8k → 616.1k shares)
3.1%
04
$AVIG
AMERICAN CENTY ETF TR
Q4 2025: Increased +6.1% (1.09M → 1.16M shares)
2.9%
05
$IVV
ISHARES TR
Q4 2025: Sold 51.4% (90.0k → 43.7k shares)
2.0%
06
$AVSF
AMERICAN CENTY ETF TR
Q4 2025: Increased +4.9% (635.2k → 666.1k shares)
1.9%
07
$NVDA
NVIDIA CORPORATION
Q4 2025: Sold 19.7% (221.0k → 177.5k shares)
1.8%
08
$SPYM
SPDR SERIES TRUST
Q4 2025: Increased +9.2% (309.2k → 337.8k shares)
1.8%
09
$AVLC
AMERICAN CENTY ETF TR
Q4 2025: Increased +5.0% (356.2k → 374.1k shares)
1.6%
10
$AAPL
APPLE INC
Q4 2025: Sold 7.8% (110.9k → 102.3k shares)
1.5%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 08:09 UTC.