Simplicity Wealth,LLC — 13F Holdings & Portfolio
CIK 1913243 · latest 13F-HR filed 2026-08-06
Simplicity Wealth,LLC manages $2.96B in 13F-reported U.S. long-equity assets across 1,022 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are AVUS (3.04%), AVDE (2.40%), VOO (2.38%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 309 new positions and exited 35; 531 existing positions rose in reported value and 103 fell.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
Loading holdings…
AUM
$2.96B
Long-equity book
Holdings
1,022
Distinct positions
Period
2026-06-30
Filed 2026-08-06
Q/Q Activity
+309 / −35 / ↑531 / ↓103
vs 2026-03-31
Portfolio charts
Latest quarter's book, what changed, and how the portfolio has evolved across filings.
Portfolio map
Q2 26AVUS3.0% · +2%AVDE2.4% · +23%VOO2.4% · +6%AAPL1.9% · +84%NVDA1.9% · +52%IVV1.9% · +39%AVIG1.8% · +6%SPYM1.4% · +11%GOOGL1.3% · +168%AVEM1.2% · +26%AVSF1.2% · +1%AVLC1.2% · +2%MSFT1.1% · +61%CAT1.0% · +578%AVGO0.9% · +98%AMZN0.9% · +56%TLT0.8% · +2%SCNM0.8% · +2729%SPDW0.8% · +91%COST0.8% · +162%DFAC0.7% · +10%TSLA0.7% · +78%WMT0.7% · +272%SPYG0.7% · +570%ABBV0.7% · +91%IEMG0.7% · -7%DYNF0.7% · +129%IWY0.6% · +3%IUSB0.6% · +46%SPYV0.6% · +535%QQQ0.6% · +165%AVUV0.6% · +8%RTX0.6% · +352%JHML0.6% · +16%GOOG0.6% · +46%SCHG0.6% · +27%AVSC0.6% · +3%GS0.5% · +635%JPM0.5% · +39%JHMD0.5% · +14%SCEC0.5% · newXLK0.5% · +156%AMD0.5% · -19%DFSB0.5% · +15%DFSU0.5% · +8%META0.5% · +33%SPY0.5% · +208%SPAB0.5% · +3%CVX0.5% · +182%VYM0.5% · +35%JNJ0.5% · +70%LRCX0.5% · -1%UNH0.4% · +157%CGDV0.4% · +540%SCHM0.4% · newAXP0.4% · +1626%VZ0.4% · +259%XOM0.4% · +81%IWX0.4% · +8%IVW0.4% · +25%
Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.
Sector mix
% of 13F valueSectors from each company's SIC code; funds and ETFs grouped separately.
Biggest buys and sells
Q1 26 → Q2 26Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.
13F assets and positions
3 quartersTotal reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.
Top positions over time
reported valueThe eight largest current positions, valued at each quarter end.
Concentration
top 10 = 19.1%Cumulative share of the portfolio held in the largest N positions.
Firm Profile & Key People
As of the firm’s regulatory filing dated Jul 8, 2026.
Assets Under Management
$4.27B
Discretionary
$4.19B
Employees
424
Accounts
14,045
Address
475 SPRINGFIELD AVE.
SUITE #1
SUMMIT, NJ 07901
SUITE #1
SUMMIT, NJ 07901
Phone
(844) 220-8326
This firm reports 3 disclosure items on its registration.
| Name | Title / Status | Ownership | Type |
|---|---|---|---|
| DONALDSON, BRUCE, GEORGE Control | CHIEF EXECUTIVE OFFICER/BOARD MEMBER since Jan 2019 | Less than 5% | Individual |
| LEIDNER, MITCHELL, MARC Control | CFO AND TREASURER/BOARD MEMBER since Sep 2021 | Less than 5% | Individual |
| MCCANN, ERIN, BARTLETT Control | PRESIDENT since Jan 2019 | Less than 5% | Individual |
| Parker, Christina Control | GENERAL COUNSEL since Sep 2021 | Less than 5% | Individual |
| ROZMAN, THOMAS, JOHN Control | CHIEF INVESTMENT OFFICER since Dec 2021 | Less than 5% | Individual |
| Raider, Scott, N Control | CHIEF COMPLIANCE OFFICER since Feb 2025 | Less than 5% | Individual |
| SIMPLICITY FINANCIAL MARKETING HOLDINGS INC. Control | OWNER since Jan 2019 | 75% or more | Domestic Entity |
| TINNIRELLO, PAUL, ADAM | EXECUTIVE VICE PRESIDENT since Oct 2023 | Less than 5% | Individual |
| Wickersham, Sean, David | BOARD MEMBER since Aug 2023 | Less than 5% | Individual |
| DRAGONEER OPPORTUNIFIES FUND VI, L.P. Control Indirect owner via SYMMETRY INVESTOR AGGREGATOR, LP | LIMITED PARTNER since Aug 2021 | 25–50% | Domestic Entity |
| PEQUOD MIDCO INC Control Indirect owner via SIMPLICITY FINANCIAL MARKETING GROUP HOLDINGS INC. | SHAREHOLDER since Dec 2020 | 75% or more | Domestic Entity |
| PEQUOD TOPCO INC. Control Indirect owner via PEQUOD MIDCO INC | SHAREHOLDER since Dec 2020 | 75% or more | Domestic Entity |
| SIMPLICITY FINANCIAL MARKETING GROUP HOLDINGS INC. Control Indirect owner via SIMPLICITY FINANCIAL MARKETING HOLDINGS INC. | SHAREHOLDER since Feb 2018 | 75% or more | Domestic Entity |
| SIMPLICITY GROUP HOLDINGS, LP Control Indirect owner via PEQUOD TOPCO INC. | SHAREHOLDER since Dec 2020 | 75% or more | Domestic Entity |
| SKYKNIGHT CAPITAL FUND IV, L.P Control Indirect owner via SYMMETRY INVESTOR AGGREGATOR, LP | LIMITED PARTNER since Jan 2023 | 25–50% | Domestic Entity |
| SKYKNIGHT FINANCIAL HOLDINGS, L.P Control Indirect owner via SYMMETRY INVESTOR AGGREGATOR, LP | LIMITED PARTNER since Jul 2024 | 25–50% | Domestic Entity |
| SYMMETRY INVESTOR AGGREGATOR, LP Control Indirect owner via SIMPLICITY GROUP HOLDINGS, LP | LIMITED PARTNER since Dec 2024 | 50–75% | Domestic Entity |
Ownership & leadership changes · 11 filings with changes since Feb 6, 2019
From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.
Mar 26, 2025 filing
- No longer listedMargolies, Jared · CHIEF COMPLIANCE OFFICER · Less than 5% · control person · listed since Oct 2023
- AddedRaider, Scott, N · CHIEF COMPLIANCE OFFICER · Less than 5% · control person
Jan 24, 2025 filing
- No longer listedLEE EQUITY PARTNERS III GP, LLC · GENERAL PARTNER · General partner, trustee or manager · indirect via LEP SIMPLICITY HOLDINGS, L.P. · control person · listed since Dec 2020
- No longer listedLEP PEQUOD GP, LLC · GENERAL PARTNER · General partner, trustee or manager · indirect via LEP PEQUOD HOLDINGS LP · control person · listed since Dec 2020
- No longer listedLEP PEQUOD HOLDINGS LP · STOCKHOLDER · 75% or more · indirect via PEQUOD TOPCO INC. · control person · listed since Dec 2020
- No longer listedLEP SIMPLICITY HOLDINGS, L.P. · MEMBER · 75% or more · indirect via LEP PEQUOD HOLDINGS LP · control person · listed since Dec 2020
- AddedDRAGONEER OPPORTUNIFIES FUND VI, L.P. · LIMITED PARTNER · 25–50% · indirect via SYMMETRY INVESTOR AGGREGATOR, LP · control person
- AddedSIMPLICITY GROUP HOLDINGS, LP · SHAREHOLDER · 75% or more · indirect via PEQUOD TOPCO INC. · control person
- AddedSKYKNIGHT CAPITAL FUND IV, L.P · LIMITED PARTNER · 25–50% · indirect via SYMMETRY INVESTOR AGGREGATOR, LP · control person
- AddedSKYKNIGHT FINANCIAL HOLDINGS, L.P · LIMITED PARTNER · 25–50% · indirect via SYMMETRY INVESTOR AGGREGATOR, LP · control person
- AddedSYMMETRY INVESTOR AGGREGATOR, LP · LIMITED PARTNER · 50–75% · indirect via SIMPLICITY GROUP HOLDINGS, LP · control person
- ChangedPEQUOD MIDCO INC · indirect via SIMPLICITY FINANCIAL MARKETING GROUP HOLDINGS INC.: title STOCKHOLDER → SHAREHOLDER
- ChangedPEQUOD TOPCO INC. · indirect via PEQUOD MIDCO INC: title STOCKHOLDER → SHAREHOLDER
- ChangedSIMPLICITY FINANCIAL MARKETING GROUP HOLDINGS INC. · indirect via SIMPLICITY FINANCIAL MARKETING HOLDINGS INC.: title STOCKHOLDER → SHAREHOLDER; ownership General partner, trustee or manager → 75% or more
Nov 2, 2023 filing
- AddedTINNIRELLO, PAUL, ADAM · EXECUTIVE VICE PRESIDENT · Less than 5%
Oct 20, 2023 filing
- No longer listedLEONARD, CHRISTOPHER · CHIEF COMPLIANCE OFFICER · Less than 5% · control person · listed since Jan 2022
- Listed againMargolies, Jared · CHIEF COMPLIANCE OFFICER · Less than 5% · control person
Aug 31, 2023 filing
- AddedLEIDNER, MITCHELL, MARC · CFO AND TREASURER/BOARD MEMBER · Less than 5% · control person
- AddedParker, Christina · GENERAL COUNSEL · Less than 5% · control person
- AddedWickersham, Sean, David · BOARD MEMBER · Less than 5%
- ChangedDONALDSON, BRUCE, GEORGE · title CHIEF EXECUTIVE OFFICER → CHIEF EXECUTIVE OFFICER/BOARD MEMBER
- ChangedLEONARD, CHRISTOPHER · now a control person
- ChangedROZMAN, THOMAS, JOHN · now a control person
- ChangedSIMPLICITY FINANCIAL MARKETING GROUP HOLDINGS INC. · indirect via SIMPLICITY FINANCIAL MARKETING HOLDINGS INC.: ownership 75% or more → General partner, trustee or manager
Jan 7, 2022 filing
- No longer listedMargolies, Jared · CHIEF COMPLIANCE OFFICER · Less than 5% · control person · listed since May 2020
- AddedLEONARD, CHRISTOPHER · CHIEF COMPLIANCE OFFICER · Less than 5%
Dec 20, 2021 filing
- No longer listedADVISORY ALPHA, LLC · OWNER · 50–75% · control person · listed since Jan 2019
- No longer listedOSTERINK, STEVE, MARK · CHIEF INVESTMENT OFFICER · Less than 5% · control person · listed since Jan 2019
- AddedROZMAN, THOMAS, JOHN · CHIEF INVESTMENT OFFICER · Less than 5%
- ChangedSIMPLICITY FINANCIAL MARKETING HOLDINGS INC. · ownership 50–75% → 75% or more
Dec 13, 2021 filing
- No longer listedOSTERINK, STEVE, MARK · MEMBER · 75% or more · indirect via ADVISORY ALPHA, LLC · control person · listed since Jan 2019
Apr 21, 2021 filing
- No longer listedAQUILINE CAPITAL PARTNERS GP (OFFSHORE) LTD. · GENERAL PARTNER · General partner, trustee or manager · indirect via AQUILINE FINANCIAL SERVICES FUND (OFFSHORE) L.P. · control person · listed since Jun 2006
- No longer listedAQUILINE CAPITAL PARTNERS GP LLC · GENERAL PARTNER · General partner, trustee or manager · indirect via AQUILINE FINANCIAL SERVICES FUND L.P. · control person · listed since Nov 2005
- No longer listedAQUILINE FINANCIAL SERVICES FUND (OFFSHORE) L.P. · UNIT HOLDER CLASS A · 25–50% · indirect via FUTURITY FIRST FUNDING, LLC · control person · listed since Jan 2008
- No longer listedAQUILINE FINANCIAL SERVICES FUND L.P. · UNIT HOLDER CLASS A · 50–75% · indirect via FUTURITY FIRST FUNDING, LLC · control person · listed since Jan 2008
- No longer listedFUTURITY FIRST FUNDING, LLC · STOCKHOLDER · 75% or more · indirect via SIMPLICITY FINANCIAL MARKETING GROUP HOLDINGS INC. · control person · listed since Feb 2018
- AddedDONALDSON, BRUCE, GEORGE · CHIEF EXECUTIVE OFFICER · Less than 5% · control person
- AddedLEE EQUITY PARTNERS III GP, LLC · GENERAL PARTNER · General partner, trustee or manager · indirect via LEP SIMPLICITY HOLDINGS, L.P. · control person
- AddedLEP PEQUOD GP, LLC · GENERAL PARTNER · General partner, trustee or manager · indirect via LEP PEQUOD HOLDINGS LP · control person
- AddedLEP PEQUOD HOLDINGS LP · STOCKHOLDER · 75% or more · indirect via PEQUOD TOPCO INC. · control person
- AddedLEP SIMPLICITY HOLDINGS, L.P. · MEMBER · 75% or more · indirect via LEP PEQUOD HOLDINGS LP · control person
- AddedMCCANN, ERIN, BARTLETT · PRESIDENT · Less than 5% · control person
- AddedPEQUOD MIDCO INC · STOCKHOLDER · 75% or more · indirect via SIMPLICITY FINANCIAL MARKETING GROUP HOLDINGS INC. · control person
- AddedPEQUOD TOPCO INC. · STOCKHOLDER · 75% or more · indirect via PEQUOD MIDCO INC · control person
- ChangedOSTERINK, STEVE, MARK · ownership 75% or more → Less than 5%
May 1, 2020 filing
- No longer listedKoeman, Katie, Lyn · CHIEF COMPLIANCE OFFICER · Less than 5% · control person · listed since Jan 2019
- AddedMargolies, Jared · CHIEF COMPLIANCE OFFICER · Less than 5% · control person
Older changes (2 more filings)
Nov 18, 2019 filing
- AddedOSTERINK, STEVE, MARK · CHIEF INVESTMENT OFFICER · 75% or more · control person
Feb 6, 2019 filing (earliest on record)
- ListedADVISORY ALPHA, LLC · OWNER · 50–75% · control person
- ListedAQUILINE CAPITAL PARTNERS GP (OFFSHORE) LTD. · GENERAL PARTNER · General partner, trustee or manager · indirect via AQUILINE FINANCIAL SERVICES FUND (OFFSHORE) L.P. · control person
- ListedAQUILINE CAPITAL PARTNERS GP LLC · GENERAL PARTNER · General partner, trustee or manager · indirect via AQUILINE FINANCIAL SERVICES FUND L.P. · control person
- ListedAQUILINE FINANCIAL SERVICES FUND (OFFSHORE) L.P. · UNIT HOLDER CLASS A · 25–50% · indirect via FUTURITY FIRST FUNDING, LLC · control person
- ListedAQUILINE FINANCIAL SERVICES FUND L.P. · UNIT HOLDER CLASS A · 50–75% · indirect via FUTURITY FIRST FUNDING, LLC · control person
- ListedFUTURITY FIRST FUNDING, LLC · STOCKHOLDER · 75% or more · indirect via SIMPLICITY FINANCIAL MARKETING GROUP HOLDINGS INC. · control person
- ListedKoeman, Katie, Lyn · CHIEF COMPLIANCE OFFICER · Less than 5% · control person
- ListedOSTERINK, STEVE, MARK · MEMBER · 75% or more · indirect via ADVISORY ALPHA, LLC · control person
- ListedSIMPLICITY FINANCIAL MARKETING GROUP HOLDINGS INC. · STOCKHOLDER · 75% or more · indirect via SIMPLICITY FINANCIAL MARKETING HOLDINGS INC. · control person
- ListedSIMPLICITY FINANCIAL MARKETING HOLDINGS INC. · OWNER · 50–75% · control person
Quarter-over-quarter changes
Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.
Top Adds (vs prior quarter)
- APPLE INC$29.8M +109.5%
- ALPHABET INC$27.2M +233.0%
- CATERPILLAR INC$26.5M +919.2%
- NVIDIA CORPORATION$23.7M +74.5%
- STERLING CAP FDS$23.6M +2763.0%
Top Trims
- VANGUARD BD INDEX FDS-$3.8M -74.0%
- ISHARES TR-$3.1M -77.7%
- ISHARES TR-$2.7M -22.1%
- SPDR SERIES TRUST-$2.7M -33.2%
- ISHARES TR-$2.1M -77.1%
New Positions
- CAPITOL SER TR$16.0M
- SCHWAB STRATEGIC TR$12.8M
- COLUMBIA ETF TR I$9.8M
- INVESCO EXCH TRADED FD TR II$8.2M
- VICTORY PORTFOLIOS II$8.1M
Exited Positions
- PROSHARES TR$1.3M
- HONEYWELL INTL INC$1.1M
- ABRDN ETFS$506.6K
- ETFIS SER TR I$463.9K
- ACUSHNET HLDGS CORP$395.0K
Simplicity Wealth,LLC Holdings (2026-06-30)
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | AMERICAN CENTY ETF TR | AVUS | 025072885 | $89.9M | 3.04% | 702,241 | SH |
| 2 | AMERICAN CENTY ETF TR | AVDE | 025072703 | $71.0M | 2.40% | 795,696 | SH |
| 3 | VANGUARD INDEX FDS | VOO | 922908363 | $70.6M | 2.38% | 102,799 | SH |
| 4 | APPLE INC | AAPL | 037833100 | $57.1M | 1.93% | 197,173 | SH |
| 5 | NVIDIA CORPORATION | NVDA | 67066G104 | $55.4M | 1.87% | 276,909 | SH |
| 6 | ISHARES TR | IVV | 464287200 | $54.9M | 1.85% | 73,317 | SH |
| 7 | AMERICAN CENTY ETF TR | AVIG | 025072562 | $53.2M | 1.79% | 1,283,956 | SH |
| 8 | SPDR SERIES TRUST | SPYM | 78464A854 | $40.5M | 1.37% | 461,034 | SH |
| 9 | ALPHABET INC | GOOGL | 02079K305 | $38.9M | 1.31% | 108,957 | SH |
| 10 | AMERICAN CENTY ETF TR | AVEM | 025072604 | $34.6M | 1.17% | 358,301 | SH |
| 11 | AMERICAN CENTY ETF TR | AVSF | 025072687 | $34.5M | 1.17% | 741,461 | SH |
| 12 | AMERICAN CENTY ETF TR | AVLC | 025072158 | $34.2M | 1.15% | 380,366 | SH |
| 13 | MICROSOFT CORP | MSFT | 594918104 | $32.0M | 1.08% | 85,761 | SH |
| 14 | CATERPILLAR INC | CAT | 149123101 | $29.4M | 0.99% | 27,639 | SH |
| 15 | BROADCOM INC | AVGO | 11135F101 | $27.3M | 0.92% | 72,395 | SH |
| 16 | AMAZON COM INC | AMZN | 023135106 | $26.6M | 0.90% | 111,492 | SH |
| 17 | ISHARES TR | TLT | 464287432 | $24.8M | 0.84% | 287,153 | SH |
| 18 | STERLING CAP FDS | SCNM | 85917K470 | $24.5M | 0.83% | 973,736 | SH |
| 19 | SPDR INDEX SHS FDS | SPDW | 78463X889 | $24.2M | 0.82% | 479,774 | SH |
| 20 | COSTCO WHOLESALE CORPORATION | COST | 22160K105 | $22.9M | 0.77% | 24,449 | SH |
| 21 | DIMENSIONAL ETF TRUST | DFAC | 25434V708 | $21.6M | 0.73% | 487,697 | SH |
| 22 | TESLA INC | TSLA | 88160R101 | $21.5M | 0.72% | 51,056 | SH |
| 23 | WALMART INC | WMT | 931142103 | $20.9M | 0.70% | 184,119 | SH |
| 24 | SPDR SERIES TRUST | SPYG | 78464A409 | $20.6M | 0.70% | 173,137 | SH |
| 25 | ABBVIE INC | ABBV | 00287Y109 | $20.6M | 0.69% | 81,682 | SH |
| 26 | ISHARES INC | IEMG | 46434G103 | $20.3M | 0.68% | 244,727 | SH |
| 27 | BLACKROCK ETF TRUST | DYNF | 09290C103 | $19.8M | 0.67% | 290,863 | SH |
| 28 | ISHARES TR | IWY | 464289438 | $19.1M | 0.65% | 65,838 | SH |
| 29 | ISHARES TR | IUSB | 46434V613 | $18.5M | 0.62% | 400,169 | SH |
| 30 | SPDR SERIES TRUST | SPYV | 78464A508 | $18.4M | 0.62% | 301,939 | SH |
| 31 | INVESCO QQQ TR | QQQ | 46090E103 | $18.2M | 0.61% | 24,680 | SH |
| 32 | AMERICAN CENTY ETF TR | AVUV | 025072877 | $17.7M | 0.60% | 142,111 | SH |
| 33 | RTX CORPORATION | RTX | 75513E101 | $17.7M | 0.60% | 93,099 | SH |
| 34 | JOHN HANCOCK EXCHANGE TRADED | JHML | 47804J107 | $17.4M | 0.59% | 195,142 | SH |
| 35 | ALPHABET INC | GOOG | 02079K107 | $16.9M | 0.57% | 47,833 | SH |
| 36 | SCHWAB STRATEGIC TR | SCHG | 808524300 | $16.9M | 0.57% | 498,343 | SH |
| 37 | AMERICAN CENTY ETF TR | AVSC | 025072323 | $16.4M | 0.56% | 224,294 | SH |
| 38 | GOLDMAN SACHS GROUP INC | GS | 38141G104 | $16.2M | 0.55% | 16,051 | SH |
| 39 | JPMORGAN CHASE & CO | JPM | 46625H100 | $16.1M | 0.54% | 49,181 | SH |
| 40 | JOHN HANCOCK EXCHANGE TRADED | JHMD | 47804J859 | $16.1M | 0.54% | 361,672 | SH |
| 41 | CAPITOL SER TR | SCEC | 14064D444 | $16.0M | 0.54% | 639,079 | SH |
| 42 | SELECT SECTOR SPDR TR | XLK | 81369Y803 | $15.8M | 0.53% | 83,069 | SH |
| 43 | ADVANCED MICRO DEVICES INC | AMD | 007903107 | $15.5M | 0.52% | 26,737 | SH |
| 44 | DIMENSIONAL ETF TRUST | DFSB | 25434V674 | $15.1M | 0.51% | 290,108 | SH |
| 45 | DIMENSIONAL ETF TRUST | DFSU | 25434V716 | $14.9M | 0.50% | 319,712 | SH |
| 46 | META PLATFORMS INC | META | 30303M102 | $14.4M | 0.49% | 25,554 | SH |
| 47 | STATE STR SPDR S&P 500 ETF T | SPY | 78462F103 | $14.2M | 0.48% | 20,058 | SH |
| 48 | SPDR SERIES TRUST | SPAB | 78464A649 | $13.9M | 0.47% | 546,014 | SH |
| 49 | CHEVRON CORPORATION | CVX | 166764100 | $13.6M | 0.46% | 82,222 | SH |
| 50 | VANGUARD WHITEHALL FDS | VYM | 921946406 | $13.6M | 0.46% | 86,122 | SH |
Filing History
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-08-06 | $2.96B | 1,022 | 0001062993-26-004075 |
| 2026-03-31 | 2026-04-30 | $1.76B | 748 | 0001062993-26-002226 |
| 2025-12-31 | 2026-01-30 | $1.68B | 700 | 0001062993-26-000496 |
Filer Information
Address
475 SPRINGFIELD AVENUESUMMIT, NJ 07901
Phone
(844) 220-8326
Filing Manager
Simplicity Wealth,LLC
SUMMIT, NJ
Signatory
ERIN MCCANN
PRESIDENT