List of top 200 securities held by Simplicity Wealth LLC:
- Institutional investors with $100 million or more in holdings are required to report their portfolio holdings on a quarterly basis within 45 days of the end of a calendar quarter.
- The table below lists top 200 holdings for the reported quarter.
- Portfolio values with missing quarterly reports are assigned zero.
"Insiders might sell their shares for any number of reasons, but they buy them for only one: they think the price will rise"
- Peter Lynch
What is insider trading>>
- Peter Lynch
What is insider trading>>
Quarter: 2026Q2
Report Date Time: 2026-08-06 14:18:45
Total Holdings: 982
Assets Under Management (AUM) :
$2,815,096,832 ($2.82B)
Reporting Manager: ERIN MCCANN
Address:
475 SPRINGFIELD AVENUE
SUMMIT, NJ 07901
Since : total money flow = , gains and losses =
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